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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 8,915 | $1.62M | 0.06% | −72−0.8% | Reduced |
| Pavion Blue Capital, LLC | 8,926 | $1.63M | 0.71% | −139−1.5% | Reduced |
| Erste Asset Management GmbH | 8,800 | $1.63M | 0.02% | +8,800 | New |
| Signaturefd, LLC | 8,940 | $1.63M | 0.02% | +42+0.5% | Added |
| Aigen Investment Management, LP | 8,941 | $1.63M | 0.42% | +8,941 | New |
| Lebenthal Global Advisors, LLC | 8,959 | $1.63M | 0.24% | +702+8.5% | Added |
| Oakmont Investment Advisors, Inc. | 8,981 | $1.64M | 1.50% | +8,981 | New |
| Capital Advisors Wealth Management, LLC | 9,017 | $1.64M | 0.22% | +395+4.6% | Added |
| Graham Capital Management, L.P. | 9,031 | $1.65M | 0.06% | +6,440+248.6% | Added |
| Wimmer Associates 1, LLC | 9,073 | $1.65M | 0.81% | +56+0.6% | Added |
| Impact Capital Partners LLC | 9,097 | $1.66M | 0.50% | −100−1.1% | Reduced |
| Poehling Capital Management, LLC | 9,123 | $1.66M | 0.35% | −76−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 9,129 | $1.66M | 0.03% | −25−0.3% | Reduced |
| Raiffeisen Bank International AG | 9,000 | $1.66M | 0.02% | −7,152−44.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,144 | $1.67M | 0.06% | +1,034+12.7% | Added |
| Alpine Woods Capital Investors, LLC | 9,242 | $1.68M | 0.40% | −1,489−13.9% | Reduced |
| Banque Cantonale Vaudoise | 9,279 | $1.69M | 0.06% | −1,252−11.9% | Reduced |
| Virtue Asset Management LLC | 9,285 | $1.69M | 1.35% | −63−0.7% | Reduced |
| Tower Bridge Advisors | 9,299 | $1.69M | 0.16% | −849−8.4% | Reduced |
| Evolve Private Wealth, LLC | 9,340 | $1.70M | 0.09% | −507−5.1% | Reduced |
| Beacon Investment Advisors LLC | 9,386 | $1.71M | 0.65% | +17+0.2% | Added |
| Pallas Capital Advisors LLC | 9,387 | $1.71M | 0.06% | −2,630−21.9% | Reduced |
| Cercano Management LLC | 9,396 | $1.71M | 0.07% | −1,126−10.7% | Reduced |
| Atom Investors LP | 9,424 | $1.72M | 0.12% | +4,258+82.4% | Added |
| Quadrant Capital Group LLC | 9,432 | $1.72M | 0.05% | +281+3.1% | Added |
| Terry L. Blaker | 9,457 | $1.72M | 0.07% | −343−3.5% | Reduced |
| VestGen Advisors, LLC | 9,827 | $1.72M | 0.05% | +3,992+68.4% | Added |
| Evergreen Capital Management LLC | 9,485 | $1.73M | 0.04% | +130+1.4% | Added |
| BWM Planning, LLC | 9,505 | $1.73M | 0.46% | +1,576+19.9% | Added |
| Virtu Financial LLC | 9,533 | $1.74M | 0.07% | +9,533 | New |
| CFM Wealth Partners LLC | 9,623 | $1.75M | 0.26% | −1,000−9.4% | Reduced |
| Summit Place Financial Advisors, LLC | 9,626 | $1.75M | 0.84% | +9,626 | New |
| Hennion & Walsh Asset Management, Inc. | 9,634 | $1.76M | 0.06% | −1,005−9.4% | Reduced |
| Cullinan Associates Inc | 9,639 | $1.76M | 0.14% | 00.0% | Unchanged |
| Callan Family Office, LLC | 9,646 | $1.76M | 0.04% | +326+3.5% | Added |
| Highland Capital Management, LLC | 9,716 | $1.77M | 0.09% | −4,617−32.2% | Reduced |
| Danske Bank A/S | 9,739 | $1.77M | 0.00% | +1,800+22.7% | Added |
| Smith, Moore & Co. | 9,773 | $1.78M | 0.13% | +109+1.1% | Added |
| Jeppson Wealth Management, LLC | 9,774 | $1.78M | 0.56% | −25−0.3% | Reduced |
| Cidel Asset Management Inc | 9,792 | $1.78M | 0.10% | +1,452+17.4% | Added |
| Todd Asset Management LLC | 9,811 | $1.79M | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 9,829 | $1.79M | 0.50% | −508−4.9% | Reduced |
| RMB Capital Management, LLC | 9,837 | $1.79M | 0.03% | −5,697−36.7% | Reduced |
| AlphaCore Capital LLC | 9,879 | $1.80M | 0.04% | +977+11.0% | Added |
| Wahed Invest LLC | 9,884 | $1.80M | 0.23% | −727−6.9% | Reduced |
| Icon Wealth Advisors, LLC | 10,386 | $1.80M | 0.12% | +1,598+18.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,911 | $1.81M | 0.05% | +94+1.0% | Added |
| Delta Financial Advisors LLC | 9,958 | $1.81M | 0.47% | +20.0% | Added |
| Beese Fulmer Investment Management, Inc. | 9,963 | $1.82M | 0.12% | −112−1.1% | Reduced |
| Union Bancaire Privee, UBP SA | 10,936 | $1.82M | 0.03% | +10,936 | New |
