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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 17,577 | $3.14M | 0.04% | +563+3.3% | Added |
| Clifford Swan Investment Counsel LLC | 17,252 | $3.14M | 0.11% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,267 | $3.15M | 0.08% | −1,082−5.9% | Reduced |
| Machina Capital S.A.S. | 17,282 | $3.15M | 0.62% | +9,768+130.0% | Added |
| Westwood Holdings Group Inc. | 17,378 | $3.17M | 0.02% | +4,492+34.9% | Added |
| New Age Alpha Advisors, LLC | 17,387 | $3.17M | 0.15% | −4,455−20.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,442 | $3.18M | 0.16% | −182−1.0% | Reduced |
| EP Wealth Advisors, LLC | 17,633 | $3.21M | 0.02% | −759−4.1% | Reduced |
| Cresset Asset Management, LLC | 17,654 | $3.22M | 0.01% | −1,673−8.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 17,959 | $3.27M | 0.99% | −460−2.5% | Reduced |
| Cherokee Insurance Co | 18,150 | $3.31M | 1.26% | 00.0% | Unchanged |
| Bank Ozk | 18,223 | $3.32M | 1.17% | +1,371+8.1% | Added |
| Gateway Investment Advisers LLC | 18,244 | $3.32M | 0.04% | +4,651+34.2% | Added |
| Geneos Wealth Management Inc. | 18,367 | $3.35M | 0.08% | −2,866−13.5% | Reduced |
| Atria Investments LLC | 18,413 | $3.35M | 0.04% | +709+4.0% | Added |
| Catalytic Wealth RIA, LLC | 18,481 | $3.37M | 0.14% | −826−4.3% | Reduced |
| New Mexico Educational Retirement Board | 18,528 | $3.38M | 0.10% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 18,543 | $3.38M | 0.07% | +11+0.1% | Added |
| Entropy Technologies, LP | 18,554 | $3.38M | 0.16% | +18,554 | New |
| Caldwell Trust Co | 18,575 | $3.38M | 0.30% | +1,186+6.8% | Added |
| International Assets Investment Management, LLC | 19,374 | $3.40M | 0.24% | −3,619−15.7% | Reduced |
| Sendero Wealth Management, LLC | 18,681 | $3.40M | 0.38% | −4,182−18.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,779 | $3.42M | 0.04% | −1,329−6.6% | Reduced |
| City Holding Co | 18,833 | $3.43M | 0.43% | +271+1.5% | Added |
| Mediolanum International Funds Ltd | 18,611 | $3.44M | 0.04% | +222+1.2% | Added |
| Profund Advisors LLC | 19,060 | $3.47M | 0.13% | +4,977+35.3% | Added |
| Prime Capital Investment Advisors, LLC | 19,090 | $3.48M | 0.04% | +2,356+14.1% | Added |
| Stratos Wealth Partners, LTD. | 19,096 | $3.48M | 0.04% | −185−1.0% | Reduced |
| SWS Partners | 19,146 | $3.49M | 0.86% | −397−2.0% | Reduced |
| Savant Capital, LLC | 19,174 | $3.49M | 0.02% | +1,122+6.2% | Added |
| Becker Capital Management Inc | 19,191 | $3.50M | 0.10% | −164−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,143 | $3.55M | 0.11% | −6,925−25.6% | Reduced |
| Silvercrest Asset Management Group LLC | 19,506 | $3.55M | 0.03% | −976−4.8% | Reduced |
| Farringdon Capital, Ltd. | 19,535 | $3.56M | 0.78% | +19,535 | New |
| Agman Capital LLC | 19,702 | $3.59M | 2.86% | −3,700−15.8% | Reduced |
| IFP Advisors, Inc | 19,719 | $3.59M | 0.07% | +10,038+103.7% | Added |
| First Nebraska Trust Co | 19,793 | $3.61M | 0.33% | −60−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,703 | $3.61M | 0.03% | +7,307+58.9% | Added |
| Midwest Trust Co | 19,880 | $3.62M | 0.05% | −269−1.3% | Reduced |
| Q3 Asset Management | 19,648 | $3.63M | 0.88% | +19,648 | New |
| Federation des caisses Desjardins du Quebec | 19,976 | $3.64M | 0.01% | −6,130−23.5% | Reduced |
| Legato Capital Management LLC | 20,000 | $3.64M | 0.33% | +7,060+54.6% | Added |
| Maryland State Retirement & Pension System | 20,151 | $3.67M | 0.07% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 20,155 | $3.67M | 0.05% | −253−1.2% | Reduced |
| Pacer Advisors, Inc. | 20,173 | $3.67M | 0.01% | −20,685−50.6% | Reduced |
| Louisiana State Employees Retirement System | 20,500 | $3.73M | 0.07% | −100−0.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 20,687 | $3.77M | 1.53% | +60.0% | Added |
| Huntleigh Advisors, Inc. | 20,837 | $3.80M | 0.65% | +1,220+6.2% | Added |
| DCM Advisors, LLC | 20,845 | $3.80M | 1.73% | −90−0.4% | Reduced |
| Argyle Capital Management Inc. | 20,867 | $3.80M | 1.24% | 00.0% | Unchanged |
