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 |
|---|---|---|---|---|---|
| Alphadyne Asset Management LP | 46,598 | $6.01M | 0.60% | +46,598 | New |
| Leavell Investment Management, Inc. | 46,452 | $5.99M | 0.25% | +219+0.5% | Added |
| Commerce Bank | 46,315 | $5.98M | 0.03% | −1,955−4.1% | Reduced |
| Stolper Co | 46,164 | $5.96M | 1.75% | +596+1.3% | Added |
| Oregon Public Employees Retirement Fund | 46,160 | $5.96M | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 46,072 | $5.95M | 0.04% | +46,072 | New |
| Salem Investment Counselors Inc | 46,041 | $5.94M | 0.17% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 45,786 | $5.91M | 0.06% | −30,060−39.6% | Reduced |
| Disciplined Investments, LLC | 45,491 | $5.87M | 2.26% | +189+0.4% | Added |
| Wesbanco Bank Inc | 45,452 | $5.87M | 0.16% | −1,699−3.6% | Reduced |
| Atlantic Union Bankshares Corp | 44,279 | $5.71M | 0.11% | −767−1.7% | Reduced |
| Oppenheimer & Co Inc | 44,081 | $5.69M | 0.08% | −12,777−22.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 43,667 | $5.63M | 0.62% | +32,500+291.0% | Added |
| Pinkerton Retirement Specialists, LLC | 43,288 | $5.59M | 0.57% | −92−0.2% | Reduced |
| Mutual of America Capital Management LLC | 43,257 | $5.58M | 0.06% | −541−1.2% | Reduced |
| Arkadios Wealth Advisors | 43,160 | $5.57M | 0.11% | +2,125+5.2% | Added |
| Kingsview Wealth Management, LLC | 42,975 | $5.55M | 0.08% | −21,067−32.9% | Reduced |
| AlTi Global, Inc. | 42,629 | $5.50M | 0.12% | −5,024−10.5% | Reduced |
| Canal Insurance CO | 42,500 | $5.48M | 1.33% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 42,191 | $5.44M | 0.64% | −325−0.8% | Reduced |
| HM Payson & Co | 42,164 | $5.44M | 0.08% | −300−0.7% | Reduced |
| Trajan Wealth LLC | 41,967 | $5.42M | 0.23% | +183+0.4% | Added |
| Fiera Capital Corp | 41,953 | $5.41M | 0.02% | +302+0.7% | Added |
| Sovereign Investment Advisors, LLC | 41,941 | $5.41M | 1.35% | −188−0.4% | Reduced |
| SevenBridge Financial Group, LLC | 38,496 | $5.40M | 0.87% | +1,626+4.4% | Added |
| King Luther Capital Management Corp | 41,854 | $5.40M | 0.02% | −688−1.6% | Reduced |
| Navellier & Associates Inc | 41,762 | $5.39M | 0.60% | −7,126−14.6% | Reduced |
| Rothschild Investment LLC | 41,376 | $5.34M | 0.29% | +270+0.7% | Added |
| Kesler, Norman & Wride, LLC | 41,231 | $5.32M | 0.91% | −237−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 41,039 | $5.30M | 0.89% | +1,931+4.9% | Added |
| Heritage Trust Co | 41,021 | $5.29M | 0.54% | −495−1.2% | Reduced |
| Pacer Advisors, Inc. | 40,858 | $5.27M | 0.01% | −4,932−10.8% | Reduced |
| Commerzbank Aktiengesellschaft | 40,678 | $5.25M | 0.11% | +2,421+6.3% | Added |
| Park Avenue Securities LLC | 40,646 | $5.25M | 0.04% | +1,290+3.3% | Added |
| Trexquant Investment LP | 40,539 | $5.23M | 0.05% | −85,734−67.9% | Reduced |
| Texas Yale Capital Corp. | 40,323 | $5.20M | 0.16% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 40,007 | $5.16M | 1.09% | −334−0.8% | Reduced |
| State of Alaska, Department of Revenue | 40,005 | $5.16M | 0.05% | −3,320−7.7% | Reduced |
| Coldstream Capital Management Inc | 40,002 | $5.16M | 0.07% | −2,338−5.5% | Reduced |
| Moore Capital Management, LP | 40,000 | $5.16M | 0.11% | +40,000 | New |
| Vontobel Holding Ltd. | 39,484 | $5.10M | 0.02% | +7,477+23.4% | Added |
| Beacon Pointe Advisors, LLC | 39,298 | $5.07M | 0.04% | +11,881+43.3% | Added |
| Sherman Porfolios, LLC | 39,238 | $5.06M | 0.35% | +39,238 | New |
| Alpha Omega Wealth Management LLC | 39,129 | $5.05M | 0.84% | −186−0.5% | Reduced |
| Thomist Capital Management, LP | 38,900 | $5.04M | 1.37% | +38,900 | New |
| Montgomery Investment Management Inc | 38,898 | $5.02M | 1.81% | −99−0.3% | Reduced |
| MidFirst Bank | 38,373 | $4.95M | 0.39% | +38,373 | New |
| Schroder Investment Management Group | 38,248 | $4.94M | 0.00% | −7,024−15.5% | Reduced |
| Huntington National Bank | 37,865 | $4.89M | 0.03% | −1,385−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,776 | $4.87M | 0.01% | −93,963−71.3% | Reduced |