| Harfst & Associates, Inc. | 10,018 | $1.83M | 0.33% | +284+2.9% | Added |
| Verdence Capital Advisors LLC | 10,058 | $1.83M | 0.11% | +45+0.4% | Added |
| Monetta Financial Services Inc | 10,100 | $1.84M | 1.43% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 10,154 | $1.85M | 0.09% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,266 | $1.87M | 0.11% | −39−0.4% | Reduced |
| Fisher Asset Management, LLC | 10,286 | $1.87M | 0.00% | −1,936−15.8% | Reduced |
| Bragg Financial Advisors, Inc | 10,328 | $1.88M | 0.06% | −74−0.7% | Reduced |
| Harbour Investments, Inc. | 10,355 | $1.89M | 0.03% | +6,276+153.9% | Added |
| Spears Abacus Advisors LLC | 10,370 | $1.89M | 0.04% | −1,636−13.6% | Reduced |
| Bangor Savings Bank | 10,379 | $1.89M | 0.15% | −86−0.8% | Reduced |
| Bull Harbor Capital LLC | 10,428 | $1.90M | 0.51% | +10,428 | New |
| First Interstate Bank | 10,477 | $1.91M | 0.11% | −1,080−9.3% | Reduced |
| Shelton Capital Management | 10,508 | $1.91M | 0.04% | −1,000−8.7% | Reduced |
| Intrust Bank NA | 10,519 | $1.92M | 0.16% | +585+5.9% | Added |
| William B. Walkup & Associates, Inc. | 15,662 | $1.93M | 1.15% | −115−0.7% | Reduced |
| Sowell Financial Services LLC | 10,653 | $1.94M | 0.07% | −608−5.4% | Reduced |
| Clearstead Advisors, LLC | 10,664 | $1.94M | 0.02% | −1,520−12.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $1.95M | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,754 | $1.96M | 0.04% | −1,014−8.6% | Reduced |
| Inscription Capital, LLC | 10,754 | $1.96M | 0.21% | −1,120−9.4% | Reduced |
| Snowden Capital Advisors LLC | 10,893 | $1.98M | 0.05% | −186−1.7% | Reduced |
| MCF Advisors LLC | 10,915 | $1.99M | 0.09% | +4,408+67.7% | Added |
| Securian Asset Management, Inc | 10,956 | $2.00M | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 10,958 | $2.00M | 0.02% | +1,669+18.0% | Added |
| Encore Global Management, LP | 11,000 | $2.00M | 1.40% | +11,000 | New |
| Parallel Advisors, LLC | 11,037 | $2.01M | 0.04% | +480+4.5% | Added |
| Moors & Cabot, Inc. | 11,073 | $2.02M | 0.09% | +780+7.6% | Added |
| MUFG Securities Americas Inc. | 11,149 | $2.03M | 0.13% | +294+2.7% | Added |
| Umpqua Bank | 11,176 | $2.04M | 0.58% | −533−4.6% | Reduced |
| Avidian Wealth Solutions, LLC | 11,188 | $2.04M | 0.06% | +1,994+21.7% | Added |
| Dynamic Advisor Solutions LLC | 11,211 | $2.04M | 0.06% | +292+2.7% | Added |
| Boyd Watterson Asset Management LLC | 11,237 | $2.05M | 0.63% | 00.0% | Unchanged |
| Fruth Investment Management | 11,248 | $2.05M | 0.51% | −375−3.2% | Reduced |
| Nicolet Bankshares Inc | 11,540 | $2.05M | 0.08% | +9,569+485.5% | Added |
| Red Cedar Investment Management, LLC | 11,528 | $2.10M | 0.22% | −68−0.6% | Reduced |
| Krilogy Financial LLC | 12,924 | $2.11M | 0.07% | −1,488−10.3% | Reduced |
| Jacobi Capital Management LLC | 11,642 | $2.12M | 0.12% | +48+0.4% | Added |
| Citizens Financial Group Inc | 11,659 | $2.12M | 0.03% | +3,421+41.5% | Added |
| Hilltop National Bank | 11,673 | $2.13M | 0.51% | −42−0.4% | Reduced |
| North Dakota State Investment Board | 11,674 | $2.13M | 0.09% | −2,309−16.5% | Reduced |
| Pensionmark Financial Group, LLC | 11,676 | $2.13M | 0.03% | −731−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,724 | $2.14M | 0.03% | +6+0.1% | Added |
| Wedmont Private Capital | 12,719 | $2.14M | 0.07% | +1,034+8.8% | Added |
| Carlson Capital L P | 11,757 | $2.14M | 0.85% | +8,457+256.3% | Added |
| Caitong International Asset Management Co., Ltd | 11,841 | $2.16M | 0.40% | +11,841 | New |
| Weaver C. Barksdale & Associates, Inc. | 11,885 | $2.16M | 2.06% | +682+6.1% | Added |
| Crescent Sterling, Ltd. | 11,889 | $2.17M | 2.10% | −170−1.4% | Reduced |
| River Wealth Advisors LLC | 11,910 | $2.17M | 0.25% | −1,603−11.9% | Reduced |
| Evercore Wealth Management, LLC | 11,988 | $2.18M | 0.03% | −46−0.4% | Reduced |
| Life Cycle Investment Partners Ltd | 12,024 | $2.19M | 0.01% | +12,024 | New |