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
- 2,131
- +258 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
- 352
- 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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 3,414 | $622.3K | 0.02% | +241+7.6% | Added |
| AlphaGrep UK Ltd | 3,414 | $622.0K | 0.18% | −1,157−25.3% | Reduced |
| Legacy Private Trust Co. | 3,405 | $620.3K | 0.04% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,401 | $619.6K | 0.10% | −1,832−35.0% | Reduced |
| GenTrust, LLC | 3,398 | $619.0K | 0.03% | +222+7.0% | Added |
| Uncommon Cents Investing LLC | 3,382 | $616.1K | 0.14% | 00.0% | Unchanged |
| Second Line Capital, LLC | 3,438 | $615.9K | 0.12% | +225+7.0% | Added |
| Corbyn Investment Management Inc | 3,369 | $613.8K | 0.20% | −18−0.5% | Reduced |
| Ritholtz Wealth Management | 3,363 | $612.6K | 0.01% | +205+6.5% | Added |
| Bridgefront Capital, LLC | 3,352 | $610.7K | 0.15% | +3,352 | New |
| Wedgewood Investors Inc | 3,350 | $610.3K | 0.70% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,340 | $608.4K | 0.03% | +332+11.0% | Added |
| Welch Group, LLC | 3,337 | $607.9K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,332 | $607.0K | 0.05% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,330 | $606.7K | 0.21% | +163+5.1% | Added |
| Tanager Wealth Management LLP | 3,326 | $605.9K | 0.06% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,319 | $604.7K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,318 | $604.5K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,307 | $602.4K | 0.10% | +74+2.3% | Added |
| Atticus Wealth Management, LLC | 3,303 | $601.7K | 0.16% | −227−6.4% | Reduced |
| Field & Main Bank | 3,302 | $601.6K | 0.18% | −212−6.0% | Reduced |
| Blue Edge Capital, LLC | 3,302 | $601.5K | 0.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,293 | $599.9K | 0.06% | −227−6.4% | Reduced |
| Impact Partnership Wealth, LLC | 3,292 | $599.8K | 0.07% | −1,091−24.9% | Reduced |
| Volterra Technologies LP | 3,281 | $597.7K | 0.42% | +3,281 | New |
| Courier Capital LLC | 3,277 | $597.0K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,276 | $596.8K | 0.07% | −2,295−41.2% | Reduced |
| Marin Bay Wealth Advisors, LLC | 3,275 | $596.6K | 0.36% | −136−4.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,267 | $595.2K | 0.03% | +122+3.9% | Added |
| Brandywine Oak Private Wealth LLC | 3,266 | $595.0K | 0.05% | +60+1.9% | Added |
| MSH Capital Advisors LLC | 3,259 | $593.6K | 0.13% | −69−2.1% | Reduced |
| Independence Bank of Kentucky | 3,241 | $590.4K | 0.07% | −14−0.4% | Reduced |
| Foster & Motley Inc | 3,236 | $590.0K | 0.03% | −81−2.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,235 | $589.4K | 0.05% | −47−1.4% | Reduced |
| Clear Trail Advisors, LLC | 3,226 | $587.7K | 0.10% | +3,226 | New |
| Waterloo Capital, L.P. | 3,222 | $587.0K | 0.04% | +224+7.5% | Added |
| Vaughan David Investments LLC | 3,215 | $586.0K | 0.01% | −6−0.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,210 | $584.7K | 0.03% | −153−4.5% | Reduced |
| LCNB Corp | 3,209 | $584.6K | 0.20% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,200 | $583.0K | 0.02% | +1,090+51.7% | Added |
| Vista Investment Partners LLC | 3,199 | $582.8K | 0.15% | +10.0% | Added |
| Indivisible Partners | 3,194 | $581.8K | 0.05% | +483+17.8% | Added |
| OneAscent Financial Services LLC | 3,176 | $578.6K | 0.03% | +3,176 | New |
| Investment Research Partners LLC | 3,157 | $575.1K | 0.23% | +27+0.9% | Added |
| GHP Investment Advisors, Inc. | 3,132 | $570.6K | 0.02% | −78−2.4% | Reduced |
| Cfo Capital Management LLC | 3,125 | $569.3K | 0.47% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 3,123 | $568.9K | 0.28% | −403−11.4% | Reduced |
| Meridian Wealth Management, LLC | 3,118 | $568.0K | 0.02% | +989+46.5% | Added |
| USA Financial Portformulas Corp | 3,103 | $565.3K | 0.11% | +3,103 | New |
