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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 5,610 | $1.02M | 0.02% | −123−2.1% | Reduced |
| Aaron Wealth Advisors | 5,574 | $1.02M | 0.06% | −107−1.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,501 | $1.00M | 0.38% | +6+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,455 | $993.8K | 0.07% | −1,156−17.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,442 | $991.4K | 0.07% | +298+5.8% | Added |
| Fiduciary Alliance LLC | 6,130 | $989.6K | 0.06% | +157+2.6% | Added |
| Polymer Capital Management (US) LLC | 5,424 | $988.1K | 0.15% | +5,424 | New |
| Signature Estate & Investment Advisors LLC | 5,412 | $985.9K | 0.02% | +3,604+199.3% | Added |
| Essex Savings Bank | 5,403 | $984.3K | 0.22% | −65−1.2% | Reduced |
| Bank of Hawaii | 5,395 | $982.9K | 0.05% | −179−3.2% | Reduced |
| Frec Markets, Inc. | 5,385 | $981.0K | 0.17% | +3,658+211.8% | Added |
| Sunbelt Securities, Inc. | 5,384 | $980.9K | 0.06% | −143−2.6% | Reduced |
| Davis Investment Partners, LLC | 5,381 | $980.2K | 0.35% | +21+0.4% | Added |
| Everhart Financial Group, Inc. | 5,344 | $973.5K | 0.08% | +355+7.1% | Added |
| Doheny Asset Management | 5,329 | $971.0K | 0.63% | −50−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,475 | $970.9K | 0.02% | +10+0.2% | Added |
| Integrated Advisors Network LLC | 5,328 | $970.7K | 0.05% | −516−8.8% | Reduced |
| Trust Co of Toledo NA | 5,285 | $962.8K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,282 | $962.3K | 0.08% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,280 | $961.9K | 0.53% | −1,073−16.9% | Reduced |
| Neo Ivy Capital Management | 5,238 | $954.3K | 0.25% | +5,238 | New |
| Baring Financial LLC | 5,212 | $949.5K | 0.58% | +45+0.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,210 | $949.2K | 0.14% | +4+0.1% | Added |
| Westhampton Capital, LLC | 5,190 | $945.5K | 0.44% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 5,190 | $945.4K | 0.17% | −314−5.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,170 | $942.0K | 0.05% | −99−1.9% | Reduced |
| Everpar Advisors LLC | 5,163 | $940.6K | 0.32% | +261+5.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,154 | $939.0K | 0.08% | +361+7.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,112 | $931.3K | 0.06% | +689+15.6% | Added |
| Syon Capital LLC | 5,110 | $930.9K | 0.05% | −204−3.8% | Reduced |
| Rosenberg Matthew Hamilton | 5,106 | $930.2K | 0.19% | +86+1.7% | Added |
| Belpointe Asset Management LLC | 5,094 | $928.2K | 0.03% | +1,486+41.2% | Added |
| KCM Investment Advisors LLC | 5,063 | $922.3K | 0.03% | +463+10.1% | Added |
| Rexford Capital Inc | 5,054 | $920.7K | 0.66% | +8+0.2% | Added |
| Valley Brook Capital Group | 5,054 | $920.7K | 0.62% | +26+0.5% | Added |
| Bridges Investment Management Inc | 5,047 | $919.5K | 0.01% | −30−0.6% | Reduced |
| Augustine Asset Management Inc | 5,045 | $919.1K | 0.21% | +32+0.6% | Added |
| B&L Asset Management LLC | 5,028 | $916.0K | 0.40% | +430+9.4% | Added |
| Cito Capital Group, LLC | 5,000 | $911.0K | 0.28% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,997 | $910.4K | 0.15% | −480−8.8% | Reduced |
| Garrison Point Advisors, LLC | 4,980 | $907.3K | 0.41% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,943 | $900.5K | 0.33% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,942 | $900.2K | 0.03% | +1,655+50.3% | Added |
| First National Bank & Trust Co of Newtown | 4,937 | $899.4K | 0.19% | −741−13.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,923 | $896.9K | 0.15% | +10.0% | Added |
| Premier Path Wealth Partners, LLC | 4,915 | $895.4K | 0.12% | +305+6.6% | Added |
| Smartleaf Asset Management LLC | 4,826 | $892.0K | 0.03% | +619+14.7% | Added |
| CSS LLC | 4,890 | $890.9K | 0.05% | +980+25.1% | Added |
| Joel Isaacson & Co., LLC | 4,889 | $890.6K | 0.03% | −619−11.2% | Reduced |
