Stock ownership · SEC 13F · Q4 2025

PHILLIPS 66

Institutional ownership of PHILLIPS 66 (CUSIP 718546104) - who holds it, how concentrated it is, and what moved last quarter.

$13.0M
Reported value
11
Institutions
95%
Top-5 share

The verdict

PHILLIPS 66 is held by a narrower band of institutional filers than most - 11 institutions report $13.0M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

11
institutions hold it
$13.0M
reported 13F value
95%
held by top 5
#197
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$13.0M

Institutional 13F value

Institutions

11

Reporting holders

Top-5 concentration

95%

Held by 5 largest

New buyers

8

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%95%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 33.0%

PHILLIPS 66 is more widely held than about 33% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of PHILLIPS 66
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a PHILLIPS 66 position has fallen from 14 to 11 over the last 8 quarters of 13F filings.

5101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 11
Distinct 13F filers holding PHILLIPS 66, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 40,858 $5.3M 40.5%
2 MidFirst Bank 38,373 $5.0M 38.0%
3 GROUPAMA ASSET MANAGMENT 12,315 $1.6M 12.2%
4 Cross Staff Investments Inc 2,363 $305K 2.3%
5 CHELSEA COUNSEL CO 2,285 $295K 2.3%
6 TD Capital Management LLC 2,127 $274K 2.1%
7 Anchor Investment Management, LLC 2,094 $270K 2.1%
8 Compass Financial Services Inc 277 $36K 0.3%
9 Bell Investment Advisors, Inc 218 $28K 0.2%
10 Strategic Investment Solutions, Inc. /IL 10 $1K 0.0%
11 SG Trading Solutions, LLC 1,593 $206 0.0%

Latest Quarter Activity · Q4 2025

What the data says about PHILLIPS 66

A few large holders dominate this stock’s institutional float.

  • See how PHILLIPS 66's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold PHILLIPS 66?
PHILLIPS 66 is held by 11 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of PHILLIPS 66?
Institutions report $13.0M of PHILLIPS 66 as of Q4 2025.
How concentrated is ownership of PHILLIPS 66?
The top five institutional holders account for 95% of the reported institutional value in PHILLIPS 66, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of PHILLIPS 66?
Pacer Advisors, Inc. is the largest reported holder of PHILLIPS 66 with $5.3M across 40,858 shares as of Q4 2025.
Where does this PHILLIPS 66 data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.