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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Jacobs & Co | 2,346 | $427.0K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,342 | $426.7K | 0.01% | +197+9.2% | Added |
| HBW Advisory Services LLC | 2,338 | $425.9K | 0.04% | +152+7.0% | Added |
| Greenfield Savings Bank | 2,333 | $425.0K | 0.18% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,332 | $425.0K | 0.16% | +24+1.0% | Added |
| Walker Asset Management, LLC | 2,323 | $423.1K | 0.23% | −125−5.1% | Reduced |
| Vestor Capital, LLC | 2,322 | $423.0K | 0.03% | +2,121+1,055.2% | Added |
| Marble Wealth, LLC | 2,319 | $422.5K | 0.07% | −9,977−81.1% | Reduced |
| Blackhawk Capital Partners LLC. | 2,315 | $421.7K | 0.15% | +28+1.2% | Added |
| Plancorp, LLC | 2,646 | $421.4K | 0.01% | +15+0.6% | Added |
| Disciplined Investors, L.L.C. | 2,312 | $421.2K | 0.25% | +63+2.8% | Added |
| PFG Private Wealth Management, LLC | 2,307 | $420.3K | 0.18% | +102+4.6% | Added |
| Gables Capital Management Inc. | 2,302 | $419.4K | 0.18% | −250−9.8% | Reduced |
| Philadelphia Investment Partners, LLC | 2,299 | $418.8K | 0.28% | +2,299 | New |
| Callahan Advisors, LLC | 2,296 | $418.3K | 0.03% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 2,290 | $417.2K | 0.17% | −441−16.1% | Reduced |
| Allegheny Financial Group LTD | 2,289 | $417.2K | 0.06% | +14+0.6% | Added |
| Duncan Williams Asset Management, LLC | 2,287 | $416.6K | 0.12% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,286 | $416.5K | 0.04% | +236+11.5% | Added |
| Chelsea Counsel Co | 2,285 | $416.3K | 0.19% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2,280 | $415.4K | 0.19% | +2,277+75,900.0% | Added |
| Cadent Capital Advisors, LLC | 2,277 | $414.8K | 0.11% | +10+0.4% | Added |
| Flywheel Private Wealth LLC | 2,273 | $414.1K | 0.24% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,259 | $411.5K | 0.04% | +56+2.5% | Added |
| Live Oak Private Wealth LLC | 2,254 | $410.6K | 0.06% | +263+13.2% | Added |
| Adkins Seale Capital Management LLC | 2,246 | $409.2K | 0.40% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,246 | $409.2K | 0.08% | +4+0.2% | Added |
| Roman Butler Fullerton & Co | 2,434 | $408.9K | 0.11% | −29−1.2% | Reduced |
| Denver Wealth Management, Inc. | 2,244 | $408.7K | 0.14% | −28−1.2% | Reduced |
| McAdam, LLC | 2,240 | $408.1K | 0.02% | +172+8.3% | Added |
| Port Capital LLC | 2,233 | $406.8K | 0.02% | −233−9.4% | Reduced |
| MV Capital Management, Inc. | 2,225 | $405.4K | 0.04% | +5+0.2% | Added |
| Laurel Wealth Advisors LLC | 2,360 | $404.9K | 0.04% | −15−0.6% | Reduced |
| Lawood & Co | 2,222 | $404.8K | 0.38% | −75−3.3% | Reduced |
| Riversedge Advisors, LLC | 2,215 | $403.5K | 0.07% | −60−2.6% | Reduced |
| Berger Financial Group, Inc | 2,209 | $402.3K | 0.02% | −79−3.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,198 | $400.5K | 0.06% | +17+0.8% | Added |
| Beaumont Financial Advisors, LLC | 2,195 | $399.9K | 0.03% | +28+1.3% | Added |
| VeraBank, N.A. | 2,191 | $399.2K | 0.07% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,183 | $397.7K | 0.16% | +2,183 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,182 | $397.5K | 0.02% | −110−4.8% | Reduced |
| First Financial Bank - Trust Division | 2,177 | $396.6K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 2,176 | $396.4K | 0.04% | +2,176 | New |
| L2 Asset Management, LLC | 2,174 | $396.1K | 0.04% | +147+7.3% | Added |
| Vanguard Capital Wealth Advisors | 2,174 | $396.0K | 0.37% | −4,724−68.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,163 | $394.0K | 0.04% | +5+0.2% | Added |
| Consolidated Planning Corp | 2,160 | $393.5K | 0.06% | −26−1.2% | Reduced |
| Fortis Capital Advisors, LLC | 2,158 | $393.1K | 0.05% | +2,158 | New |
| Tributary Capital Management, LLC | 2,155 | $392.6K | 0.04% | −50−2.3% | Reduced |
