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 |
|---|---|---|---|---|---|
| Burney Co | 12,061 | $2.20M | 0.07% | −2,517−17.3% | Reduced |
| Hancock Whitney Corp | 12,265 | $2.20M | 0.04% | −60.0% | Reduced |
| Carret Asset Management, LLC | 12,076 | $2.20M | 0.22% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,077 | $2.20M | 0.03% | +1,003+9.1% | Added |
| Virginia Retirement Systems Et Al | 12,200 | $2.22M | 0.02% | +12,200 | New |
| Tweedy, Browne Co LLC | 12,367 | $2.25M | 0.18% | −135−1.1% | Reduced |
| Private Capital Management, LLC | 12,404 | $2.26M | 0.23% | −998−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 12,446 | $2.27M | 0.07% | +3,007+31.9% | Added |
| We Are One Seven, LLC | 12,471 | $2.27M | 0.05% | +523+4.4% | Added |
| Valeo Financial Advisors, LLC | 12,589 | $2.29M | 0.05% | −2,257−15.2% | Reduced |
| Ar Asset Management Inc | 12,600 | $2.29M | 0.44% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 12,645 | $2.30M | 1.29% | −1,057−7.7% | Reduced |
| Rowland & Co Investment Counsel | 12,675 | $2.31M | 0.47% | −207−1.6% | Reduced |
| Genus Capital Management Inc. | 12,725 | $2.32M | 0.27% | −500−3.8% | Reduced |
| Parcion Private Wealth LLC | 12,831 | $2.34M | 0.14% | −212−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 12,839 | $2.34M | 0.06% | +7,584+144.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,893 | $2.35M | 0.04% | +19+0.1% | Added |
| Nicholson Wealth Management Group, LLC | 12,905 | $2.35M | 1.37% | −362−2.7% | Reduced |
| Flavin Financial Services, Inc. | 13,030 | $2.37M | 1.60% | +234+1.8% | Added |
| CWC Advisors, LLC. | 13,041 | $2.38M | 1.13% | −127−1.0% | Reduced |
| Paragon Capital Management LLC | 13,234 | $2.41M | 1.19% | +103+0.8% | Added |
| Haverford Trust Co | 13,280 | $2.42M | 0.02% | −816−5.8% | Reduced |
| Chicago Partners Investment Group LLC | 15,205 | $2.44M | 0.05% | +3,502+29.9% | Added |
| Everett Harris & Co | 13,440 | $2.45M | 0.03% | −180−1.3% | Reduced |
| Bessemer Group Inc | 13,450 | $2.45M | 0.00% | +806+6.4% | Added |
| Apollon Wealth Management, LLC | 13,521 | $2.46M | 0.04% | +225+1.7% | Added |
| Meeder Advisory Services, Inc. | 13,596 | $2.48M | 0.10% | +792+6.2% | Added |
| PFG Investments, LLC | 13,600 | $2.48M | 0.12% | −379−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,627 | $2.48M | 0.03% | +3,117+29.7% | Added |
| Segment Wealth Management, LLC | 13,631 | $2.48M | 0.15% | −440−3.1% | Reduced |
| Avantax Planning Partners, Inc. | 13,644 | $2.49M | 0.07% | −744−5.2% | Reduced |
| Marion Wealth Management | 13,725 | $2.50M | 0.55% | −734−5.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,789 | $2.51M | 0.06% | −1,170−7.8% | Reduced |
| Harvest Portfolios Group Inc. | 13,862 | $2.53M | 0.04% | +157+1.1% | Added |
| TD Private Client Wealth LLC | 13,915 | $2.54M | 0.05% | +840+6.4% | Added |
| Gamco Investors, Inc. Et Al | 14,039 | $2.56M | 0.03% | −138−1.0% | Reduced |
| Wilkins Investment Counsel Inc | 14,068 | $2.56M | 0.37% | −50−0.4% | Reduced |
| South State Corp. | 14,280 | $2.60M | 0.12% | +30.0% | Added |
| Axxcess Wealth Management, LLC | 14,288 | $2.60M | 0.08% | +3,003+26.6% | Added |
| YHB Investment Advisors, Inc. | 14,335 | $2.61M | 0.19% | +152+1.1% | Added |
| Vise Technologies, Inc. | 20,327 | $2.62M | 0.05% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 14,454 | $2.63M | 0.50% | −100−0.7% | Reduced |
| Stephens Inc | 14,463 | $2.63M | 0.03% | +139+1.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,546 | $2.65M | 0.01% | +14,546 | New |
| Exeter Financial, LLC | 14,575 | $2.66M | 1.08% | −150−1.0% | Reduced |
| Flagship Capital Management Inc. | 14,581 | $2.66M | 1.95% | −29−0.2% | Reduced |
| Summit Financial, LLC | 14,657 | $2.67M | 0.03% | −3,248−18.1% | Reduced |
| First National Advisers, LLC | 14,658 | $2.67M | 0.39% | −2,406−14.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,710 | $2.68M | 0.03% | −2,626−15.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 14,720 | $2.68M | 0.14% | −2,400−14.0% | Reduced |
