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 |
|---|---|---|---|---|---|
| First National Trust Co | 6,841 | $882.8K | 0.03% | +101+1.5% | Added |
| Csenge Advisory Group | 6,832 | $881.6K | 0.04% | +280+4.3% | Added |
| Flagship Harbor Advisors, LLC | 6,818 | $879.9K | 0.04% | −932−12.0% | Reduced |
| Bradley Foster & Sargent Inc | 6,789 | $876.1K | 0.01% | −75−1.1% | Reduced |
| Retirement Investment Advisors, Inc. | 6,687 | $862.9K | 0.07% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 6,639 | $856.8K | 0.01% | −65−1.0% | Reduced |
| Brevan Howard Capital Management LP | 6,628 | $855.3K | 0.02% | −7,672−53.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $854.0K | 0.11% | +6,618 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 6,611 | $853.1K | 0.06% | +3,147+90.8% | Added |
| Kingswood Wealth Advisors, LLC | 6,606 | $852.5K | 0.04% | +4,719+250.1% | Added |
| Rathbone Brothers plc | 6,605 | $852.3K | 0.00% | +1,520+29.9% | Added |
| Mairs & Power Inc | 6,604 | $852.2K | 0.01% | −39−0.6% | Reduced |
| Aviance Capital Partners, LLC | 6,604 | $852.2K | 0.10% | +31+0.5% | Added |
| America First Investment Advisors, LLC | 6,580 | $849.1K | 0.15% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,564 | $847.0K | 0.05% | +1,043+18.9% | Added |
| Heritage Wealth Management, Inc. | 6,561 | $846.6K | 0.24% | −150−2.2% | Reduced |
| MCF Advisors LLC | 6,507 | $839.7K | 0.05% | +99+1.5% | Added |
| Miller Investment Management, LP | 6,500 | $838.8K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,443 | $831.4K | 0.04% | −8−0.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 6,400 | $825.9K | 0.02% | −1,300−16.9% | Reduced |
| Private Trust Co NA | 6,398 | $825.6K | 0.07% | +100+1.6% | Added |
| Atomi Financial Group, Inc. | 6,395 | $825.2K | 0.02% | +208+3.4% | Added |
| Penobscot Investment Management Company, Inc. | 6,374 | $822.5K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,367 | $821.6K | 0.03% | −242−3.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,363 | $821.0K | 0.33% | −153−2.3% | Reduced |
| Change Path, LLC | 6,358 | $820.5K | 0.02% | +2,347+58.5% | Added |
| Fairfield, Bush & Co. | 6,353 | $819.8K | 0.43% | −313−4.7% | Reduced |
| Drucker Wealth 3.0, LLC | 6,336 | $817.6K | 0.14% | +694+12.3% | Added |
| TCW Group Inc | 6,327 | $816.4K | 0.01% | +6,327 | New |
| Peoples Bank | 6,299 | $812.8K | 0.50% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,293 | $812.0K | 0.00% | +3,574+131.4% | Added |
| Endeavor Private Wealth, Inc. | 6,259 | $807.6K | 0.23% | +811+14.9% | Added |
| American Financial Group Inc | 6,250 | $806.5K | 0.29% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 6,234 | $804.5K | 0.01% | +382+6.5% | Added |
| 1st Source Bank | 6,221 | $802.8K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,213 | $801.8K | 0.07% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,200 | $800.0K | 0.11% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,197 | $799.6K | 0.01% | +34+0.6% | Added |
| Probity Advisors, Inc. | 6,166 | $795.7K | 0.13% | −322−5.0% | Reduced |
| Financial Advisory Service, Inc. | 6,132 | $791.3K | 0.05% | +1,253+25.7% | Added |
| QTR Family Wealth, LLC | 5,023 | $790.1K | 0.35% | +877+21.2% | Added |
| Ausdal Financial Partners, Inc. | 6,049 | $780.6K | 0.04% | −115−1.9% | Reduced |
| Heck Capital Advisors, LLC | 6,049 | $780.6K | 0.06% | −75−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,039 | $779.3K | 0.06% | +1,101+22.3% | Added |
| Symphony Financial, Ltd. Co. | 6,000 | $776.7K | 0.10% | −49−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,011 | $775.7K | 0.04% | −27,554−82.1% | Reduced |
| Fiduciary Alliance LLC | 5,973 | $770.8K | 0.05% | +16+0.3% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $766.2K | 0.14% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 5,891 | $760.1K | 0.06% | +112+1.9% | Added |
