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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 93,560 | $12.1M | 0.44% | +11,242+13.7% | Added |
| TCG Advisory Services, LLC | 91,224 | $11.8M | 0.32% | −935−1.0% | Reduced |
| Teacher Retirement System of Texas | 90,826 | $11.7M | 0.04% | +27,934+44.4% | Added |
| Mattern Capital Management, LLC | 90,449 | $11.7M | 1.38% | −2,638−2.8% | Reduced |
| Eldred Rock Partners, LLC | 90,041 | $11.6M | 3.01% | −11,010−10.9% | Reduced |
| Kestra Advisory Services, LLC | 88,193 | $11.4M | 0.05% | −23,514−21.0% | Reduced |
| ProShare Advisors LLC | 88,101 | $11.4M | 0.02% | +7,426+9.2% | Added |
| Daymark Wealth Partners, LLC | 87,035 | $11.2M | 0.36% | +1,378+1.6% | Added |
| Viking Fund Management LLC | 87,000 | $11.2M | 1.30% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 86,955 | $11.2M | 0.04% | −1,577−1.8% | Reduced |
| Retirement Systems of Alabama | 85,715 | $11.1M | 0.04% | −492−0.6% | Reduced |
| DnB Asset Management AS | 85,043 | $11.0M | 0.04% | +2,995+3.7% | Added |
| Skba Capital Management LLC | 83,235 | $10.7M | 1.52% | −1,300−1.5% | Reduced |
| Sanctuary Advisors, LLC | 82,784 | $10.7M | 0.06% | −1,811−2.1% | Reduced |
| LMR Partners LLP | 82,353 | $10.6M | 0.10% | +82,353 | New |
| Amalgamated Bank | 81,717 | $10.5M | 0.08% | +3,884+5.0% | Added |
| Weiss Asset Management LP | 79,684 | $10.3M | 0.15% | +79,684 | New |
| Heritage Investors Management Corp | 78,089 | $10.1M | 0.29% | −1,777−2.2% | Reduced |
| Marco Investment Management LLC | 77,656 | $10.0M | 0.75% | −1,100−1.4% | Reduced |
| Jones Financial Companies LLLP | 77,565 | $10.0M | 0.01% | +9,969+14.7% | Added |
| Advisory Services Network, LLC | 76,169 | $9.83M | 0.14% | −262−0.3% | Reduced |
| Gotham Asset Management, LLC | 74,557 | $9.62M | 0.04% | −118−0.2% | Reduced |
| Simmons Bank | 74,319 | $9.59M | 0.64% | +1,176+1.6% | Added |
| WSFS Capital Management, LLC | 74,001 | $9.55M | 0.46% | +598+0.8% | Added |
| Advisors Capital Management, LLC | 73,851 | $9.53M | 0.11% | +6,164+9.1% | Added |
| Bokf, NA | 73,366 | $9.47M | 0.14% | −2,112−2.8% | Reduced |
| Visionary Wealth Advisors | 73,238 | $9.45M | 0.43% | −372−0.5% | Reduced |
| Sterling Capital Management LLC | 72,720 | $9.38M | 0.15% | +38,781+114.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 72,635 | $9.38M | 0.08% | +51,208+239.0% | Added |
| Adell Harriman & Carpenter Inc | 72,215 | $9.32M | 0.56% | −735−1.0% | Reduced |
| British Columbia Investment Management Corp | 71,590 | $9.24M | 0.05% | +13,033+22.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 71,120 | $9.18M | 0.08% | +71,120 | New |
| Wealthfront Advisers LLC | 70,521 | $9.10M | 0.02% | −810−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 70,339 | $9.08M | 0.03% | +12,381+21.4% | Added |
| Calamos Advisors LLC | 69,137 | $8.92M | 0.04% | −2,807−3.9% | Reduced |
| Woodline Partners LP | 68,768 | $8.87M | 0.03% | +15,358+28.8% | Added |
| Zacks Investment Management | 68,414 | $8.83M | 0.07% | +66,793+4,120.5% | Added |
| Lighthouse Investment Partners, LLC | 68,394 | $8.83M | 0.29% | +56,461+473.2% | Added |
| Brown Advisory Inc | 68,353 | $8.82M | 0.01% | +9,487+16.1% | Added |
| Ensign Peak Advisors, Inc | 67,889 | $8.76M | 0.02% | −12,445−15.5% | Reduced |
| Osborne Partners Capital Management, LLC | 67,687 | $8.73M | 0.45% | +375+0.6% | Added |
| Utah Retirement Systems | 67,104 | $8.66M | 0.08% | −261−0.4% | Reduced |
| Pathstone Holdings, LLC | 66,672 | $8.60M | 0.03% | −76−0.1% | Reduced |
| JustInvest LLC | 65,533 | $8.46M | 0.08% | +9,292+16.5% | Added |
| Eurizon Capital SGR S.p.A. | 64,859 | $8.37M | 0.03% | +64,859 | New |
| Guggenheim Capital LLC | 64,097 | $8.27M | 0.06% | −34,880−35.2% | Reduced |
| ExodusPoint Capital Management, LP | 63,586 | $8.21M | 0.09% | +63,586 | New |
| Horizon Investments, LLC | 63,290 | $8.17M | 0.10% | +52,348+478.4% | Added |
| Foundation Resource Management Inc | 62,800 | $8.10M | 1.08% | −69−0.1% | Reduced |
| NFJ Investment Group, LLC | 62,574 | $8.07M | 0.29% | +48,947+359.2% | Added |
