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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,876 | $341.8K | 0.05% | +1,876 | New |
| Summit Asset Management, LLC | 1,877 | $342.0K | 0.05% | −23−1.2% | Reduced |
| Columbia Asset Management | 1,878 | $342.1K | 0.07% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,883 | $343.0K | 0.04% | +1,883 | New |
| Turtle Creek Wealth Advisors, LLC | 1,889 | $344.1K | 0.03% | +301+19.0% | Added |
| Signet Private Wealth LLC | 1,894 | $345.0K | 0.33% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,899 | $346.0K | 0.04% | −14−0.7% | Reduced |
| apricus wealth, LLC | 1,900 | $346.1K | 0.17% | −100−5.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,900 | $346.1K | 0.11% | −45−2.3% | Reduced |
| WBH Advisory Inc | 1,973 | $346.5K | 0.03% | +200+11.3% | Added |
| Prosperity Consulting Group, LLC | 1,911 | $348.1K | 0.02% | +112+6.2% | Added |
| Beirne Wealth Consulting Services, LLC | 1,913 | $348.5K | 0.10% | +13+0.7% | Added |
| Ostrum Asset Management | 1,918 | $349.4K | 0.02% | −3,096−61.7% | Reduced |
| Wolfstich Capital, LLC | 1,891 | $349.5K | 0.31% | +1,891 | New |
| Abacus Planning Group, Inc. | 1,921 | $350.0K | 0.05% | −68−3.4% | Reduced |
| McGowan Group Asset Management, Inc. | 1,926 | $350.9K | 0.04% | +15+0.8% | Added |
| Providence First Trust Co | 1,930 | $351.6K | 0.12% | +1,930 | New |
| Trillium Asset Management, LLC | 1,930 | $352.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,932 | $352.0K | 0.01% | +1+0.1% | Added |
| Meixler Investment Management, Ltd. | 2,007 | $353.7K | 0.19% | +23+1.2% | Added |
| Saxon Interests, Inc. | 1,953 | $355.8K | 0.12% | −638−24.6% | Reduced |
| Townsend Asset Management Corp | 1,953 | $355.8K | 0.13% | +3+0.2% | Added |
| BKM Wealth Management, LLC | 1,957 | $356.5K | 0.13% | −38−1.9% | Reduced |
| Intrinsic Value Partners, LLC | 1,957 | $356.5K | 0.27% | −20−1.0% | Reduced |
| CoreCap Advisors, LLC | 1,957 | $356.6K | 0.01% | +1,003+105.1% | Added |
| Stevens Capital Management LP | 1,957 | $357.0K | 0.05% | −3,630−65.0% | Reduced |
| Benchmark Financial, LLC | 1,961 | $357.3K | 0.32% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,966 | $358.1K | 0.02% | +102+5.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $360.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,980 | $360.7K | 0.09% | −300−13.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,980 | $360.7K | 0.06% | −5−0.3% | Reduced |
| Flatrock Wealth Partners LLC | 1,980 | $360.8K | 0.16% | −71−3.5% | Reduced |
| Financial Engines Advisors L.L.C. | 1,984 | $361.4K | 0.00% | −306−13.4% | Reduced |
| Central Bank & Trust Co | 1,990 | $362.5K | 0.06% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $362.5K | 0.07% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,991 | $362.7K | 0.08% | +133+7.2% | Added |
| 49 Wealth Management, LLC | 1,995 | $363.4K | 0.03% | +21+1.1% | Added |
| Oakland Financial Corp | 2,000 | $364.4K | 5.75% | −2,000−50.0% | Reduced |
| Highlander Partners, L.P. | 2,000 | $364.4K | 0.14% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,005 | $365.3K | 0.37% | +2,005 | New |
| Davidson Trust Co | 2,011 | $366.4K | 0.16% | +125+6.6% | Added |
| Tritonpoint Wealth, LLC | 2,015 | $367.2K | 0.04% | −773−27.7% | Reduced |
| Chicago Capital, LLC | 2,017 | $367.5K | 0.01% | −25−1.2% | Reduced |
| Two Sigma Securities, LLC | 2,024 | $368.7K | 0.04% | −993−32.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,030 | $369.8K | 0.11% | −290−12.5% | Reduced |
| Sandy Cove Advisors, LLC | 2,033 | $370.4K | 0.11% | +102+5.3% | Added |
| Ashton Thomas Securities, LLC | 2,034 | $370.6K | 0.05% | +4+0.2% | Added |
| Cabot Wealth Management Inc | 2,035 | $370.7K | 0.04% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,036 | $370.9K | 0.13% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,037 | $371.0K | 0.04% | +9+0.4% | Added |
