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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 735 | $133.9K | 0.01% | −801−52.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 739 | $134.7K | 0.01% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 741 | $135.0K | 0.06% | +34+4.8% | Added |
| Missouri Trust & Investment Co | 749 | $136.5K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 765 | $139.3K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 772 | $140.7K | 0.03% | +12+1.6% | Added |
| Brown, Lisle/Cummings, Inc. | 773 | $140.8K | 0.04% | +48+6.6% | Added |
| Ballast Advisors LLC | 786 | $143.2K | 0.04% | +786 | New |
| PFS Partners, LLC | 789 | $143.7K | 0.07% | +4+0.5% | Added |
| Plato Investment Management Ltd | 789 | $143.8K | 0.01% | +365+86.1% | Added |
| Wealth Preservation Advisors, LLC | 801 | $145.9K | 0.12% | +278+53.2% | Added |
| VSM Wealth Advisory, LLC | 832 | $151.6K | 0.05% | −470−36.1% | Reduced |
| TrustBank | 846 | $154.1K | 0.06% | +846 | New |
| Napier Financial, LLC | 850 | $154.9K | 0.04% | +850 | New |
| Asset Dedication, LLC | 851 | $155.1K | 0.01% | −398−31.9% | Reduced |
| American National Bank | 868 | $158.1K | 0.02% | −11−1.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 872 | $158.8K | 0.05% | +7+0.8% | Added |
| Burk Holdings LLC | 872 | $158.9K | 0.07% | +872 | New |
| Archer Investment Corp | 879 | $160.1K | 0.03% | −149−14.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 888 | $161.8K | 0.04% | +318+55.8% | Added |
| Motco | 926 | $168.7K | 0.02% | −12−1.3% | Reduced |
| Birchbrook, Inc. | 936 | $170.5K | 0.08% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 945 | $172.2K | 0.01% | −189−16.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 950 | $173.1K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 956 | $174.3K | 0.01% | −2−0.2% | Reduced |
| United Community Bank | 988 | $180.0K | 0.06% | −111−10.1% | Reduced |
| Bayforest Capital Ltd | 988 | $180.0K | 0.20% | +988 | New |
| Kayne Anderson Rudnick Investment Management LLC | 992 | $180.8K | 0.00% | −21−2.1% | Reduced |
| Armstrong Advisory Group, Inc | 993 | $180.9K | 0.01% | −247−19.9% | Reduced |
| Mechanics Financial Corp | 1,000 | $182.2K | 0.08% | 00.0% | Unchanged |
| Bravera Wealth | 1,000 | $182.2K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 1,005 | $183.0K | 0.02% | −158−13.6% | Reduced |
| Security National Bank | 1,054 | $192.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,061 | $193.3K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,067 | $194.4K | 0.08% | +1,067 | New |
| American Capital Advisory, LLC | 1,068 | $194.6K | 0.08% | +6+0.6% | Added |
| Onefund, LLC | 1,109 | $195.1K | 0.13% | −119−9.7% | Reduced |
| Asset Planning,Inc | 1,085 | $197.7K | 0.14% | +3+0.3% | Added |
| St Germain D J Co Inc | 1,096 | $199.7K | 0.01% | −635−36.7% | Reduced |
| LeConte Wealth Management, LLC | 1,099 | $200.2K | 0.13% | +1,099 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,100 | $200.4K | 0.00% | +1,100 | New |
| Sunburst Financial Group, LLC | 1,100 | $200.4K | 0.04% | +1,100 | New |
| Family Wealth Partners, LLC | 1,100 | $200.4K | 0.07% | +1,100 | New |
| one8zero8, LLC | 1,100 | $200.4K | 0.04% | +1,100 | New |
| 180 Wealth Advisors, LLC | 1,100 | $200.5K | 0.02% | +1,100 | New |
| WealthBridge Capital Management, LLC | 1,101 | $200.5K | 0.05% | +1,101 | New |
| Patton Albertson Miller Group, LLC | 1,102 | $200.8K | 0.02% | +1,102 | New |
| Monarch Capital Management Inc | 1,104 | $201.1K | 0.05% | +1,104 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,108 | $201.9K | 0.01% | +1,108 | New |
| Isthmus Partners, LLC | 1,110 | $202.2K | 0.02% | +1,110 | New |
