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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 5,094 | $928.2K | 0.03% | +1,486+41.2% | Added |
| Rosenberg Matthew Hamilton | 5,106 | $930.2K | 0.19% | +86+1.7% | Added |
| Syon Capital LLC | 5,110 | $930.9K | 0.05% | −204−3.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,112 | $931.3K | 0.06% | +689+15.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,154 | $939.0K | 0.08% | +361+7.5% | Added |
| Everpar Advisors LLC | 5,163 | $940.6K | 0.32% | +261+5.3% | Added |
| Pine Valley Investments Ltd Liability Co | 5,170 | $942.0K | 0.05% | −99−1.9% | Reduced |
| Atlas Legacy Advisors, LLC | 5,190 | $945.4K | 0.17% | −314−5.7% | Reduced |
| Westhampton Capital, LLC | 5,190 | $945.5K | 0.44% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,210 | $949.2K | 0.14% | +4+0.1% | Added |
| Baring Financial LLC | 5,212 | $949.5K | 0.58% | +45+0.9% | Added |
| Neo Ivy Capital Management | 5,238 | $954.3K | 0.25% | +5,238 | New |
| Fairfield, Bush & Co. | 5,280 | $961.9K | 0.53% | −1,073−16.9% | Reduced |
| Weatherly Asset Management L. P. | 5,282 | $962.3K | 0.08% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,285 | $962.8K | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,328 | $970.7K | 0.05% | −516−8.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,475 | $970.9K | 0.02% | +10+0.2% | Added |
| Doheny Asset Management | 5,329 | $971.0K | 0.63% | −50−0.9% | Reduced |
| Everhart Financial Group, Inc. | 5,344 | $973.5K | 0.08% | +355+7.1% | Added |
| Davis Investment Partners, LLC | 5,381 | $980.2K | 0.35% | +21+0.4% | Added |
| Sunbelt Securities, Inc. | 5,384 | $980.9K | 0.06% | −143−2.6% | Reduced |
| Frec Markets, Inc. | 5,385 | $981.0K | 0.17% | +3,658+211.8% | Added |
| Bank of Hawaii | 5,395 | $982.9K | 0.05% | −179−3.2% | Reduced |
| Essex Savings Bank | 5,403 | $984.3K | 0.22% | −65−1.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,412 | $985.9K | 0.02% | +3,604+199.3% | Added |
| Polymer Capital Management (US) LLC | 5,424 | $988.1K | 0.15% | +5,424 | New |
| Fiduciary Alliance LLC | 6,130 | $989.6K | 0.06% | +157+2.6% | Added |
| Checchi Capital Advisers, LLC | 5,442 | $991.4K | 0.07% | +298+5.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,455 | $993.8K | 0.07% | −1,156−17.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,501 | $1.00M | 0.38% | +6+0.1% | Added |
| Aaron Wealth Advisors | 5,574 | $1.02M | 0.06% | −107−1.9% | Reduced |
| NorthRock Partners, LLC | 5,610 | $1.02M | 0.02% | −123−2.1% | Reduced |
| Rathbone Brothers plc | 5,630 | $1.03M | 0.00% | −975−14.8% | Reduced |
| Soltis Investment Advisors LLC | 5,640 | $1.03M | 0.07% | −22−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 5,655 | $1.03M | 0.12% | +10.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,656 | $1.03M | 0.04% | +5,656 | New |
| Perigon Wealth Management, LLC | 5,666 | $1.03M | 0.02% | −1,661−22.7% | Reduced |
| Keynote Financial Services LLC | 5,694 | $1.04M | 0.55% | −97−1.7% | Reduced |
| Smithfield Trust Co | 5,714 | $1.04M | 0.05% | +4,601+413.4% | Added |
| Westbourne Investment Advisors, Inc. | 5,726 | $1.04M | 0.30% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,727 | $1.04M | 0.07% | +237+4.3% | Added |
| Adviser Investments LLC | 5,763 | $1.05M | 0.01% | +833+16.9% | Added |
| J. Safra Sarasin Holding AG | 5,776 | $1.05M | 0.02% | +168+3.0% | Added |
| Fidelis Capital Partners, LLC | 5,786 | $1.05M | 0.08% | +939+19.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,789 | $1.05M | 0.00% | +5,789 | New |
| Simplicity Wealth,LLC | 5,806 | $1.06M | 0.06% | +368+6.8% | Added |
| Kovack Advisors, Inc. | 6,121 | $1.06M | 0.06% | −12,877−67.8% | Reduced |
| Probity Advisors, Inc. | 5,820 | $1.06M | 0.17% | −346−5.6% | Reduced |
| Philip James Wealth Mangement, LLC | 5,821 | $1.06M | 0.12% | −50−0.9% | Reduced |
| Perpetual Ltd | 5,839 | $1.06M | 0.02% | +204+3.6% | Added |