| Old National Bancorp | 37,769 | $4.87M | 0.08% | −8,063−17.6% | Reduced |
| Compass Wealth Management LLC | 37,612 | $4.85M | 1.21% | −2,440−6.1% | Reduced |
| Ticino Wealth | 37,275 | $4.81M | 1.78% | +37,275 | New |
| Northwestern Mutual Wealth Management Co | 37,094 | $4.79M | 0.00% | −760−2.0% | Reduced |
| NewSquare Capital LLC | 36,805 | $4.75M | 0.42% | −15,116−29.1% | Reduced |
| Ancora Advisors, LLC | 36,672 | $4.73M | 0.10% | −134−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 36,616 | $4.72M | 0.03% | +5,940+19.4% | Added |
| KBC Group NV | 36,565 | $4.72M | 0.01% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 36,475 | $4.71M | 0.33% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 36,458 | $4.70M | 0.04% | +36,458 | New |
| United Capital Financial Advisers, LLC | 36,368 | $4.69M | 0.03% | −843−2.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 36,214 | $4.67M | 0.61% | +46+0.1% | Added |
| UniSuper Management Pty Ltd | 36,092 | $4.66M | 0.03% | −2,010−5.3% | Reduced |
| Farmers & Merchants Investments Inc | 35,799 | $4.62M | 0.13% | −1,718−4.6% | Reduced |
| Pinnacle Associates Ltd | 35,279 | $4.55M | 0.06% | +2,912+9.0% | Added |
| Warren Averett Asset Management, LLC | 34,807 | $4.49M | 0.04% | −6,559−15.9% | Reduced |
| Brady Family Wealth, LLC | 34,787 | $4.49M | 1.39% | +34+0.1% | Added |
| Invesco, LLC | 34,757 | $4.49M | 1.51% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 34,667 | $4.47M | 0.11% | −333−1.0% | Reduced |
| Prospera Financial Services Inc | 34,461 | $4.45M | 0.07% | −326−0.9% | Reduced |
| HB Wealth Management, LLC | 34,466 | $4.45M | 0.03% | +1,437+4.4% | Added |
| Investment Management Corp of Ontario | 34,330 | $4.43M | 0.06% | +10,817+46.0% | Added |
| Community Bank & Trust, Waco, Texas | 33,842 | $4.37M | 0.90% | −419−1.2% | Reduced |
| Gladstone Institutional Advisory LLC | 33,821 | $4.36M | 0.16% | −1,557−4.4% | Reduced |
| Martin Capital Partners, LLC | 33,801 | $4.36M | 1.64% | +74+0.2% | Added |
| Opus Investment Management Inc | 33,800 | $4.36M | 2.65% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33,275 | $4.29M | 0.32% | −3,318−9.1% | Reduced |
| Marshall Wace, LLP | 33,268 | $4.29M | 0.00% | −341,316−91.1% | Reduced |
| Meyer Handelman Co | 33,072 | $4.27M | 0.13% | −200−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 32,813 | $4.23M | 0.06% | +77+0.2% | Added |
| Fundamentun, LLC | 32,728 | $4.22M | 0.17% | +442+1.4% | Added |
| Nations Financial Group Inc, | 32,630 | $4.21M | 0.22% | −174−0.5% | Reduced |
| Private Advisor Group, LLC | 32,558 | $4.20M | 0.02% | −1,287−3.8% | Reduced |
| Independent Advisor Alliance | 32,320 | $4.17M | 0.10% | −527−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,301 | $4.17M | 0.03% | −194,920−85.8% | Reduced |
| Chatham Capital Group, Inc. | 32,300 | $4.17M | 0.59% | −475−1.4% | Reduced |
| Merit Financial Group, LLC | 31,557 | $4.07M | 0.03% | +7,737+32.5% | Added |
| OP Asset Management Ltd | 31,338 | $4.04M | 0.05% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 29,338 | $4.02M | 0.07% | −96−0.3% | Reduced |
| Benjamin Edwards Inc | 31,007 | $4.00M | 0.04% | −206−0.7% | Reduced |
| Allstate Corp | 30,993 | $4.00M | 0.05% | +16,612+115.5% | Added |
| Farther Finance Advisors, LLC | 30,961 | $4.00M | 0.04% | +11,214+56.8% | Added |
| Virginia Wealth Management Group, Inc. | 30,718 | $3.96M | 2.32% | +299+1.0% | Added |
| Umb Bank N A | 30,426 | $3.93M | 0.05% | −5,715−15.8% | Reduced |
| Quotient Wealth Partners, LLC | 30,377 | $3.92M | 0.10% | −6,485−17.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,274 | $3.91M | 0.07% | −553−1.8% | Reduced |
| Omers Administration Corp | 30,252 | $3.90M | 0.03% | +14,600+93.3% | Added |
| First American Bank | 29,802 | $3.85M | 0.23% | −231−0.8% | Reduced |
| MH & Associates Securities Management Corp | 29,747 | $3.84M | 3.13% | +29,747 | New |
| Glass Wealth Management Co LLC | 29,599 | $3.82M | 1.57% | −1,500−4.8% | Reduced |