| Howland Capital Management LLC | 4,874 | $888.0K | 0.04% | +3,000+160.1% | Added |
| Advisor OS, LLC | 4,867 | $886.8K | 0.06% | −258−5.0% | Reduced |
| Sentinus, LLC | 4,867 | $886.7K | 0.08% | +1,620+49.9% | Added |
| State of Wyoming | 4,833 | $880.5K | 0.10% | +3,123+182.6% | Added |
| Compass Capital Corp | 5,200 | $877.9K | 0.31% | +2,920+128.1% | Added |
| Mather Group, LLC. | 4,806 | $875.6K | 0.01% | −529−9.9% | Reduced |
| Hennessy Advisors Inc | 4,800 | $874.5K | 0.03% | +1,300+37.1% | Added |
| RiverFront Investment Group, LLC | 4,779 | $870.7K | 0.01% | +2,689+128.7% | Added |
| Gryphon Financial Partners LLC | 4,751 | $865.6K | 0.09% | +15+0.3% | Added |
| SRS Capital Advisors, Inc. | 4,739 | $863.4K | 0.02% | +1,969+71.1% | Added |
| Retirement Investment Advisors, Inc. | 6,687 | $862.9K | 0.07% | 00.0% | Unchanged |
| Corsicana & Co. | 6,987 | $862.8K | 0.55% | +65+0.9% | Added |
| Investors Research Corp | 4,692 | $854.8K | 0.16% | −84−1.8% | Reduced |
| Corps Capital Advisors, LLC | 4,684 | $853.3K | 0.74% | +1,430+43.9% | Added |
| Massmutual Trust Co FSB | 4,681 | $852.8K | 0.02% | −283−5.7% | Reduced |
| Tradewinds, LLC. | 4,838 | $852.5K | 0.27% | +52+1.1% | Added |
| LVM Capital Management Ltd | 4,676 | $852.0K | 0.08% | +281+6.4% | Added |
| Baker Avenue Asset Management, LP | 4,666 | $850.0K | 0.02% | +2,489+114.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,656 | $848.2K | 0.09% | +25+0.5% | Added |
| Golden State Equity Partners | 4,653 | $847.8K | 0.06% | +1,625+53.7% | Added |
| 5T Wealth, LLC | 4,621 | $841.8K | 0.33% | −10−0.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 4,590 | $836.2K | 0.04% | −140−3.0% | Reduced |
| Veracity Capital LLC | 4,546 | $828.2K | 0.30% | +66+1.5% | Added |
| Venturi Wealth Management, LLC | 4,513 | $822.0K | 0.04% | −440−8.9% | Reduced |
| Wealth Advisory Solutions, LLC | 4,479 | $816.0K | 0.18% | 00.0% | Unchanged |
| Lincoln Capital LLC | 4,460 | $815.2K | 0.15% | 00.0% | Unchanged |
| NVWM, LLC | 4,470 | $814.3K | 0.18% | −322−6.7% | Reduced |
| CFS Investment Advisory Services, LLC | 5,199 | $813.0K | 0.06% | −37−0.7% | Reduced |
| Mangrove Partners | 4,447 | $810.2K | 0.07% | −2,672−37.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,444 | $809.6K | 0.22% | 00.0% | Unchanged |
| Charter Trust Co | 4,436 | $808.1K | 0.05% | −9−0.2% | Reduced |
| WP Advisors, LLC | 4,413 | $804.0K | 0.21% | +24+0.5% | Added |
| Cornerstone Wealth Group, LLC | 5,015 | $799.2K | 0.05% | −157−3.0% | Reduced |
| Armor Investment Advisors, LLC | 4,366 | $795.4K | 0.29% | −73−1.6% | Reduced |
| GWN Securities Inc. | 4,364 | $795.1K | 0.15% | −148−3.3% | Reduced |
| TIAA Wealth Investment Management LLC | 4,349 | $792.3K | 0.01% | +4,349 | New |
| Basepoint Wealth LLC | 4,345 | $791.6K | 0.45% | −48−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,338 | $790.0K | 0.03% | +3,757+646.6% | Added |
| Capital Investment Advisors, LLC | 4,331 | $789.1K | 0.01% | +529+13.9% | Added |
| Empire Financial Management Company, LLC | 4,276 | $779.1K | 0.18% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,247 | $773.8K | 0.14% | −14−0.3% | Reduced |
| Means Investment Co., Inc. | 4,242 | $772.7K | 0.07% | +72+1.7% | Added |
| Aull & Monroe Investment Management Corp | 4,237 | $771.9K | 0.36% | 00.0% | Unchanged |
| Michael B. Yongue | 4,235 | $771.5K | 0.56% | +4,235 | New |
| Johnson & White Wealth Management, LLC | 4,235 | $771.5K | 0.33% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,197 | $764.6K | 0.00% | −4,655−52.6% | Reduced |
| Tred Avon Family Wealth, LLC | 4,184 | $762.2K | 0.25% | −1,230−22.7% | Reduced |
| Alchemi Wealth, LLC | 4,155 | $757.2K | 0.42% | +58+1.4% | Added |
| MBL Wealth, LLC | 4,146 | $755.3K | 0.06% | +1,411+51.6% | Added |
| SAM Advisors, LLC | 4,136 | $753.5K | 0.24% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,128 | $752.1K | 0.31% | +5+0.1% | Added |