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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 2,225 | $405.4K | 0.04% | +5+0.2% | Added |
| Port Capital LLC | 2,233 | $406.8K | 0.02% | −233−9.4% | Reduced |
| McAdam, LLC | 2,240 | $408.1K | 0.02% | +172+8.3% | Added |
| Denver Wealth Management, Inc. | 2,244 | $408.7K | 0.14% | −28−1.2% | Reduced |
| Roman Butler Fullerton & Co | 2,434 | $408.9K | 0.11% | −29−1.2% | Reduced |
| Ocean Capital Management, LLC | 2,246 | $409.2K | 0.08% | +4+0.2% | Added |
| Adkins Seale Capital Management LLC | 2,246 | $409.2K | 0.40% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,254 | $410.6K | 0.06% | +263+13.2% | Added |
| Red Door Wealth Management, LLC | 2,259 | $411.5K | 0.04% | +56+2.5% | Added |
| Flywheel Private Wealth LLC | 2,273 | $414.1K | 0.24% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,277 | $414.8K | 0.11% | +10+0.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 2,280 | $415.4K | 0.19% | +2,277+75,900.0% | Added |
| Chelsea Counsel Co | 2,285 | $416.3K | 0.19% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,286 | $416.5K | 0.04% | +236+11.5% | Added |
| Duncan Williams Asset Management, LLC | 2,287 | $416.6K | 0.12% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,289 | $417.2K | 0.06% | +14+0.6% | Added |
| SmartHarvest Portfolios, LLC | 2,290 | $417.2K | 0.17% | −441−16.1% | Reduced |
| Callahan Advisors, LLC | 2,296 | $418.3K | 0.03% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 2,299 | $418.8K | 0.28% | +2,299 | New |
| Gables Capital Management Inc. | 2,302 | $419.4K | 0.18% | −250−9.8% | Reduced |
| PFG Private Wealth Management, LLC | 2,307 | $420.3K | 0.18% | +102+4.6% | Added |
| Disciplined Investors, L.L.C. | 2,312 | $421.2K | 0.25% | +63+2.8% | Added |
| Plancorp, LLC | 2,646 | $421.4K | 0.01% | +15+0.6% | Added |
| Blackhawk Capital Partners LLC. | 2,315 | $421.7K | 0.15% | +28+1.2% | Added |
| Marble Wealth, LLC | 2,319 | $422.5K | 0.07% | −9,977−81.1% | Reduced |
| Vestor Capital, LLC | 2,322 | $423.0K | 0.03% | +2,121+1,055.2% | Added |
| Walker Asset Management, LLC | 2,323 | $423.1K | 0.23% | −125−5.1% | Reduced |
| Zullo Investment Group, Inc. | 2,332 | $425.0K | 0.16% | +24+1.0% | Added |
| Greenfield Savings Bank | 2,333 | $425.0K | 0.18% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,338 | $425.9K | 0.04% | +152+7.0% | Added |
| Crestwood Advisors Group LLC | 2,342 | $426.7K | 0.01% | +197+9.2% | Added |
| Jacobs & Co | 2,346 | $427.0K | 0.04% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,347 | $427.3K | 0.00% | −971−29.3% | Reduced |
| Founders Financial Securities LLC | 2,654 | $427.5K | 0.02% | +115+4.5% | Added |
| Klingman & Associates, LLC | 2,352 | $428.5K | 0.02% | +33+1.4% | Added |
| Pure Financial Advisors, Inc. | 2,353 | $428.6K | 0.01% | +28+1.2% | Added |
| Quilter Plc | 2,353 | $428.7K | 0.01% | −77−3.2% | Reduced |
| Chronos Wealth Management, LLC | 2,359 | $429.8K | 0.21% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $429.9K | 0.09% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,360 | $430.0K | 0.06% | +510+27.6% | Added |
| Cross Staff Investments Inc | 2,363 | $430.5K | 0.28% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,365 | $430.9K | 0.03% | +644+37.4% | Added |
| Hanson & Doremus Investment Management | 2,384 | $434.0K | 0.05% | −244−9.3% | Reduced |
| CFO4Life Group, LLC | 2,388 | $435.0K | 0.07% | −2−0.1% | Reduced |
| Principal Street Partners, LLC | 2,408 | $438.7K | 0.07% | +41+1.7% | Added |
| Capital Performance Advisors LLP | 2,410 | $439.1K | 0.03% | −951−28.3% | Reduced |
| Breakwater Capital Group | 2,412 | $439.4K | 0.06% | +50+2.1% | Added |
| 55 North Private Wealth, LLC | 2,417 | $440.3K | 0.11% | −812−25.1% | Reduced |
