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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 3,890 | $708.7K | 0.05% | +1,389+55.5% | Added |
| Modern Wealth Management, LLC | 4,056 | $712.2K | 0.01% | −935−18.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,913 | $712.9K | 0.04% | −1,879−32.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,922 | $714.5K | 0.01% | −9,650−71.1% | Reduced |
| Excalibur Management Corp | 3,922 | $714.5K | 0.26% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,923 | $714.6K | 0.14% | −10.0% | Reduced |
| Frank, Rimerman Advisors LLC | 3,944 | $718.5K | 0.05% | +11+0.3% | Added |
| RMR Wealth Builders | 3,952 | $720.0K | 0.06% | +39+1.0% | Added |
| Three Seasons Wealth, LLC | 3,958 | $721.1K | 0.28% | +132+3.5% | Added |
| Jupiter Wealth Management LLC | 4,200 | $721.6K | 0.29% | +1,950+86.7% | Added |
| Biltmore Wealth Management, LLC | 3,971 | $723.4K | 0.26% | −128−3.1% | Reduced |
| GW Henssler & Associates Ltd | 3,977 | $724.5K | 0.03% | −43−1.1% | Reduced |
| Fulton Bank, N.A. | 3,990 | $726.9K | 0.03% | −20−0.5% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $729.0K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,006 | $729.8K | 0.15% | −1,308−24.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,535 | $732.1K | 0.23% | −64−1.4% | Reduced |
| Rossby Financial, LCC | 4,169 | $732.2K | 0.15% | +129+3.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,022 | $732.8K | 0.01% | −53−1.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,023 | $732.9K | 0.04% | −481−10.7% | Reduced |
| Cushing Capital Partners, LLC | 4,040 | $736.0K | 0.57% | +4,040 | New |
| Whalerock Point Partners, LLC | 4,044 | $736.7K | 0.14% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,059 | $739.5K | 0.53% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4,060 | $739.7K | 0.07% | −150−3.6% | Reduced |
| Patron Partners Advisors, LLC | 4,064 | $740.4K | 0.33% | −69−1.7% | Reduced |
| QTR Family Wealth, LLC | 4,664 | $740.5K | 0.31% | −359−7.1% | Reduced |
| Modera Wealth Management, LLC | 4,068 | $741.2K | 0.01% | −25−0.6% | Reduced |
| Argyle Capital Partners, LLC | 4,072 | $741.8K | 0.53% | −175−4.1% | Reduced |
| Peoples Financial Services Corp. | 4,075 | $742.4K | 0.35% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 4,082 | $743.7K | 0.38% | −253−5.8% | Reduced |
| Busey Wealth Management | 4,085 | $744.2K | 0.02% | −10.0% | Reduced |
| Nwam LLC | 4,085 | $744.3K | 0.04% | +759+22.8% | Added |
| Richwood Investment Advisors, LLC | 4,110 | $748.8K | 0.58% | −200−4.6% | Reduced |
| Burford Brothers, Inc. | 4,128 | $752.1K | 0.31% | +5+0.1% | Added |
| SAM Advisors, LLC | 4,136 | $753.5K | 0.24% | 00.0% | Unchanged |
| MBL Wealth, LLC | 4,146 | $755.3K | 0.06% | +1,411+51.6% | Added |
| Alchemi Wealth, LLC | 4,155 | $757.2K | 0.42% | +58+1.4% | Added |
| Tred Avon Family Wealth, LLC | 4,184 | $762.2K | 0.25% | −1,230−22.7% | Reduced |
| Clearbridge Investments, LLC | 4,197 | $764.6K | 0.00% | −4,655−52.6% | Reduced |
| Johnson & White Wealth Management, LLC | 4,235 | $771.5K | 0.33% | 00.0% | Unchanged |
| Michael B. Yongue | 4,235 | $771.5K | 0.56% | +4,235 | New |
| Aull & Monroe Investment Management Corp | 4,237 | $771.9K | 0.36% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 4,242 | $772.7K | 0.07% | +72+1.7% | Added |
| Moment Partners, LLC | 4,247 | $773.8K | 0.14% | −14−0.3% | Reduced |
| Empire Financial Management Company, LLC | 4,276 | $779.1K | 0.18% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,331 | $789.1K | 0.01% | +529+13.9% | Added |
| Harvest Fund Management Co., Ltd | 4,338 | $790.0K | 0.03% | +3,757+646.6% | Added |
| Basepoint Wealth LLC | 4,345 | $791.6K | 0.45% | −48−1.1% | Reduced |
| TIAA Wealth Investment Management LLC | 4,349 | $792.3K | 0.01% | +4,349 | New |
| GWN Securities Inc. | 4,364 | $795.1K | 0.15% | −148−3.3% | Reduced |
