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Livermore
Livermore
ZHEN

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).

Q1 2026 vs. Q4 2025

How the institutions holding Phillips 66 changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PSX: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders1,904312,131+258
Shares309.3M57.5M313.1M+61.4M (+24.4%)
Value$39.9B$7.42B$57.0B+$24.5B (+75.4%)

31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (352)

Institutions that held Phillips 66 at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 352 by value.

Institutions new to PSX in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC26,107,984$4.76B0.12%
Vanguard Portfolio Management LLC22,100,692$4.03B0.21%
Vanguard Fiduciary Trust Co2,269,903$413.5M0.10%
Vanguard Global Advisers, LLC899,110$163.8M0.09%
Arrowstreet Capital, Limited Partnership796,505$145.1M0.08%
Vanguard Asset Management, Ltd756,628$137.8M0.12%
Qube Research & Technologies Ltd634,790$115.6M0.16%
Encompass Capital Advisors LLC304,700$55.5M2.26%
Tran Capital Management, L.P.189,901$34.6M4.75%
CIBC Bancorp USA Inc.188,736$34.4M0.05%
Vanguard Investments Australia, Ltd.187,708$34.2M0.10%
Empowered Funds, LLC122,663$22.3M0.14%
Zurich Insurance Group Ltd113,704$20.7M0.16%
Merewether Investment Management, LP82,300$15.0M0.29%
Ilmarinen Mutual Pension Insurance Co60,000$10.9M0.09%
Hosking Partners LLP51,582$9.40M0.34%
Providence Capital Advisors, LLC46,500$8.47M1.38%
Artemis Investment Management LLP39,910$7.27M0.08%
Cutler Investment Counsel LLC39,285$7.16M0.74%
iA Global Asset Management Inc.34,170$6.22M0.09%
Readystate Asset Management LP32,406$5.90M0.34%
Corigliano Investment Advisers, LLC32,000$5.83M2.28%
Elo Mutual Pension Insurance Co30,347$5.53M0.09%
Fulcrum Asset Management LLP27,667$5.11M0.77%
DRW Securities, LLC27,748$5.05M0.28%
Brighton Jones LLC21,109$3.85M0.08%
Q3 Asset Management19,648$3.63M0.88%
Farringdon Capital, Ltd.19,535$3.56M0.78%
Entropy Technologies, LP18,554$3.38M0.16%
Dark Forest Capital Management LP16,817$3.06M0.27%
Saudi Central Bank14,872$2.71M0.06%
Tiaa-Cref Individual & Institutional Services, LLC14,546$2.65M0.01%
Virginia Retirement Systems Et Al12,200$2.22M0.02%
Life Cycle Investment Partners Ltd12,024$2.19M0.01%
Caitong International Asset Management Co., Ltd11,841$2.16M0.40%
Encore Global Management, LP11,000$2.00M1.40%
Bull Harbor Capital LLC10,428$1.90M0.51%
Union Bancaire Privee, UBP SA10,936$1.82M0.03%
Summit Place Financial Advisors, LLC9,626$1.75M0.84%
Virtu Financial LLC9,533$1.74M0.07%
Oakmont Investment Advisors, Inc.8,981$1.64M1.50%
Aigen Investment Management, LP8,941$1.63M0.42%
