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 |
|---|---|---|---|---|---|
| Flatrock Wealth Partners LLC | 1,980 | $360.8K | 0.16% | −71−3.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,980 | $360.7K | 0.06% | −5−0.3% | Reduced |
| Monetary Management Group Inc | 1,980 | $360.7K | 0.09% | −300−13.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $360.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,966 | $358.1K | 0.02% | +102+5.5% | Added |
| Benchmark Financial, LLC | 1,961 | $357.3K | 0.32% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,957 | $357.0K | 0.05% | −3,630−65.0% | Reduced |
| CoreCap Advisors, LLC | 1,957 | $356.6K | 0.01% | +1,003+105.1% | Added |
| BKM Wealth Management, LLC | 1,957 | $356.5K | 0.13% | −38−1.9% | Reduced |
| Intrinsic Value Partners, LLC | 1,957 | $356.5K | 0.27% | −20−1.0% | Reduced |
| Townsend Asset Management Corp | 1,953 | $355.8K | 0.13% | +3+0.2% | Added |
| Saxon Interests, Inc. | 1,953 | $355.8K | 0.12% | −638−24.6% | Reduced |
| Meixler Investment Management, Ltd. | 2,007 | $353.7K | 0.19% | +23+1.2% | Added |
| Ameritas Advisory Services, LLC | 1,932 | $352.0K | 0.01% | +1+0.1% | Added |
| Trillium Asset Management, LLC | 1,930 | $352.0K | 0.01% | 00.0% | Unchanged |
| Providence First Trust Co | 1,930 | $351.6K | 0.12% | +1,930 | New |
| McGowan Group Asset Management, Inc. | 1,926 | $350.9K | 0.04% | +15+0.8% | Added |
| Abacus Planning Group, Inc. | 1,921 | $350.0K | 0.05% | −68−3.4% | Reduced |
| Wolfstich Capital, LLC | 1,891 | $349.5K | 0.31% | +1,891 | New |
| Ostrum Asset Management | 1,918 | $349.4K | 0.02% | −3,096−61.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,913 | $348.5K | 0.10% | +13+0.7% | Added |
| Prosperity Consulting Group, LLC | 1,911 | $348.1K | 0.02% | +112+6.2% | Added |
| WBH Advisory Inc | 1,973 | $346.5K | 0.03% | +200+11.3% | Added |
| apricus wealth, LLC | 1,900 | $346.1K | 0.17% | −100−5.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,900 | $346.1K | 0.11% | −45−2.3% | Reduced |
| SJS Investment Consulting Inc. | 1,899 | $346.0K | 0.04% | −14−0.7% | Reduced |
| Signet Private Wealth LLC | 1,894 | $345.0K | 0.33% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,889 | $344.1K | 0.03% | +301+19.0% | Added |
| Summit Wealth Group LLC | 1,883 | $343.0K | 0.04% | +1,883 | New |
| Columbia Asset Management | 1,878 | $342.1K | 0.07% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,877 | $342.0K | 0.05% | −23−1.2% | Reduced |
| Hexagon Capital Partners LLC | 1,876 | $341.8K | 0.05% | +1,876 | New |
| Powers Advisory Group, LLC | 1,874 | $341.4K | 0.12% | +1+0.1% | Added |
| Merrithew & Thorsten Inc | 1,876 | $341.0K | 0.32% | +15+0.8% | Added |
| Trust Co of Virginia | 1,871 | $340.9K | 0.03% | +39+2.1% | Added |
| Moss Adams Wealth Advisors LLC | 1,870 | $340.8K | 0.02% | +191+11.4% | Added |
| Gallagher Capital Advisors, LLC | 1,868 | $340.3K | 0.24% | −33,989−94.8% | Reduced |
| Tranquility Partners, LLC | 1,866 | $339.9K | 0.13% | 00.0% | Unchanged |
| Argentarii, LLC | 1,865 | $339.8K | 0.12% | +14+0.8% | Added |
| Rehmann Capital Advisory Group | 1,861 | $339.2K | 0.02% | −673−26.6% | Reduced |
| Weik Capital Management | 1,860 | $338.9K | 0.13% | −25−1.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,857 | $338.3K | 0.33% | −225−10.8% | Reduced |
| Washington Trust Co | 1,855 | $337.9K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,853 | $337.5K | 0.02% | −141−7.1% | Reduced |
| Armis Advisers, LLC | 1,963 | $337.3K | 0.03% | +29+1.5% | Added |
| Wellington Shields & Co., LLC | 1,832 | $333.8K | 0.09% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 1,829 | $333.3K | 0.25% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,828 | $333.0K | 0.06% | −350−16.1% | Reduced |
| Quent Capital, LLC | 1,827 | $332.9K | 0.02% | −240−11.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,824 | $332.3K | 0.04% | −132−6.7% | Reduced |