| Armor Investment Advisors, LLC | 4,366 | $795.4K | 0.29% | −73−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 5,015 | $799.2K | 0.05% | −157−3.0% | Reduced |
| WP Advisors, LLC | 4,413 | $804.0K | 0.21% | +24+0.5% | Added |
| Charter Trust Co | 4,436 | $808.1K | 0.05% | −9−0.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,444 | $809.6K | 0.22% | 00.0% | Unchanged |
| Mangrove Partners | 4,447 | $810.2K | 0.07% | −2,672−37.5% | Reduced |
| CFS Investment Advisory Services, LLC | 5,199 | $813.0K | 0.06% | −37−0.7% | Reduced |
| NVWM, LLC | 4,470 | $814.3K | 0.18% | −322−6.7% | Reduced |
| Lincoln Capital LLC | 4,460 | $815.2K | 0.15% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 4,479 | $816.0K | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,513 | $822.0K | 0.04% | −440−8.9% | Reduced |
| Veracity Capital LLC | 4,546 | $828.2K | 0.30% | +66+1.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,590 | $836.2K | 0.04% | −140−3.0% | Reduced |
| 5T Wealth, LLC | 4,621 | $841.8K | 0.33% | −10−0.2% | Reduced |
| Golden State Equity Partners | 4,653 | $847.8K | 0.06% | +1,625+53.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,656 | $848.2K | 0.09% | +25+0.5% | Added |
| Baker Avenue Asset Management, LP | 4,666 | $850.0K | 0.02% | +2,489+114.3% | Added |
| LVM Capital Management Ltd | 4,676 | $852.0K | 0.08% | +281+6.4% | Added |
| Tradewinds, LLC. | 4,838 | $852.5K | 0.27% | +52+1.1% | Added |
| Massmutual Trust Co FSB | 4,681 | $852.8K | 0.02% | −283−5.7% | Reduced |
| Corps Capital Advisors, LLC | 4,684 | $853.3K | 0.74% | +1,430+43.9% | Added |
| Investors Research Corp | 4,692 | $854.8K | 0.16% | −84−1.8% | Reduced |
| Corsicana & Co. | 6,987 | $862.8K | 0.55% | +65+0.9% | Added |
| Retirement Investment Advisors, Inc. | 6,687 | $862.9K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,739 | $863.4K | 0.02% | +1,969+71.1% | Added |
| Gryphon Financial Partners LLC | 4,751 | $865.6K | 0.09% | +15+0.3% | Added |
| RiverFront Investment Group, LLC | 4,779 | $870.7K | 0.01% | +2,689+128.7% | Added |
| Hennessy Advisors Inc | 4,800 | $874.5K | 0.03% | +1,300+37.1% | Added |
| Mather Group, LLC. | 4,806 | $875.6K | 0.01% | −529−9.9% | Reduced |
| Compass Capital Corp | 5,200 | $877.9K | 0.31% | +2,920+128.1% | Added |
| State of Wyoming | 4,833 | $880.5K | 0.10% | +3,123+182.6% | Added |
| Sentinus, LLC | 4,867 | $886.7K | 0.08% | +1,620+49.9% | Added |
| Advisor OS, LLC | 4,867 | $886.8K | 0.06% | −258−5.0% | Reduced |
| Howland Capital Management LLC | 4,874 | $888.0K | 0.04% | +3,000+160.1% | Added |
| Joel Isaacson & Co., LLC | 4,889 | $890.6K | 0.03% | −619−11.2% | Reduced |
| CSS LLC | 4,890 | $890.9K | 0.05% | +980+25.1% | Added |
| Smartleaf Asset Management LLC | 4,826 | $892.0K | 0.03% | +619+14.7% | Added |
| Premier Path Wealth Partners, LLC | 4,915 | $895.4K | 0.12% | +305+6.6% | Added |
| Jackson Hole Capital Partners, LLC | 4,923 | $896.9K | 0.15% | +10.0% | Added |
| First National Bank & Trust Co of Newtown | 4,937 | $899.4K | 0.19% | −741−13.1% | Reduced |
| Larson Financial Group LLC | 4,942 | $900.2K | 0.03% | +1,655+50.3% | Added |
| Autumn Glory Partners, LLC | 4,943 | $900.5K | 0.33% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,980 | $907.3K | 0.41% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,997 | $910.4K | 0.15% | −480−8.8% | Reduced |
| Cito Capital Group, LLC | 5,000 | $911.0K | 0.28% | 00.0% | Unchanged |
| B&L Asset Management LLC | 5,028 | $916.0K | 0.40% | +430+9.4% | Added |
| Augustine Asset Management Inc | 5,045 | $919.1K | 0.21% | +32+0.6% | Added |
| Bridges Investment Management Inc | 5,047 | $919.5K | 0.01% | −30−0.6% | Reduced |
| Valley Brook Capital Group | 5,054 | $920.7K | 0.62% | +26+0.5% | Added |
| Rexford Capital Inc | 5,054 | $920.7K | 0.66% | +8+0.2% | Added |
| KCM Investment Advisors LLC | 5,063 | $922.3K | 0.03% | +463+10.1% | Added |