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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 385 | $70.1K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 375 | $68.3K | 0.00% | −9−2.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $67.4K | 0.02% | −260−41.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 370 | $67.4K | 0.00% | +370 | New |
| Evolution Advisers, Inc. | 373 | $67.0K | 0.03% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 363 | $66.1K | 0.05% | 00.0% | Unchanged |
| Copia Wealth Management | 363 | $66.1K | 0.05% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $65.2K | 0.04% | 00.0% | Unchanged |
| Team Financial Group, LLC | 355 | $64.8K | 0.03% | +2+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 350 | $63.8K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 346 | $63.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 342 | $62.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 341 | $62.1K | 0.01% | −64−15.8% | Reduced |
| POM Investment Strategies, LLC | 335 | $61.0K | 0.08% | +283+544.2% | Added |
| Stephenson National Bank & Trust | 331 | $60.3K | 0.02% | −60−15.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 330 | $60.1K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 329 | $60.0K | 0.02% | +1+0.3% | Added |
| GW&K Investment Management, LLC | 328 | $60.0K | 0.00% | +5+1.5% | Added |
| Flagship Wealth Advisors, LLC | 500 | $59.6K | 0.03% | 00.0% | Unchanged |
| EFG International AG | 325 | $59.2K | 0.00% | −3,379−91.2% | Reduced |
| Morse Asset Management, Inc | 325 | $59.2K | 0.01% | −75−18.8% | Reduced |
| Evolution Wealth Management Inc. | 324 | $59.0K | 0.04% | +99+44.0% | Added |
| Wall Street Financial Group, Inc. | 324 | $59.0K | 0.03% | +324 | New |
| Financial Consulate, Inc | 313 | $57.0K | 0.01% | −2−0.6% | Reduced |
| Private Wealth Management Group, LLC | 313 | $57.0K | 0.01% | +150+92.0% | Added |
| Protective Life Corp | 312 | $56.8K | 0.19% | +312 | New |
| Global Wealth Strategies & Associates | 311 | $56.7K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 308 | $56.1K | 0.02% | −224−42.1% | Reduced |
| Fortitude Family Office, LLC | 308 | $56.1K | 0.01% | +94+43.9% | Added |
| Boreal Capital Management LLC | 300 | $54.7K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $54.5K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 286 | $52.2K | 0.00% | +217+314.5% | Added |
| Tacita Capital Inc | 286 | $52.1K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $51.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 284 | $51.7K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 282 | $51.4K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 276 | $50.3K | 0.02% | +276 | New |
| TSFG, LLC | 273 | $50.0K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 272 | $49.6K | 0.02% | +22+8.8% | Added |
| Gill Capital Partners, LLC | 271 | $49.4K | 0.01% | +271 | New |
| Tiaa Trust, National Association | 270 | $49.2K | 0.00% | −16,713−98.4% | Reduced |
| Sfam, LLC | 267 | $48.6K | 0.05% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 263 | $47.9K | 0.02% | +263 | New |
| Country Trust Bank | 260 | $47.4K | 0.00% | −61−19.0% | Reduced |
| Rakuten Securities, Inc. | 258 | $47.0K | 0.02% | +256+12,800.0% | Added |
| CNB Bank | 257 | $46.8K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 256 | $46.7K | 0.03% | +2+0.8% | Added |
| Rogco, LP | 250 | $45.5K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Management | 250 | $45.5K | 0.03% | +250 | New |
| Gen-Wealth Partners Inc | 247 | $45.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 246 | $44.9K | 0.02% | +2+0.8% | Added |
| Stone House Investment Management, LLC | 245 | $44.5K | 0.01% | +38+18.4% | Added |
| Cornerstone National Bank & Trust Co | 250 | $43.9K | 0.02% | 00.0% | Unchanged |
| Dorato Capital Management | 245 | $41.2K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 220 | $40.1K | 0.00% | +220 | New |
| Bank & Trust Co | 217 | $39.5K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 215 | $39.2K | 0.01% | −3−1.4% | Reduced |
| Founders Capital Management | 215 | $39.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 215 | $39.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 214 | $39.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 210 | $38.3K | 0.03% | −3−1.4% | Reduced |
| GoalVest Advisory LLC | 200 | $36.4K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $36.4K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $36.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $36.4K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $36.4K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $36.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $35.9K | 0.06% | +197 | New |
| Cornerstone Planning Group LLC | 193 | $34.7K | 0.00% | +34+21.4% | Added |
| Vision Retirement, LLC | 190 | $34.6K | 0.01% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 190 | $34.6K | 0.02% | +190 | New |
| University of Texas/Texas Am Investment Managment Co | 187 | $34.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 184 | $33.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $33.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 180 | $32.8K | 0.01% | −82−31.3% | Reduced |
| J.Safra Asset Management Corp | 178 | $32.4K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 178 | $32.4K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $31.5K | 0.02% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 172 | $31.4K | 0.03% | +1+0.6% | Added |
| Truvestments Capital LLC | 171 | $31.2K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 170 | $31.0K | 0.03% | 00.0% | Unchanged |
| Wellington Grp LLC | 168 | $30.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 166 | $30.2K | 0.03% | +16+10.7% | Added |
| First United Bank Trust | 165 | $30.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 162 | $29.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 160 | $29.1K | 0.00% | −6−3.6% | Reduced |
| Friedenthal Financial | 157 | $28.6K | 0.01% | −7,432−97.9% | Reduced |
| Kemnay Advisory Services Inc. | 155 | $28.2K | 0.00% | −5−3.1% | Reduced |
| Strategic Investment Solutions, Inc. | 154 | $28.2K | 0.01% | −2−1.3% | Reduced |
| Covestor Ltd | 154 | $28.0K | 0.02% | −58−27.4% | Reduced |
| Burkett Financial Services, LLC | 153 | $28.0K | 0.01% | +1+0.7% | Added |
| Axiom Investment Management LLC | 150 | $27.3K | 0.02% | +150 | New |
| Fairscale Capital, LLC | 149 | $27.1K | 0.02% | +1+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 146 | $26.6K | 0.00% | +75+105.6% | Added |
| Opal Wealth Advisors, LLC | 144 | $26.2K | 0.01% | +144 | New |
| Roble, Belko & Company, Inc | 141 | $26.0K | 0.00% | −20−12.4% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 142 | $25.9K | 0.01% | +142 | New |
| Beacon Financial Strategies CORP | 138 | $25.1K | 0.01% | 00.0% | Unchanged |