| Norden Group LLC | 5,885 | $759.5K | 0.07% | +368+6.7% | Added |
| Philip James Wealth Mangement, LLC | 5,871 | $757.6K | 0.09% | −55−0.9% | Reduced |
| Integrated Advisors Network LLC | 5,844 | $754.1K | 0.03% | −1,308−18.3% | Reduced |
| Whitener Capital Management, Inc. | 5,844 | $754.1K | 0.17% | +250+4.5% | Added |
| VestGen Advisors, LLC | 5,835 | $752.9K | 0.03% | +2,986+104.8% | Added |
| EPG Wealth Management LLC | 5,818 | $750.7K | 0.20% | −67−1.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,792 | $747.4K | 0.04% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,791 | $747.3K | 0.42% | −34−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,465 | $746.8K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,763 | $743.7K | 0.12% | +100+1.8% | Added |
| NorthRock Partners, LLC | 5,733 | $739.8K | 0.01% | −3,789−39.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,726 | $738.9K | 0.20% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,681 | $733.1K | 0.04% | +625+12.4% | Added |
| First National Bank & Trust Co of Newtown | 5,678 | $732.7K | 0.13% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5,664 | $731.0K | 0.43% | +552+10.8% | Added |
| Soltis Investment Advisors LLC | 5,662 | $730.6K | 0.05% | +2,945+108.4% | Added |
| Abundance Wealth Counselors | 5,658 | $730.1K | 0.12% | +50+0.9% | Added |
| Baker Ellis Asset Management LLC | 5,654 | $729.6K | 0.09% | −940−14.3% | Reduced |
| Veratis Advisors, Inc. | 4,634 | $729.5K | 0.58% | +4,634 | New |
| Exchange Traded Concepts, LLC | 5,646 | $728.6K | 0.01% | −1,630−22.4% | Reduced |
| Perpetual Ltd | 5,635 | $727.1K | 0.01% | +3,011+114.7% | Added |
| Saturna Capital CORP | 5,624 | $725.7K | 0.01% | +1,843+48.7% | Added |
| J. Safra Sarasin Holding AG | 5,608 | $723.7K | 0.01% | +733+15.0% | Added |
| Stevens Capital Management LP | 5,587 | $721.0K | 0.25% | −3,246−36.7% | Reduced |
| Bank of Hawaii | 5,574 | $719.3K | 0.04% | +299+5.7% | Added |
| LVZ Advisors, Inc. | 5,571 | $718.9K | 0.08% | +8+0.1% | Added |
| Angeles Wealth Management, LLC | 5,543 | $715.3K | 0.04% | +1,428+34.7% | Added |
| Atlas Legacy Advisors, LLC | 5,504 | $713.9K | 0.13% | +307+5.9% | Added |
| Sunbelt Securities, Inc. | 5,527 | $713.3K | 0.05% | −690−11.1% | Reduced |
| Joel Isaacson & Co., LLC | 5,508 | $710.7K | 0.02% | +291+5.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 5,495 | $709.1K | 0.28% | −121−2.2% | Reduced |
| Camden Capital, LLC | 5,490 | $708.4K | 0.04% | −266−4.6% | Reduced |
| Mirabella Financial Services LLP | 5,483 | $707.5K | 0.07% | +5,483 | New |
| Montecito Bank & Trust | 5,477 | $706.8K | 0.11% | +75+1.4% | Added |
| Essex Savings Bank | 5,468 | $705.6K | 0.15% | +95+1.8% | Added |
| Trust Co of Vermont | 5,455 | $703.9K | 0.03% | +893+19.6% | Added |
| Simplicity Wealth,LLC | 5,438 | $701.7K | 0.04% | +313+6.1% | Added |
| Fideuram Asset Management (Ireland) dac | 5,612 | $701.4K | 0.06% | +5,612 | New |
| Evoke Wealth, LLC | 5,427 | $700.2K | 0.01% | +1,040+23.7% | Added |
| Davis Investment Partners, LLC | 5,360 | $699.8K | 0.24% | −61−1.1% | Reduced |
| Martingale Asset Management L P | 5,423 | $699.8K | 0.02% | +1,120+26.0% | Added |
| Tred Avon Family Wealth, LLC | 5,414 | $698.6K | 0.23% | 00.0% | Unchanged |
| Doheny Asset Management | 5,379 | $694.0K | 0.42% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,335 | $688.5K | 0.01% | −1,576−22.8% | Reduced |
| Waddell & Associates, LLC | 5,314 | $685.8K | 0.05% | +2,405+82.7% | Added |
| Syon Capital LLC | 5,314 | $685.7K | 0.03% | +161+3.1% | Added |
| Drive Wealth Management, LLC | 5,314 | $685.7K | 0.13% | +1,389+35.4% | Added |
| Cowa, LLC | 5,194 | $682.8K | 0.21% | −2,641−33.7% | Reduced |
| Trust Co of Toledo NA | 5,285 | $682.0K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,282 | $681.6K | 0.05% | +10.0% | Added |
| Richwood Investment Advisors, LLC | 4,310 | $680.1K | 0.49% | 00.0% | Unchanged |