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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 3,241 | $590.4K | 0.07% | −14−0.4% | Reduced |
| MSH Capital Advisors LLC | 3,259 | $593.6K | 0.13% | −69−2.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,266 | $595.0K | 0.05% | +60+1.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,267 | $595.2K | 0.03% | +122+3.9% | Added |
| Marin Bay Wealth Advisors, LLC | 3,275 | $596.6K | 0.36% | −136−4.0% | Reduced |
| LVZ Advisors, Inc. | 3,276 | $596.8K | 0.07% | −2,295−41.2% | Reduced |
| Courier Capital LLC | 3,277 | $597.0K | 0.03% | 00.0% | Unchanged |
| Volterra Technologies LP | 3,281 | $597.7K | 0.42% | +3,281 | New |
| Impact Partnership Wealth, LLC | 3,292 | $599.8K | 0.07% | −1,091−24.9% | Reduced |
| HCR Wealth Advisors | 3,293 | $599.9K | 0.06% | −227−6.4% | Reduced |
| Blue Edge Capital, LLC | 3,302 | $601.5K | 0.08% | 00.0% | Unchanged |
| Field & Main Bank | 3,302 | $601.6K | 0.18% | −212−6.0% | Reduced |
| Atticus Wealth Management, LLC | 3,303 | $601.7K | 0.16% | −227−6.4% | Reduced |
| Strategy Asset Managers LLC | 3,307 | $602.4K | 0.10% | +74+2.3% | Added |
| Allen Investment Management LLC | 3,318 | $604.5K | 0.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,319 | $604.7K | 0.01% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,326 | $605.9K | 0.06% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,330 | $606.7K | 0.21% | +163+5.1% | Added |
| Rossmore Private Capital | 3,332 | $607.0K | 0.05% | 00.0% | Unchanged |
| Welch Group, LLC | 3,337 | $607.9K | 0.02% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,340 | $608.4K | 0.03% | +332+11.0% | Added |
| Wedgewood Investors Inc | 3,350 | $610.3K | 0.70% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,352 | $610.7K | 0.15% | +3,352 | New |
| Ritholtz Wealth Management | 3,363 | $612.6K | 0.01% | +205+6.5% | Added |
| Corbyn Investment Management Inc | 3,369 | $613.8K | 0.20% | −18−0.5% | Reduced |
| Second Line Capital, LLC | 3,438 | $615.9K | 0.12% | +225+7.0% | Added |
| Uncommon Cents Investing LLC | 3,382 | $616.1K | 0.14% | 00.0% | Unchanged |
| GenTrust, LLC | 3,398 | $619.0K | 0.03% | +222+7.0% | Added |
| FRG Family Wealth Advisors LLC | 3,401 | $619.6K | 0.10% | −1,832−35.0% | Reduced |
| Legacy Private Trust Co. | 3,405 | $620.3K | 0.04% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 3,414 | $622.0K | 0.18% | −1,157−25.3% | Reduced |
| Advisory Alpha, LLC | 3,414 | $622.3K | 0.02% | +241+7.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,424 | $623.8K | 0.04% | +1,772+107.3% | Added |
| Jacobs Equity LLC | 3,429 | $624.7K | 0.56% | +10.0% | Added |
| CWA Asset Management Group, LLC | 3,430 | $624.9K | 0.02% | +94+2.8% | Added |
| Retirement Planning Group | 3,432 | $625.3K | 0.02% | +1,025+42.6% | Added |
| LexAurum Advisors, LLC | 3,443 | $627.2K | 0.08% | +3,443 | New |
| Old Point Trust & Financial Services N A | 3,450 | $628.5K | 0.20% | −300−8.0% | Reduced |
| waypoint wealth counsel | 3,456 | $629.6K | 0.33% | −892−20.5% | Reduced |
| Mill Capital Management, LLC | 3,462 | $630.7K | 0.05% | −682−16.5% | Reduced |
| Journey Advisory Group, LLC | 3,472 | $632.5K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,475 | $633.1K | 0.01% | +31+0.9% | Added |
| Crawford Investment Counsel Inc | 3,481 | $634.3K | 0.01% | −141−3.9% | Reduced |
| Woodmont Investment Counsel LLC | 3,488 | $635.4K | 0.04% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 3,608 | $635.8K | 0.87% | −82−2.2% | Reduced |
| Schnieders Capital Management, LLC. | 3,508 | $639.1K | 0.10% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 3,510 | $639.5K | 0.60% | 00.0% | Unchanged |
| 111 Capital | 3,511 | $639.6K | 0.16% | +3,511 | New |
| Journey Strategic Wealth LLC | 3,513 | $640.0K | 0.02% | +746+27.0% | Added |
