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 |
|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 26,202 | $4.77M | 0.57% | +1,200+4.8% | Added |
| Principle Wealth Partners LLC | 26,228 | $4.78M | 0.27% | +24+0.1% | Added |
| Ellerson Group Inc | 26,856 | $4.89M | 3.21% | −1,845−6.4% | Reduced |
| Jane Street Group, LLC | 27,192 | $4.95M | 0.01% | +10,916+67.1% | Added |
| First Financial Bankshares Inc | 27,202 | $4.96M | 0.10% | −1,640−5.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 27,226 | $4.96M | 0.65% | −8,988−24.8% | Reduced |
| Colonial Trust Co | 27,527 | $5.01M | 0.68% | −267−1.0% | Reduced |
| Farther Finance Advisors, LLC | 28,683 | $5.04M | 0.05% | −2,278−7.4% | Reduced |
| Nations Financial Group Inc, | 27,738 | $5.05M | 0.26% | −4,892−15.0% | Reduced |
| DRW Securities, LLC | 27,748 | $5.05M | 0.28% | +27,748 | New |
| Resources Investment Advisors, LLC. | 27,805 | $5.07M | 0.05% | −1,034−3.6% | Reduced |
| Fulcrum Asset Management LLP | 27,667 | $5.11M | 0.77% | +27,667 | New |
| Cardinal Capital Management | 28,519 | $5.20M | 0.67% | +46+0.2% | Added |
| Wedbush Securities Inc | 28,519 | $5.20M | 0.15% | −410−1.4% | Reduced |
| Umb Bank N A | 28,591 | $5.21M | 0.07% | −1,835−6.0% | Reduced |
| Investment Management Corp of Ontario | 28,835 | $5.25M | 0.07% | −5,495−16.0% | Reduced |
| Norinchukin Bank, The | 29,056 | $5.29M | 0.06% | +29+0.1% | Added |
| OP Asset Management Ltd | 29,286 | $5.34M | 0.05% | −2,052−6.5% | Reduced |
| IHT Wealth Management, LLC | 29,318 | $5.34M | 0.12% | +13,992+91.3% | Added |
| D. E. Shaw & Co., Inc. | 29,386 | $5.35M | 0.00% | +25,259+612.0% | Added |
| First American Bank | 29,949 | $5.46M | 0.34% | +147+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 30,140 | $5.49M | 0.11% | −134−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 42,791 | $5.52M | 0.50% | −497−1.1% | Reduced |
| Elo Mutual Pension Insurance Co | 30,347 | $5.53M | 0.09% | +30,347 | New |
| Glass Wealth Management Co LLC | 30,399 | $5.54M | 2.15% | +800+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 30,802 | $5.61M | 0.09% | +15,696+103.9% | Added |
| Benjamin Edwards Inc | 30,942 | $5.64M | 0.06% | −65−0.2% | Reduced |
| Catherine Avery Investment Management LLC | 30,991 | $5.65M | 2.53% | +7,775+33.5% | Added |
| Gulf International Bank (UK) Ltd | 31,108 | $5.67M | 0.13% | +10,578+51.5% | Added |
| Buckingham Strategic Partners | 31,183 | $5.68M | 0.06% | +2,360+8.2% | Added |
| Canada Post Corp Registered Pension Plan | 31,297 | $5.70M | 0.23% | +4,167+15.4% | Added |
| Gladstone Institutional Advisory LLC | 31,386 | $5.72M | 0.21% | −2,435−7.2% | Reduced |
| Fundamentun, LLC | 31,672 | $5.77M | 0.23% | −1,056−3.2% | Reduced |
| Corigliano Investment Advisers, LLC | 32,000 | $5.83M | 2.28% | +32,000 | New |
| Miracle Mile Advisors, LLC | 32,117 | $5.85M | 0.08% | −696−2.1% | Reduced |
| Chatham Capital Group, Inc. | 32,280 | $5.88M | 0.85% | −20−0.1% | Reduced |
| Readystate Asset Management LP | 32,406 | $5.90M | 0.34% | +32,406 | New |
| Colonial Trust Advisors | 32,536 | $5.93M | 0.46% | −739−2.2% | Reduced |
| Private Advisor Group, LLC | 33,071 | $6.02M | 0.03% | +513+1.6% | Added |
| Meyer Handelman Co | 33,072 | $6.03M | 0.19% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 33,413 | $6.09M | 0.08% | −1,866−5.3% | Reduced |
| Martin Capital Partners, LLC | 33,721 | $6.14M | 2.28% | −80−0.2% | Reduced |
| Alpha Omega Wealth Management LLC | 33,820 | $6.16M | 1.00% | −5,309−13.6% | Reduced |
| SevenBridge Financial Group, LLC | 38,469 | $6.18M | 0.97% | −27−0.1% | Reduced |
| Convergence Investment Partners, LLC | 34,038 | $6.20M | 1.02% | +11,343+50.0% | Added |
| iA Global Asset Management Inc. | 34,170 | $6.22M | 0.09% | +34,170 | New |
| Independent Advisor Alliance | 34,182 | $6.23M | 0.07% | +1,862+5.8% | Added |
| Cary Street Partners Financial LLC | 34,298 | $6.25M | 0.15% | −369−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 34,340 | $6.26M | 0.05% | −467−1.3% | Reduced |