| Vident Advisory, LLC | 20,872 | $3.80M | 0.03% | +4,500+27.5% | Added |
| Kentucky Retirement Systems | 49,499 | $3.82M | 0.28% | +23,905+93.4% | Added |
| Ameritas Investment Partners, Inc. | 21,052 | $3.84M | 0.12% | −273−1.3% | Reduced |
| Brighton Jones LLC | 21,109 | $3.85M | 0.08% | +21,109 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,155 | $3.85M | 0.92% | +412+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 21,164 | $3.86M | 0.14% | +60+0.3% | Added |
| Somerset Trust Co | 21,238 | $3.87M | 1.19% | +301+1.4% | Added |
| KMG Fiduciary Partners, LLC | 21,413 | $3.90M | 0.29% | +124+0.6% | Added |
| Toroso Investments, LLC | 21,538 | $3.92M | 0.01% | +4,887+29.3% | Added |
| Wisconsin Capital Management LLC | 21,702 | $3.95M | 2.17% | +4,487+26.1% | Added |
| Tocqueville Asset Management L.P. | 21,822 | $3.98M | 0.06% | −1,107−4.8% | Reduced |
| Community Bank, N.A. | 21,927 | $3.99M | 0.48% | −475−2.1% | Reduced |
| Exencial Wealth Advisors, LLC | 21,959 | $4.00M | 0.12% | −450−2.0% | Reduced |
| Diversified Trust Co | 22,121 | $4.03M | 0.07% | −6,700−23.2% | Reduced |
| Crossmark Global Holdings, Inc. | 22,141 | $4.03M | 0.06% | −539−2.4% | Reduced |
| Cheviot Value Management, LLC | 22,334 | $4.07M | 0.41% | +188+0.8% | Added |
| Equitable Trust Co | 22,344 | $4.07M | 0.19% | +101+0.5% | Added |
| First National Bank of Omaha | 22,752 | $4.16M | 0.13% | −786−3.3% | Reduced |
| Baxter Bros Inc | 22,846 | $4.16M | 0.51% | −1,490−6.1% | Reduced |
| Hartford Investment Management Co | 22,914 | $4.17M | 0.13% | −344−1.5% | Reduced |
| XTX Topco Ltd | 22,948 | $4.18M | 0.07% | +6,682+41.1% | Added |
| Walleye Capital LLC | 23,050 | $4.20M | 0.03% | +2,727+13.4% | Added |
| Azzad Asset Management Inc | 23,095 | $4.21M | 0.43% | +259+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 23,182 | $4.22M | 0.11% | −2,302−9.0% | Reduced |
| Quotient Wealth Partners, LLC | 23,545 | $4.29M | 0.11% | −6,832−22.5% | Reduced |
| Candriam Luxembourg S.C.A. | 23,639 | $4.31M | 0.02% | +684+3.0% | Added |
| RSM US Wealth Management LLC | 23,681 | $4.31M | 0.05% | −17−0.1% | Reduced |
| Johnson Investment Counsel Inc | 23,729 | $4.32M | 0.03% | −798−3.3% | Reduced |
| Abn Amro Investment Solutions | 24,041 | $4.38M | 0.06% | +3,147+15.1% | Added |
| Integrated Wealth Concepts LLC | 24,091 | $4.39M | 0.04% | +14,597+153.7% | Added |
| Equitable Holdings, Inc. | 29,514 | $4.42M | 0.03% | +13,285+81.9% | Added |
| MH & Associates Securities Management Corp | 24,316 | $4.43M | 3.87% | −5,431−18.3% | Reduced |
| Mizuho Securities USA LLC | 24,358 | $4.44M | 0.10% | −4,980−17.0% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 24,429 | $4.45M | 2.06% | +3,768+18.2% | Added |
| Brinker Capital Investments, LLC | 24,439 | $4.45M | 0.04% | −3,720−13.2% | Reduced |
| Brevan Howard Capital Management LP | 24,894 | $4.54M | 0.05% | +18,266+275.6% | Added |
| Rockline Wealth Management, LLC | 24,925 | $4.54M | 0.99% | −316−1.3% | Reduced |
| Jump Financial, LLC | 25,013 | $4.56M | 0.07% | +22,089+755.4% | Added |
| Everence Capital Management Inc | 25,043 | $4.56M | 0.28% | −3,537−12.4% | Reduced |
| Central Trust Co | 25,043 | $4.56M | 0.09% | −852−3.3% | Reduced |
| Metis Global Partners, LLC | 25,156 | $4.58M | 0.11% | −1,287−4.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 25,284 | $4.61M | 1.14% | +277+1.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,306 | $4.61M | 0.01% | +9,378+58.9% | Added |
| Americana Partners, LLC | 25,347 | $4.62M | 0.12% | +3,260+14.8% | Added |
| Summit Trail Advisors, LLC | 25,364 | $4.62M | 0.07% | +4,192+19.8% | Added |
| BTC Capital Management, Inc. | 25,641 | $4.67M | 0.32% | +2,184+9.3% | Added |
| Davenport & Co LLC | 25,712 | $4.68M | 0.03% | −788−3.0% | Reduced |
| Citizens National Bank Trust Department | 25,871 | $4.71M | 0.78% | −186−0.7% | Reduced |
| Beacon Financial Group | 26,009 | $4.74M | 0.47% | −874−3.3% | Reduced |
| German American Bancorp, Inc. | 26,031 | $4.74M | 0.41% | −2,491−8.7% | Reduced |