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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 1,576 | $287.1K | 0.04% | +1,576 | New |
| Continuum Advisory, LLC | 1,579 | $287.7K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,580 | $287.8K | 0.01% | +1,580 | New |
| Patton Fund Management, Inc. | 1,584 | $288.6K | 0.05% | 00.0% | Unchanged |
| 71 West Capital Partners | 1,586 | $288.9K | 0.01% | +1,586 | New |
| Sovereign Financial Group, Inc. | 1,594 | $290.4K | 0.05% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,597 | $290.9K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,597 | $290.9K | 0.01% | +1,597 | New |
| Fukoku Mutual Life Insurance Co | 1,599 | $291.3K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 1,601 | $291.7K | 0.03% | +1,601 | New |
| Oak Harbor Wealth Partners, LLC | 1,602 | $291.9K | 0.07% | −75−4.5% | Reduced |
| Wealthcare Capital Partners, LLC | 1,609 | $293.1K | 0.14% | +12+0.8% | Added |
| Measured Wealth Private Client Group, LLC | 1,617 | $294.6K | 0.08% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 1,620 | $295.2K | 0.16% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,623 | $295.7K | 0.21% | −529−24.6% | Reduced |
| Wealthspan Partners, LLC | 1,625 | $296.0K | 0.10% | −118−6.8% | Reduced |
| Sather Financial Group Inc | 1,625 | $296.0K | 0.02% | 00.0% | Unchanged |
| M1 Capital Management LLC | 1,626 | $296.2K | 0.14% | +1,626 | New |
| Cherry Tree Wealth Management, LLC | 1,629 | $296.8K | 0.06% | 00.0% | Unchanged |
| Embree Financial Group | 1,634 | $297.7K | 0.04% | +11+0.7% | Added |
| Threadgill Financial, LLC | 1,635 | $297.8K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,638 | $298.4K | 0.03% | −946−36.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $298.6K | 0.20% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,640 | $298.7K | 0.04% | +5+0.3% | Added |
| Childress Capital Advisors, LLC | 1,640 | $298.8K | 0.05% | −14−0.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,648 | $300.2K | 0.05% | +1,648 | New |
| EntryPoint Capital, LLC | 1,649 | $300.4K | 0.09% | +1,649 | New |
| Murphy Pohlad Asset Management LLC | 1,650 | $300.6K | 0.11% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,656 | $301.8K | 0.05% | +103+6.6% | Added |
| Warwick Investment Management, Inc. | 1,659 | $302.2K | 0.04% | −875−34.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,659 | $302.2K | 0.09% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,659 | $302.3K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,661 | $302.6K | 0.02% | +2+0.1% | Added |
| Trust Co | 1,661 | $302.6K | 0.03% | +15+0.9% | Added |
| Delta Investment Management, LLC | 1,667 | $303.7K | 0.05% | +1,667 | New |
| Catalina Capital Group, LLC | 1,669 | $304.1K | 0.19% | −1−0.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,670 | $304.2K | 0.15% | −1,024−38.0% | Reduced |
| Great Diamond Partners, LLC | 1,673 | $304.8K | 0.06% | −91−5.2% | Reduced |
| Asset Advisors Investment Management, LLC | 1,673 | $304.8K | 0.03% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,676 | $305.4K | 0.13% | −7−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 1,679 | $306.0K | 0.22% | −6−0.4% | Reduced |
| Strait & Sound Wealth Management LLC | 1,680 | $306.1K | 0.12% | −25−1.5% | Reduced |
| SCS Capital Management LLC | 1,690 | $307.9K | 0.00% | −6,289−78.8% | Reduced |
| BLB&B Advisors, LLC | 1,691 | $308.1K | 0.01% | −184−9.8% | Reduced |
| Crestmont Private Wealth LLC | 1,697 | $309.1K | 0.10% | −1−0.1% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,700 | $309.7K | 0.01% | +1,700 | New |
| Capital City Trust Co | 1,705 | $310.6K | 0.07% | +5+0.3% | Added |
| Aspire Private Capital, LLC | 1,706 | $310.8K | 0.07% | +50+3.0% | Added |
| KC Investment Advisors, LLC | 1,710 | $311.5K | 0.07% | −8−0.5% | Reduced |
