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
- 2,131
- +258 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
- 352
- 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 |
|---|---|---|---|---|---|
| America First Investment Advisors, LLC | 6,580 | $1.20M | 0.22% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 6,583 | $1.20M | 0.26% | −1,310−16.6% | Reduced |
| Confluence Wealth Services, Inc. | 6,601 | $1.20M | 0.05% | +234+3.7% | Added |
| Bradley Foster & Sargent Inc | 6,604 | $1.20M | 0.02% | −185−2.7% | Reduced |
| Mairs & Power Inc | 6,604 | $1.20M | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,604 | $1.20M | 0.14% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,557 | $1.20M | 0.05% | +4,722+166.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $1.21M | 0.15% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 6,619 | $1.21M | 0.06% | +13+0.2% | Added |
| 1st Source Bank | 6,621 | $1.21M | 0.06% | +400+6.4% | Added |
| TCW Group Inc | 6,649 | $1.21M | 0.01% | +322+5.1% | Added |
| Drucker Wealth 3.0, LLC | 6,658 | $1.21M | 0.21% | +322+5.1% | Added |
| NewEdge Wealth, LLC | 6,659 | $1.21M | 0.01% | −4,882−42.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,678 | $1.22M | 0.05% | −140−2.1% | Reduced |
| Welch & Forbes LLC | 6,707 | $1.22M | 0.02% | −239−3.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,790 | $1.24M | 0.22% | −81−1.2% | Reduced |
| Brown Brothers Harriman & Co | 6,799 | $1.24M | 0.01% | +3,118+84.7% | Added |
| Hilltop Holdings Inc. | 6,849 | $1.25M | 0.11% | −12,469−64.5% | Reduced |
| Boston Trust Walden Corp | 6,860 | $1.25M | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,880 | $1.25M | 0.31% | +28+0.4% | Added |
| Interval Partners, LP | 6,886 | $1.25M | 0.04% | −4,025−36.9% | Reduced |
| Hunter Associates Investment Management LLC | 6,909 | $1.26M | 0.17% | +7+0.1% | Added |
| Tema ETFs LLC | 6,926 | $1.26M | 0.08% | +35+0.5% | Added |
| Perryman Financial Advisory Inc | 6,943 | $1.26M | 0.19% | −247−3.4% | Reduced |
| Sivia Capital Partners, LLC | 6,960 | $1.27M | 0.25% | +20.0% | Added |
| National Asset Management, Inc. | 6,861 | $1.27M | 0.08% | −1,630−19.2% | Reduced |
| Strategic Advisors LLC | 7,019 | $1.28M | 0.21% | +5+0.1% | Added |
| Commerzbank Aktiengesellschaft | 7,061 | $1.29M | 0.03% | −33,617−82.6% | Reduced |
| Cladis Investment Advisory, LLC | 7,078 | $1.29M | 0.71% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,079 | $1.29M | 0.14% | −159−2.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,100 | $1.29M | 0.75% | −25−0.4% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $1.29M | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,143 | $1.30M | 0.10% | +3,440+92.9% | Added |
| First Citizens Bank & Trust Co | 7,150 | $1.30M | 0.03% | −288−3.9% | Reduced |
| Point Nemo Capital, LLC | 7,181 | $1.31M | 0.86% | +7,181 | New |
| Resources Management Corp | 7,228 | $1.32M | 0.17% | −45−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,237 | $1.32M | 0.01% | −2,980−29.2% | Reduced |
| Wealth Management Associates, Inc. | 7,346 | $1.34M | 0.46% | +7,346 | New |
| Chicago Trust Co NA | 7,361 | $1.34M | 0.21% | +284+4.0% | Added |
| Diversify Wealth Management, LLC | 7,764 | $1.35M | 0.02% | +7,764 | New |
| Denali Advisors LLC | 7,402 | $1.35M | 0.15% | +5,502+289.6% | Added |
| Blue Sparrow, LLC | 7,410 | $1.35M | 0.02% | +7,410 | New |
| DT Investment Partners, LLC | 7,431 | $1.35M | 0.11% | −3,305−30.8% | Reduced |
| Fiduciary Group LLC | 7,434 | $1.35M | 0.12% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 7,468 | $1.36M | 0.04% | −1,363−15.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,481 | $1.36M | 0.04% | +2,749+58.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,495 | $1.37M | 0.36% | −273−3.5% | Reduced |
| Bull Street Advisors, LLC | 7,522 | $1.37M | 0.68% | −56−0.7% | Reduced |
| Wealthspire Advisors, LLC | 7,537 | $1.37M | 0.01% | −3,070−28.9% | Reduced |
