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, Q1 2026
Institutional positions in Phillips 66 as of Mar 31, 2026. 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
- 2,132
- +259 vs. Q4 2025
- Shares held
- 313.1M
- +61.4M (+24.4%) vs. Q4 2025
- Total value
- $57.0B
- +$24.5B (+75.4%) vs. Q4 2025
- New holders
- 353
- 689 more added
- Sold out
- 94
- 744 more reduced
31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 2,601 | $473.9K | 0.03% | +179+7.4% | Added |
| Seamount Financial Group Inc | 2,602 | $474.0K | 0.21% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,977 | $474.2K | 0.06% | +92+3.2% | Added |
| Ethos Financial Group, LLC | 3,084 | $476.8K | 0.03% | +1,484+92.8% | Added |
| E&G Advisors, LP | 2,630 | $479.1K | 0.11% | +10+0.4% | Added |
| Canal Capital Management, LLC | 2,645 | $481.9K | 0.07% | 00.0% | Unchanged |
| Plan A Wealth LLC | 2,665 | $485.5K | 0.23% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 2,668 | $486.1K | 0.00% | −46−1.7% | Reduced |
| M3 Advisory Group, LLC | 2,672 | $486.7K | 0.30% | +78+3.0% | Added |
| Beto Financial Group, LLC | 2,911 | $489.9K | 0.29% | +11+0.4% | Added |
| Oakworth Capital, Inc. | 2,690 | $490.1K | 0.03% | +1,229+84.1% | Added |
| Northcape Wealth Management, LLC | 2,696 | $491.2K | 0.13% | −71−2.6% | Reduced |
| Montag A & Associates Inc | 2,696 | $491.2K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,701 | $492.1K | 0.12% | −475−15.0% | Reduced |
| Athena Investment Management | 2,705 | $492.8K | 0.26% | −456−14.4% | Reduced |
| Granite Group Advisors, LLC | 2,828 | $494.1K | 0.30% | −320−10.2% | Reduced |
| Forum Financial Management, LP | 2,713 | $494.2K | 0.01% | −6,612−70.9% | Reduced |
| Stiles Financial Services Inc | 2,715 | $494.6K | 0.15% | −91−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,728 | $497.0K | 0.14% | +2,728 | New |
| McDaniel Terry & Co | 2,730 | $497.4K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,743 | $499.7K | 0.02% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,744 | $499.9K | 0.07% | +171+6.6% | Added |
| Evergreen Wealth Solutions, LLC | 2,757 | $502.3K | 0.04% | +851+44.6% | Added |
| Lantern Wealth Advisors, LLC | 2,763 | $503.3K | 0.26% | +2+0.1% | Added |
| WealthShield Partners, LLC | 2,775 | $505.5K | 0.06% | −179−6.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,776 | $506.0K | 0.01% | −42−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 2,786 | $507.6K | 0.17% | +1,131+68.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,786 | $507.6K | 0.05% | +2,786 | New |
| Stolper Co | 43,701 | $509.0K | 0.17% | −2,463−5.3% | Reduced |
| Trust Point Inc. | 2,805 | $511.0K | 0.04% | +475+20.4% | Added |
| Magnus Financial Group LLC | 2,810 | $511.9K | 0.04% | −341−10.8% | Reduced |
| Beaton Management Co. Inc. | 2,808 | $512.0K | 0.23% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 2,827 | $515.0K | 0.38% | +17+0.6% | Added |
| Northwest Wealth Management, LLC | 2,828 | $515.3K | 0.08% | −149−5.0% | Reduced |
| Sterling Wealth Management, Inc. | 2,830 | $515.6K | 0.14% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,834 | $516.4K | 0.13% | −414−12.7% | Reduced |
| Mayflower Financial Advisors, LLC | 2,840 | $517.4K | 0.06% | −218−7.1% | Reduced |
| Stockman Wealth Management, Inc. | 2,845 | $518.3K | 0.06% | +107+3.9% | Added |
| Merrion Investment Management Co, LLC | 2,850 | $519.2K | 0.28% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 2,858 | $520.7K | 0.12% | +200+7.5% | Added |
| North Star Investment Management Corp. | 2,858 | $520.7K | 0.03% | +189+7.1% | Added |
| Root Financial Partners, LLC | 2,859 | $520.9K | 0.02% | +1,444+102.0% | Added |
| Westpac Banking Corp | 2,860 | $521.0K | 0.04% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 2,862 | $521.8K | 0.10% | +2,862 | New |
| Alps Advisors Inc | 2,870 | $522.9K | 0.00% | +2,870 | New |
| LMR Partners LLP | 2,884 | $525.4K | 0.00% | −79,469−96.5% | Reduced |
| Oslo Pensjonsforsikring AS | 2,890 | $526.5K | 0.08% | +2,890 | New |