| Stokes Family Office, LLC | 2,421 | $441.1K | 0.05% | −626−20.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,424 | $441.6K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,425 | $441.9K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,429 | $442.0K | 0.01% | +19+0.8% | Added |
| Letson Investment Management, Inc. | 2,429 | $442.5K | 0.17% | 00.0% | Unchanged |
| Elevatus Welath Management | 2,436 | $443.8K | 0.23% | −108−4.2% | Reduced |
| Capital Advantage, Inc. | 2,437 | $444.0K | 0.06% | −105−4.1% | Reduced |
| TD Capital Management LLC | 2,443 | $445.1K | 0.04% | +316+14.9% | Added |
| Pinnacle Bancorp, Inc. | 2,446 | $445.6K | 0.13% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,448 | $446.0K | 0.01% | +158+6.9% | Added |
| JT Stratford LLC | 2,449 | $446.2K | 0.06% | +128+5.5% | Added |
| Hills Bank & Trust Co | 2,450 | $446.3K | 0.02% | −100−3.9% | Reduced |
| Conning Inc. | 2,452 | $446.7K | 0.01% | −327−11.8% | Reduced |
| Uniting Wealth Partners, LLC | 2,458 | $447.8K | 0.10% | +28+1.2% | Added |
| SeaCrest Wealth Management, LLC | 2,461 | $448.4K | 0.05% | −765−23.7% | Reduced |
| StoneX Group Inc. | 2,465 | $449.1K | 0.02% | −2,395−49.3% | Reduced |
| Goodman Financial Corp | 2,466 | $449.3K | 0.08% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $449.6K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,450 | $450.3K | 0.25% | −599−19.6% | Reduced |
| BNB Wealth Management, LLC | 2,473 | $450.6K | 0.29% | +561+29.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,477 | $451.2K | 0.13% | +713+40.4% | Added |
| Triad Wealth Partners, LLC | 2,477 | $451.2K | 0.04% | −541−17.9% | Reduced |
| Manske Wealth Management | 2,484 | $452.5K | 0.13% | −150−5.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,486 | $452.8K | 0.29% | +2+0.1% | Added |
| Stratos Wealth Advisors, LLC | 2,485 | $452.9K | 0.03% | −678−21.4% | Reduced |
| Siemens Fonds Invest GmbH | 2,489 | $453.4K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,492 | $454.0K | 0.09% | −100−3.9% | Reduced |
| Banyan Capital Management, Inc. | 2,495 | $454.5K | 0.20% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,495 | $454.5K | 0.04% | +52+2.1% | Added |
| Quinn Opportunity Partners LLC | 2,500 | $455.4K | 0.02% | −2,500−50.0% | Reduced |
| Capstone Investment Advisors, LLC | 2,500 | $455.4K | 0.00% | +15+0.6% | Added |
| Ipswich Investment Management Co., Inc. | 2,500 | $455.4K | 0.11% | +100+4.2% | Added |
| CoreFirst Bank & Trust | 2,508 | $456.9K | 0.24% | +10+0.4% | Added |
| Avestar Capital, LLC | 2,515 | $458.2K | 0.03% | +2,515 | New |
| Fortune Financial Advisors, LLC | 2,520 | $459.1K | 0.23% | +500+24.8% | Added |
| Trust Co of Oklahoma | 2,524 | $459.8K | 0.13% | −41−1.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $460.0K | 0.04% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 2,528 | $460.6K | 0.01% | +163+6.9% | Added |
| Ruggaard & Associates LLC | 2,532 | $461.3K | 0.18% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,539 | $462.5K | 0.03% | +65+2.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,541 | $462.9K | 0.03% | −147−5.5% | Reduced |
| Caxton Associates LLP | 2,565 | $467.3K | 0.01% | −6,072−70.3% | Reduced |
| Wakefield Asset Management LLLP | 2,568 | $467.8K | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,573 | $468.8K | 0.10% | 00.0% | Unchanged |
| Sym Financial Corp | 2,584 | $470.7K | 0.05% | +62+2.5% | Added |
| First National Bank Sioux Falls | 2,885 | $471.2K | 0.13% | −53−1.8% | Reduced |
| Boston Private Wealth LLC | 2,589 | $471.5K | 0.03% | +102+4.1% | Added |
| Strategies Wealth Advisors, LLC | 2,591 | $472.1K | 0.05% | +243+10.3% | Added |
| Kera Capital Partners, Inc. | 2,593 | $472.4K | 0.06% | +171+7.1% | Added |
| GM Advisory Group, Inc. | 2,594 | $472.6K | 0.02% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $473.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $473.7K | 0.06% | 00.0% | Unchanged |