| Patten Group, Inc. | 7,541 | $1.37M | 0.24% | +84+1.1% | Added |
| Waddell & Associates, LLC | 7,579 | $1.38M | 0.08% | +2,265+42.6% | Added |
| Glenview Trust Co | 7,589 | $1.38M | 0.02% | −166−2.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,624 | $1.39M | 0.57% | −2,608−25.5% | Reduced |
| Eagle Global Advisors LLC | 7,629 | $1.39M | 0.05% | 00.0% | Unchanged |
| SCP Investment, LP | 7,688 | $1.40M | 1.55% | +4,688+156.3% | Added |
| Groupama Asset Managment | 7,713 | $1.41M | 0.02% | −4,602−37.4% | Reduced |
| Exchange Traded Concepts, LLC | 7,741 | $1.41M | 0.01% | +2,095+37.1% | Added |
| Abundance Wealth Counselors | 7,765 | $1.41M | 0.20% | +2,107+37.2% | Added |
| Generali Investments, Management Co LLC | 7,765 | $1.41M | 0.33% | +3,744+93.1% | Added |
| Van Hulzen Asset Management, LLC | 7,814 | $1.42M | 0.11% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,822 | $1.42M | 0.23% | −291−3.6% | Reduced |
| Barry Investment Advisors, LLC | 7,860 | $1.43M | 0.32% | −239−3.0% | Reduced |
| Cowa, LLC | 7,866 | $1.43M | 0.39% | +2,672+51.4% | Added |
| Arvest Bank Trust Division | 7,871 | $1.43M | 0.08% | −153−1.9% | Reduced |
| Stegent Equity Advisors, Inc. | 7,889 | $1.44M | 1.22% | −268−3.3% | Reduced |
| Westmount Partners, LLC | 7,936 | $1.45M | 0.36% | +20.0% | Added |
| Assetmark, Inc | 7,989 | $1.46M | 0.00% | +629+8.5% | Added |
| Jefferies Financial Group Inc. | 8,000 | $1.46M | 0.02% | −28,458−78.1% | Reduced |
| Searle & Co. | 8,017 | $1.46M | 0.37% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 8,018 | $1.46M | 0.02% | +1,379+20.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,091 | $1.47M | 0.04% | −851−9.5% | Reduced |
| Meeder Asset Management Inc | 8,176 | $1.49M | 0.09% | +8,000+4,545.5% | Added |
| Naviter Wealth, LLC | 8,199 | $1.49M | 0.19% | +283+3.6% | Added |
| V-Square Quantitative Management LLC | 8,208 | $1.50M | 0.16% | −193−2.3% | Reduced |
| Prudential PLC | 8,243 | $1.50M | 0.01% | −17,440−67.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,255 | $1.50M | 0.24% | +65+0.8% | Added |
| Argent Trust Co | 8,261 | $1.50M | 0.05% | +89+1.1% | Added |
| Navalign, LLC | 8,287 | $1.51M | 0.38% | +16+0.2% | Added |
| Purkiss Capital Advisors LLC | 8,303 | $1.51M | 0.67% | +3,271+65.0% | Added |
| Saturna Capital CORP | 8,334 | $1.52M | 0.02% | +2,710+48.2% | Added |
| Vestcor Inc | 8,386 | $1.53M | 0.04% | +842+11.2% | Added |
| LRT Capital Management, LLC | 8,422 | $1.53M | 1.43% | +1,165+16.1% | Added |
| FourThought Financial Partners, LLC | 8,482 | $1.55M | 0.13% | −1,360−13.8% | Reduced |
| MONECO Advisors, LLC | 8,490 | $1.55M | 0.12% | −435−4.9% | Reduced |
| Mystic Asset Management, Inc. | 8,518 | $1.55M | 0.36% | +110+1.3% | Added |
| Uhlmann Price Securities, LLC | 8,481 | $1.55M | 0.10% | +4,883+135.7% | Added |
| Grimes & Company, Inc. | 8,538 | $1.56M | 0.04% | +148+1.8% | Added |
| Legacy Financial Advisors, Inc. | 8,545 | $1.56M | 0.22% | −2,210−20.5% | Reduced |
| Harbour Investment Management LLC | 8,558 | $1.56M | 0.85% | −930−9.8% | Reduced |
| Lee Danner & Bass Inc | 8,573 | $1.56M | 0.10% | −450−5.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,599 | $1.57M | 0.23% | +226+2.7% | Added |
| Lowe Brockenbrough & Co Inc | 8,603 | $1.57M | 0.08% | −52−0.6% | Reduced |
| Intrua Financial, LLC | 8,616 | $1.57M | 0.17% | −1,198−12.2% | Reduced |
| Petros Family Wealth, LLC | 8,642 | $1.57M | 1.12% | +1,226+16.5% | Added |
| Adirondack Trust Co | 8,660 | $1.58M | 0.53% | −551−6.0% | Reduced |
| AA Financial Advisors, LLC | 8,667 | $1.58M | 0.22% | +794+10.1% | Added |
| Bellecapital International Ltd. | 8,680 | $1.58M | 0.29% | +1,144+15.2% | Added |
| Fiduciary Trust Co | 8,761 | $1.60M | 0.02% | +350+4.2% | Added |
| Sigma Planning Corp | 8,773 | $1.60M | 0.04% | −1,185−11.9% | Reduced |
| Guyasuta Investment Advisors Inc | 8,902 | $1.62M | 0.09% | +31+0.3% | Added |