| Brookwood Investment Group LLC | 2,148 | $391.3K | 0.05% | +500+30.3% | Added |
| Newman Dignan & Sheerar, Inc. | 2,146 | $391.0K | 0.08% | −263−10.9% | Reduced |
| LVW Advisors, LLC | 2,143 | $390.4K | 0.04% | +2,143 | New |
| Goelzer Investment Management, Inc. | 2,139 | $389.7K | 0.02% | −131−5.8% | Reduced |
| PFG Advisors | 2,136 | $389.1K | 0.02% | +301+16.4% | Added |
| CrossGen Wealth, LLC | 2,131 | $388.3K | 0.34% | +6+0.3% | Added |
| Portside Wealth Group, LLC | 2,126 | $387.3K | 0.05% | +90+4.4% | Added |
| Capital Analysts, LLC | 2,124 | $387.0K | 0.01% | +10.0% | Added |
| Burke & Herbert Bank & Trust Co | 2,123 | $386.8K | 0.11% | −150−6.6% | Reduced |
| Leisure Capital Management | 2,121 | $386.3K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,117 | $386.0K | 0.11% | −197−8.5% | Reduced |
| Avail Investment Partners, LLC | 2,120 | $386.0K | 0.41% | +2,120 | New |
| Investors Asset Management of Georgia Inc | 2,113 | $384.9K | 0.16% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,112 | $384.8K | 0.02% | −171−7.5% | Reduced |
| Wick Capital Partners, LLC | 2,111 | $384.6K | 0.07% | −128−5.7% | Reduced |
| Paradigm Financial Partners, LLC | 2,105 | $383.5K | 0.07% | +6+0.3% | Added |
| Register Financial Advisors LLC | 2,102 | $382.9K | 0.14% | +2,102 | New |
| Cooper Financial Group | 2,098 | $382.1K | 0.04% | +340+19.3% | Added |
| Pflug Koory, LLC | 2,094 | $381.6K | 0.17% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,094 | $381.5K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,093 | $381.3K | 0.01% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,085 | $379.8K | 0.19% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 2,110 | $378.9K | 0.31% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,069 | $376.9K | 0.13% | −123−5.6% | Reduced |
| Plan Group Financial, LLC | 2,064 | $376.0K | 0.09% | +2,064 | New |
| Waters Parkerson & Co., LLC | 2,061 | $375.5K | 0.02% | 00.0% | Unchanged |
| Optima Capital LLC | 2,061 | $375.4K | 0.17% | +117+6.0% | Added |
| Founders Financial Alliance, LLC | 2,051 | $373.5K | 0.07% | +2,051 | New |
| Transamerica Financial Advisors, Inc. | 2,047 | $373.0K | 0.03% | −210−9.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,044 | $372.4K | 0.14% | −109−5.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,044 | $372.4K | 0.11% | −350−14.6% | Reduced |
| Old Port Advisors | 2,041 | $371.8K | 0.09% | +82+4.2% | Added |
| Keating Investment Counselors Inc | 2,037 | $371.1K | 0.09% | +200+10.9% | Added |
| Nemes Rush Group LLC | 2,037 | $371.0K | 0.04% | +9+0.4% | Added |
| Defender Capital, LLC. | 2,036 | $370.9K | 0.13% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $370.7K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,034 | $370.6K | 0.05% | +4+0.2% | Added |
| Sandy Cove Advisors, LLC | 2,033 | $370.4K | 0.11% | +102+5.3% | Added |
| Gilliland Jeter Wealth Management LLC | 2,030 | $369.8K | 0.11% | −290−12.5% | Reduced |
| Two Sigma Securities, LLC | 2,024 | $368.7K | 0.04% | −993−32.9% | Reduced |
| Chicago Capital, LLC | 2,017 | $367.5K | 0.01% | −25−1.2% | Reduced |
| Tritonpoint Wealth, LLC | 2,015 | $367.2K | 0.04% | −773−27.7% | Reduced |
| Davidson Trust Co | 2,011 | $366.4K | 0.16% | +125+6.6% | Added |
| Chiron Capital Management, LLC | 2,005 | $365.3K | 0.37% | +2,005 | New |
| Oakland Financial Corp | 2,000 | $364.4K | 5.75% | −2,000−50.0% | Reduced |
| Highlander Partners, L.P. | 2,000 | $364.4K | 0.14% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,995 | $363.4K | 0.03% | +21+1.1% | Added |
| Basecamp Wealth Advisors LLC | 1,991 | $362.7K | 0.08% | +133+7.2% | Added |
| Central Bank & Trust Co | 1,990 | $362.5K | 0.06% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $362.5K | 0.07% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,984 | $361.4K | 0.00% | −306−13.4% | Reduced |