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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 1,659 | $302.3K | 0.04% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,659 | $302.2K | 0.04% | −875−34.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,659 | $302.2K | 0.09% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,656 | $301.8K | 0.05% | +103+6.6% | Added |
| Murphy Pohlad Asset Management LLC | 1,650 | $300.6K | 0.11% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,649 | $300.4K | 0.09% | +1,649 | New |
| Catalyst Funds Management Pty Ltd | 1,648 | $300.2K | 0.05% | +1,648 | New |
| Childress Capital Advisors, LLC | 1,640 | $298.8K | 0.05% | −14−0.8% | Reduced |
| Cullen Investment Group, Ltd. | 1,640 | $298.7K | 0.04% | +5+0.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $298.6K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,638 | $298.4K | 0.03% | −946−36.6% | Reduced |
| Threadgill Financial, LLC | 1,635 | $297.8K | 0.09% | 00.0% | Unchanged |
| Embree Financial Group | 1,634 | $297.7K | 0.04% | +11+0.7% | Added |
| Cherry Tree Wealth Management, LLC | 1,629 | $296.8K | 0.06% | 00.0% | Unchanged |
| M1 Capital Management LLC | 1,626 | $296.2K | 0.14% | +1,626 | New |
| Sather Financial Group Inc | 1,625 | $296.0K | 0.02% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 1,625 | $296.0K | 0.10% | −118−6.8% | Reduced |
| Seven Mile Advisory | 1,623 | $295.7K | 0.21% | −529−24.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,620 | $295.2K | 0.16% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,617 | $294.6K | 0.08% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 1,609 | $293.1K | 0.14% | +12+0.8% | Added |
| Oak Harbor Wealth Partners, LLC | 1,602 | $291.9K | 0.07% | −75−4.5% | Reduced |
| Family Management Corp | 1,601 | $291.7K | 0.03% | +1,601 | New |
| Fukoku Mutual Life Insurance Co | 1,599 | $291.3K | 0.02% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,597 | $290.9K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,597 | $290.9K | 0.01% | +1,597 | New |
| Sovereign Financial Group, Inc. | 1,594 | $290.4K | 0.05% | 00.0% | Unchanged |
| 71 West Capital Partners | 1,586 | $288.9K | 0.01% | +1,586 | New |
| Patton Fund Management, Inc. | 1,584 | $288.6K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,580 | $287.8K | 0.01% | +1,580 | New |
| Continuum Advisory, LLC | 1,579 | $287.7K | 0.03% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,576 | $287.1K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,576 | $287.1K | 0.04% | +1,576 | New |
| Independent Wealth Network Inc. | 1,576 | $287.0K | 0.09% | −59−3.6% | Reduced |
| Birmingham Capital Management Co Inc | 1,573 | $287.0K | 0.12% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,571 | $286.2K | 0.13% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,584 | $286.1K | 0.04% | −284−15.2% | Reduced |
| SlateStone Wealth, LLC | 1,570 | $286.0K | 0.02% | −44−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,569 | $285.8K | 0.10% | −14−0.9% | Reduced |
| TRB Wealth Management, LLC | 1,565 | $285.1K | 0.04% | +1,565 | New |
| Centaurus Financial, Inc. | 1,564 | $285.0K | 0.01% | −10−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,560 | $284.3K | 0.01% | −3−0.2% | Reduced |
| Partners Wealth Management, LLC | 1,555 | $283.3K | 0.29% | +1+0.1% | Added |
| Bank of New Hampshire | 1,552 | $282.7K | 0.06% | −10−0.6% | Reduced |
| Investment Partners, Ltd. | 1,551 | $282.5K | 0.10% | −328−17.5% | Reduced |
| Shufro Rose & Co LLC | 1,550 | $282.4K | 0.02% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,547 | $281.8K | 0.04% | +1,547 | New |
| Alta Advisers Ltd | 1,545 | $281.5K | 0.10% | +1,545 | New |
| GTS Securities LLC | 1,540 | $280.6K | 0.01% | −2,992−66.0% | Reduced |