| JBR Co Financial Management Inc | 8,248 | $1.06M | 0.45% | 00.0% | Unchanged |
| Norden Group LLC | 5,851 | $1.07M | 0.10% | −34−0.6% | Reduced |
| Strategic Financial Services, Inc, | 5,857 | $1.07M | 0.05% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 5,860 | $1.07M | 0.31% | −399−6.4% | Reduced |
| Convergence Financial, LLC | 5,887 | $1.07M | 0.11% | +5,887 | New |
| Angeles Wealth Management, LLC | 5,909 | $1.08M | 0.06% | +366+6.6% | Added |
| Caerus Investment Advisors, LLC | 5,927 | $1.08M | 0.46% | −2,221−27.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5,928 | $1.08M | 0.04% | +5,928 | New |
| Whitener Capital Management, Inc. | 5,934 | $1.08M | 0.25% | +90+1.5% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $1.08M | 0.18% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,946 | $1.08M | 0.29% | +128+2.2% | Added |
| Financial Advisory Service, Inc. | 5,956 | $1.09M | 0.07% | −176−2.9% | Reduced |
| Evoke Wealth, LLC | 5,988 | $1.09M | 0.02% | +561+10.3% | Added |
| Valmark Advisers, Inc. | 5,997 | $1.09M | 0.01% | −200−3.2% | Reduced |
| Regal Investment Advisors LLC | 6,017 | $1.10M | 0.06% | −1,386−18.7% | Reduced |
| Ausdal Financial Partners, Inc. | 6,037 | $1.10M | 0.05% | −12−0.2% | Reduced |
| Atomi Financial Group, Inc. | 6,047 | $1.10M | 0.03% | −348−5.4% | Reduced |
| AMG National Trust Bank | 6,082 | $1.11M | 0.02% | +1,400+29.9% | Added |
| Old North State Trust, LLC | 6,087 | $1.11M | 0.66% | +423+7.5% | Added |
| Heck Capital Advisors, LLC | 6,097 | $1.11M | 0.08% | +48+0.8% | Added |
| CX Institutional | 6,107 | $1.11M | 0.03% | +2,000+48.7% | Added |
| Csenge Advisory Group | 6,125 | $1.12M | 0.05% | −707−10.3% | Reduced |
| Tyche Wealth Partners LLC | 6,183 | $1.13M | 0.17% | +420+7.3% | Added |
| South Street Advisors LLC | 6,200 | $1.13M | 0.16% | 00.0% | Unchanged |
| Voleon Capital Management LP | 6,216 | $1.13M | 0.02% | +2,935+89.5% | Added |
| American Financial Group Inc | 6,250 | $1.14M | 0.42% | 00.0% | Unchanged |
| Enclave Advisors LLC | 6,256 | $1.14M | 0.16% | +6,256 | New |
| Peoples Bank | 6,274 | $1.14M | 0.70% | −25−0.4% | Reduced |
| Colter Lewis Investment Partners LLC | 6,277 | $1.14M | 1.08% | +6,277 | New |
| Kuhn & Co Investment Counsel | 6,294 | $1.15M | 0.74% | +1,300+26.0% | Added |
| Private Trust Co NA | 6,300 | $1.15M | 0.10% | −98−1.5% | Reduced |
| Symphony Financial, Ltd. Co. | 6,218 | $1.15M | 0.15% | +218+3.6% | Added |
| Coastal Bridge Advisors, LLC | 6,325 | $1.15M | 0.08% | +434+7.4% | Added |
| Affinity Investment Advisors, LLC | 6,328 | $1.15M | 0.72% | +3,745+145.0% | Added |
| Essex Financial Services, Inc. | 6,363 | $1.16M | 0.07% | −201−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,369 | $1.16M | 0.06% | −74−1.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 6,400 | $1.17M | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,401 | $1.17M | 0.19% | +6,401 | New |
| Retirement Planning Co of New England, Inc. | 6,428 | $1.17M | 0.48% | +65+1.0% | Added |
| Sagespring Wealth Partners, LLC | 6,432 | $1.17M | 0.02% | +198+3.2% | Added |
| Penobscot Investment Management Company, Inc. | 6,454 | $1.18M | 0.09% | +80+1.3% | Added |
| Change Path, LLC | 6,465 | $1.18M | 0.03% | +107+1.7% | Added |
| Miller Investment Management, LP | 6,500 | $1.18M | 0.12% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,501 | $1.18M | 0.11% | +288+4.6% | Added |
| Cornerstone Wealth Management, LLC | 6,502 | $1.18M | 0.06% | −871−11.8% | Reduced |
| Alta Capital Management LLC | 6,504 | $1.19M | 0.09% | −727−10.1% | Reduced |
| Mission Wealth Management, LP | 6,520 | $1.19M | 0.02% | −574−8.1% | Reduced |
| First National Trust Co | 6,557 | $1.19M | 0.04% | −284−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 6,563 | $1.20M | 0.02% | −474−6.7% | Reduced |
| Transcend Wealth Collective, LLC | 6,573 | $1.20M | 0.10% | +534+8.8% | Added |