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 |
|---|---|---|---|---|---|
| Richwood Investment Advisors, LLC | 4,110 | $748.8K | 0.58% | −200−4.6% | Reduced |
| Nwam LLC | 4,085 | $744.3K | 0.04% | +759+22.8% | Added |
| Busey Wealth Management | 4,085 | $744.2K | 0.02% | −10.0% | Reduced |
| Islay Capital Management, LLC | 4,082 | $743.7K | 0.38% | −253−5.8% | Reduced |
| Peoples Financial Services Corp. | 4,075 | $742.4K | 0.35% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 4,072 | $741.8K | 0.53% | −175−4.1% | Reduced |
| Modera Wealth Management, LLC | 4,068 | $741.2K | 0.01% | −25−0.6% | Reduced |
| QTR Family Wealth, LLC | 4,664 | $740.5K | 0.31% | −359−7.1% | Reduced |
| Patron Partners Advisors, LLC | 4,064 | $740.4K | 0.33% | −69−1.7% | Reduced |
| Palisade Asset Management, LLC | 4,060 | $739.7K | 0.07% | −150−3.6% | Reduced |
| Marathon Strategic Advisors, LLC | 4,059 | $739.5K | 0.53% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 4,044 | $736.7K | 0.14% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 4,040 | $736.0K | 0.57% | +4,040 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,023 | $732.9K | 0.04% | −481−10.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,022 | $732.8K | 0.01% | −53−1.3% | Reduced |
| Rossby Financial, LCC | 4,169 | $732.2K | 0.15% | +129+3.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,535 | $732.1K | 0.23% | −64−1.4% | Reduced |
| Drive Wealth Management, LLC | 4,006 | $729.8K | 0.15% | −1,308−24.6% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $729.0K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,990 | $726.9K | 0.03% | −20−0.5% | Reduced |
| GW Henssler & Associates Ltd | 3,977 | $724.5K | 0.03% | −43−1.1% | Reduced |
| Biltmore Wealth Management, LLC | 3,971 | $723.4K | 0.26% | −128−3.1% | Reduced |
| Jupiter Wealth Management LLC | 4,200 | $721.6K | 0.29% | +1,950+86.7% | Added |
| Three Seasons Wealth, LLC | 3,958 | $721.1K | 0.28% | +132+3.5% | Added |
| RMR Wealth Builders | 3,952 | $720.0K | 0.06% | +39+1.0% | Added |
| Frank, Rimerman Advisors LLC | 3,944 | $718.5K | 0.05% | +11+0.3% | Added |
| Southland Equity Partners LLC | 3,923 | $714.6K | 0.14% | −10.0% | Reduced |
| Excalibur Management Corp | 3,922 | $714.5K | 0.26% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,922 | $714.5K | 0.01% | −9,650−71.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,913 | $712.9K | 0.04% | −1,879−32.4% | Reduced |
| Modern Wealth Management, LLC | 4,056 | $712.2K | 0.01% | −935−18.7% | Reduced |
| Qsemble Capital Management, LP | 3,890 | $708.7K | 0.05% | +1,389+55.5% | Added |
| Ascent Group, LLC | 3,883 | $707.3K | 0.02% | +526+15.7% | Added |
| Hamilton Capital, LLC | 3,880 | $706.9K | 0.04% | −29−0.7% | Reduced |
| Focus Financial Network, Inc. | 3,875 | $706.0K | 0.03% | −547−12.4% | Reduced |
| Spinnaker Trust | 3,875 | $705.9K | 0.04% | −26−0.7% | Reduced |
| Essential Partners LLC | 3,871 | $705.2K | 0.24% | −149−3.7% | Reduced |
| PDS Planning, Inc | 3,867 | $704.5K | 0.05% | −23−0.6% | Reduced |
| Campion Asset Management LLC | 3,867 | $704.5K | 0.48% | −40−1.0% | Reduced |
| SFMG, LLC | 3,859 | $703.1K | 0.05% | +1,000+35.0% | Added |
| Smart Portfolios, LLC | 3,855 | $702.3K | 0.70% | −45−1.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,852 | $701.8K | 0.07% | −35−0.9% | Reduced |
| John G Ullman & Associates Inc | 3,850 | $701.4K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,847 | $700.8K | 0.00% | −417−9.8% | Reduced |
| Roof Eidam & Maycock | 3,843 | $700.1K | 0.16% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 3,830 | $698.0K | 0.74% | +3,830 | New |
| Cigna Investments Inc | 3,825 | $697.0K | 0.11% | −128−3.2% | Reduced |
| Gratus Wealth Advisors, LLC | 3,824 | $696.7K | 0.10% | −412−9.7% | Reduced |
| Dearborn Partners LLC | 3,819 | $695.7K | 0.04% | −1,053−21.6% | Reduced |
