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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 2,808 | $512.0K | 0.23% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,810 | $511.9K | 0.04% | −341−10.8% | Reduced |
| Trust Point Inc. | 2,805 | $511.0K | 0.04% | +475+20.4% | Added |
| Stolper Co | 43,701 | $509.0K | 0.17% | −2,463−5.3% | Reduced |
| Deseret Mutual Benefit Administrators | 2,786 | $507.6K | 0.17% | +1,131+68.3% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,786 | $507.6K | 0.05% | +2,786 | New |
| Thompson Siegel & Walmsley LLC | 2,776 | $506.0K | 0.01% | −42−1.5% | Reduced |
| WealthShield Partners, LLC | 2,775 | $505.5K | 0.06% | −179−6.1% | Reduced |
| Lantern Wealth Advisors, LLC | 2,763 | $503.3K | 0.26% | +2+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 2,757 | $502.3K | 0.04% | +851+44.6% | Added |
| Knightsbridge Asset Management, LLC | 2,744 | $499.9K | 0.07% | +171+6.6% | Added |
| Connecticut Wealth Management, LLC | 2,743 | $499.7K | 0.02% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,730 | $497.4K | 0.04% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,728 | $497.0K | 0.14% | +2,728 | New |
| Stiles Financial Services Inc | 2,715 | $494.6K | 0.15% | −91−3.2% | Reduced |
| Forum Financial Management, LP | 2,713 | $494.2K | 0.01% | −6,612−70.9% | Reduced |
| Granite Group Advisors, LLC | 2,828 | $494.1K | 0.30% | −320−10.2% | Reduced |
| Athena Investment Management | 2,705 | $492.8K | 0.26% | −456−14.4% | Reduced |
| Weaver Consulting Group | 2,701 | $492.1K | 0.12% | −475−15.0% | Reduced |
| Montag A & Associates Inc | 2,696 | $491.2K | 0.02% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,696 | $491.2K | 0.13% | −71−2.6% | Reduced |
| Oakworth Capital, Inc. | 2,690 | $490.1K | 0.03% | +1,229+84.1% | Added |
| Beto Financial Group, LLC | 2,911 | $489.9K | 0.29% | +11+0.4% | Added |
| M3 Advisory Group, LLC | 2,672 | $486.7K | 0.30% | +78+3.0% | Added |
| Aristotle Capital Management, LLC | 2,668 | $486.1K | 0.00% | −46−1.7% | Reduced |
| Plan A Wealth LLC | 2,665 | $485.5K | 0.23% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,645 | $481.9K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,630 | $479.1K | 0.11% | +10+0.4% | Added |
| Ethos Financial Group, LLC | 3,084 | $476.8K | 0.03% | +1,484+92.8% | Added |
| Accurate Wealth Management, LLC | 2,977 | $474.2K | 0.06% | +92+3.2% | Added |
| Seamount Financial Group Inc | 2,602 | $474.0K | 0.21% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,601 | $473.9K | 0.03% | +179+7.4% | Added |
| Dodge & Cox | 2,600 | $473.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $473.7K | 0.06% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,594 | $472.6K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,593 | $472.4K | 0.06% | +171+7.1% | Added |
| Strategies Wealth Advisors, LLC | 2,591 | $472.1K | 0.05% | +243+10.3% | Added |
| Boston Private Wealth LLC | 2,589 | $471.5K | 0.03% | +102+4.1% | Added |
| First National Bank Sioux Falls | 2,885 | $471.2K | 0.13% | −53−1.8% | Reduced |
| Sym Financial Corp | 2,584 | $470.7K | 0.05% | +62+2.5% | Added |
| Legacy Capital Wealth Partners, LLC | 2,573 | $468.8K | 0.10% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,568 | $467.8K | 0.12% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,565 | $467.3K | 0.01% | −6,072−70.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,541 | $462.9K | 0.03% | −147−5.5% | Reduced |
| LBMC Investment Advisors, LLC | 2,539 | $462.5K | 0.03% | +65+2.6% | Added |
| Ruggaard & Associates LLC | 2,532 | $461.3K | 0.18% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 2,528 | $460.6K | 0.01% | +163+6.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $460.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,524 | $459.8K | 0.13% | −41−1.6% | Reduced |