| Moody National Bank Trust Division | 3,516 | $640.5K | 0.06% | +80+2.3% | Added |
| Harbor Advisors LLC | 3,541 | $645.1K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,544 | $645.6K | 0.04% | −7−0.2% | Reduced |
| Master's Wealth Management Inc. | 3,545 | $645.9K | 0.22% | +299+9.2% | Added |
| National Philanthropic Trust | 3,557 | $648.0K | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,610 | $657.6K | 0.01% | −566−13.6% | Reduced |
| Leonteq Securities AG | 3,611 | $657.9K | 0.04% | −1,525−29.7% | Reduced |
| Nilsine Partners, LLC | 4,009 | $657.9K | 0.05% | +48+1.2% | Added |
| Riverwater Partners LLC | 3,616 | $658.7K | 0.22% | −8−0.2% | Reduced |
| Parkside Financial Bank & Trust | 3,628 | $661.0K | 0.05% | −82−2.2% | Reduced |
| S.A. Mason LLC | 3,629 | $661.1K | 0.25% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,630 | $661.3K | 0.04% | +1,842+103.0% | Added |
| Demars Financial Group, LLC | 3,635 | $662.2K | 0.22% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 4,175 | $664.9K | 0.06% | +190+4.8% | Added |
| Riverbend Wealth Management, LLC | 3,659 | $666.6K | 0.41% | −38−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,663 | $667.0K | 0.21% | +514+16.3% | Added |
| Chilton Investment Co LLC | 3,666 | $667.9K | 0.02% | +3,666 | New |
| Princeton Global Asset Management LLC | 3,681 | $670.6K | 0.11% | +3+0.1% | Added |
| Keel Point, LLC | 3,694 | $673.0K | 0.05% | −72−1.9% | Reduced |
| Trustmark National Bank Trust Department | 3,695 | $673.2K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,697 | $673.5K | 0.01% | +613+19.9% | Added |
| Ronald Blue Trust, Inc. | 3,702 | $674.5K | 0.01% | −15−0.4% | Reduced |
| E Fund Management Co., Ltd. | 3,715 | $676.8K | 0.02% | +3,715 | New |
| Capital Investment Advisory Services, LLC | 3,720 | $677.7K | 0.05% | +199+5.7% | Added |
| Cadinha & Co LLC | 3,720 | $677.7K | 0.13% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,722 | $678.1K | 0.52% | +407+12.3% | Added |
| Berkshire Asset Management LLC | 3,727 | $679.0K | 0.03% | +483+14.9% | Added |
| Personal Cfo Solutions, LLC | 3,747 | $682.6K | 0.10% | +3,747 | New |
| Freestone Capital Holdings, LLC | 3,767 | $686.3K | 0.02% | −199−5.0% | Reduced |
| Whittier Trust Co | 3,873 | $686.8K | 0.01% | −643−14.2% | Reduced |
| Clear Harbor Asset Management, LLC | 3,802 | $692.6K | 0.05% | −12−0.3% | Reduced |
| Roberts Glore & Co Inc | 3,806 | $693.4K | 0.19% | −34−0.9% | Reduced |
| Guardian Wealth Management, Inc. | 3,811 | $694.4K | 0.38% | −622−14.0% | Reduced |
| Bennett Associates Wealth Management | 3,816 | $695.2K | 0.47% | −511−11.8% | Reduced |
| Dearborn Partners LLC | 3,819 | $695.7K | 0.04% | −1,053−21.6% | Reduced |
| Gratus Wealth Advisors, LLC | 3,824 | $696.7K | 0.10% | −412−9.7% | Reduced |
| Cigna Investments Inc | 3,825 | $697.0K | 0.11% | −128−3.2% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $698.0K | 0.74% | +3,830 | New |
| Roof Eidam & Maycock | 3,843 | $700.1K | 0.16% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,847 | $700.8K | 0.00% | −417−9.8% | Reduced |
| John G Ullman & Associates Inc | 3,850 | $701.4K | 0.09% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,852 | $701.8K | 0.07% | −35−0.9% | Reduced |
| Smart Portfolios, LLC | 3,855 | $702.3K | 0.70% | −45−1.2% | Reduced |
| SFMG, LLC | 3,859 | $703.1K | 0.05% | +1,000+35.0% | Added |
| Campion Asset Management LLC | 3,867 | $704.5K | 0.48% | −40−1.0% | Reduced |
| PDS Planning, Inc | 3,867 | $704.5K | 0.05% | −23−0.6% | Reduced |
| Essential Partners LLC | 3,871 | $705.2K | 0.24% | −149−3.7% | Reduced |
| Spinnaker Trust | 3,875 | $705.9K | 0.04% | −26−0.7% | Reduced |
| Focus Financial Network, Inc. | 3,875 | $706.0K | 0.03% | −547−12.4% | Reduced |
| Hamilton Capital, LLC | 3,880 | $706.9K | 0.04% | −29−0.7% | Reduced |
| Ascent Group, LLC | 3,883 | $707.3K | 0.02% | +526+15.7% | Added |