| Facet Wealth, Inc. | 1,536 | $279.8K | 0.00% | +1,536 | New |
| Traveka Wealth, LLC | 1,535 | $279.7K | 0.11% | +1,535 | New |
| Loudon Investment Management, LLC | 1,527 | $278.2K | 0.15% | +1,527 | New |
| Blue Rock Wealth Management LLC | 1,524 | $277.6K | 0.18% | +1,524 | New |
| Teza Capital Management LLC | 1,522 | $277.3K | 1.02% | +1,522 | New |
| Signal Advisors Wealth, LLC | 1,521 | $277.2K | 0.02% | +1,521 | New |
| Vance Wealth, Inc. | 1,520 | $276.9K | 0.08% | +1,520 | New |
| Ewa, LLC | 1,519 | $276.8K | 0.06% | +1,519 | New |
| Fiduciary Planning LLC | 1,516 | $276.2K | 0.08% | +1,516 | New |
| GeoWealth Management, LLC | 1,515 | $276.1K | 0.01% | +29+2.0% | Added |
| SageView Advisory Group, LLC | 1,514 | $275.8K | 0.01% | −204−11.9% | Reduced |
| Athena Wealth Management, LLC | 1,512 | $275.4K | 0.23% | +1,512 | New |
| Cahill Financial Advisors Inc | 1,509 | $274.9K | 0.03% | +1,509 | New |
| Allegiance Financial Group Advisory Services LLC | 1,508 | $274.7K | 0.05% | +1,508 | New |
| Endowment Wealth Management, Inc. | 1,506 | $274.4K | 0.12% | +1,506 | New |
| Resonant Capital Advisors, LLC | 1,501 | $273.5K | 0.01% | +1,501 | New |
| Staley Capital Advisers Inc | 1,500 | $273.3K | 0.01% | +1,500 | New |
| Apriem Advisors | 1,500 | $273.3K | 0.03% | +1,500 | New |
| Edge Wealth Management LLC | 1,500 | $273.3K | 0.05% | +1,500 | New |
| Green Harvest Asset Management LLC | 1,499 | $273.1K | 0.00% | +1,499 | New |
| Fielder Capital Group LLC | 1,491 | $271.7K | 0.06% | +1,491 | New |
| Howard Capital Management Inc. | 1,481 | $269.8K | 0.00% | −1,385−48.3% | Reduced |
| Intellus Advisors LLC | 1,474 | $268.5K | 0.04% | +1,474 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $268.2K | 0.03% | +1,472 | New |
| First Business Financial Services, Inc. | 1,471 | $268.0K | 0.02% | +1,471 | New |
| Cambridge Financial Group, LLC | 1,471 | $268.0K | 0.09% | +1,471 | New |
| Sound Income Strategies, LLC | 1,525 | $267.8K | 0.01% | −113−6.9% | Reduced |
| Whetstone Capital Advisors, LLC | 1,469 | $267.6K | 0.10% | −290−16.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,466 | $267.0K | 0.17% | −209−12.5% | Reduced |
| Cromwell Holdings LLC | 1,464 | $266.7K | 0.15% | 00.0% | Unchanged |
| COFG Advisors, LLC | 1,461 | $266.2K | 0.07% | +1,461 | New |
| Claro Advisors LLC | 1,458 | $265.5K | 0.03% | +1,458 | New |
| Gateway Wealth Partners, LLC | 1,455 | $264.9K | 0.01% | +1,455 | New |
| West Michigan Advisors, LLC | 1,452 | $264.5K | 0.06% | +1,452 | New |
| Synergy Financial Group, LTD | 1,449 | $264.0K | 0.20% | +1,449 | New |
| Richmond Investment Services, LLC | 1,449 | $264.0K | 0.04% | +1,449 | New |
| Farmers Trust Co | 1,442 | $262.7K | 0.04% | +1,442 | New |
| Donaldson Capital Management, LLC | 1,441 | $262.5K | 0.01% | +1,441 | New |
| Purewater Capital LLC | 1,438 | $262.0K | 0.25% | +1,438 | New |
| Verity Asset Management, Inc. | 1,436 | $261.6K | 0.11% | +1,436 | New |
| Kestra Investment Management, LLC | 1,428 | $260.2K | 0.00% | +1,428 | New |
| Jacobsen Capital Management | 1,428 | $260.2K | 0.09% | +1,428 | New |
| Regatta Capital Group, LLC | 1,427 | $260.0K | 0.04% | +1,427 | New |
| JM2 Capital Inc. | 1,426 | $259.8K | 0.22% | +1,426 | New |
| CWS Financial Advisors, LLC | 1,423 | $259.2K | 0.07% | +1,423 | New |
| Coastline Trust Co | 1,422 | $259.1K | 0.03% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 1,419 | $258.5K | 0.05% | +1,419 | New |
| Z3 Capital Partners, LLC | 1,419 | $258.5K | 0.07% | +1,419 | New |
| Chilton Capital Management LLC | 1,414 | $257.6K | 0.01% | −3−0.2% | Reduced |
| NBT Bank N A | 1,413 | $257.4K | 0.02% | +712+101.6% | Added |
| Mountain Pacific Investment Advisers Inc | 1,407 | $256.3K | 0.04% | +1,407 | New |