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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 9,355 | $1.21M | 0.03% | +4,397+88.7% | Added |
| Virtue Asset Management LLC | 9,348 | $1.21M | 0.96% | +222+2.4% | Added |
| Forum Financial Management, LP | 9,325 | $1.20M | 0.02% | −52−0.6% | Reduced |
| Callan Family Office, LLC | 9,320 | $1.20M | 0.03% | +4,248+83.8% | Added |
| Greenleaf Trust | 9,289 | $1.20M | 0.01% | +94+1.0% | Added |
| Adirondack Trust Co | 9,211 | $1.19M | 0.39% | −171−1.8% | Reduced |
| Poehling Capital Management, LLC | 9,199 | $1.19M | 0.24% | −61−0.7% | Reduced |
| Impact Capital Partners LLC | 9,197 | $1.19M | 0.35% | +874+10.5% | Added |
| Avidian Wealth Solutions, LLC | 9,194 | $1.19M | 0.04% | −83−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 9,154 | $1.18M | 0.02% | −698−7.1% | Reduced |
| Quadrant Capital Group LLC | 9,151 | $1.18M | 0.04% | −126−1.4% | Reduced |
| Pavion Blue Capital, LLC | 9,065 | $1.17M | 0.49% | −141−1.5% | Reduced |
| Lee Danner & Bass Inc | 9,023 | $1.16M | 0.08% | −15−0.2% | Reduced |
| Wimmer Associates 1, LLC | 9,017 | $1.16M | 0.54% | −13−0.1% | Reduced |
| Ingalls & Snyder LLC | 8,987 | $1.16M | 0.04% | −25−0.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 8,942 | $1.15M | 0.03% | +177+2.0% | Added |
| MONECO Advisors, LLC | 8,925 | $1.15M | 0.09% | +536+6.4% | Added |
| AlphaCore Capital LLC | 8,902 | $1.15M | 0.03% | +2,935+49.2% | Added |
| Signaturefd, LLC | 8,898 | $1.15M | 0.02% | +189+2.2% | Added |
| Guyasuta Investment Advisors Inc | 8,871 | $1.14M | 0.07% | +35+0.4% | Added |
| Clearbridge Investments, LLC | 8,852 | $1.14M | 0.00% | −600−6.3% | Reduced |
| Savvy Advisors, Inc. | 8,831 | $1.14M | 0.04% | +2,599+41.7% | Added |
| Icon Wealth Advisors, LLC | 8,788 | $1.14M | 0.08% | −28−0.3% | Reduced |
| Oak Thistle LLC | 8,659 | $1.12M | 0.16% | +8,659 | New |
| Lowe Brockenbrough & Co Inc | 8,655 | $1.12M | 0.05% | −157−1.8% | Reduced |
| Caxton Associates LLP | 8,637 | $1.11M | 0.02% | −15,491−64.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,622 | $1.11M | 0.15% | +178+2.1% | Added |
| National Asset Management, Inc. | 8,491 | $1.10M | 0.05% | −347−3.9% | Reduced |
| Sciencast Management LP | 8,423 | $1.09M | 0.15% | +8,423 | New |
| Fiduciary Trust Co | 8,411 | $1.09M | 0.01% | −62−0.7% | Reduced |
| Mystic Asset Management, Inc. | 8,408 | $1.08M | 0.25% | −135−1.6% | Reduced |
| V-Square Quantitative Management LLC | 8,401 | $1.08M | 0.11% | +8,401 | New |
| Grimes & Company, Inc. | 8,390 | $1.08M | 0.03% | +67+0.8% | Added |
| Cidel Asset Management Inc | 8,340 | $1.08M | 0.08% | +237+2.9% | Added |
| Navalign, LLC | 8,271 | $1.07M | 0.26% | +442+5.6% | Added |
| Lebenthal Global Advisors, LLC | 8,257 | $1.07M | 0.16% | +509+6.6% | Added |
| JBR Co Financial Management Inc | 8,248 | $1.06M | 0.45% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 8,238 | $1.06M | 0.01% | −3,126−27.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,190 | $1.06M | 0.20% | +51+0.6% | Added |
| David Loasby | 7,610 | $1.06M | 0.07% | +373+5.2% | Added |
| Argent Trust Co | 8,172 | $1.05M | 0.04% | −252−3.0% | Reduced |
| Stegent Equity Advisors, Inc. | 8,157 | $1.05M | 0.82% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 8,148 | $1.05M | 0.35% | +2,614+47.2% | Added |
| Wealth Alliance Advisory Group, LLC | 8,113 | $1.05M | 0.18% | −88−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,110 | $1.05M | 0.04% | +48+0.6% | Added |
| Barry Investment Advisors, LLC | 8,099 | $1.05M | 0.23% | +27+0.3% | Added |
| Arvest Bank Trust Division | 8,024 | $1.04M | 0.06% | +208+2.7% | Added |
| Searle & Co. | 8,017 | $1.03M | 0.27% | 00.0% | Unchanged |
| SCS Capital Management LLC | 7,979 | $1.03M | 0.01% | +132+1.7% | Added |
| Danske Bank A/S | 7,939 | $1.02M | 0.00% | +2,200+38.3% | Added |
