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Phillips 66

PSX
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001534701

In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).

13F holders, Q4 2025

Institutional positions in Phillips 66 as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,904
+100 vs. Q3 2025
Shares held
309.3M
+4.54M (+1.5%) vs. Q3 2025
Total value
$39.9B
−$1.53B (−3.7%) vs. Q3 2025
New holders
225
699 more added
Sold out
125
626 more reduced

34 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 1,904 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2025: $39.9B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2025.

Institutions holding PSX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Painted Porch Advisors LLC0$00.00%−503−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−485−100.0%Sold out
Crowley Wealth Management, Inc.0$00.00%−455−100.0%Sold out
Lynch Asset Management, Inc.0$00.00%−350−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−324−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−320−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−300−100.0%Sold out
Rise Advisors, LLC0$00.00%−261−100.0%Sold out
Morgan Dempsey Capital Management LLC0$00.00%−214−100.0%Sold out
Clear Investment Research, LLC0$00.00%−197−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−178−100.0%Sold out
Parvin Asset Management, LLC0$00.00%−173−100.0%Sold out
Cranbrook Wealth Management, LLC0$00.00%−150−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−150−100.0%Sold out
Family Legacy Financial Solutions, LLC0$00.00%−100−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−86−100.0%Sold out
Alpine Bank Wealth Management0$00.00%−83−100.0%Sold out
Keener Financial Planning LLC0$00.00%−82−100.0%Sold out
Hopwood Financial Services, Inc.0$00.00%−75−100.0%Sold out
North Capital, Inc.0$00.00%−68−100.0%Sold out
Financial Freedom, LLC0$00.00%−50−100.0%Sold out
Groupe la Francaise0$00.00%−46−100.0%Sold out
Core Alternative Capital0$00.00%−16−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−14−100.0%Sold out
Evergreen Private Wealth LLC0$00.00%−13−100.0%Sold out
Avalon Trust Co0$00.00%−8−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−8−100.0%Sold out
Richardson Financial Services Inc.0$00.00%−3−100.0%Sold out
Orion Capital Management LLC0$00.00%−2−100.0%Sold out
Stonegate Investment Group, LLC––––Not filed
Glenmede Investment Management, LP––––Not filed
AXA Investment Managers S.A.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Shorepoint Capital Partners LLC––––Not filed
Wolverine Trading, LLC––––Not filed
Sonora Investment Management Group, LLC––––Not filed
Synovus Financial Corp––––Not filed
Cobblestone Capital Advisors LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Lokken Investment Group LLC––––Not filed
Oak Hill Wealth Advisors, LLC––––Not filed
Creekmur Asset Management LLC––––Not filed
Country Club Bank––––Not filed
Bridge Creek Capital Management LLC––––Not filed
Pinnacle Financial Partners Inc––––Not filed
LexAurum Advisors, LLC––––Not filed
Eisler Capital Management Ltd.––––Not filed
Full Sail Capital, LLC––––Not filed
SPC Financial, Inc.––––Not filed
Chiron Capital Management, LLC––––Not filed
Corton Capital Inc.––––Not filed
Moloney Securities Asset Management, LLC––––Not filed
Gries Financial LLC––––Not filed
Shell Asset Management Co––––Not filed
Optimum Investment Advisors––––Not filed
Hemington Wealth Management––––Not filed
Promus Capital, LLC––––Not filed
Binnacle Investments Inc––––Not filed
Accredited Wealth Management, LLC––––Not filed
Guerra Advisors Inc––––Not filed
Pineridge Advisors LLC––––Not filed
FSA Wealth Management LLC––––Not filed
Texas Capital Bancshares Inc––––Not filed