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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 18,294 | $2.36M | 0.03% | −1,394−7.1% | Reduced |
| Cherokee Insurance Co | 18,150 | $2.34M | 0.95% | 00.0% | Unchanged |
| McDonald Partners LLC | 18,064 | $2.33M | 0.73% | −3,879−17.7% | Reduced |
| Savant Capital, LLC | 18,052 | $2.33M | 0.01% | +922+5.4% | Added |
| Summit Financial, LLC | 17,905 | $2.31M | 0.03% | −538−2.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $2.29M | 0.06% | 00.0% | Unchanged |
| Atria Investments LLC | 17,704 | $2.28M | 0.03% | +80+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 17,624 | $2.27M | 0.11% | −435−2.4% | Reduced |
| Bryn Mawr Trust Co | 17,437 | $2.25M | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 17,389 | $2.24M | 0.20% | +1,782+11.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,336 | $2.24M | 0.02% | +25+0.1% | Added |
| Mutual Advisors, LLC | 17,256 | $2.23M | 0.05% | −65−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,252 | $2.23M | 0.07% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 17,215 | $2.22M | 1.12% | +235+1.4% | Added |
| PFW Advisors LLC | 17,154 | $2.21M | 0.67% | −1,334−7.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $2.21M | 0.16% | 00.0% | Unchanged |
| First National Advisers, LLC | 17,064 | $2.20M | 0.30% | +36+0.2% | Added |
| Bartlett & Co. Wealth Management LLC | 17,014 | $2.20M | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 16,987 | $2.19M | 0.07% | +42+0.2% | Added |
| Tiaa Trust, National Association | 16,983 | $2.19M | 0.01% | +79+0.5% | Added |
| Twin Capital Management Inc | 16,863 | $2.18M | 0.27% | +16,863 | New |
| Bank Ozk | 16,852 | $2.17M | 0.77% | +368+2.2% | Added |
| Ethic Inc. | 16,814 | $2.17M | 0.03% | +955+6.0% | Added |
| Osmosis Investment Management UK Ltd | 16,780 | $2.17M | 0.05% | +16,780 | New |
| Prime Capital Investment Advisors, LLC | 16,734 | $2.16M | 0.03% | −1,618−8.8% | Reduced |
| Auxier Asset Management | 16,733 | $2.16M | 0.30% | −145−0.9% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.16M | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 16,651 | $2.15M | 0.01% | +1,987+13.6% | Added |
| Patten & Patten Inc | 16,593 | $2.14M | 0.13% | −1,905−10.3% | Reduced |
| MUFG Securities EMEA plc | 16,518 | $2.13M | 0.02% | +8,783+113.5% | Added |
| Vident Advisory, LLC | 16,372 | $2.11M | 0.02% | −786−4.6% | Reduced |
| XML Financial, LLC | 16,283 | $2.10M | 0.17% | −1,158−6.6% | Reduced |
| Jane Street Group, LLC | 16,276 | $2.10M | 0.00% | +1,423+9.6% | Added |
| XTX Topco Ltd | 16,266 | $2.10M | 0.06% | +10,497+182.0% | Added |
| Equitable Holdings, Inc. | 16,229 | $2.09M | 0.01% | +2,784+20.7% | Added |
| Herold Advisors, Inc. | 16,225 | $2.09M | 0.47% | −278−1.7% | Reduced |
| Raiffeisen Bank International AG | 16,152 | $2.09M | 0.03% | +8,511+111.4% | Added |
| Birch Financial Group, LLC | 16,141 | $2.08M | 1.19% | +70.0% | Added |
| Neville Rodie & Shaw Inc | 16,131 | $2.08M | 0.15% | −72−0.4% | Reduced |
| TBH Global Asset Management, LLC | 16,115 | $2.08M | 0.36% | +508+3.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,928 | $2.06M | 0.00% | −70−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 15,876 | $2.05M | 0.13% | −82−0.5% | Reduced |
| Marion Wealth Management | 14,459 | $2.05M | 0.45% | +287+2.0% | Added |
| Great Lakes Retirement, Inc. | 15,859 | $2.05M | 0.21% | +493+3.2% | Added |
| Private Management Group Inc | 15,809 | $2.04M | 0.06% | −300−1.9% | Reduced |
| William B. Walkup & Associates, Inc. | 15,777 | $2.04M | 1.11% | +16+0.1% | Added |
| Keystone Wealth Services, LLC | 15,741 | $2.03M | 0.43% | −267−1.7% | Reduced |
| Capital Advisors Inc | 15,701 | $2.03M | 0.03% | +995+6.8% | Added |
| Krilogy Financial LLC | 14,412 | $2.02M | 0.07% | +264+1.9% | Added |
| RFG Advisory, LLC | 15,639 | $2.02M | 0.04% | +2,676+20.6% | Added |