| Trueblood Wealth Management, LLC | 1,823 | $332.2K | 0.13% | +6+0.3% | Added |
| Integrity Alliance, LLC. | 1,821 | $331.9K | 0.01% | +25+1.4% | Added |
| Traynor Capital Management, Inc. | 1,792 | $331.1K | 0.02% | +59+3.4% | Added |
| Wolff Financial Management LLC | 1,815 | $330.7K | 0.07% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,815 | $330.7K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,807 | $329.2K | 0.08% | +299+19.8% | Added |
| Jmac Enterprises LLC | 1,805 | $328.8K | 0.06% | +1,805 | New |
| Pursuit Wealth Strategies, LLC | 1,803 | $328.5K | 0.46% | −261−12.6% | Reduced |
| X-Square Capital, LLC | 1,801 | $328.0K | 0.11% | −108−5.7% | Reduced |
| Cambient Family Office, LLC | 1,796 | $327.2K | 0.05% | +214+13.5% | Added |
| Silver Coast Investments LLC | 1,795 | $327.0K | 0.10% | −199−10.0% | Reduced |
| Viawealth, LLC | 1,793 | $326.7K | 0.18% | +1+0.1% | Added |
| Radnor Capital Management, LLC | 1,792 | $326.5K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,792 | $326.5K | 0.02% | +1,792 | New |
| Pinnacle Family Advisors, LLC | 1,791 | $326.2K | 0.15% | −131−6.8% | Reduced |
| Naples Global Advisors, LLC | 1,790 | $326.1K | 0.02% | −334−15.7% | Reduced |
| True North Advisors, LLC | 1,785 | $325.3K | 0.04% | −606−25.3% | Reduced |
| Silver Oak Securities, Inc | 1,783 | $324.8K | 0.02% | −88−4.7% | Reduced |
| Net Worth Advisory Group | 1,774 | $323.1K | 0.07% | +1,774 | New |
| Signature Wealth Management Partners, LLC | 1,765 | $321.5K | 0.16% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,763 | $321.2K | 0.05% | −191−9.8% | Reduced |
| Spire Wealth Management | 1,755 | $319.8K | 0.01% | +207+13.4% | Added |
| Next Capital Management LLC | 1,738 | $316.6K | 0.10% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,731 | $315.4K | 0.03% | +4+0.2% | Added |
| Steel Peak Wealth Management LLC | 1,729 | $315.0K | 0.01% | +1,729 | New |
| Northwest Quadrant Wealth Management, LLC | 1,728 | $314.7K | 0.07% | +12+0.7% | Added |
| Perennial Investment Advisors, LLC | 1,723 | $313.9K | 0.03% | +24+1.4% | Added |
| Summitry LLC | 1,720 | $313.3K | 0.01% | +1,720 | New |
| Keating Financial Advisory Services, Inc. | 1,719 | $313.2K | 0.05% | −12−0.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,716 | $312.6K | 0.04% | +4+0.2% | Added |
| Financial Advisors Network, Inc. | 1,714 | $312.2K | 0.04% | −268−13.5% | Reduced |
| Ami Investment Management Inc | 1,711 | $311.7K | 0.07% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,710 | $311.5K | 0.07% | −8−0.5% | Reduced |
| Sentry LLC | 1,710 | $311.5K | 0.10% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,706 | $310.8K | 0.07% | +50+3.0% | Added |
| Capital City Trust Co | 1,705 | $310.6K | 0.07% | +5+0.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,700 | $309.7K | 0.01% | +1,700 | New |
| Crestmont Private Wealth LLC | 1,697 | $309.1K | 0.10% | −1−0.1% | Reduced |
| BLB&B Advisors, LLC | 1,691 | $308.1K | 0.01% | −184−9.8% | Reduced |
| SCS Capital Management LLC | 1,690 | $307.9K | 0.00% | −6,289−78.8% | Reduced |
| Strait & Sound Wealth Management LLC | 1,680 | $306.1K | 0.12% | −25−1.5% | Reduced |
| Stoneridge Investment Partners LLC | 1,679 | $306.0K | 0.22% | −6−0.4% | Reduced |
| IVC Wealth Advisors LLC | 1,676 | $305.4K | 0.13% | −7−0.4% | Reduced |
| Great Diamond Partners, LLC | 1,673 | $304.8K | 0.06% | −91−5.2% | Reduced |
| Asset Advisors Investment Management, LLC | 1,673 | $304.8K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,670 | $304.2K | 0.15% | −1,024−38.0% | Reduced |
| Catalina Capital Group, LLC | 1,669 | $304.1K | 0.19% | −1−0.1% | Reduced |
| Delta Investment Management, LLC | 1,667 | $303.7K | 0.05% | +1,667 | New |
| Trust Co | 1,661 | $302.6K | 0.03% | +15+0.9% | Added |
| TCI Wealth Advisors, Inc. | 1,661 | $302.6K | 0.02% | +2+0.1% | Added |