Erste Asset Management GmbH8,800$1.63M0.02%
Blue Sparrow, LLC7,410$1.35M0.02%
Diversify Wealth Management, LLC7,764$1.35M0.02%
Wealth Management Associates, Inc.7,346$1.34M0.46%
Point Nemo Capital, LLC7,181$1.31M0.86%
Dynamic Technology Lab Private Ltd6,401$1.17M0.19%
Colter Lewis Investment Partners LLC6,277$1.14M1.08%
Enclave Advisors LLC6,256$1.14M0.16%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.5,928$1.08M0.04%
Convergence Financial, LLC5,887$1.07M0.11%
Grantham, Mayo, Van Otterloo & Co. LLC5,789$1.05M0.00%
Lombard Odier Asset Management (Switzerland) SA5,656$1.03M0.04%
Polymer Capital Management (US) LLC5,424$988.1K0.15%
Neo Ivy Capital Management5,238$954.3K0.25%
TIAA Wealth Investment Management LLC4,349$792.3K0.01%
Michael B. Yongue4,235$771.5K0.56%
Cushing Capital Partners, LLC4,040$736.0K0.57%
Montchanin Asset Management, LLC3,830$698.0K0.74%
Personal Cfo Solutions, LLC3,747$682.6K0.10%
E Fund Management Co., Ltd.3,715$676.8K0.02%
Chilton Investment Co LLC3,666$667.9K0.02%
111 Capital3,511$639.6K0.16%
LexAurum Advisors, LLC3,443$627.2K0.08%
Bridgefront Capital, LLC3,352$610.7K0.15%
Volterra Technologies LP3,281$597.7K0.42%
Clear Trail Advisors, LLC3,226$587.7K0.10%
OneAscent Financial Services LLC3,176$578.6K0.03%
USA Financial Portformulas Corp3,103$565.3K0.11%
Runnymede Capital Advisors, Inc.3,056$556.7K0.48%
Two Sigma Investments, LP3,000$546.5K0.00%
WBI Investments2,933$534.3K0.15%
Millington Securities, LLC2,933$534.3K0.15%
Vanguard National Trust Co2,907$529.6K0.03%
Oslo Pensjonsforsikring AS2,890$526.5K0.08%
Alps Advisors Inc2,870$522.9K0.00%
Oasis Advisors, LLC2,862$521.8K0.10%
MASTERINVEST Kapitalanlage GmbH2,786$507.6K0.05%
Supplemental Annuity Collective Trust of NJ2,728$497.0K0.14%
Avestar Capital, LLC2,515$458.2K0.03%
Philadelphia Investment Partners, LLC2,299$418.8K0.28%
Oxford Asset Management LLP2,183$397.7K0.16%
Keebeck Wealth Management, LLC2,176$396.4K0.04%
Fortis Capital Advisors, LLC2,158$393.1K0.05%
LVW Advisors, LLC2,143$390.4K0.04%
Avail Investment Partners, LLC2,120$386.0K0.41%
Register Financial Advisors LLC2,102$382.9K0.14%
Plan Group Financial, LLC2,064$376.0K0.09%
Founders Financial Alliance, LLC2,051$373.5K0.07%
Chiron Capital Management, LLC2,005$365.3K0.37%
Providence First Trust Co1,930$351.6K0.12%
Wolfstich Capital, LLC1,891$349.5K0.31%
Summit Wealth Group LLC1,883$343.0K0.04%
Hexagon Capital Partners LLC1,876$341.8K0.05%
Jmac Enterprises LLC1,805$328.8K0.06%
Greenwood Gearhart Inc1,792$326.5K0.02%
Net Worth Advisory Group1,774$323.1K0.07%
Steel Peak Wealth Management LLC1,729$315.0K0.01%
Summitry LLC1,720$313.3K0.01%