| Fortune Financial Advisors, LLC | 2,520 | $459.1K | 0.23% | +500+24.8% | Added |
| Avestar Capital, LLC | 2,515 | $458.2K | 0.03% | +2,515 | New |
| CoreFirst Bank & Trust | 2,508 | $456.9K | 0.24% | +10+0.4% | 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 |
| 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 |
| Dividend Assets Capital, LLC | 2,492 | $454.0K | 0.09% | −100−3.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,489 | $453.4K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,485 | $452.9K | 0.03% | −678−21.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,486 | $452.8K | 0.29% | +2+0.1% | Added |
| Manske Wealth Management | 2,484 | $452.5K | 0.13% | −150−5.7% | Reduced |
| Triad Wealth Partners, LLC | 2,477 | $451.2K | 0.04% | −541−17.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,477 | $451.2K | 0.13% | +713+40.4% | Added |
| BNB Wealth Management, LLC | 2,473 | $450.6K | 0.29% | +561+29.3% | Added |
| Successful Portfolios LLC | 2,450 | $450.3K | 0.25% | −599−19.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $449.6K | 0.04% | 00.0% | Unchanged |
| Goodman Financial Corp | 2,466 | $449.3K | 0.08% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,465 | $449.1K | 0.02% | −2,395−49.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,461 | $448.4K | 0.05% | −765−23.7% | Reduced |
| Uniting Wealth Partners, LLC | 2,458 | $447.8K | 0.10% | +28+1.2% | Added |
| Conning Inc. | 2,452 | $446.7K | 0.01% | −327−11.8% | Reduced |
| Hills Bank & Trust Co | 2,450 | $446.3K | 0.02% | −100−3.9% | Reduced |
| JT Stratford LLC | 2,449 | $446.2K | 0.06% | +128+5.5% | Added |
| Douglas Lane & Associates, LLC | 2,448 | $446.0K | 0.01% | +158+6.9% | Added |
| Pinnacle Bancorp, Inc. | 2,446 | $445.6K | 0.13% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,443 | $445.1K | 0.04% | +316+14.9% | Added |
| Capital Advantage, Inc. | 2,437 | $444.0K | 0.06% | −105−4.1% | Reduced |
| Elevatus Welath Management | 2,436 | $443.8K | 0.23% | −108−4.2% | Reduced |
| Letson Investment Management, Inc. | 2,429 | $442.5K | 0.17% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,429 | $442.0K | 0.01% | +19+0.8% | Added |
| Fort Sheridan Advisors LLC | 2,425 | $441.9K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,424 | $441.6K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,421 | $441.1K | 0.05% | −626−20.5% | Reduced |
| 55 North Private Wealth, LLC | 2,417 | $440.3K | 0.11% | −812−25.1% | Reduced |
| Breakwater Capital Group | 2,412 | $439.4K | 0.06% | +50+2.1% | Added |
| Capital Performance Advisors LLP | 2,410 | $439.1K | 0.03% | −951−28.3% | Reduced |
| Principal Street Partners, LLC | 2,408 | $438.7K | 0.07% | +41+1.7% | Added |
| CFO4Life Group, LLC | 2,388 | $435.0K | 0.07% | −2−0.1% | Reduced |
| Hanson & Doremus Investment Management | 2,384 | $434.0K | 0.05% | −244−9.3% | Reduced |
| Falcon Wealth Planning | 2,365 | $430.9K | 0.03% | +644+37.4% | Added |
| Cross Staff Investments Inc | 2,363 | $430.5K | 0.28% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,360 | $430.0K | 0.06% | +510+27.6% | Added |
| Marietta Investment Partners LLC | 2,360 | $429.9K | 0.09% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 2,359 | $429.8K | 0.21% | 00.0% | Unchanged |
| Quilter Plc | 2,353 | $428.7K | 0.01% | −77−3.2% | Reduced |
| Pure Financial Advisors, Inc. | 2,353 | $428.6K | 0.01% | +28+1.2% | Added |
| Klingman & Associates, LLC | 2,352 | $428.5K | 0.02% | +33+1.4% | Added |
| Founders Financial Securities LLC | 2,654 | $427.5K | 0.02% | +115+4.5% | Added |
| Phoenix Holdings Ltd. | 2,347 | $427.3K | 0.00% | −971−29.3% | Reduced |