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
- 2,132
- +259 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
- 353
- 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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 92 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 94 | $17.1K | 0.00% | +52+123.8% | Added |
| Western Pacific Wealth Management, LP | 95 | $17.3K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 98 | $17.9K | 0.00% | −13−11.7% | Reduced |
| Raffa Wealth Management, LLC | 98 | $17.9K | 0.00% | +4+4.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $18.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 100 | $18.2K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 100 | $18.2K | 0.01% | +44+78.6% | Added |
| BNP Paribas | 100 | $18.3K | 0.00% | −11,551−99.1% | Reduced |
| High Note Wealth, LLC | 104 | $18.9K | 0.00% | −17−14.0% | Reduced |
| Roxbury Financial LLC | 109 | $19.9K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 111 | $20.2K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 111 | $20.2K | 0.01% | +46+70.8% | Added |
| LGT Financial Advisors LLC | 112 | $20.3K | 0.10% | +1+0.9% | Added |
| Midwest Capital Advisors, LLC | 114 | $20.8K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 119 | $21.7K | 0.01% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 123 | $22.4K | 0.02% | +123 | New |
| Bogart Wealth, LLC | 123 | $22.4K | 0.00% | +1+0.8% | Added |
| Sachetta, LLC | 124 | $22.6K | 0.01% | +27+27.8% | Added |
| S&T Bank | 127 | $23.1K | 0.01% | +49+62.8% | Added |
| First Pacific Financial | 128 | $23.4K | 0.00% | +1+0.8% | Added |
| Elequin Capital LP | 129 | $23.5K | 0.00% | +129 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $23.7K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 131 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 137 | $24.1K | 0.02% | +110+407.4% | Added |
| Aster Capital Management (DIFC) Ltd | 195 | $24.1K | 0.01% | −2,907−93.7% | Reduced |
| PlanVest Financial, Inc | 137 | $25.0K | 0.02% | +137 | New |
| Beacon Financial Strategies CORP | 138 | $25.1K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 138 | $25.1K | 0.01% | +99+253.8% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 142 | $25.9K | 0.01% | +142 | New |
| Roble, Belko & Company, Inc | 141 | $26.0K | 0.00% | −20−12.4% | Reduced |
| Opal Wealth Advisors, LLC | 144 | $26.2K | 0.01% | +144 | New |
| Newbridge Financial Services Group, Inc. | 146 | $26.6K | 0.00% | +75+105.6% | Added |
| Fairscale Capital, LLC | 149 | $27.1K | 0.02% | +1+0.7% | Added |
| Axiom Investment Management LLC | 150 | $27.3K | 0.02% | +150 | New |
| Burkett Financial Services, LLC | 153 | $28.0K | 0.01% | +1+0.7% | Added |
| Covestor Ltd | 154 | $28.0K | 0.02% | −58−27.4% | Reduced |
| Strategic Investment Solutions, Inc. | 154 | $28.2K | 0.01% | −2−1.3% | Reduced |
| Kemnay Advisory Services Inc. | 155 | $28.2K | 0.00% | −5−3.1% | Reduced |
| Friedenthal Financial | 157 | $28.6K | 0.01% | −7,432−97.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 160 | $29.1K | 0.00% | −6−3.6% | Reduced |
| Advantage Trust Co | 162 | $29.5K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 165 | $30.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 166 | $30.2K | 0.03% | +16+10.7% | Added |
| Wellington Grp LLC | 168 | $30.6K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 170 | $31.0K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 171 | $31.2K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 172 | $31.4K | 0.03% | +1+0.6% | Added |
| Byrne Asset Management LLC | 173 | $31.5K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 178 | $32.4K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 178 | $32.4K | 0.03% | 00.0% | Unchanged |
| AXS Investments LLC | 180 | $32.8K | 0.01% | −82−31.3% | Reduced |
| First PREMIER Bank | 176 | $33.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 184 | $33.5K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $33.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 187 | $34.1K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 190 | $34.6K | 0.01% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 190 | $34.6K | 0.02% | +190 | New |
| Cornerstone Planning Group LLC | 193 | $34.7K | 0.00% | +34+21.4% | Added |
| Clear Investment Research, LLC | 197 | $35.9K | 0.06% | +197 | New |
| Coston, McIsaac & Partners | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $36.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $36.4K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $36.4K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $36.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $36.4K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $36.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 210 | $38.3K | 0.03% | −3−1.4% | Reduced |
| Wolff Wiese Magana LLC | 214 | $39.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 215 | $39.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 215 | $39.2K | 0.01% | −3−1.4% | Reduced |
| Founders Capital Management | 215 | $39.2K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 217 | $39.5K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 220 | $40.1K | 0.00% | +220 | New |
| Dorato Capital Management | 245 | $41.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 250 | $43.9K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 245 | $44.5K | 0.01% | +38+18.4% | Added |
| Smallwood Wealth Investment Management, LLC | 246 | $44.9K | 0.02% | +2+0.8% | Added |
| Gen-Wealth Partners Inc | 247 | $45.0K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 250 | $45.5K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Management | 250 | $45.5K | 0.03% | +250 | New |
| Graney & King, LLC | 256 | $46.7K | 0.03% | +2+0.8% | Added |
| CNB Bank | 257 | $46.8K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 258 | $47.0K | 0.02% | +256+12,800.0% | Added |
| Country Trust Bank | 260 | $47.4K | 0.00% | −61−19.0% | Reduced |
| Owl Creek Wealth Partners LLC | 263 | $47.9K | 0.02% | +263 | New |
| Sfam, LLC | 267 | $48.6K | 0.05% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 270 | $49.2K | 0.00% | −16,713−98.4% | Reduced |
| Gill Capital Partners, LLC | 271 | $49.4K | 0.01% | +271 | New |
| Signature Resources Capital Management, LLC | 272 | $49.6K | 0.02% | +22+8.8% | Added |
| TSFG, LLC | 273 | $50.0K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 276 | $50.3K | 0.02% | +276 | New |
| Morton Brown Family Wealth, LLC | 282 | $51.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 284 | $51.7K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $51.9K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 286 | $52.1K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 286 | $52.2K | 0.00% | +217+314.5% | Added |