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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 12,886 | $1.66M | 0.01% | +1,422+12.4% | Added |
| Rowland & Co Investment Counsel | 12,882 | $1.66M | 0.32% | +114+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,874 | $1.66M | 0.02% | −60.0% | Reduced |
| Chicago Partners Investment Group LLC | 11,703 | $1.66M | 0.04% | +328+2.9% | Added |
| Meeder Advisory Services, Inc. | 12,804 | $1.65M | 0.07% | +861+7.2% | Added |
| Flavin Financial Services, Inc. | 12,796 | $1.65M | 1.13% | +114+0.9% | Added |
| Sustainable Insight Capital Management, LLC | 12,751 | $1.65M | 0.55% | +800+6.7% | Added |
| Bessemer Group Inc | 12,644 | $1.63M | 0.00% | +762+6.4% | Added |
| Ar Asset Management Inc | 12,600 | $1.63M | 0.33% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 12,502 | $1.61M | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,685 | $1.61M | 0.06% | −201−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 12,407 | $1.60M | 0.03% | +599+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,396 | $1.60M | 0.01% | +560+4.7% | Added |
| Intech Investment Management LLC | 12,369 | $1.60M | 0.01% | −5,592−31.1% | Reduced |
| Groupama Asset Managment | 12,315 | $1.59M | 0.02% | −1,278−9.4% | Reduced |
| AE Wealth Management LLC | 12,304 | $1.59M | 0.01% | +1,628+15.2% | Added |
| Marble Wealth, LLC | 12,296 | $1.59M | 0.22% | +12,296 | New |
| Hancock Whitney Corp | 12,271 | $1.58M | 0.03% | −93−0.8% | Reduced |
| Fisher Asset Management, LLC | 12,222 | $1.58M | 0.00% | +2,841+30.3% | Added |
| Clearstead Advisors, LLC | 12,184 | $1.57M | 0.02% | +382+3.2% | Added |
| Carret Asset Management, LLC | 12,076 | $1.56M | 0.15% | −149−1.2% | Reduced |
| Crescent Sterling, Ltd. | 12,059 | $1.56M | 1.60% | −248−2.0% | Reduced |
| Evercore Wealth Management, LLC | 12,034 | $1.55M | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 12,017 | $1.55M | 0.05% | +1,629+15.7% | Added |
| Spears Abacus Advisors LLC | 12,006 | $1.55M | 0.03% | −25−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 12,003 | $1.55M | 0.45% | +12+0.1% | Added |
| We Are One Seven, LLC | 11,948 | $1.54M | 0.03% | +2,613+28.0% | Added |
| Inscription Capital, LLC | 11,874 | $1.53M | 0.16% | +2,152+22.1% | Added |
| Independent Financial Group, LLC | 11,768 | $1.52M | 0.03% | −666−5.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,718 | $1.51M | 0.02% | −94−0.8% | Reduced |
| Hilltop National Bank | 11,715 | $1.51M | 0.37% | +964+9.0% | Added |
| Umpqua Bank | 11,709 | $1.51M | 0.42% | +157+1.4% | Added |
| Global Retirement Partners, LLC | 11,681 | $1.51M | 0.03% | +2,792+31.4% | Added |
| BNP Paribas | 11,651 | $1.50M | 0.04% | +11,651 | New |
| Fruth Investment Management | 11,623 | $1.50M | 0.40% | 00.0% | Unchanged |
| Versor Investments LP | 11,600 | $1.50M | 0.23% | +9,600+480.0% | Added |
| Red Cedar Investment Management, LLC | 11,596 | $1.50M | 0.16% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,594 | $1.50M | 0.09% | −199−1.7% | Reduced |
| First Interstate Bank | 11,557 | $1.49M | 0.08% | −2,381−17.1% | Reduced |
| NewEdge Wealth, LLC | 11,541 | $1.49M | 0.02% | +2,697+30.5% | Added |
| Shelton Capital Management | 11,508 | $1.48M | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,285 | $1.46M | 0.03% | +4,573+68.1% | Added |
| Sowell Financial Services LLC | 11,261 | $1.45M | 0.05% | +156+1.4% | Added |
| Boyd Watterson Asset Management LLC | 11,237 | $1.45M | 0.42% | −103−0.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,203 | $1.45M | 1.52% | −1,403−11.1% | Reduced |
| Snowden Capital Advisors LLC | 11,079 | $1.43M | 0.04% | +65+0.6% | Added |
| Principal Securities, Inc. | 11,074 | $1.43M | 0.02% | +1,585+16.7% | Added |
| Securian Asset Management, Inc | 10,956 | $1.41M | 0.05% | −8,560−43.9% | Reduced |
| Dynamic Advisor Solutions LLC | 10,919 | $1.41M | 0.05% | −891−7.5% | Reduced |
