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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 1,346 | $245.1K | 0.01% | −5,737−81.0% | Reduced |
| KLCM Advisors, Inc. | 1,350 | $245.9K | 0.02% | +1,350 | New |
| Hirtle Callaghan & Co LLC | 1,350 | $245.9K | 0.01% | +1,350 | New |
| InTrack Investment Management Inc | 1,351 | $246.2K | 0.14% | −452−25.1% | Reduced |
| Financial Management Network Inc | 1,518 | $246.2K | 0.04% | +1,518 | New |
| Vicus Capital | 1,352 | $246.3K | 0.02% | +1,352 | New |
| 10Elms LLP | 1,354 | $246.7K | 0.16% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,354 | $246.7K | 0.00% | +1,354 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $247.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,361 | $247.0K | 0.05% | +547+67.2% | Added |
| ISAM Funds (UK) Ltd | 1,358 | $247.4K | 0.12% | −9,007−86.9% | Reduced |
| Headlands Technologies LLC | 1,358 | $247.4K | 0.03% | +1,358 | New |
| Eastern Bank | 1,361 | $247.9K | 0.00% | −3−0.2% | Reduced |
| Mainsail Asset Management, LLC | 1,362 | $248.1K | 0.11% | +1,362 | New |
| Azimuth Capital Investment Management LLC | 1,366 | $248.9K | 0.01% | +1,366 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,369 | $249.4K | 0.07% | −878−39.1% | Reduced |
| Parisi Gray Wealth Management | 1,371 | $249.7K | 0.06% | +1,371 | New |
| Acropolis Investment Management, LLC | 1,379 | $251.2K | 0.01% | −625−31.2% | Reduced |
| Papp L Roy & Associates | 1,379 | $251.2K | 0.03% | +1,379 | New |
| JB Capital LLC | 1,380 | $251.3K | 0.01% | +1,380 | New |
| Chesley Taft & Associates LLC | 1,383 | $252.0K | 0.01% | +1,383 | New |
| Addison Advisors LLC | 1,384 | $252.1K | 0.06% | +30+2.2% | Added |
| Petersen Hastings Wealth Advisors Inc. | 1,386 | $252.5K | 0.02% | +1,386 | New |
| Cardiff Park Advisors, LLC | 1,388 | $252.8K | 0.02% | +1,388 | New |
| Liberty Wealth Management LLC | 1,398 | $254.6K | 0.03% | +1,398 | New |
| Paragon Private Wealth Management, LLC | 1,400 | $255.0K | 0.08% | +1,400 | New |
| Green Ridge Wealth Planning LLC | 1,400 | $255.1K | 0.13% | −540−27.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,403 | $255.6K | 0.03% | +1,403 | New |
| Peoples Bank | 1,405 | $256.0K | 0.26% | +1,405 | New |
| Tompkins Financial Corp | 1,406 | $256.1K | 0.02% | +162+13.0% | Added |
| Secure Asset Management, LLC | 1,407 | $256.3K | 0.04% | +1,407 | New |
| Mountain Pacific Investment Advisers Inc | 1,407 | $256.3K | 0.04% | +1,407 | New |
| Hutchinson Capital Management | 1,407 | $256.3K | 0.05% | +1,407 | New |
| NBT Bank N A | 1,413 | $257.4K | 0.02% | +712+101.6% | Added |
| Chilton Capital Management LLC | 1,414 | $257.6K | 0.01% | −3−0.2% | Reduced |
| Z3 Capital Partners, LLC | 1,419 | $258.5K | 0.07% | +1,419 | New |
| Hobart Private Capital, LLC | 1,419 | $258.5K | 0.05% | +1,419 | New |
| Coastline Trust Co | 1,422 | $259.1K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,423 | $259.2K | 0.07% | +1,423 | New |
| JM2 Capital Inc. | 1,426 | $259.8K | 0.22% | +1,426 | New |
| Regatta Capital Group, LLC | 1,427 | $260.0K | 0.04% | +1,427 | New |
| Jacobsen Capital Management | 1,428 | $260.2K | 0.09% | +1,428 | New |
| Kestra Investment Management, LLC | 1,428 | $260.2K | 0.00% | +1,428 | New |
| Verity Asset Management, Inc. | 1,436 | $261.6K | 0.11% | +1,436 | New |
| Purewater Capital LLC | 1,438 | $262.0K | 0.25% | +1,438 | New |
| Donaldson Capital Management, LLC | 1,441 | $262.5K | 0.01% | +1,441 | New |
| Farmers Trust Co | 1,442 | $262.7K | 0.04% | +1,442 | New |
| Richmond Investment Services, LLC | 1,449 | $264.0K | 0.04% | +1,449 | New |
| Synergy Financial Group, LTD | 1,449 | $264.0K | 0.20% | +1,449 | New |
| West Michigan Advisors, LLC | 1,452 | $264.5K | 0.06% | +1,452 | New |