| Bennett Associates Wealth Management | 3,816 | $695.2K | 0.47% | −511−11.8% | Reduced |
| Guardian Wealth Management, Inc. | 3,811 | $694.4K | 0.38% | −622−14.0% | Reduced |
| Roberts Glore & Co Inc | 3,806 | $693.4K | 0.19% | −34−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 3,802 | $692.6K | 0.05% | −12−0.3% | Reduced |
| Whittier Trust Co | 3,873 | $686.8K | 0.01% | −643−14.2% | Reduced |
| Freestone Capital Holdings, LLC | 3,767 | $686.3K | 0.02% | −199−5.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,747 | $682.6K | 0.10% | +3,747 | New |
| Berkshire Asset Management LLC | 3,727 | $679.0K | 0.03% | +483+14.9% | Added |
| Clifford Group, LLC | 3,722 | $678.1K | 0.52% | +407+12.3% | Added |
| Cadinha & Co LLC | 3,720 | $677.7K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,720 | $677.7K | 0.05% | +199+5.7% | Added |
| E Fund Management Co., Ltd. | 3,715 | $676.8K | 0.02% | +3,715 | New |
| Ronald Blue Trust, Inc. | 3,702 | $674.5K | 0.01% | −15−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 3,697 | $673.5K | 0.01% | +613+19.9% | Added |
| Trustmark National Bank Trust Department | 3,695 | $673.2K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 3,694 | $673.0K | 0.05% | −72−1.9% | Reduced |
| Princeton Global Asset Management LLC | 3,681 | $670.6K | 0.11% | +3+0.1% | Added |
| Chilton Investment Co LLC | 3,666 | $667.9K | 0.02% | +3,666 | New |
| Hazlett, Burt & Watson, Inc. | 3,663 | $667.0K | 0.21% | +514+16.3% | Added |
| Riverbend Wealth Management, LLC | 3,659 | $666.6K | 0.41% | −38−1.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,175 | $664.9K | 0.06% | +190+4.8% | Added |
| Demars Financial Group, LLC | 3,635 | $662.2K | 0.22% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,630 | $661.3K | 0.04% | +1,842+103.0% | Added |
| S.A. Mason LLC | 3,629 | $661.1K | 0.25% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,628 | $661.0K | 0.05% | −82−2.2% | Reduced |
| Riverwater Partners LLC | 3,616 | $658.7K | 0.22% | −8−0.2% | Reduced |
| Nilsine Partners, LLC | 4,009 | $657.9K | 0.05% | +48+1.2% | Added |
| Leonteq Securities AG | 3,611 | $657.9K | 0.04% | −1,525−29.7% | Reduced |
| Annex Advisory Services, LLC | 3,610 | $657.6K | 0.01% | −566−13.6% | Reduced |
| National Philanthropic Trust | 3,557 | $648.0K | 0.01% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 3,545 | $645.9K | 0.22% | +299+9.2% | Added |
| Strategic Wealth Partners, Ltd. | 3,544 | $645.6K | 0.04% | −7−0.2% | Reduced |
| Harbor Advisors LLC | 3,541 | $645.1K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,516 | $640.5K | 0.06% | +80+2.3% | Added |
| Journey Strategic Wealth LLC | 3,513 | $640.0K | 0.02% | +746+27.0% | Added |
| 111 Capital | 3,511 | $639.6K | 0.16% | +3,511 | New |
| Snowwater Investment Partners, LLC | 3,510 | $639.5K | 0.60% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 3,508 | $639.1K | 0.10% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 3,608 | $635.8K | 0.87% | −82−2.2% | Reduced |
| Woodmont Investment Counsel LLC | 3,488 | $635.4K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 3,481 | $634.3K | 0.01% | −141−3.9% | Reduced |
| Ballentine Partners, LLC | 3,475 | $633.1K | 0.01% | +31+0.9% | Added |
| Journey Advisory Group, LLC | 3,472 | $632.5K | 0.05% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 3,462 | $630.7K | 0.05% | −682−16.5% | Reduced |
| waypoint wealth counsel | 3,456 | $629.6K | 0.33% | −892−20.5% | Reduced |
| Old Point Trust & Financial Services N A | 3,450 | $628.5K | 0.20% | −300−8.0% | Reduced |
| LexAurum Advisors, LLC | 3,443 | $627.2K | 0.08% | +3,443 | New |
| Retirement Planning Group | 3,432 | $625.3K | 0.02% | +1,025+42.6% | Added |
| CWA Asset Management Group, LLC | 3,430 | $624.9K | 0.02% | +94+2.8% | Added |
| Jacobs Equity LLC | 3,429 | $624.7K | 0.56% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,424 | $623.8K | 0.04% | +1,772+107.3% | Added |