| Keating Investment Counselors Inc | 2,037 | $371.1K | 0.09% | +200+10.9% | Added |
| Old Port Advisors | 2,041 | $371.8K | 0.09% | +82+4.2% | Added |
| Greenfield Seitz Capital Management, LLC | 2,044 | $372.4K | 0.11% | −350−14.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,044 | $372.4K | 0.14% | −109−5.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,047 | $373.0K | 0.03% | −210−9.3% | Reduced |
| Founders Financial Alliance, LLC | 2,051 | $373.5K | 0.07% | +2,051 | New |
| Optima Capital LLC | 2,061 | $375.4K | 0.17% | +117+6.0% | Added |
| Waters Parkerson & Co., LLC | 2,061 | $375.5K | 0.02% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 2,064 | $376.0K | 0.09% | +2,064 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,069 | $376.9K | 0.13% | −123−5.6% | Reduced |
| Post Resch Tallon Group Inc. | 2,110 | $378.9K | 0.31% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,085 | $379.8K | 0.19% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,093 | $381.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,094 | $381.5K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,094 | $381.6K | 0.17% | 00.0% | Unchanged |
| Cooper Financial Group | 2,098 | $382.1K | 0.04% | +340+19.3% | Added |
| Register Financial Advisors LLC | 2,102 | $382.9K | 0.14% | +2,102 | New |
| Paradigm Financial Partners, LLC | 2,105 | $383.5K | 0.07% | +6+0.3% | Added |
| Wick Capital Partners, LLC | 2,111 | $384.6K | 0.07% | −128−5.7% | Reduced |
| North Star Asset Management Inc | 2,112 | $384.8K | 0.02% | −171−7.5% | Reduced |
| Investors Asset Management of Georgia Inc | 2,113 | $384.9K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,117 | $386.0K | 0.11% | −197−8.5% | Reduced |
| Avail Investment Partners, LLC | 2,120 | $386.0K | 0.41% | +2,120 | New |
| Leisure Capital Management | 2,121 | $386.3K | 0.14% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,123 | $386.8K | 0.11% | −150−6.6% | Reduced |
| Capital Analysts, LLC | 2,124 | $387.0K | 0.01% | +10.0% | Added |
| Portside Wealth Group, LLC | 2,126 | $387.3K | 0.05% | +90+4.4% | Added |
| CrossGen Wealth, LLC | 2,131 | $388.3K | 0.34% | +6+0.3% | Added |
| PFG Advisors | 2,136 | $389.1K | 0.02% | +301+16.4% | Added |
| Goelzer Investment Management, Inc. | 2,139 | $389.7K | 0.02% | −131−5.8% | Reduced |
| LVW Advisors, LLC | 2,143 | $390.4K | 0.04% | +2,143 | New |
| Newman Dignan & Sheerar, Inc. | 2,146 | $391.0K | 0.08% | −263−10.9% | Reduced |
| Brookwood Investment Group LLC | 2,148 | $391.3K | 0.05% | +500+30.3% | Added |
| Tributary Capital Management, LLC | 2,155 | $392.6K | 0.04% | −50−2.3% | Reduced |
| Fortis Capital Advisors, LLC | 2,158 | $393.1K | 0.05% | +2,158 | New |
| Consolidated Planning Corp | 2,160 | $393.5K | 0.06% | −26−1.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,163 | $394.0K | 0.04% | +5+0.2% | Added |
| Vanguard Capital Wealth Advisors | 2,174 | $396.0K | 0.37% | −4,724−68.5% | Reduced |
| L2 Asset Management, LLC | 2,174 | $396.1K | 0.04% | +147+7.3% | Added |
| Keebeck Wealth Management, LLC | 2,176 | $396.4K | 0.04% | +2,176 | New |
| First Financial Bank - Trust Division | 2,177 | $396.6K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,182 | $397.5K | 0.02% | −110−4.8% | Reduced |
| Oxford Asset Management LLP | 2,183 | $397.7K | 0.16% | +2,183 | New |
| VeraBank, N.A. | 2,191 | $399.2K | 0.07% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,195 | $399.9K | 0.03% | +28+1.3% | Added |
| Summit Financial Wealth Advisors, LLC | 2,198 | $400.5K | 0.06% | +17+0.8% | Added |
| Berger Financial Group, Inc | 2,209 | $402.3K | 0.02% | −79−3.5% | Reduced |
| Riversedge Advisors, LLC | 2,215 | $403.5K | 0.07% | −60−2.6% | Reduced |
| Lawood & Co | 2,222 | $404.8K | 0.38% | −75−3.3% | Reduced |
| Laurel Wealth Advisors LLC | 2,360 | $404.9K | 0.04% | −15−0.6% | Reduced |