| Westmount Partners, LLC | 7,934 | $1.02M | 0.26% | −7−0.1% | Reduced |
| BWM Planning, LLC | 7,929 | $1.02M | 0.27% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 7,916 | $1.02M | 0.13% | −354−4.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 7,893 | $1.02M | 0.22% | −175−2.2% | Reduced |
| AA Financial Advisors, LLC | 7,873 | $1.02M | 0.19% | −231−2.9% | Reduced |
| Diversify Advisory Services, LLC | 7,340 | $1.01M | 0.03% | −318−4.2% | Reduced |
| Van Hulzen Asset Management, LLC | 7,814 | $1.01M | 0.07% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 7,768 | $1.00M | 0.27% | −83−1.1% | Reduced |
| Glenview Trust Co | 7,755 | $1.00M | 0.02% | −480−5.8% | Reduced |
| FIL Ltd | 7,740 | $998.8K | 0.00% | +5,389+229.2% | Added |
| Eagle Global Advisors LLC | 7,629 | $984.4K | 0.04% | 00.0% | Unchanged |
| Friedenthal Financial | 7,589 | $979.3K | 0.50% | +7,434+4,796.1% | Added |
| Bull Street Advisors, LLC | 7,578 | $978.0K | 0.45% | −28−0.4% | Reduced |
| Vestcor Inc | 7,544 | $973.0K | 0.03% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 7,536 | $972.4K | 0.17% | +4,453+144.4% | Added |
| Machina Capital S.A.S. | 7,514 | $969.6K | 0.19% | +1,950+35.0% | Added |
| Verition Fund Management LLC | 7,462 | $962.9K | 0.01% | −95,565−92.8% | Reduced |
| Patten Group, Inc. | 7,457 | $962.3K | 0.18% | −1,676−18.4% | Reduced |
| First Citizens Bank & Trust Co | 7,438 | $959.8K | 0.02% | +3,764+102.4% | Added |
| Fiduciary Group LLC | 7,434 | $959.3K | 0.08% | −20−0.3% | Reduced |
| Petros Family Wealth, LLC | 7,416 | $956.9K | 0.64% | +1,965+36.0% | Added |
| Regal Investment Advisors LLC | 7,403 | $955.3K | 0.06% | −507−6.4% | Reduced |
| Cornerstone Wealth Management, LLC | 7,373 | $951.4K | 0.05% | +61+0.8% | Added |
| Assetmark, Inc | 7,360 | $949.8K | 0.00% | +4,069+123.6% | Added |
| Perigon Wealth Management, LLC | 7,327 | $945.5K | 0.02% | +1,333+22.2% | Added |
| Resources Management Corp | 7,273 | $939.0K | 0.12% | −760−9.5% | Reduced |
| LRT Capital Management, LLC | 7,257 | $936.4K | 0.80% | +2,271+45.5% | Added |
| Institute for Wealth Management, LLC. | 7,238 | $934.0K | 0.10% | −22−0.3% | Reduced |
| Alta Capital Management LLC | 7,231 | $933.2K | 0.06% | −3,170−30.5% | Reduced |
| Perryman Financial Advisory Inc | 7,190 | $927.8K | 0.14% | +7,190 | New |
| Strategic Financial Services, Inc, | 5,857 | $924.2K | 0.04% | −140−2.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,125 | $919.4K | 0.53% | 00.0% | Unchanged |
| Mangrove Partners | 7,119 | $918.6K | 0.07% | +7,119 | New |
| Mission Wealth Management, LP | 7,094 | $915.4K | 0.02% | +1,044+17.3% | Added |
| HighPoint Advisor Group LLC | 7,083 | $914.0K | 0.02% | +199+2.9% | Added |
| Cladis Investment Advisory, LLC | 7,078 | $913.4K | 0.50% | +200+2.9% | Added |
| Chicago Trust Co NA | 7,077 | $913.2K | 0.14% | +380+5.7% | Added |
| Peapack Gladstone Financial Corp | 7,037 | $908.0K | 0.01% | +20+0.3% | Added |
| Strategic Advisors LLC | 7,014 | $905.2K | 0.14% | +5+0.1% | Added |
| Campbell Capital Management Inc | 7,000 | $903.3K | 0.31% | +7,000 | New |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $900.1K | 0.05% | +7,000 | New |
| Sivia Capital Partners, LLC | 6,958 | $897.8K | 0.18% | +2,950+73.6% | Added |
| Welch & Forbes LLC | 6,946 | $896.3K | 0.01% | −177−2.5% | Reduced |
| Corsicana & Co. | 6,922 | $893.2K | 0.50% | −180−2.5% | Reduced |
| Hunter Associates Investment Management LLC | 6,902 | $892.0K | 0.12% | +125+1.8% | Added |
| Vanguard Capital Wealth Advisors | 6,898 | $890.1K | 0.71% | −797−10.4% | Reduced |
| Tema ETFs LLC | 6,891 | $889.2K | 0.07% | −20−0.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,871 | $886.6K | 0.17% | +213+3.2% | Added |
| Boston Trust Walden Corp | 6,860 | $885.2K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,852 | $884.2K | 0.23% | +4+0.1% | Added |