| Accel Wealth Management | 1,110 | $202.2K | 0.05% | +1,110 | New |
| Millennium Capital Advisors, LLC | 1,112 | $202.6K | 0.12% | +1,112 | New |
| Compagnie Lombard Odier SCmA | 1,112 | $202.6K | 0.00% | 00.0% | Unchanged |
| Bank of Stockton | 1,113 | $202.8K | 0.06% | +1,113 | New |
| Sanchez Levi Garrett | 1,113 | $202.8K | 0.13% | +1,113 | New |
| Raleigh Capital Management Inc. | 1,116 | $203.2K | 0.07% | +79+7.6% | Added |
| Fortress Private Ledger, LLC | 1,118 | $203.7K | 0.06% | +1,118 | New |
| American Trust | 1,118 | $203.7K | 0.02% | +1,118 | New |
| Hendershot Investments Inc. | 1,120 | $204.0K | 0.03% | +1,120 | New |
| Charis Legacy Partners, LLC | 1,120 | $204.0K | 0.30% | +1,120 | New |
| Centennial Bank | 1,125 | $205.0K | 0.07% | −5−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 1,125 | $205.0K | 0.04% | +1,125 | New |
| Cascade Financial Partners, LLC | 1,125 | $205.0K | 0.02% | +1,125 | New |
| Scarborough Advisors, LLC | 1,128 | $205.5K | 0.02% | +1,128 | New |
| KPP Advisory Services LLC | 1,130 | $205.9K | 0.03% | −651−36.6% | Reduced |
| Park National Corp | 1,131 | $206.0K | 0.01% | +1,131 | New |
| Adamsbrown Wealth Consultants LLC | 1,131 | $206.1K | 0.05% | +1,131 | New |
| LifeGoal Wealth Advisors | 1,176 | $206.6K | 0.12% | +1,176 | New |
| Brown Miller Wealth Management, LLC | 1,136 | $206.9K | 0.06% | +1,136 | New |
| Inspirion Wealth Advisors, LLC | 1,140 | $207.7K | 0.03% | +1,140 | New |
| Yoder Wealth Management, Inc. | 1,140 | $207.7K | 0.09% | +1,140 | New |
| Congress Park Capital LLC | 1,140 | $207.7K | 0.06% | +1,140 | New |
| Pring Turner Capital Group Inc | 1,141 | $208.0K | 0.13% | +1,141 | New |
| Leo Wealth, LLC | 1,144 | $208.5K | 0.02% | +1,144 | New |
| Grandfield & Dodd, LLC | 1,147 | $209.0K | 0.01% | +1,147 | New |
| SMART Wealth LLC | 1,148 | $209.1K | 0.06% | +1,148 | New |
| Lake Street Financial LLC | 1,151 | $209.6K | 0.03% | +1,151 | New |
| Northstar Group, Inc. | 1,151 | $209.7K | 0.03% | +1,151 | New |
| Dumont & Blake Investment Advisors LLC | 1,153 | $210.1K | 0.05% | +1,153 | New |
| LaSalle St. Investment Advisors, LLC | 1,156 | $210.8K | 0.03% | +1,156 | New |
| Creative Financial Designs Inc | 1,157 | $210.8K | 0.01% | −23−1.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,158 | $211.0K | 0.03% | +1,158 | New |
| Farmers & Merchants Trust Co of Long Beach | 1,159 | $211.1K | 0.05% | +1,159 | New |
| Addison Capital Co | 1,159 | $211.2K | 0.04% | +1,159 | New |
| Sanders Morris Harris LLC | 1,162 | $211.7K | 0.03% | +1,162 | New |
| Investment House LLC | 1,163 | $211.9K | 0.01% | +1,163 | New |
| Capital Advisors, Ltd. LLC | 1,165 | $212.0K | 0.02% | −55−4.5% | Reduced |
| Vann Equity Management LLC | 1,167 | $212.5K | 0.15% | +1,167 | New |
| Kure Advisory, LLC | 1,169 | $213.0K | 0.12% | +1,169 | New |
| Coastal Investment Advisors, Inc. | 1,170 | $213.2K | 0.07% | +1,170 | New |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $213.3K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,171 | $213.3K | 0.00% | +1,171 | New |
| Clearwater Capital Advisors, LLC | 1,174 | $213.8K | 0.02% | +1,174 | New |
| Sigma Investment Counselors Inc | 1,175 | $214.1K | 0.01% | +1,175 | New |
| Next Level Private LLC | 1,177 | $214.4K | 0.05% | +1,177 | New |
| City National Bank of Florida | 1,179 | $214.8K | 0.13% | +1,179 | New |
| Charles Schwab Trust Co | 1,179 | $214.9K | 0.01% | +1,179 | New |
| Ellis Investment Partners, LLC | 1,180 | $215.1K | 0.04% | +1,180 | New |
| AdvisorNet Financial, Inc | 1,181 | $215.1K | 0.01% | +5+0.4% | Added |
| Cypress Point Wealth Management, LLC | 1,182 | $215.3K | 0.05% | +1,182 | New |