| Prospera Financial Services Inc | 34,422 | $6.27M | 0.10% | −39−0.1% | Reduced |
| UniSuper Management Pty Ltd | 34,447 | $6.28M | 0.04% | −1,645−4.6% | Reduced |
| Nkcfo LLC | 34,475 | $6.28M | 1.86% | +5,825+20.3% | Added |
| Community Bank & Trust, Waco, Texas | 34,497 | $6.28M | 1.27% | +655+1.9% | Added |
| Ticino Wealth | 33,194 | $6.30M | 2.19% | −4,081−10.9% | Reduced |
| Compass Wealth Management LLC | 34,737 | $6.33M | 1.56% | −2,875−7.6% | Reduced |
| Invesco, LLC | 34,757 | $6.33M | 2.22% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35,597 | $6.49M | 0.18% | −202−0.6% | Reduced |
| Merit Financial Group, LLC | 35,746 | $6.51M | 0.05% | +4,189+13.3% | Added |
| Dakota Wealth Management | 35,747 | $6.51M | 0.14% | −10,919−23.4% | Reduced |
| United Capital Financial Advisers, LLC | 35,942 | $6.55M | 0.04% | −426−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,984 | $6.56M | 0.00% | −1,110−3.0% | Reduced |
| Omers Administration Corp | 36,146 | $6.59M | 0.04% | +5,894+19.5% | Added |
| Brady Family Wealth, LLC | 36,218 | $6.60M | 2.06% | +1,431+4.1% | Added |
| NewSquare Capital LLC | 36,288 | $6.61M | 0.58% | −517−1.4% | Reduced |
| Ancora Advisors, LLC | 36,331 | $6.62M | 0.14% | −341−0.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 36,547 | $6.66M | 0.05% | +8,229+29.1% | Added |
| KBC Group NV | 36,565 | $6.66M | 0.02% | 00.0% | Unchanged |
| Jain Global LLC | 36,568 | $6.66M | 0.08% | −59,865−62.1% | Reduced |
| Sequoia Financial Advisors, LLC | 37,182 | $6.77M | 0.04% | +566+1.5% | Added |
| Parsons Capital Management Inc | 37,324 | $6.80M | 0.31% | +11,354+43.7% | Added |
| San Luis Wealth Advisors LLC | 37,375 | $6.81M | 1.13% | −3,664−8.9% | Reduced |
| Old National Bancorp | 37,575 | $6.85M | 0.11% | −194−0.5% | Reduced |
| HM Payson & Co | 37,624 | $6.85M | 0.10% | −4,540−10.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 37,656 | $6.86M | 3.67% | +6,938+22.6% | Added |
| MidFirst Bank | 37,953 | $6.91M | 0.57% | −420−1.1% | Reduced |
| Park Avenue Securities LLC | 38,053 | $6.93M | 0.05% | −2,593−6.4% | Reduced |
| HB Wealth Management, LLC | 38,070 | $6.94M | 0.04% | +3,604+10.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 38,227 | $6.96M | 0.01% | +451+1.2% | Added |
| Montgomery Investment Management Inc | 38,699 | $7.05M | 2.41% | −199−0.5% | Reduced |
| Janus Henderson Group PLC | 39,267 | $7.15M | 0.00% | +16,414+71.8% | Added |
| Cutler Investment Counsel LLC | 39,285 | $7.16M | 0.74% | +39,285 | New |
| Altrius Capital Management Inc | 39,344 | $7.17M | 1.43% | −663−1.7% | Reduced |
| Huntington National Bank | 39,729 | $7.24M | 0.04% | +1,864+4.9% | Added |
| State of Alaska, Department of Revenue | 39,765 | $7.24M | 0.08% | −240−0.6% | Reduced |
| Artemis Investment Management LLP | 39,910 | $7.27M | 0.08% | +39,910 | New |
| AlTi Global, Inc. | 42,629 | $7.31M | 0.16% | 00.0% | Unchanged |
| Navellier & Associates Inc | 40,267 | $7.34M | 0.76% | −1,495−3.6% | Reduced |
| Texas Yale Capital Corp. | 40,323 | $7.35M | 0.21% | 00.0% | Unchanged |
| Sherman Porfolios, LLC | 40,572 | $7.39M | 0.57% | +1,334+3.4% | Added |
| Heritage Trust Co | 40,774 | $7.43M | 0.75% | −247−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 41,170 | $7.50M | 1.29% | −61−0.1% | Reduced |
| King Luther Capital Management Corp | 41,397 | $7.54M | 0.03% | −457−1.1% | Reduced |
| Arkadios Wealth Advisors | 41,439 | $7.55M | 0.12% | −1,721−4.0% | Reduced |
| Lido Advisors, LLC | 41,460 | $7.55M | 0.03% | −5,510−11.7% | Reduced |
| Coldstream Capital Management Inc | 41,492 | $7.56M | 0.09% | +1,490+3.7% | Added |
| Alley Investment Management Company, LLC | 41,647 | $7.59M | 0.92% | −544−1.3% | Reduced |
| Oppenheimer & Co Inc | 41,684 | $7.59M | 0.09% | −2,397−5.4% | Reduced |
| Rodgers Brothers Inc. | 41,948 | $7.64M | 0.88% | −20,290−32.6% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $7.68M | 1.63% | +188+0.4% | Added |
| Trajan Wealth LLC | 42,224 | $7.69M | 0.33% | +257+0.6% | Added |