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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 27,068 | $3.79M | 0.08% | +3,482+14.8% | Added |
| Norinchukin Bank, The | 29,027 | $3.75M | 0.04% | +2,278+8.5% | Added |
| Wedbush Securities Inc | 28,929 | $3.73M | 0.11% | +5,988+26.1% | Added |
| First Financial Bankshares Inc | 28,842 | $3.72M | 0.07% | −8,179−22.1% | Reduced |
| Resources Investment Advisors, LLC. | 28,839 | $3.72M | 0.04% | +805+2.9% | Added |
| Buckingham Strategic Partners | 28,823 | $3.72M | 0.05% | −2,186−7.0% | Reduced |
| Diversified Trust Co | 28,821 | $3.72M | 0.07% | +733+2.6% | Added |
| Ellerson Group Inc | 28,701 | $3.70M | 2.51% | −956−3.2% | Reduced |
| Nkcfo LLC | 28,650 | $3.70M | 1.07% | +14,325+100.0% | Added |
| Everence Capital Management Inc | 28,580 | $3.69M | 0.22% | −2,748−8.8% | Reduced |
| German American Bancorp, Inc. | 28,522 | $3.68M | 0.31% | −230−0.8% | Reduced |
| Cardinal Capital Management | 28,473 | $3.67M | 0.49% | +268+1.0% | Added |
| Pinnacle Financial Partners, Inc. | 28,318 | $3.66M | 0.03% | +28,318 | New |
| Brinker Capital Investments, LLC | 28,159 | $3.63M | 0.03% | +888+3.3% | Added |
| Colonial Trust Co | 27,794 | $3.59M | 0.48% | −3,004−9.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,572 | $3.56M | 0.00% | +21,178+331.2% | Added |
| Canada Post Corp Registered Pension Plan | 27,130 | $3.50M | 0.13% | +12,245+82.3% | Added |
| Engineers Gate Manager LP | 26,909 | $3.47M | 0.04% | −45,103−62.6% | Reduced |
| Beacon Financial Group | 26,883 | $3.47M | 0.34% | −956−3.4% | Reduced |
| Davenport & Co LLC | 26,500 | $3.42M | 0.02% | +509+2.0% | Added |
| Metis Global Partners, LLC | 26,443 | $3.41M | 0.08% | −1,693−6.0% | Reduced |
| Assenagon Asset Management S.A. | 26,296 | $3.39M | 0.01% | −194,320−88.1% | Reduced |
| Principle Wealth Partners LLC | 26,204 | $3.38M | 0.19% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 26,106 | $3.37M | 0.01% | +11,216+75.3% | Added |
| Citizens National Bank Trust Department | 26,057 | $3.36M | 0.58% | −130−0.5% | Reduced |
| Parsons Capital Management Inc | 25,970 | $3.35M | 0.18% | −400−1.5% | Reduced |
| Central Trust Co | 25,895 | $3.34M | 0.07% | −955−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 25,811 | $3.33M | 0.01% | −1,186−4.4% | Reduced |
| Prudential PLC | 25,683 | $3.31M | 0.03% | +19,464+313.0% | Added |
| Kentucky Retirement Systems | 25,594 | $3.30M | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 25,484 | $3.29M | 0.09% | +6,757+36.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 23,743 | $3.28M | 0.82% | −8,774−27.0% | Reduced |
| Rockline Wealth Management, LLC | 25,241 | $3.26M | 0.66% | +1,327+5.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 25,007 | $3.23M | 0.84% | +311+1.3% | Added |
| Ramirez Asset Management, Inc. | 25,002 | $3.23M | 0.43% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 24,527 | $3.17M | 0.03% | +98+0.4% | Added |
| Cheviot Value Management, LLC | 22,146 | $3.15M | 0.31% | +110.0% | Added |
| Baxter Bros Inc | 24,336 | $3.14M | 0.36% | −329−1.3% | Reduced |
| RSM US Wealth Management LLC | 23,698 | $3.07M | 0.04% | +54+0.2% | Added |
| First National Bank of Omaha | 23,538 | $3.04M | 0.09% | +6,208+35.8% | Added |
| BTC Capital Management, Inc. | 23,457 | $3.02M | 0.21% | +23,457 | New |
| Agman Capital LLC | 23,402 | $3.02M | 2.57% | +23,402 | New |
| Hartford Investment Management Co | 23,258 | $3.00M | 0.09% | −399−1.7% | Reduced |
| Catherine Avery Investment Management LLC | 23,216 | $3.00M | 1.79% | +353+1.5% | Added |
| International Assets Investment Management, LLC | 22,993 | $2.97M | 0.20% | +3,799+19.8% | Added |
| Candriam Luxembourg S.C.A. | 22,955 | $2.96M | 0.01% | +1,874+8.9% | Added |
| Tocqueville Asset Management L.P. | 22,929 | $2.96M | 0.04% | −317−1.4% | Reduced |
| Sendero Wealth Management, LLC | 22,863 | $2.95M | 0.33% | −4,704−17.1% | Reduced |
| Janus Henderson Group PLC | 22,853 | $2.95M | 0.00% | +816+3.7% | Added |