| Gateway Wealth Partners, LLC | 1,455 | $264.9K | 0.01% | +1,455 | New |
| Claro Advisors LLC | 1,458 | $265.5K | 0.03% | +1,458 | New |
| COFG Advisors, LLC | 1,461 | $266.2K | 0.07% | +1,461 | New |
| Cromwell Holdings LLC | 1,464 | $266.7K | 0.15% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,466 | $267.0K | 0.17% | −209−12.5% | Reduced |
| Whetstone Capital Advisors, LLC | 1,469 | $267.6K | 0.10% | −290−16.5% | Reduced |
| Sound Income Strategies, LLC | 1,525 | $267.8K | 0.01% | −113−6.9% | Reduced |
| First Business Financial Services, Inc. | 1,471 | $268.0K | 0.02% | +1,471 | New |
| Cambridge Financial Group, LLC | 1,471 | $268.0K | 0.09% | +1,471 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $268.2K | 0.03% | +1,472 | New |
| Intellus Advisors LLC | 1,474 | $268.5K | 0.04% | +1,474 | New |
| Howard Capital Management Inc. | 1,481 | $269.8K | 0.00% | −1,385−48.3% | Reduced |
| Fielder Capital Group LLC | 1,491 | $271.7K | 0.06% | +1,491 | New |
| Green Harvest Asset Management LLC | 1,499 | $273.1K | 0.00% | +1,499 | New |
| Staley Capital Advisers Inc | 1,500 | $273.3K | 0.01% | +1,500 | New |
| Apriem Advisors | 1,500 | $273.3K | 0.03% | +1,500 | New |
| Edge Wealth Management LLC | 1,500 | $273.3K | 0.05% | +1,500 | New |
| Resonant Capital Advisors, LLC | 1,501 | $273.5K | 0.01% | +1,501 | New |
| Endowment Wealth Management, Inc. | 1,506 | $274.4K | 0.12% | +1,506 | New |
| Allegiance Financial Group Advisory Services LLC | 1,508 | $274.7K | 0.05% | +1,508 | New |
| Cahill Financial Advisors Inc | 1,509 | $274.9K | 0.03% | +1,509 | New |
| Athena Wealth Management, LLC | 1,512 | $275.4K | 0.23% | +1,512 | New |
| SageView Advisory Group, LLC | 1,514 | $275.8K | 0.01% | −204−11.9% | Reduced |
| GeoWealth Management, LLC | 1,515 | $276.1K | 0.01% | +29+2.0% | Added |
| Fiduciary Planning LLC | 1,516 | $276.2K | 0.08% | +1,516 | New |
| Ewa, LLC | 1,519 | $276.8K | 0.06% | +1,519 | New |
| Vance Wealth, Inc. | 1,520 | $276.9K | 0.08% | +1,520 | New |
| Signal Advisors Wealth, LLC | 1,521 | $277.2K | 0.02% | +1,521 | New |
| Teza Capital Management LLC | 1,522 | $277.3K | 1.02% | +1,522 | New |
| Blue Rock Wealth Management LLC | 1,524 | $277.6K | 0.18% | +1,524 | New |
| Loudon Investment Management, LLC | 1,527 | $278.2K | 0.15% | +1,527 | New |
| Traveka Wealth, LLC | 1,535 | $279.7K | 0.11% | +1,535 | New |
| Facet Wealth, Inc. | 1,536 | $279.8K | 0.00% | +1,536 | New |
| GTS Securities LLC | 1,540 | $280.6K | 0.01% | −2,992−66.0% | Reduced |
| Alta Advisers Ltd | 1,545 | $281.5K | 0.10% | +1,545 | New |
| Arbor Investment Advisors, LLC | 1,547 | $281.8K | 0.04% | +1,547 | New |
| Shufro Rose & Co LLC | 1,550 | $282.4K | 0.02% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,551 | $282.5K | 0.10% | −328−17.5% | Reduced |
| Bank of New Hampshire | 1,552 | $282.7K | 0.06% | −10−0.6% | Reduced |
| Partners Wealth Management, LLC | 1,555 | $283.3K | 0.29% | +1+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 1,560 | $284.3K | 0.01% | −3−0.2% | Reduced |
| Centaurus Financial, Inc. | 1,564 | $285.0K | 0.01% | −10−0.6% | Reduced |
| TRB Wealth Management, LLC | 1,565 | $285.1K | 0.04% | +1,565 | New |
| Key Client Fiduciary Advisors, LLC | 1,569 | $285.8K | 0.10% | −14−0.9% | Reduced |
| SlateStone Wealth, LLC | 1,570 | $286.0K | 0.02% | −44−2.7% | Reduced |
| Westside Investment Management, Inc. | 1,584 | $286.1K | 0.04% | −284−15.2% | Reduced |
| Hardin Capital Partners, LLC | 1,571 | $286.2K | 0.13% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 1,573 | $287.0K | 0.12% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,576 | $287.0K | 0.09% | −59−3.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,576 | $287.1K | 0.08% | 00.0% | Unchanged |