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-MID · BOOK-FULL
- VALUE-LIGHT #398/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH CVS HEALTH
- ACTIVITY-MID 8 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.
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
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.
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:
Latest Quarter Activity · Q4 2025
New positions (8)
Complete exits (15)
Frequently Asked Questions
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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).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
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 2026-05-16.