| Azzad Asset Management Inc | 22,836 | $2.95M | 0.29% | +648+2.9% | Added |
| Convergence Investment Partners, LLC | 22,695 | $2.93M | 0.58% | −3,644−13.8% | Reduced |
| Crossmark Global Holdings, Inc. | 22,680 | $2.93M | 0.04% | +1,950+9.4% | Added |
| Exencial Wealth Advisors, LLC | 22,409 | $2.89M | 0.09% | +586+2.7% | Added |
| Community Bank, N.A. | 22,402 | $2.89M | 0.34% | −50.0% | Reduced |
| Equitable Trust Co | 22,243 | $2.87M | 0.13% | +311+1.4% | Added |
| Americana Partners, LLC | 22,087 | $2.85M | 0.08% | +673+3.1% | Added |
| New Age Alpha Advisors, LLC | 21,842 | $2.82M | 0.12% | +1,866+9.3% | Added |
| Mader & Shannon Wealth Management, Inc. | 20,661 | $2.81M | 1.38% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 17,637 | $2.78M | 0.06% | +348+2.0% | Added |
| Ameritas Investment Partners, Inc. | 21,325 | $2.75M | 0.08% | −1,721−7.5% | Reduced |
| KMG Fiduciary Partners, LLC | 21,289 | $2.75M | 0.20% | +531+2.6% | Added |
| Riverview Capital Advisers, LLC | 21,282 | $2.75M | 0.83% | −191−0.9% | Reduced |
| Geneos Wealth Management Inc. | 21,233 | $2.74M | 0.07% | −25−0.1% | Reduced |
| Summit Trail Advisors, LLC | 21,172 | $2.73M | 0.05% | +192+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 21,104 | $2.72M | 0.09% | −191−0.9% | Reduced |
| Nomura Holdings Inc | 20,981 | $2.71M | 0.01% | +4,542+27.6% | Added |
| Somerset Trust Co | 20,937 | $2.70M | 0.83% | +298+1.4% | Added |
| DCM Advisors, LLC | 20,935 | $2.70M | 1.12% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 20,894 | $2.70M | 0.04% | +20,894 | New |
| Argyle Capital Management Inc. | 20,867 | $2.69M | 0.90% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 20,681 | $2.67M | 1.11% | +429+2.1% | Added |
| Louisiana State Employees Retirement System | 20,600 | $2.66M | 0.05% | −600−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 20,530 | $2.65M | 0.09% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 20,482 | $2.64M | 0.02% | −1,007−4.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,408 | $2.63M | 0.04% | −531−2.5% | Reduced |
| Vise Technologies, Inc. | 20,327 | $2.62M | 0.05% | +4,758+30.6% | Added |
| Walleye Capital LLC | 20,323 | $2.62M | 0.01% | +2,497+14.0% | Added |
| Aquatic Capital Management LLC | 20,185 | $2.60M | 0.07% | −53,786−72.7% | Reduced |
| Maryland State Retirement & Pension System | 20,151 | $2.60M | 0.05% | 00.0% | Unchanged |
| Midwest Trust Co | 20,149 | $2.60M | 0.03% | −645−3.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 20,108 | $2.59M | 0.03% | +1,559+8.4% | Added |
| Fifth Third Bancorp | 19,908 | $2.57M | 0.01% | −1,382−6.5% | Reduced |
| First Nebraska Trust Co | 19,853 | $2.56M | 0.23% | −565−2.8% | Reduced |
| Huntleigh Advisors, Inc. | 19,617 | $2.53M | 0.43% | +1,626+9.0% | Added |
| SWS Partners | 19,543 | $2.52M | 0.61% | −61−0.3% | Reduced |
| Becker Capital Management Inc | 19,355 | $2.50M | 0.07% | −200−1.0% | Reduced |
| Cresset Asset Management, LLC | 19,327 | $2.49M | 0.01% | +156+0.8% | Added |
| Tulsa Wealth Advisors, INC | 19,325 | $2.49M | 0.83% | +19,325 | New |
| Hilltop Holdings Inc. | 19,318 | $2.49M | 0.15% | −1,140−5.6% | Reduced |
| Catalytic Wealth RIA, LLC | 19,307 | $2.49M | 0.09% | −4,283−18.2% | Reduced |
| Stratos Wealth Partners, LTD. | 19,281 | $2.49M | 0.03% | +426+2.3% | Added |
| QRG Capital Management, Inc. | 19,164 | $2.47M | 0.03% | +6,443+50.6% | Added |
| Kovack Advisors, Inc. | 18,998 | $2.45M | 0.12% | +4,773+33.6% | Added |
| City Holding Co | 18,562 | $2.40M | 0.29% | +319+1.7% | Added |
| Laird Norton Trust Company, LLC | 18,532 | $2.39M | 0.05% | +18,532 | New |
| New Mexico Educational Retirement Board | 18,528 | $2.39M | 0.07% | +100+0.5% | Added |
| Mediolanum International Funds Ltd | 18,389 | $2.38M | 0.02% | −139,207−88.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 18,419 | $2.38M | 0.70% | −559−2.9% | Reduced |
| EP Wealth Advisors, LLC | 18,392 | $2.37M | 0.01% | +18,392 | New |
| CAPROCK Group, Inc. | 18,349 | $2.37M | 0.05% | +454+2.5% | Added |