| Reuter James Wealth Management, LLC | 2,897 | $527.8K | 0.08% | −2−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,898 | $528.0K | 0.01% | −137−4.5% | Reduced |
| Persium Advisors, LLC | 2,902 | $528.7K | 0.42% | −15−0.5% | Reduced |
| Vanguard National Trust Co | 2,907 | $529.6K | 0.03% | +2,907 | New |
| Teamwork Financial Advisors, LLC | 2,922 | $532.2K | 0.06% | −3−0.1% | Reduced |
| WBI Investments | 2,933 | $534.3K | 0.15% | +2,933 | New |
| Millington Securities, LLC | 2,933 | $534.3K | 0.15% | +2,933 | New |
| Abel Hall, LLC | 2,934 | $534.5K | 0.11% | −413−12.3% | Reduced |
| FIL Ltd | 2,946 | $536.7K | 0.00% | −4,794−61.9% | Reduced |
| Foster Group, Inc. | 2,949 | $537.2K | 0.02% | +69+2.4% | Added |
| Univest Financial Corp | 2,955 | $538.4K | 0.03% | −122−4.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,387 | $539.4K | 0.01% | −200−5.6% | Reduced |
| Lummis Asset Management, LP | 3,011 | $539.9K | 0.32% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,965 | $540.2K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 2,973 | $541.6K | 0.12% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,978 | $542.4K | 0.07% | −6−0.2% | Reduced |
| Plimoth Trust Co LLC | 2,984 | $543.6K | 0.12% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,985 | $543.8K | 0.16% | +8+0.3% | Added |
| Kanawha Capital Management LLC | 2,995 | $545.6K | 0.04% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,000 | $546.5K | 0.18% | −9,751−76.5% | Reduced |
| Two Sigma Investments, LP | 3,000 | $546.5K | 0.00% | +3,000 | New |
| Estabrook Capital Management | 3,008 | $548.0K | 0.08% | +14+0.5% | Added |
| MTM Investment Management, LLC | 3,012 | $548.7K | 0.17% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,024 | $550.9K | 0.07% | +167+5.8% | Added |
| Calamos Wealth Management LLC | 3,024 | $550.9K | 0.02% | +343+12.8% | Added |
| Apella Capital, LLC | 3,529 | $551.9K | 0.01% | +274+8.4% | Added |
| Van Strum & Towne Inc. | 3,031 | $552.2K | 0.16% | 00.0% | Unchanged |
| Tulsa Wealth Advisors, INC | 3,044 | $554.6K | 0.10% | −16,281−84.2% | Reduced |
| Ballew Advisors, Inc | 3,456 | $556.7K | 0.31% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 3,056 | $556.7K | 0.48% | +3,056 | New |
| Waldron Private Wealth LLC | 3,057 | $556.9K | 0.02% | −193−5.9% | Reduced |
| Hilton Head Capital Partners, LLC | 3,071 | $559.4K | 0.32% | −639−17.2% | Reduced |
| RM Financial Services, LLC | 3,075 | $560.2K | 0.48% | −260−7.8% | Reduced |
| Roundview Capital LLC | 3,088 | $562.6K | 0.04% | −339−9.9% | Reduced |
| Measured Risk Portfolios, Inc. | 3,090 | $562.9K | 0.62% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 3,097 | $564.1K | 0.00% | +433+16.3% | Added |
| USA Financial Portformulas Corp | 3,103 | $565.3K | 0.11% | +3,103 | New |
| Meridian Wealth Management, LLC | 3,118 | $568.0K | 0.02% | +989+46.5% | Added |
| Sharp Financial Services, LLC | 3,123 | $568.9K | 0.28% | −403−11.4% | Reduced |
| Cfo Capital Management LLC | 3,125 | $569.3K | 0.47% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,132 | $570.6K | 0.02% | −78−2.4% | Reduced |
| Investment Research Partners LLC | 3,157 | $575.1K | 0.23% | +27+0.9% | Added |
| OneAscent Financial Services LLC | 3,176 | $578.6K | 0.03% | +3,176 | New |
| Indivisible Partners | 3,194 | $581.8K | 0.05% | +483+17.8% | Added |
| Vista Investment Partners LLC | 3,199 | $582.8K | 0.15% | +10.0% | Added |
| Close Asset Management Ltd | 3,200 | $583.0K | 0.02% | +1,090+51.7% | Added |
| LCNB Corp | 3,209 | $584.6K | 0.20% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,210 | $584.7K | 0.03% | −153−4.5% | Reduced |
| Vaughan David Investments LLC | 3,215 | $586.0K | 0.01% | −6−0.2% | Reduced |
| Waterloo Capital, L.P. | 3,222 | $587.0K | 0.04% | +224+7.5% | Added |
| Clear Trail Advisors, LLC | 3,226 | $587.7K | 0.10% | +3,226 | New |
| Harbor Investment Advisory, LLC | 3,235 | $589.4K | 0.05% | −47−1.4% | Reduced |
| Foster & Motley Inc | 3,236 | $590.0K | 0.03% | −81−2.4% | Reduced |