| Great Valley Advisor Group, Inc. | 14,846 | $2.70M | 0.05% | +120+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 14,846 | $2.70M | 0.06% | +4,248+40.1% | Added |
| Infrastructure Capital Advisors, LLC | 14,865 | $2.71M | 0.25% | −28,802−66.0% | Reduced |
| Saudi Central Bank | 14,872 | $2.71M | 0.06% | +14,872 | New |
| Empirical Finance, LLC | 14,930 | $2.72M | 0.13% | −41−0.3% | Reduced |
| RFG Advisory, LLC | 14,990 | $2.73M | 0.05% | −649−4.1% | Reduced |
| Balyasny Asset Management LLC | 15,075 | $2.75M | 0.01% | +5,245+53.4% | Added |
| Mattern Wealth Management LLC | 15,153 | $2.76M | 0.54% | +24+0.2% | Added |
| Western Wealth Management, LLC | 15,202 | $2.77M | 0.11% | +10,826+247.4% | Added |
| Nomura Holdings Inc | 15,204 | $2.77M | 0.02% | −5,777−27.5% | Reduced |
| AE Wealth Management LLC | 15,211 | $2.77M | 0.01% | +2,907+23.6% | Added |
| HBK Sorce Advisory LLC | 16,161 | $2.77M | 0.06% | −1,476−8.4% | Reduced |
| Bleakley Financial Group, LLC | 15,256 | $2.78M | 0.04% | +842+5.8% | Added |
| AIA Group Ltd | 15,314 | $2.79M | 0.04% | +12,989+558.7% | Added |
| Independent Solutions Wealth Management, LLC | 15,375 | $2.80M | 0.41% | +31+0.2% | Added |
| XML Financial, LLC | 15,400 | $2.81M | 0.23% | −883−5.4% | Reduced |
| Flputnam Investment Management Co | 15,480 | $2.82M | 0.04% | +12,331+391.6% | Added |
| Regions Financial Corp | 15,639 | $2.85M | 0.02% | +263+1.7% | Added |
| Private Management Group Inc | 15,759 | $2.87M | 0.08% | −50−0.3% | Reduced |
| Keystone Wealth Services, LLC | 15,820 | $2.88M | 0.62% | +79+0.5% | Added |
| Aquatic Capital Management LLC | 15,888 | $2.89M | 0.08% | −4,297−21.3% | Reduced |
| Neville Rodie & Shaw Inc | 15,931 | $2.90M | 0.21% | −200−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 15,944 | $2.90M | 0.04% | +568+3.7% | Added |
| Great Lakes Retirement, Inc. | 15,982 | $2.91M | 0.30% | +123+0.8% | Added |
| Pathway Financial Advisers, LLC | 16,022 | $2.92M | 0.83% | +4,019+33.5% | Added |
| Capital Advisors Inc | 16,062 | $2.93M | 0.05% | +361+2.3% | Added |
| GAMMA Investing LLC | 16,076 | $2.93M | 0.14% | +1,338+9.1% | Added |
| Herold Advisors, Inc. | 16,121 | $2.94M | 0.64% | −104−0.6% | Reduced |
| Birch Financial Group, LLC | 16,134 | $2.94M | 1.72% | −70.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,171 | $2.95M | 0.02% | −9,640−37.3% | Reduced |
| TBH Global Asset Management, LLC | 16,185 | $2.95M | 0.59% | +70+0.4% | Added |
| Engineers Gate Manager LP | 16,231 | $2.96M | 0.04% | −10,678−39.7% | Reduced |
| Intech Investment Management LLC | 16,235 | $2.96M | 0.03% | +3,866+31.3% | Added |
| Stock Yards Bank & Trust Co | 16,285 | $2.97M | 0.09% | −702−4.1% | Reduced |
| Patten & Patten Inc | 16,363 | $2.98M | 0.18% | −230−1.4% | Reduced |
| Koshinski Asset Management, Inc. | 16,481 | $3.00M | 0.19% | +605+3.8% | Added |
| MUFG Securities EMEA plc | 16,518 | $3.01M | 0.04% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 16,599 | $3.02M | 0.08% | −181−1.1% | Reduced |
| Auxier Asset Management | 16,633 | $3.03M | 0.44% | −100−0.6% | Reduced |
| Northside Capital Management, LLC | 16,725 | $3.05M | 0.27% | 00.0% | Unchanged |
| PFW Advisors LLC | 16,771 | $3.06M | 0.96% | −383−2.2% | Reduced |
| Skopos Labs, Inc. | 16,776 | $3.06M | 0.10% | +1,889+12.7% | Added |
| Dark Forest Capital Management LP | 16,817 | $3.06M | 0.27% | +16,817 | New |
| Twin Capital Management Inc | 16,886 | $3.08M | 0.40% | +23+0.1% | Added |
| Opus Investment Management Inc | 16,900 | $3.08M | 1.84% | −16,900−50.0% | Reduced |
| Mutual Advisors, LLC | 16,983 | $3.09M | 0.07% | −273−1.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,016 | $3.10M | 0.09% | −713−4.0% | Reduced |
| Bryn Mawr Trust Co | 17,137 | $3.12M | 0.07% | −300−1.7% | Reduced |
| Brookstone Capital Management | 17,140 | $3.12M | 0.04% | −1,154−6.3% | Reduced |
| Ethic Inc. | 17,195 | $3.13M | 0.05% | +381+2.3% | Added |