| Sentry LLC | 1,710 | $311.5K | 0.10% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,711 | $311.7K | 0.07% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,714 | $312.2K | 0.04% | −268−13.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,716 | $312.6K | 0.04% | +4+0.2% | Added |
| Keating Financial Advisory Services, Inc. | 1,719 | $313.2K | 0.05% | −12−0.7% | Reduced |
| Summitry LLC | 1,720 | $313.3K | 0.01% | +1,720 | New |
| Perennial Investment Advisors, LLC | 1,723 | $313.9K | 0.03% | +24+1.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,728 | $314.7K | 0.07% | +12+0.7% | Added |
| Steel Peak Wealth Management LLC | 1,729 | $315.0K | 0.01% | +1,729 | New |
| Per Stirling Capital Management, LLC. | 1,731 | $315.4K | 0.03% | +4+0.2% | Added |
| Next Capital Management LLC | 1,738 | $316.6K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 1,755 | $319.8K | 0.01% | +207+13.4% | Added |
| Tarbox Family Office, Inc. | 1,763 | $321.2K | 0.05% | −191−9.8% | Reduced |
| Signature Wealth Management Partners, LLC | 1,765 | $321.5K | 0.16% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,774 | $323.1K | 0.07% | +1,774 | New |
| Silver Oak Securities, Inc | 1,783 | $324.8K | 0.02% | −88−4.7% | Reduced |
| True North Advisors, LLC | 1,785 | $325.3K | 0.04% | −606−25.3% | Reduced |
| Naples Global Advisors, LLC | 1,790 | $326.1K | 0.02% | −334−15.7% | Reduced |
| Pinnacle Family Advisors, LLC | 1,791 | $326.2K | 0.15% | −131−6.8% | Reduced |
| Radnor Capital Management, LLC | 1,792 | $326.5K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,792 | $326.5K | 0.02% | +1,792 | New |
| Viawealth, LLC | 1,793 | $326.7K | 0.18% | +1+0.1% | Added |
| Silver Coast Investments LLC | 1,795 | $327.0K | 0.10% | −199−10.0% | Reduced |
| Cambient Family Office, LLC | 1,796 | $327.2K | 0.05% | +214+13.5% | Added |
| X-Square Capital, LLC | 1,801 | $328.0K | 0.11% | −108−5.7% | Reduced |
| Pursuit Wealth Strategies, LLC | 1,803 | $328.5K | 0.46% | −261−12.6% | Reduced |
| Jmac Enterprises LLC | 1,805 | $328.8K | 0.06% | +1,805 | New |
| Peterson Wealth Services | 1,807 | $329.2K | 0.08% | +299+19.8% | Added |
| Wolff Financial Management LLC | 1,815 | $330.7K | 0.07% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,815 | $330.7K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,792 | $331.1K | 0.02% | +59+3.4% | Added |
| Integrity Alliance, LLC. | 1,821 | $331.9K | 0.01% | +25+1.4% | Added |
| Trueblood Wealth Management, LLC | 1,823 | $332.2K | 0.13% | +6+0.3% | Added |
| HHM Wealth Advisors, LLC | 1,824 | $332.3K | 0.04% | −132−6.7% | Reduced |
| Quent Capital, LLC | 1,827 | $332.9K | 0.02% | −240−11.6% | Reduced |
| SkyOak Wealth, LLC | 1,828 | $333.0K | 0.06% | −350−16.1% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 1,829 | $333.3K | 0.25% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,832 | $333.8K | 0.09% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,963 | $337.3K | 0.03% | +29+1.5% | Added |
| Verus Capital Partners, LLC | 1,853 | $337.5K | 0.02% | −141−7.1% | Reduced |
| Washington Trust Co | 1,855 | $337.9K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,857 | $338.3K | 0.33% | −225−10.8% | Reduced |
| Weik Capital Management | 1,860 | $338.9K | 0.13% | −25−1.3% | Reduced |
| Rehmann Capital Advisory Group | 1,861 | $339.2K | 0.02% | −673−26.6% | Reduced |
| Argentarii, LLC | 1,865 | $339.8K | 0.12% | +14+0.8% | Added |
| Tranquility Partners, LLC | 1,866 | $339.9K | 0.13% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 1,868 | $340.3K | 0.24% | −33,989−94.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,870 | $340.8K | 0.02% | +191+11.4% | Added |
| Trust Co of Virginia | 1,871 | $340.9K | 0.03% | +39+2.1% | Added |
| Merrithew & Thorsten Inc | 1,876 | $341.0K | 0.32% | +15+0.8% | Added |
| Powers Advisory Group, LLC | 1,874 | $341.4K | 0.12% | +1+0.1% | Added |