| Rodgers Brothers Inc. | 62,238 | $8.03M | 0.96% | −2,475−3.8% | Reduced |
| IFM Investors Pty Ltd | 62,141 | $8.02M | 0.07% | −4,579−6.9% | Reduced |
| Cambria Investment Management, L.P. | 61,950 | $7.99M | 0.47% | −2,570−4.0% | Reduced |
| Allworth Financial LP | 61,691 | $7.96M | 0.03% | +43,277+235.0% | Added |
| Mackenzie Financial Corp | 61,492 | $7.95M | 0.01% | +14,645+31.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 61,436 | $7.93M | 0.07% | −4,169−6.4% | Reduced |
| Swiss Life Asset Management Ltd | 61,096 | $7.88M | 0.04% | +3,620+6.3% | Added |
| Xponance, Inc. | 61,010 | $7.87M | 0.06% | −12,414−16.9% | Reduced |
| Walleye Trading LLC | 59,057 | $7.62M | 0.12% | −20,620−25.9% | Reduced |
| Strategic Planning Group, LLC | 58,540 | $7.55M | 0.97% | +4,568+8.5% | Added |
| TD Waterhouse Canada Inc. | 58,344 | $7.53M | 0.05% | +1,911+3.4% | Added |
| Nordwand Advisors, LLC | 58,326 | $7.53M | 1.32% | +140+0.2% | Added |
| Cypress Capital Group | 58,065 | $7.49M | 0.84% | −262−0.4% | Reduced |
| Telos Capital Management, Inc. | 57,803 | $7.46M | 0.70% | +1,435+2.5% | Added |
| Yousif Capital Management, LLC | 53,651 | $7.43M | 0.08% | −4,004−6.9% | Reduced |
| Bridgewater Associates, LP | 57,517 | $7.42M | 0.03% | +30,194+110.5% | Added |
| Kempen Capital Management N.V. | 57,380 | $7.40M | 0.06% | −49,473−46.3% | Reduced |
| Concurrent Investment Advisors, LLC | 56,656 | $7.31M | 0.08% | +22,668+66.7% | Added |
| Generali Asset Management SPA SGR | 56,647 | $7.31M | 0.15% | +22,006+63.5% | Added |
| La Banque Postale Asset Management SA | 56,380 | $7.28M | 0.08% | +39,690+237.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 56,100 | $7.24M | 0.32% | +3,296+6.2% | Added |
| CIBC World Markets Corp | 56,091 | $7.24M | 0.04% | +56,091 | New |
| First Fiduciary Investment Counsel, Inc. | 55,958 | $7.22M | 1.40% | −278−0.5% | Reduced |
| First Manhattan Co | 55,494 | $7.16M | 0.02% | +31,740+133.6% | Added |
| New York Life Investment Management LLC | 55,275 | $7.13M | 0.06% | +365+0.7% | Added |
| USS Investment Management Ltd | 55,077 | $7.11M | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 54,958 | $7.09M | 0.03% | +5,139+10.3% | Added |
| NEOS Investment Management LLC | 54,589 | $7.04M | 0.04% | −1,470−2.6% | Reduced |
| Royal Fund Management, LLC | 53,901 | $6.96M | 0.64% | +9,214+20.6% | Added |
| Icon Advisers Inc | 53,417 | $6.89M | 1.49% | +30,417+132.2% | Added |
| MAI Capital Management | 53,363 | $6.89M | 0.04% | +100.0% | Added |
| Man Group plc | 53,245 | $6.87M | 0.01% | +13,515+34.0% | Added |
| Advisors Asset Management, Inc. | 53,089 | $6.85M | 0.11% | +110+0.2% | Added |
| Rakuten Investment Management, Inc. | 53,055 | $6.82M | 0.02% | −55,819−51.3% | Reduced |
| J.W. Cole Advisors, Inc. | 52,715 | $6.73M | 0.16% | −1,824−3.3% | Reduced |
| Thrivent Financial for Lutherans | 51,396 | $6.63M | 0.01% | +24,260+89.4% | Added |
| Public Employees Retirement Association of Colorado | 51,340 | $6.63M | 0.02% | −239−0.5% | Reduced |
| Nissay Asset Management Corp | 51,065 | $6.59M | 0.03% | +87+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 50,836 | $6.56M | 0.05% | +542+1.1% | Added |
| Mirador Capital Partners LP | 50,549 | $6.52M | 0.89% | +482+1.0% | Added |
| RBF Capital, LLC | 50,000 | $6.45M | 0.29% | 00.0% | Unchanged |
| Lido Advisors, LLC | 46,970 | $6.37M | 0.03% | −799−1.7% | Reduced |
| Spirit of America Management Corp | 49,036 | $6.33M | 1.34% | −4,450−8.3% | Reduced |
| Kornitzer Capital Management Inc | 48,762 | $6.29M | 0.13% | −1,187−2.4% | Reduced |
| Stablepoint Partners, LLC | 48,389 | $6.24M | 0.97% | +510+1.1% | Added |
| Aptus Capital Advisors, LLC | 48,180 | $6.22M | 0.05% | +3,312+7.4% | Added |
| Level Four Advisory Services, LLC | 48,041 | $6.20M | 0.20% | +3,003+6.7% | Added |
| Scissortail Wealth Management, LLC | 47,478 | $6.13M | 1.40% | −253−0.5% | Reduced |
| Great Lakes Advisors, LLC | 47,441 | $6.12M | 0.05% | +7,502+18.8% | Added |
| Dakota Wealth Management | 46,666 | $6.02M | 0.11% | +5,959+14.6% | Added |