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 |
|---|---|---|---|---|---|
| Hutchinson Capital Management | 1,407 | $256.3K | 0.05% | +1,407 | New |
| Secure Asset Management, LLC | 1,407 | $256.3K | 0.04% | +1,407 | New |
| Tompkins Financial Corp | 1,406 | $256.1K | 0.02% | +162+13.0% | Added |
| Peoples Bank | 1,405 | $256.0K | 0.26% | +1,405 | New |
| Relyea Zuckerberg Hanson LLC | 1,403 | $255.6K | 0.03% | +1,403 | New |
| Green Ridge Wealth Planning LLC | 1,400 | $255.1K | 0.13% | −540−27.8% | Reduced |
| Paragon Private Wealth Management, LLC | 1,400 | $255.0K | 0.08% | +1,400 | New |
| Liberty Wealth Management LLC | 1,398 | $254.6K | 0.03% | +1,398 | New |
| Cardiff Park Advisors, LLC | 1,388 | $252.8K | 0.02% | +1,388 | New |
| Petersen Hastings Wealth Advisors Inc. | 1,386 | $252.5K | 0.02% | +1,386 | New |
| Addison Advisors LLC | 1,384 | $252.1K | 0.06% | +30+2.2% | Added |
| Chesley Taft & Associates LLC | 1,383 | $252.0K | 0.01% | +1,383 | New |
| JB Capital LLC | 1,380 | $251.3K | 0.01% | +1,380 | New |
| Acropolis Investment Management, LLC | 1,379 | $251.2K | 0.01% | −625−31.2% | Reduced |
| Papp L Roy & Associates | 1,379 | $251.2K | 0.03% | +1,379 | New |
| Parisi Gray Wealth Management | 1,371 | $249.7K | 0.06% | +1,371 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,369 | $249.4K | 0.07% | −878−39.1% | Reduced |
| Azimuth Capital Investment Management LLC | 1,366 | $248.9K | 0.01% | +1,366 | New |
| Mainsail Asset Management, LLC | 1,362 | $248.1K | 0.11% | +1,362 | New |
| Eastern Bank | 1,361 | $247.9K | 0.00% | −3−0.2% | Reduced |
| ISAM Funds (UK) Ltd | 1,358 | $247.4K | 0.12% | −9,007−86.9% | Reduced |
| Headlands Technologies LLC | 1,358 | $247.4K | 0.03% | +1,358 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $247.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,361 | $247.0K | 0.05% | +547+67.2% | Added |
| 10Elms LLP | 1,354 | $246.7K | 0.16% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,354 | $246.7K | 0.00% | +1,354 | New |
| Vicus Capital | 1,352 | $246.3K | 0.02% | +1,352 | New |
| Financial Management Network Inc | 1,518 | $246.2K | 0.04% | +1,518 | New |
| InTrack Investment Management Inc | 1,351 | $246.2K | 0.14% | −452−25.1% | Reduced |
| KLCM Advisors, Inc. | 1,350 | $245.9K | 0.02% | +1,350 | New |
| Hirtle Callaghan & Co LLC | 1,350 | $245.9K | 0.01% | +1,350 | New |
| HighPoint Advisor Group LLC | 1,346 | $245.1K | 0.01% | −5,737−81.0% | Reduced |
| Defiance ETFs, LLC | 1,345 | $245.0K | 0.00% | +1,345 | New |
| Tuttle Tactical Management | 1,344 | $244.8K | 0.40% | +1,344 | New |
| Titleist Asset Management, LLC | 1,340 | $244.1K | 0.02% | +1,340 | New |
| Heartland Bank & Trust Co | 1,338 | $243.8K | 0.06% | +1,338 | New |
| NWF Advisory Services Inc. | 1,330 | $242.2K | 0.03% | +1,330 | New |
| Money Concepts Capital Corp | 1,328 | $242.0K | 0.01% | +1,328 | New |
| Hendley & Co Inc | 1,330 | $242.0K | 0.09% | +1,330 | New |
| Financial Security Advisor, Inc. | 1,326 | $241.6K | 0.04% | +1,326 | New |
| SBI Securities Co., Ltd. | 1,321 | $240.7K | 0.01% | −23−1.7% | Reduced |
| Bullock Wealth Management Group | 1,370 | $240.5K | 0.12% | +9+0.7% | Added |
| Aldebaran Financial Inc. | 1,320 | $240.5K | 0.23% | +1,320 | New |
| Accelerate Investment Advisors LLC | 1,319 | $240.3K | 0.16% | +1,319 | New |
| Zhang Financial LLC | 1,319 | $240.3K | 0.01% | +1,319 | New |
| Grove Bank & Trust | 1,317 | $239.9K | 0.03% | −80−5.7% | Reduced |
| BSW Wealth Partners | 1,312 | $239.0K | 0.03% | +1,312 | New |
| Covenant Asset Management, LLC | 1,310 | $238.7K | 0.05% | +1,310 | New |
| RD Lewis Holdings, Inc. | 1,481 | $238.5K | 0.21% | −2−0.1% | Reduced |
| Sagewood Asset Management LP | 1,309 | $238.5K | 0.07% | +1,309 | New |