Sold out (94)

Institutions that held Phillips 66 at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PSX in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Connor, Clark & Lunn Investment Management Ltd.144,330$18.6M
Weiss Asset Management LP79,684$10.3M
Cambria Investment Management, L.P.61,950$7.99M
Walleye Trading LLC59,057$7.62M
Strategic Planning Group, LLC58,540$7.55M
J.W. Cole Advisors, Inc.52,715$6.73M
Alphadyne Asset Management LP46,598$6.01M
River Road Asset Management, LLC45,786$5.91M
Fiera Capital Corp41,953$5.41M
Moore Capital Management, LP40,000$5.16M
Thomist Capital Management, LP38,900$5.04M
Highland Capital Management Fund Advisors, L.P.36,475$4.71M
Riverview Capital Advisers, LLC21,282$2.75M
Havemeyer Place LP14,518$1.87M
Axq Capital, LP14,210$1.83M
Logan Capital Management Inc13,715$1.77M
Versor Investments LP11,600$1.50M
HRT Financial LP10,896$1.41M
Oak Thistle LLC8,659$1.12M
Sciencast Management LP8,423$1.09M
Diversify Advisory Services, LLC7,340$1.01M
Campbell Capital Management Inc7,000$903.3K
Heritage Wealth Management, Inc.6,561$846.6K
SummitTX Capital, L.P.5,168$666.9K
Worth Financial Advisory Group, LLC5,084$656.0K
Centiva Capital, LP5,000$645.2K
Quantbot Technologies LP4,396$567.3K
Boothbay Fund Management, LLC4,225$545.2K
Quest Partners LLC4,220$544.5K
Simplex Trading, LLC4,155$536.2K
Manning & Napier Advisors LLC4,079$528.5K
Ambassador Advisors, LLC3,245$418.7K
Scotia Capital Inc.3,025$390.3K
IFG Advisory, LLC2,938$379.2K
Summit Global Investments2,918$376.0K
Y-Intercept (Hong Kong) Ltd2,601$335.6K
Limestone Investment Advisors LP2,450$316.1K
Opal Capital LLC1,985$312.6K
Magnetar Financial LLC2,395$309.1K
Perbak Capital Partners LLP2,292$295.8K
Capital Advisory Group Advisory Services, LLC2,201$284.0K
Calton & Associates, Inc.2,168$279.7K
LeClair Wealth Partners LLC1,992$257.0K
BIP Wealth, LLC1,932$249.3K
Cardinal Point Capital Management, ULC1,854$239.2K
Hourglass Capital, LLC1,770$228.4K
Moller Financial Services1,748$225.6K
MQS Management LLC1,736$224.0K
Allied Investment Advisors, LLC1,654$213.4K
BNC Wealth Management, LLC1,651$213.0K
Ignite Planners, LLC1,481$212.7K
Franklin Street Advisors Inc1,591$205.3K
First National Bank of Hutchinson1,550$200.0K
Sentry Investment Management LLC970$125.0K
Maseco LLP688$88.8K
Intact Investment Management Inc.600$77.4K
IFC & Insurance Marketing, Inc.527$68.0K
Elyxium Wealth, LLC520$67.1K
Catalyst Capital Advisors LLC505$65.2K
Quattro Advisors LLC504$65.1K
Centerpoint Advisors, LLC300$39.0K
Longview Financial Advisors LLC286$36.9K
Winnow Wealth LLC279$36.3K
Compass Financial Services Inc277$35.8K
Wealth Watch Advisors, INC253$32.6K
Eagle Bay Advisors LLC210$27.1K
SWAN Capital LLC208$26.8K
Board of the Pension Protection Fund200$25.8K
Concord Wealth Partners172$22.2K
Commonwealth Retirement Investments LLC171$22.1K
Garton & Associates Financial Advisors LLC164$21.2K
Cape Investment Advisory, Inc.150$19.4K
Wall Street Access Asset Management, LLC144$18.6K
Capula Management Ltd131$16.9K
Camelot Portfolios, LLC124$16.0K
Ankerstar Wealth, LLC111$14.4K
Vermillion & White Wealth Management Group, LLC110$14.2K
Garner Asset Management Corp102$13.2K
Blume Capital Management, Inc.91$11.7K
Howard Hughes Medical Institute87$11.2K
T. Rowe Price Investment Management, Inc.80$11.0K
Legacy Bridge, LLC70$9.03K
Cresta Advisors, Ltd.70$9.03K
Jessup Wealth Management, Inc50$6.45K
Fort Vancouver Investment Management, LLC49$6.32K
Greenline Wealth Management LLC49$6.32K
Fairway Wealth LLC27$3.48K
Gunpowder Capital Management, LLC dba Oliver Wealth Management24$3.10K
Delta Asset Management LLC17$2.19K
Miller Global Investments, LLC15$1.94K
Turning Point Benefit Group, Inc.12$1.55K
Luken Investment Analytics, LLC3$387
Darwin Advisors, LLC2$258
Alberta Investment Management Corp58,375$0

Not filed for Q1 2026 yet (31)

Institutions that held Phillips 66 at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc51,930,038$6.70B
Norges Bank4,961,297$640.2M
Brandywine Global Investment Management, LLC280,896$36.2M
CIBC Private Wealth Group, LLC120,789$15.6M
Comerica Bank107,543$13.9M
CIBC World Markets Corp56,091$7.24M
Capitolis Liquid Global Markets LLC13,463$1.74M
Global Retirement Partners, LLC11,681$1.51M
David Loasby7,610$1.06M
Veratis Advisors, Inc.4,634$729.5K
Trust Co of Vermont5,455$703.9K
FineMark National Bank & Trust4,093$528.2K
Ransom Advisory, Ltd3,891$502.1K
Passumpsic Savings Bank3,765$485.8K
Austin Private Wealth, LLC3,305$426.5K
Thomasville National Bank2,934$378.6K
Liberty Capital Management, Inc.2,772$357.7K
Cape Cod Five Cents Savings Bank2,625$345.1K
BancorpSouth Bank2,329$300.5K
MidWestOne Financial Group, Inc.1,751$225.9K
SG Trading Solutions, LLC1,593$206.0K
DV Equities, LLC853$110.1K
ORG Partners LLC751$96.9K
Pandora Wealth, Inc.605$78.1K
New Millennium Group LLC539$69.5K
Litman Gregory Asset Management LLC524$67.6K
Motiv8 Investments LLC339$44.0K
Stephens Consulting, LLC223$28.8K
GPS Wealth Strategies Group, LLC201$25.9K
Redmont Wealth Advisors LLC174$22.5K
Maryland Capital Advisors Inc.42$5.42K