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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 1,000 | $182.2K | 0.08% | 00.0% | Unchanged |
| Bravera Wealth | 1,000 | $182.2K | 0.08% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 993 | $180.9K | 0.01% | −247−19.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 992 | $180.8K | 0.00% | −21−2.1% | Reduced |
| United Community Bank | 988 | $180.0K | 0.06% | −111−10.1% | Reduced |
| Bayforest Capital Ltd | 988 | $180.0K | 0.20% | +988 | New |
| NBC Securities, Inc. | 956 | $174.3K | 0.01% | −2−0.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 950 | $173.1K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 945 | $172.2K | 0.01% | −189−16.7% | Reduced |
| Birchbrook, Inc. | 936 | $170.5K | 0.08% | 00.0% | Unchanged |
| Motco | 926 | $168.7K | 0.02% | −12−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 888 | $161.8K | 0.04% | +318+55.8% | Added |
| Archer Investment Corp | 879 | $160.1K | 0.03% | −149−14.5% | Reduced |
| Burk Holdings LLC | 872 | $158.9K | 0.07% | +872 | New |
| Glass Jacobson Investment Advisors llc | 872 | $158.8K | 0.05% | +7+0.8% | Added |
| American National Bank | 868 | $158.1K | 0.02% | −11−1.3% | Reduced |
| Asset Dedication, LLC | 851 | $155.1K | 0.01% | −398−31.9% | Reduced |
| Napier Financial, LLC | 850 | $154.9K | 0.04% | +850 | New |
| TrustBank | 846 | $154.1K | 0.06% | +846 | New |
| VSM Wealth Advisory, LLC | 832 | $151.6K | 0.05% | −470−36.1% | Reduced |
| Wealth Preservation Advisors, LLC | 801 | $145.9K | 0.12% | +278+53.2% | Added |
| Plato Investment Management Ltd | 789 | $143.8K | 0.01% | +365+86.1% | Added |
| PFS Partners, LLC | 789 | $143.7K | 0.07% | +4+0.5% | Added |
| Ballast Advisors LLC | 786 | $143.2K | 0.04% | +786 | New |
| Brown, Lisle/Cummings, Inc. | 773 | $140.8K | 0.04% | +48+6.6% | Added |
| Rialto Wealth Management, LLC | 772 | $140.7K | 0.03% | +12+1.6% | Added |
| Financial Management Professionals, Inc. | 765 | $139.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $136.5K | 0.04% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 741 | $135.0K | 0.06% | +34+4.8% | Added |
| Beaird Harris Wealth Management, LLC | 739 | $134.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 735 | $133.9K | 0.01% | −801−52.1% | Reduced |
| Gleason Group, Inc. | 732 | $133.3K | 0.01% | −50−6.4% | Reduced |
| SHP Wealth Management | 728 | $132.7K | 0.01% | +43+6.3% | Added |
| Glen Eagle Advisors, LLC | 728 | $132.6K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 725 | $132.1K | 0.09% | +5+0.7% | Added |
| Park Place Capital Corp | 722 | $131.6K | 0.03% | +195+37.0% | Added |
| Miller Wealth Advisors, LLC | 715 | $130.3K | 0.05% | +4+0.6% | Added |
| Tower Trust & Investment Co | 714 | $130.1K | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 714 | $130.1K | 0.09% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 710 | $129.3K | 0.06% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 709 | $129.2K | 0.07% | +144+25.5% | Added |
| Golden State Wealth Management, LLC | 707 | $128.9K | 0.01% | −332−32.0% | Reduced |
| Riverview Trust Co | 703 | $128.1K | 0.16% | −58−7.6% | Reduced |
| Kentucky Trust Co | 700 | $127.5K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 683 | $124.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 679 | $123.7K | 0.02% | −662−49.4% | Reduced |
| Atlantic Trust, LLC | 660 | $120.2K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 659 | $120.1K | 0.06% | +30+4.8% | Added |
| Legend Capital Advisors LLC | 644 | $117.3K | 0.07% | +644 | New |
| Broadwater Capital Management LLC | 900 | $116.1K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 634 | $115.5K | 0.02% | +117+22.6% | Added |
| Prestige Wealth Management Group LLC | 633 | $115.3K | 0.02% | +275+76.8% | Added |
| DecisionPoint Financial, LLC | 627 | $114.2K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $113.9K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 625 | $113.9K | 0.04% | +625 | New |
| Main Street Group, LTD | 616 | $112.2K | 0.03% | +616 | New |
| Basso Capital Management, L.P. | 612 | $111.5K | 0.07% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 605 | $110.2K | 0.06% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 588 | $107.0K | 0.04% | +82+16.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 580 | $105.7K | 0.03% | +580 | New |
| NorthAvenue LLC | 575 | $104.8K | 0.08% | −3−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 563 | $102.6K | 0.01% | −23−3.9% | Reduced |
| City State Bank | 561 | $102.2K | 0.03% | −368−39.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 557 | $101.5K | 0.08% | −46−7.6% | Reduced |
| McMillan Office, Inc. | 552 | $100.6K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 550 | $99.1K | 0.05% | −410−42.7% | Reduced |
| Community Financial Services Group, LLC | 563 | $98.9K | 0.02% | +563 | New |
| Global Trust Asset Management, LLC | 541 | $98.6K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $97.5K | 0.03% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 533 | $97.2K | 0.08% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 533 | $97.1K | 0.06% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 531 | $96.7K | 0.02% | +531 | New |
| Steigerwald, Gordon & Koch Inc. | 531 | $96.7K | 0.01% | −165−23.7% | Reduced |
| First Horizon Corp | 530 | $96.6K | 0.00% | −56−9.6% | Reduced |
| Bayban | 526 | $95.8K | 0.08% | +79+17.7% | Added |
| Aventura Private Wealth, LLC | 522 | $95.1K | 0.03% | +2+0.4% | Added |
| Ogorek Anthony Joseph | 516 | $94.0K | 0.03% | −32−5.8% | Reduced |
| Webster Bank, N. A. | 501 | $91.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $91.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $91.1K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $91.1K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $91.1K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 490 | $89.3K | 0.00% | +91+22.8% | Added |
| Portus Wealth Advisors, LLC | 485 | $88.4K | 0.08% | +485 | New |
| Millstone Evans Group, LLC | 481 | $87.6K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 478 | $87.1K | 0.01% | −202−29.7% | Reduced |
| 1 North Wealth Services LLC | 474 | $86.4K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 467 | $85.1K | 0.01% | −1,216−72.3% | Reduced |
| Johnson Financial Group, Inc. | 465 | $84.7K | 0.00% | −214−31.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 536 | $84.4K | 0.01% | −5,076−90.4% | Reduced |
| Salomon & Ludwin, LLC | 470 | $82.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $82.0K | 0.06% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 449 | $81.7K | 0.01% | −6−1.3% | Reduced |
| Medallion Wealth Advisors, LLC | 446 | $81.3K | 0.03% | −22−4.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 441 | $80.3K | 0.01% | −349−44.2% | Reduced |
| Financially Speaking Inc | 435 | $79.3K | 0.39% | +3+0.7% | Added |
| Activest Wealth Management | 407 | $74.1K | 0.01% | +7+1.8% | Added |
| Sofos Investments, Inc. | 397 | $72.3K | 0.01% | −16−3.9% | Reduced |
| Whipplewood Advisors, LLC | 396 | $72.1K | 0.04% | +96+32.0% | Added |
| Innovative Asset Advisors Group, LLC | 390 | $71.0K | 0.04% | +390 | New |