| Clark Capital Management Group, Inc. | 3,097 | $564.1K | 0.00% | +433+16.3% | Added |
| Measured Risk Portfolios, Inc. | 3,090 | $562.9K | 0.62% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,088 | $562.6K | 0.04% | −339−9.9% | Reduced |
| RM Financial Services, LLC | 3,075 | $560.2K | 0.48% | −260−7.8% | Reduced |
| Hilton Head Capital Partners, LLC | 3,071 | $559.4K | 0.32% | −639−17.2% | Reduced |
| Waldron Private Wealth LLC | 3,057 | $556.9K | 0.02% | −193−5.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,056 | $556.7K | 0.48% | +3,056 | New |
| Ballew Advisors, Inc | 3,456 | $556.7K | 0.31% | 00.0% | Unchanged |
| Tulsa Wealth Advisors, INC | 3,044 | $554.6K | 0.10% | −16,281−84.2% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $552.2K | 0.16% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,529 | $551.9K | 0.01% | +274+8.4% | Added |
| Catalyst Financial Partners LLC | 3,024 | $550.9K | 0.07% | +167+5.8% | Added |
| Calamos Wealth Management LLC | 3,024 | $550.9K | 0.02% | +343+12.8% | Added |
| MTM Investment Management, LLC | 3,012 | $548.7K | 0.17% | 00.0% | Unchanged |
| Estabrook Capital Management | 3,008 | $548.0K | 0.08% | +14+0.5% | Added |
| Sustainable Insight Capital Management, LLC | 3,000 | $546.5K | 0.18% | −9,751−76.5% | Reduced |
| Two Sigma Investments, LP | 3,000 | $546.5K | 0.00% | +3,000 | New |
| Kanawha Capital Management LLC | 2,995 | $545.6K | 0.04% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,985 | $543.8K | 0.16% | +8+0.3% | Added |
| Plimoth Trust Co LLC | 2,984 | $543.6K | 0.12% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,978 | $542.4K | 0.07% | −6−0.2% | Reduced |
| Aries Wealth Management | 2,973 | $541.6K | 0.12% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,965 | $540.2K | 0.05% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3,011 | $539.9K | 0.32% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,387 | $539.4K | 0.01% | −200−5.6% | Reduced |
| Univest Financial Corp | 2,955 | $538.4K | 0.03% | −122−4.0% | Reduced |
| Foster Group, Inc. | 2,949 | $537.2K | 0.02% | +69+2.4% | Added |
| FIL Ltd | 2,946 | $536.7K | 0.00% | −4,794−61.9% | Reduced |
| Abel Hall, LLC | 2,934 | $534.5K | 0.11% | −413−12.3% | Reduced |
| WBI Investments | 2,933 | $534.3K | 0.15% | +2,933 | New |
| Millington Securities, LLC | 2,933 | $534.3K | 0.15% | +2,933 | New |
| Teamwork Financial Advisors, LLC | 2,922 | $532.2K | 0.06% | −3−0.1% | Reduced |
| Vanguard National Trust Co | 2,907 | $529.6K | 0.03% | +2,907 | New |
| Persium Advisors, LLC | 2,902 | $528.7K | 0.42% | −15−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,898 | $528.0K | 0.01% | −137−4.5% | Reduced |
| Reuter James Wealth Management, LLC | 2,897 | $527.8K | 0.08% | −2−0.1% | Reduced |
| Oslo Pensjonsforsikring AS | 2,890 | $526.5K | 0.08% | +2,890 | New |
| LMR Partners LLP | 2,884 | $525.4K | 0.00% | −79,469−96.5% | Reduced |
| Alps Advisors Inc | 2,870 | $522.9K | 0.00% | +2,870 | New |
| Oasis Advisors, LLC | 2,862 | $521.8K | 0.10% | +2,862 | New |
| Westpac Banking Corp | 2,860 | $521.0K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,859 | $520.9K | 0.02% | +1,444+102.0% | Added |
| North Star Investment Management Corp. | 2,858 | $520.7K | 0.03% | +189+7.1% | Added |
| Harrell Investment Partners, LLC | 2,858 | $520.7K | 0.12% | +200+7.5% | Added |
| Merrion Investment Management Co, LLC | 2,850 | $519.2K | 0.28% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,845 | $518.3K | 0.06% | +107+3.9% | Added |
| Mayflower Financial Advisors, LLC | 2,840 | $517.4K | 0.06% | −218−7.1% | Reduced |
| Hartford Financial Management Inc. | 2,834 | $516.4K | 0.13% | −414−12.7% | Reduced |
| Sterling Wealth Management, Inc. | 2,830 | $515.6K | 0.14% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,828 | $515.3K | 0.08% | −149−5.0% | Reduced |
| AGH Wealth Advisors, LLC | 2,827 | $515.0K | 0.38% | +17+0.6% | Added |