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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 299 | $54.5K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 300 | $54.7K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 308 | $56.1K | 0.01% | +94+43.9% | Added |
| Quaker Wealth Management, LLC | 308 | $56.1K | 0.02% | −224−42.1% | Reduced |
| Global Wealth Strategies & Associates | 311 | $56.7K | 0.01% | 00.0% | Unchanged |
| Protective Life Corp | 312 | $56.8K | 0.19% | +312 | New |
| Financial Consulate, Inc | 313 | $57.0K | 0.01% | −2−0.6% | Reduced |
| Private Wealth Management Group, LLC | 313 | $57.0K | 0.01% | +150+92.0% | Added |
| Evolution Wealth Management Inc. | 324 | $59.0K | 0.04% | +99+44.0% | Added |
| Wall Street Financial Group, Inc. | 324 | $59.0K | 0.03% | +324 | New |
| Morse Asset Management, Inc | 325 | $59.2K | 0.01% | −75−18.8% | Reduced |
| EFG International AG | 325 | $59.2K | 0.00% | −3,379−91.2% | Reduced |
| Flagship Wealth Advisors, LLC | 500 | $59.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 328 | $60.0K | 0.00% | +5+1.5% | Added |
| New England Capital Financial Advisors LLC | 329 | $60.0K | 0.02% | +1+0.3% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $60.1K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 331 | $60.3K | 0.02% | −60−15.3% | Reduced |
| POM Investment Strategies, LLC | 335 | $61.0K | 0.08% | +283+544.2% | Added |
| Manchester Capital Management LLC | 341 | $62.1K | 0.01% | −64−15.8% | Reduced |
| Pittenger & Anderson Inc | 342 | $62.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 346 | $63.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 350 | $63.8K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 355 | $64.8K | 0.03% | +2+0.6% | Added |
| Battery Global Advisors, LLC | 358 | $65.2K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 363 | $66.1K | 0.05% | 00.0% | Unchanged |
| Copia Wealth Management | 363 | $66.1K | 0.05% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 373 | $67.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $67.4K | 0.02% | −260−41.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 370 | $67.4K | 0.00% | +370 | New |
| CBIZ Investment Advisory Services, LLC | 375 | $68.3K | 0.00% | −9−2.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 385 | $70.1K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 390 | $71.0K | 0.04% | +390 | New |
| Whipplewood Advisors, LLC | 396 | $72.1K | 0.04% | +96+32.0% | Added |
| Sofos Investments, Inc. | 397 | $72.3K | 0.01% | −16−3.9% | Reduced |
| Activest Wealth Management | 407 | $74.1K | 0.01% | +7+1.8% | Added |
| Financially Speaking Inc | 435 | $79.3K | 0.39% | +3+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 441 | $80.3K | 0.01% | −349−44.2% | Reduced |
| Medallion Wealth Advisors, LLC | 446 | $81.3K | 0.03% | −22−4.7% | Reduced |
| UMA Financial Services, Inc. | 449 | $81.7K | 0.01% | −6−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 450 | $82.0K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 470 | $82.8K | 0.01% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 536 | $84.4K | 0.01% | −5,076−90.4% | Reduced |
| Johnson Financial Group, Inc. | 465 | $84.7K | 0.00% | −214−31.5% | Reduced |
| JNBA Financial Advisors | 467 | $85.1K | 0.01% | −1,216−72.3% | Reduced |
| 1 North Wealth Services LLC | 474 | $86.4K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 478 | $87.1K | 0.01% | −202−29.7% | Reduced |
| Millstone Evans Group, LLC | 481 | $87.6K | 0.05% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 485 | $88.4K | 0.08% | +485 | New |
| First Command Advisory Services, Inc. | 490 | $89.3K | 0.00% | +91+22.8% | Added |
| Hallmark Capital Management Inc | 500 | $91.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $91.1K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $91.1K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $91.1K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 501 | $91.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 516 | $94.0K | 0.03% | −32−5.8% | Reduced |
| Aventura Private Wealth, LLC | 522 | $95.1K | 0.03% | +2+0.4% | Added |
| Bayban | 526 | $95.8K | 0.08% | +79+17.7% | Added |
| First Horizon Corp | 530 | $96.6K | 0.00% | −56−9.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 531 | $96.7K | 0.01% | −165−23.7% | Reduced |
| JPL Wealth Management, LLC | 531 | $96.7K | 0.02% | +531 | New |
| Sarver Vrooman Wealth Advisors | 533 | $97.1K | 0.06% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 533 | $97.2K | 0.08% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $97.5K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 541 | $98.6K | 0.04% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 563 | $98.9K | 0.02% | +563 | New |
| Mark Sheptoff Financial Planning, LLC | 550 | $99.1K | 0.05% | −410−42.7% | Reduced |
| McMillan Office, Inc. | 552 | $100.6K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 557 | $101.5K | 0.08% | −46−7.6% | Reduced |
| City State Bank | 561 | $102.2K | 0.03% | −368−39.6% | Reduced |
| JFS Wealth Advisors, LLC | 563 | $102.6K | 0.01% | −23−3.9% | Reduced |
| NorthAvenue LLC | 575 | $104.8K | 0.08% | −3−0.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 580 | $105.7K | 0.03% | +580 | New |
| Greykasell Wealth Strategies, Inc. | 588 | $107.0K | 0.04% | +82+16.2% | Added |
| Hager Investment Management Services, LLC | 605 | $110.2K | 0.06% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 612 | $111.5K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 616 | $112.2K | 0.03% | +616 | New |
| Kimelman & Baird, LLC | 625 | $113.9K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 625 | $113.9K | 0.04% | +625 | New |
| DecisionPoint Financial, LLC | 627 | $114.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 633 | $115.3K | 0.02% | +275+76.8% | Added |
| Key Financial Inc | 634 | $115.5K | 0.02% | +117+22.6% | Added |
| Broadwater Capital Management LLC | 900 | $116.1K | 0.09% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 644 | $117.3K | 0.07% | +644 | New |
| Signature Equity Partners, LLC | 659 | $120.1K | 0.06% | +30+4.8% | Added |
| Atlantic Trust, LLC | 660 | $120.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 679 | $123.7K | 0.02% | −662−49.4% | Reduced |
| Toth Financial Advisory Corp | 683 | $124.4K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 700 | $127.5K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 703 | $128.1K | 0.16% | −58−7.6% | Reduced |
| Golden State Wealth Management, LLC | 707 | $128.9K | 0.01% | −332−32.0% | Reduced |
| Tower View Investment Management & Research LLC | 709 | $129.2K | 0.07% | +144+25.5% | Added |
| Bank of Jackson Hole Trust | 710 | $129.3K | 0.06% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 714 | $130.1K | 0.09% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 714 | $130.1K | 0.09% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 715 | $130.3K | 0.05% | +4+0.6% | Added |
| Park Place Capital Corp | 722 | $131.6K | 0.03% | +195+37.0% | Added |
| Clark Wealth Partners | 725 | $132.1K | 0.09% | +5+0.7% | Added |
| Glen Eagle Advisors, LLC | 728 | $132.6K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 728 | $132.7K | 0.01% | +43+6.3% | Added |
| Gleason Group, Inc. | 732 | $133.3K | 0.01% | −50−6.4% | Reduced |