| Interval Partners, LP | 10,911 | $1.41M | 0.03% | +10,911 | New |
| HRT Financial LP | 10,896 | $1.41M | 0.00% | +10,896 | New |
| MUFG Securities Americas Inc. | 10,855 | $1.40M | 0.09% | −43−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 10,755 | $1.39M | 0.19% | −17−0.2% | Reduced |
| DT Investment Partners, LLC | 10,736 | $1.39M | 0.11% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 10,731 | $1.38M | 0.33% | +231+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $1.38M | 0.09% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,639 | $1.37M | 0.05% | −2,589−19.6% | Reduced |
| CFM Wealth Partners LLC | 10,623 | $1.37M | 0.20% | +6+0.1% | Added |
| Wahed Invest LLC | 10,611 | $1.37M | 0.18% | −540−4.8% | Reduced |
| Wealthspire Advisors, LLC | 10,607 | $1.37M | 0.01% | +3,021+39.8% | Added |
| Mount Yale Investment Advisors, LLC | 10,598 | $1.37M | 0.07% | −633−5.6% | Reduced |
| Parallel Advisors, LLC | 10,557 | $1.36M | 0.02% | +498+5.0% | Added |
| Banque Cantonale Vaudoise | 10,531 | $1.36M | 0.05% | −8,889−45.8% | Reduced |
| Cercano Management LLC | 10,522 | $1.36M | 0.05% | +10,522 | New |
| Vestmark Advisory Solutions, Inc. | 10,510 | $1.36M | 0.02% | +2,480+30.9% | Added |
| Bangor Savings Bank | 10,465 | $1.35M | 0.11% | −800−7.1% | Reduced |
| Bragg Financial Advisors, Inc | 10,402 | $1.34M | 0.04% | −116−1.1% | Reduced |
| ISAM Funds (UK) Ltd | 10,365 | $1.34M | 0.48% | −2,849−21.6% | Reduced |
| Donoghue Forlines LLC | 10,337 | $1.33M | 0.41% | −979−8.7% | Reduced |
| Quadrature Capital Ltd | 10,326 | $1.33M | 0.01% | −2,540−19.7% | Reduced |
| Thoroughbred Financial Services, LLC | 10,305 | $1.33M | 0.08% | +1,914+22.8% | Added |
| Moors & Cabot, Inc. | 10,293 | $1.33M | 0.06% | +127+1.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,373 | $1.32M | 0.19% | +31+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,232 | $1.32M | 0.46% | +8,140+389.1% | Added |
| Moneta Group Investment Advisors LLC | 10,217 | $1.32M | 0.01% | −1,276−11.1% | Reduced |
| Sienna Gestion | 10,224 | $1.32M | 0.08% | +10,224 | New |
| Smith Group Asset Management, LLC | 10,154 | $1.31M | 0.07% | +43+0.4% | Added |
| Tower Bridge Advisors | 10,148 | $1.31M | 0.13% | −100−1.0% | Reduced |
| Monetta Financial Services Inc | 10,100 | $1.30M | 0.93% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,075 | $1.30M | 0.08% | +3,613+55.9% | Added |
| Verdence Capital Advisors LLC | 10,013 | $1.29M | 0.08% | −238−2.3% | Reduced |
| Sigma Planning Corp | 9,958 | $1.29M | 0.04% | +299+3.1% | Added |
| Delta Financial Advisors LLC | 9,956 | $1.28M | 0.33% | −79−0.8% | Reduced |
| Intrust Bank NA | 9,934 | $1.28M | 0.11% | −10,456−51.3% | Reduced |
| Evolve Private Wealth, LLC | 9,847 | $1.27M | 0.08% | +9,847 | New |
| FourThought Financial Partners, LLC | 9,842 | $1.27M | 0.11% | −1,536−13.5% | Reduced |
| Balyasny Asset Management LLC | 9,830 | $1.27M | 0.00% | −3,417−25.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,817 | $1.27M | 0.04% | +948+10.7% | Added |
| Intrua Financial, LLC | 9,814 | $1.27M | 0.14% | +425+4.5% | Added |
| Todd Asset Management LLC | 9,811 | $1.27M | 0.02% | −195,310−95.2% | Reduced |
| Terry L. Blaker | 9,800 | $1.26M | 0.05% | −40−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,799 | $1.26M | 0.40% | −20−0.2% | Reduced |
| Harfst & Associates, Inc. | 9,734 | $1.26M | 0.23% | −78−0.8% | Reduced |
| IFP Advisors, Inc | 9,681 | $1.25M | 0.03% | +1,388+16.7% | Added |
| Smith, Moore & Co. | 9,664 | $1.25M | 0.09% | −304−3.0% | Reduced |
| Cullinan Associates Inc | 9,639 | $1.24M | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,494 | $1.23M | 0.01% | −5,127−35.1% | Reduced |
| Harbour Investment Management LLC | 9,488 | $1.22M | 0.65% | −3,725−28.2% | Reduced |
| EverSource Wealth Advisors, LLC | 9,439 | $1.22M | 0.04% | +1,351+16.7% | Added |
| Beacon Investment Advisors LLC | 9,369 | $1.21M | 0.49% | +28+0.3% | Added |