| RMB Capital Management, LLC | 15,534 | $2.00M | 0.03% | +9,268+147.9% | Added |
| Foundations Investment Advisors, LLC | 15,376 | $1.98M | 0.03% | +5,251+51.9% | Added |
| Regions Financial Corp | 15,376 | $1.98M | 0.01% | −2,093−12.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,344 | $1.98M | 0.36% | +184+1.2% | Added |
| IHT Wealth Management, LLC | 15,326 | $1.98M | 0.05% | +3,284+27.3% | Added |
| Mattern Wealth Management LLC | 15,129 | $1.95M | 0.38% | −269−1.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,106 | $1.95M | 0.04% | −552−3.5% | Reduced |
| Empirical Finance, LLC | 14,971 | $1.93M | 0.09% | −680−4.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,959 | $1.93M | 0.05% | +817+5.8% | Added |
| Valeo Financial Advisors, LLC | 14,846 | $1.92M | 0.04% | −28−0.2% | Reduced |
| Skopos Labs, Inc. | 14,887 | $1.91M | 0.09% | +10,197+217.4% | Added |
| GAMMA Investing LLC | 14,738 | $1.90M | 0.10% | +643+4.6% | Added |
| Exeter Financial, LLC | 14,725 | $1.90M | 0.81% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,726 | $1.90M | 0.04% | +13+0.1% | Added |
| Flagship Capital Management Inc. | 14,610 | $1.89M | 1.33% | +14,610 | New |
| Burney Co | 14,578 | $1.88M | 0.06% | −189−1.3% | Reduced |
| Curbstone Financial Management Corp | 14,554 | $1.88M | 0.36% | −50−0.3% | Reduced |
| Havemeyer Place LP | 14,518 | $1.87M | 0.37% | +14,518 | New |
| Bleakley Financial Group, LLC | 14,414 | $1.86M | 0.03% | +2,017+16.3% | Added |
| Avantax Planning Partners, Inc. | 14,388 | $1.86M | 0.05% | −391−2.6% | Reduced |
| Highland Capital Management, LLC | 14,333 | $1.85M | 0.09% | +14,333 | New |
| Stephens Inc | 14,324 | $1.85M | 0.02% | −89−0.6% | Reduced |
| South State Corp. | 14,277 | $1.84M | 0.08% | +36+0.3% | Added |
| Axq Capital, LP | 14,210 | $1.83M | 0.41% | +14,210 | New |
| YHB Investment Advisors, Inc. | 14,183 | $1.83M | 0.13% | +215+1.5% | Added |
| Gamco Investors, Inc. Et Al | 14,177 | $1.83M | 0.02% | −681−4.6% | Reduced |
| Wilkins Investment Counsel Inc | 14,118 | $1.82M | 0.27% | −1,000−6.6% | Reduced |
| Haverford Trust Co | 14,096 | $1.82M | 0.02% | +9+0.1% | Added |
| Profund Advisors LLC | 14,083 | $1.82M | 0.06% | −2,318−14.1% | Reduced |
| Segment Wealth Management, LLC | 14,071 | $1.82M | 0.11% | +50+0.4% | Added |
| North Dakota State Investment Board | 13,983 | $1.80M | 0.07% | +13,983 | New |
| PFG Investments, LLC | 13,979 | $1.80M | 0.08% | −1,766−11.2% | Reduced |
| Logan Capital Management Inc | 13,715 | $1.77M | 0.07% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 13,705 | $1.77M | 0.03% | +8+0.1% | Added |
| Counterweight Ventures, LLC | 13,702 | $1.77M | 0.99% | −31−0.2% | Reduced |
| Everett Harris & Co | 13,620 | $1.76M | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 13,593 | $1.75M | 0.02% | +438+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 13,572 | $1.75M | 0.01% | +13,572 | New |
| River Wealth Advisors LLC | 13,513 | $1.74M | 0.20% | −1,457−9.7% | Reduced |
| Energy Income Partners, LLC | 13,501 | $1.74M | 0.03% | +178+1.3% | Added |
| Capitolis Liquid Global Markets LLC | 13,463 | $1.74M | 0.01% | +13,463 | New |
| Private Capital Management, LLC | 13,402 | $1.73M | 0.16% | +10.0% | Added |
| Apollon Wealth Management, LLC | 13,296 | $1.72M | 0.03% | −694−5.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 13,267 | $1.71M | 1.00% | −189−1.4% | Reduced |
| Genus Capital Management Inc. | 13,225 | $1.71M | 0.20% | +13,225 | New |
| CWC Advisors, LLC. | 13,168 | $1.70M | 0.82% | −183−1.4% | Reduced |
| Paragon Capital Management LLC | 13,131 | $1.69M | 0.86% | −161−1.2% | Reduced |
| TD Private Client Wealth LLC | 13,075 | $1.69M | 0.04% | −1,013−7.2% | Reduced |
| Parcion Private Wealth LLC | 13,043 | $1.68M | 0.10% | +1,685+14.8% | Added |
| Legato Capital Management LLC | 12,940 | $1.67M | 0.14% | +12,940 | New |