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

According to SEC Form 13F-HR filings in this corpus, PHILLIPS 66 ranks #398 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $13.0M 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
#398
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, PHILLIPS 66 ranks #398 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 718546104 · Q4 2025 $13M reported

VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-LIGHT #398/775
  • HOLDERS-NARROW 11 filers
  • CONC-DOM 95% top-5
  • PHOTO-FINISH CVS HEALTH
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: CVS HEALTH CORP

Read with: Ownership concentration guide - PHILLIPS 66's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · PHILLIPS 66

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES SILVER TRUST · near$13MCAPITAL GROUP CORE EQUITY ET…$13MALLSTATE · near$13MCVS HEALTH · near$13MPHILLIPS 66 · this stock$13M
Aggregate reported institutional value ($)

PHILLIPS 66 vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

11 Top 67% higher than 33% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of PHILLIPS 66
  1. 1
    Pacer Advisors, Inc. $5.3M
  2. 2
    MidFirst Bank $5.0M
  3. 3
    GROUPAMA ASSET MANAGMENT $1.6M
  4. 4
    Cross Staff Investments Inc $305K
  5. 5
    CHELSEA COUNSEL CO $295K
  6. 6
    TD Capital Management LLC $274K

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PHILLIPS 66's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

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.
Where does PHILLIPS 66 sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, PHILLIPS 66 ranks #398 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for PHILLIPS 66: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($13.0M here).

CVS HEALTH CORP $13.0M ALLSTATE CORP $13.1M CAPITAL GROUP CORE EQUITY ET $13.1M ISHARES SILVER TRUST $13.1M

Similar holder count

Nearest stocks by number of disclosing 13F holders (11 here).

AIR PRODS & CHEMS INC 11 AIRBNB INC 11 AMERICAN TOWER CORP NEW 11 AUTOMATIC DATA PROCESSING IN 11

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.