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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.

Institutional holdersQ1 2026: 2,131 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 institutions
Value heldQ1 2026: $57.0B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2025.

Institutions holding PSX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC138$25.1K0.01%+99+253.8%Added
PlanVest Financial, Inc137$25.0K0.02%+137New
Aster Capital Management (DIFC) Ltd195$24.1K0.01%−2,907−93.7%Reduced
Ares Financial Consulting, LLC137$24.1K0.02%+110+407.4%Added
Heritage Wealth Advisors131$23.9K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.130$23.7K0.04%00.0%Unchanged
Elequin Capital LP129$23.5K0.00%+129New
First Pacific Financial128$23.4K0.00%+1+0.8%Added
S&T Bank127$23.1K0.01%+49+62.8%Added
Sachetta, LLC124$22.6K0.01%+27+27.8%Added
Bogart Wealth, LLC123$22.4K0.00%+1+0.8%Added
3 Factor Indexing, LLC123$22.4K0.02%+123New
Olistico Wealth, LLC119$21.7K0.01%00.0%Unchanged
Richardson Capital Management LLC115$21.0K0.01%00.0%Unchanged
Midwest Capital Advisors, LLC114$20.8K0.01%00.0%Unchanged
LGT Financial Advisors LLC112$20.3K0.10%+1+0.9%Added
First Community Trust NA111$20.2K0.01%00.0%Unchanged
Joseph Group Capital Management111$20.2K0.01%+46+70.8%Added
Roxbury Financial LLC109$19.9K0.02%00.0%Unchanged
High Note Wealth, LLC104$18.9K0.00%−17−14.0%Reduced
BNP Paribas100$18.3K0.00%−11,551−99.1%Reduced
Costello Asset Management, INC100$18.2K0.01%00.0%Unchanged
Creative Capital Management Investments LLC100$18.2K0.01%00.0%Unchanged
Wilkerson Advisory Group LLC100$18.2K0.01%+44+78.6%Added
Barrett & Company, Inc.100$18.2K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.99$18.0K0.01%00.0%Unchanged
Albion Financial Group98$17.9K0.00%−13−11.7%Reduced
Raffa Wealth Management, LLC98$17.9K0.00%+4+4.3%Added
Western Pacific Wealth Management, LP95$17.3K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC94$17.1K0.00%+52+123.8%Added
West Branch Capital LLC92$16.7K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.90$16.3K0.00%+1+1.1%Added
Financial Perspectives, Inc88$16.0K0.00%00.0%Unchanged
IAG Wealth Partners, LLC85$15.5K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC84$15.3K0.01%+6+7.7%Added
Abound Wealth Management83$15.2K0.00%+4+5.1%Added
MPWM Advisory Solutions, LLC83$15.2K0.01%00.0%Unchanged
WPG Advisers, LLC82$14.9K0.01%−2−2.4%Reduced
Arlington Trust Co LLC82$14.9K0.00%+33+67.3%Added
Westend Capital Management, LLC81$14.8K0.00%−5−5.8%Reduced
Crewe Advisors LLC78$14.2K0.00%+16+25.8%Added
Evergreen Advisors, LLC78$14.2K0.00%+78New
Strengthening Families & Communities, LLC76$13.8K0.00%+76New
YANKCOM Partnership74$13.5K0.01%00.0%Unchanged
Hickory Point Bank & Trust74$13.5K0.01%+74New
Highline Wealth Partners LLC70$12.8K0.00%+4+6.1%Added
First Financial Corp69$12.6K0.00%00.0%Unchanged
Bare Financial Services, Inc69$12.6K0.00%+12+21.1%Added
Bradley & Co. Private Wealth Management, LLC67$12.2K0.01%00.0%Unchanged
Clear Street Markets LLC66$12.0K0.01%−932−93.4%Reduced
Lavaca Capital LLC66$12.0K0.00%00.0%Unchanged
Prosperity Bancshares Inc66$12.0K0.01%+17+34.7%Added
Virginia Estate & Retirement Planning Advisors Inc.65$11.8K0.05%+65New
Bay Harbor Wealth Management, LLC65$11.8K0.00%+24+58.5%Added
Leo H. Evart, Inc.64$11.6K0.01%+64New
Legacy Wealth Managment, LLC63$11.5K0.01%+63New
Valued Wealth Advisors LLC61$11.2K0.00%+37+154.2%Added
Pacifica Partners Inc.60$10.9K0.00%−3,132−98.1%Reduced
Atlantic Edge Private Wealth Management, LLC60$10.9K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC57$10.4K0.02%−13−18.6%Reduced
Center for Financial Planning, Inc.57$10.4K0.00%00.0%Unchanged
Accent Capital Management, LLC57$10.4K0.01%00.0%Unchanged
Old Second National Bank of Aurora55$10.0K0.00%00.0%Unchanged
Entrust Financial LLC55$9.97K0.01%00.0%Unchanged
TopTier Wealth Management, LLC54$9.84K0.01%+54New
Anfield Capital Management, LLC53$9.66K0.00%00.0%Unchanged
PayPay Securities Corp59$9.64K0.33%+48+436.4%Added
Noble Wealth Management PBC51$9.29K0.00%00.0%Unchanged
Align Financial, LLC50$9.11K0.01%−13,370−99.6%Reduced
Meramec Financial Planners, LLC58$9.03K0.00%00.0%Unchanged
RMG Wealth Management LLC51$8.94K0.00%00.0%Unchanged
Kerr Financial Planning Corp52$8.50K0.01%−296−85.1%Reduced
Marquette Asset Management, LLC46$8.38K0.00%−7−13.2%Reduced
Financial Network Wealth Advisors LLC42$7.65K0.01%00.0%Unchanged
Elevated Capital Advisors, LLC40$7.32K0.00%+14+53.8%Added
United Financial Planning Group LLC39$7.11K0.00%+39New
Osbon Capital Management LLC38$7.00K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.37$6.74K0.00%00.0%Unchanged
ZRC Wealth Management, LLC36$6.56K0.00%+11+44.0%Added
Prudent Man Investment Management, Inc.50$6.45K0.00%00.0%Unchanged
Westfuller Advisors, LLC35$6.39K0.00%00.0%Unchanged
Fiduciary Advisors, Inc.35$6.38K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC34$6.20K0.00%00.0%Unchanged
Horrell Capital Management, Inc.34$6.19K0.00%00.0%Unchanged
HighMark Wealth Management LLC34$6.19K0.00%+34New
Tidemark, LLC33$6.01K0.00%+2+6.5%Added
Sunrise Financial Services, LLC33$6.01K0.00%+17+106.3%Added
Penserra Capital Management LLC33$6.00K0.00%00.0%Unchanged
Monetary Solutions, Ltd31$5.65K0.01%00.0%Unchanged
Thompson Investment Management, Inc.30$5.46K0.00%00.0%Unchanged
Kilter Group LLC29$5.28K0.00%+19+190.0%Added
CGC Financial Services, LLC28$5.10K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.27$4.92K0.00%+27New
Bullseye Investment Management, LLC25$4.55K0.00%00.0%Unchanged
Spurstone Advisory Services, LLC25$4.55K0.08%00.0%Unchanged
WealthCollab, LLC24$4.37K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC23$4.19K0.00%+23New
Torren Management, LLC22$4.07K0.00%−582−96.4%Reduced
Dunhill Financial, LLC20$3.78K0.00%−1−4.8%Reduced
BFSG, LLC20$3.64K0.00%−15−42.9%Reduced