| Wendell David Associates Inc | 1,305 | $238.0K | 0.03% | +1,305 | New |
| BCS Wealth Management | 1,305 | $237.7K | 0.05% | −1,305−50.0% | Reduced |
| Cornerstone Advisory, LLC | 1,304 | $237.6K | 0.02% | +1,304 | New |
| General Partner, Inc. | 1,303 | $237.4K | 0.14% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,300 | $236.8K | 0.18% | −980−43.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,300 | $236.8K | 0.00% | +1,300 | New |
| DV Trading LLC | 1,300 | $236.8K | 0.02% | +1,300 | New |
| National Wealth Management Group, LLC | 1,296 | $236.0K | 0.09% | +1,296 | New |
| Optas, LLC | 1,295 | $235.9K | 0.04% | +1,295 | New |
| Wetzel Investment Advisors, Inc. | 1,294 | $235.7K | 0.09% | +1,294 | New |
| Encompass More Asset Management | 1,294 | $235.7K | 0.04% | +1,294 | New |
| Wellington Shields Capital Management, LLC | 1,292 | $235.4K | 0.04% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,291 | $235.3K | 0.05% | +1,291 | New |
| Canvas Wealth Advisors, LLC | 1,291 | $235.2K | 0.04% | +1,291 | New |
| Tradition Wealth Management, LLC | 1,290 | $235.1K | 0.02% | +1,290 | New |
| Prelude Capital Management, LLC | 1,290 | $235.0K | 0.02% | +1,290 | New |
| Resolute Wealth Strategies, LLC | 1,287 | $234.5K | 0.10% | +1,287 | New |
| Lazard Asset Management LLC | 1,286 | $234.3K | 0.00% | +1,286 | New |
| MJP Associates Inc | 1,284 | $234.0K | 0.03% | +1,284 | New |
| Sax Wealth Advisors, LLC | 1,811 | $233.7K | 0.01% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 1,278 | $232.8K | 0.11% | +1,278 | New |
| Paragon Capital Management Ltd | 1,277 | $232.6K | 0.05% | +1,277 | New |
| True Wealth Design, LLC | 1,274 | $232.1K | 0.06% | −95−6.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,273 | $232.0K | 0.03% | +1,273 | New |
| Sig Brokerage, LP | 1,273 | $231.9K | 0.07% | +1,273 | New |
| Griffin Asset Management, Inc. | 1,273 | $231.9K | 0.03% | +1,273 | New |
| Evelyn Partners Investment Management LLP | 1,270 | $231.4K | 0.01% | −141−10.0% | Reduced |
| William Blair Investment Management, LLC | 1,270 | $231.4K | 0.00% | +1,270 | New |
| Meridian Wealth Advisors, LLC | 1,269 | $231.2K | 0.03% | +1,269 | New |
| MOR Wealth Management, LLC | 1,268 | $231.0K | 0.11% | −428−25.2% | Reduced |
| Novem Group | 1,267 | $230.8K | 0.03% | +1,267 | New |
| Cypress Wealth Services, LLC | 1,266 | $230.6K | 0.03% | +1,266 | New |
| Triumph Capital Management | 1,260 | $229.5K | 0.05% | +23+1.9% | Added |
| Hengehold Capital Management LLC | 1,260 | $229.5K | 0.02% | +1,260 | New |
| Lighthouse Financial LLC | 1,257 | $229.0K | 0.14% | +1,257 | New |
| Arista Wealth Management, LLC | 1,252 | $228.1K | 0.03% | −2,501−66.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,250 | $228.0K | 0.15% | +1,250 | New |
| CVA Family Office, LLC | 1,250 | $227.7K | 0.02% | +293+30.6% | Added |
| TownSquare Capital, LLC | 1,249 | $227.5K | 0.05% | +1,249 | New |
| 1248 Management, LLC | 1,246 | $227.0K | 0.11% | −2,800−69.2% | Reduced |
| Mirabella Financial Services LLP | 1,245 | $226.8K | 0.02% | −4,238−77.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,239 | $225.7K | 0.09% | −112−8.3% | Reduced |
| Bluesphere Advisors, LLC | 1,239 | $225.7K | 0.08% | +1,239 | New |
| Empirical Asset Management, LLC | 1,237 | $225.4K | 0.06% | +1,237 | New |
| Advyzon Investment Management, LLC | 1,235 | $225.0K | 0.02% | +1,235 | New |
| Cherry Creek Investment Advisors, Inc. | 1,235 | $225.0K | 0.10% | +1,235 | New |
| Capital Investment Counsel, Inc | 1,234 | $224.8K | 0.03% | +1,234 | New |
| Tempus Wealth Planning, LLC | 1,232 | $224.4K | 0.05% | +1,232 | New |
| Hardy Reed LLC | 1,231 | $224.3K | 0.02% | +1,231 | New |
| Schrum Private Wealth Management LLC | 1,228 | $223.7K | 0.17% | +1,228 | New |