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
- 2,132
- +259 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
- 353
- 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 |
|---|---|---|---|---|---|
| Hosking Partners LLP | 51,582 | $9.40M | 0.34% | +51,582 | New |
| Public Employees Retirement Association of Colorado | 51,288 | $9.34M | 0.04% | −52−0.1% | Reduced |
| Schroder Investment Management Group | 50,767 | $9.25M | 0.01% | +12,519+32.7% | Added |
| Rothschild Investment LLC | 50,161 | $9.14M | 0.48% | +8,785+21.2% | Added |
| RBF Capital, LLC | 50,000 | $9.11M | 0.45% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 49,311 | $8.99M | 0.02% | −2,085−4.1% | Reduced |
| Stablepoint Partners, LLC | 48,615 | $8.86M | 1.32% | +226+0.5% | Added |
| Spirit of America Management Corp | 48,486 | $8.83M | 1.74% | −550−1.1% | Reduced |
| Kornitzer Capital Management Inc | 48,264 | $8.79M | 0.19% | −498−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 48,204 | $8.78M | 0.07% | +240.0% | Added |
| Leavell Investment Management, Inc. | 47,262 | $8.61M | 0.35% | +810+1.7% | Added |
| Mirador Capital Partners LP | 47,045 | $8.57M | 1.21% | −3,504−6.9% | Reduced |
| Providence Capital Advisors, LLC | 46,500 | $8.47M | 1.38% | +46,500 | New |
| Royal Fund Management, LLC | 46,312 | $8.44M | 0.81% | −7,589−14.1% | Reduced |
| Scissortail Wealth Management, LLC | 46,170 | $8.41M | 1.69% | −1,308−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 46,160 | $8.41M | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 45,516 | $8.29M | 0.04% | +6,218+15.8% | Added |
| QRG Capital Management, Inc. | 45,409 | $8.27M | 0.09% | +26,245+136.9% | Added |
| Salem Investment Counselors Inc | 45,404 | $8.27M | 0.24% | −637−1.4% | Reduced |
| McDonald Partners LLC | 45,090 | $8.21M | 1.94% | +27,026+149.6% | Added |
| Wesbanco Bank Inc | 44,895 | $8.18M | 0.23% | −557−1.2% | Reduced |
| Allstate Corp | 44,325 | $8.08M | 0.09% | +13,332+43.0% | Added |
| Verition Fund Management LLC | 44,101 | $8.03M | 0.08% | +36,639+491.0% | Added |
| Level Four Advisory Services, LLC | 43,985 | $8.01M | 0.26% | −4,056−8.4% | Reduced |
| Kingsview Wealth Management, LLC | 43,721 | $7.97M | 0.11% | +746+1.7% | Added |
| SG Americas Securities, LLC | 43,554 | $7.93M | 0.01% | −243,693−84.8% | Reduced |
| Atlantic Union Bankshares Corp | 43,058 | $7.84M | 0.15% | −1,221−2.8% | Reduced |
| Mutual of America Capital Management LLC | 42,849 | $7.81M | 0.09% | −408−0.9% | Reduced |
| Disciplined Investments, LLC | 42,781 | $7.79M | 2.80% | −2,710−6.0% | Reduced |
| Canal Insurance CO | 42,500 | $7.74M | 1.66% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 42,377 | $7.72M | 0.03% | +2,893+7.3% | Added |
| Trajan Wealth LLC | 42,224 | $7.69M | 0.33% | +257+0.6% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $7.68M | 1.63% | +188+0.4% | Added |
| Rodgers Brothers Inc. | 41,948 | $7.64M | 0.88% | −20,290−32.6% | Reduced |
| Oppenheimer & Co Inc | 41,684 | $7.59M | 0.09% | −2,397−5.4% | Reduced |
| Alley Investment Management Company, LLC | 41,647 | $7.59M | 0.92% | −544−1.3% | Reduced |
| Coldstream Capital Management Inc | 41,492 | $7.56M | 0.09% | +1,490+3.7% | Added |
| Lido Advisors, LLC | 41,460 | $7.55M | 0.03% | −5,510−11.7% | Reduced |
| Arkadios Wealth Advisors | 41,439 | $7.55M | 0.12% | −1,721−4.0% | Reduced |
| King Luther Capital Management Corp | 41,397 | $7.54M | 0.03% | −457−1.1% | Reduced |
| Kesler, Norman & Wride, LLC | 41,170 | $7.50M | 1.29% | −61−0.1% | Reduced |
| Heritage Trust Co | 40,774 | $7.43M | 0.75% | −247−0.6% | Reduced |
| Sherman Porfolios, LLC | 40,572 | $7.39M | 0.57% | +1,334+3.4% | Added |
| Texas Yale Capital Corp. | 40,323 | $7.35M | 0.21% | 00.0% | Unchanged |
| Navellier & Associates Inc | 40,267 | $7.34M | 0.76% | −1,495−3.6% | Reduced |
| AlTi Global, Inc. | 42,629 | $7.31M | 0.16% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 39,910 | $7.27M | 0.08% | +39,910 | New |
| State of Alaska, Department of Revenue | 39,765 | $7.24M | 0.08% | −240−0.6% | Reduced |
| Huntington National Bank | 39,729 | $7.24M | 0.04% | +1,864+4.9% | Added |
| Altrius Capital Management Inc | 39,344 | $7.17M | 1.43% | −663−1.7% | Reduced |
| Cutler Investment Counsel LLC | 39,285 | $7.16M | 0.74% | +39,285 | New |
| Janus Henderson Group PLC | 39,267 | $7.15M | 0.00% | +16,414+71.8% | Added |
| Montgomery Investment Management Inc | 38,699 | $7.05M | 2.41% | −199−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,227 | $6.96M | 0.01% | +451+1.2% | Added |
| HB Wealth Management, LLC | 38,070 | $6.94M | 0.04% | +3,604+10.5% | Added |
| Park Avenue Securities LLC | 38,053 | $6.93M | 0.05% | −2,593−6.4% | Reduced |
| MidFirst Bank | 37,953 | $6.91M | 0.57% | −420−1.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 37,656 | $6.86M | 3.67% | +6,938+22.6% | Added |
| HM Payson & Co | 37,624 | $6.85M | 0.10% | −4,540−10.8% | Reduced |
| Old National Bancorp | 37,575 | $6.85M | 0.11% | −194−0.5% | Reduced |
| San Luis Wealth Advisors LLC | 37,375 | $6.81M | 1.13% | −3,664−8.9% | Reduced |
| Parsons Capital Management Inc | 37,324 | $6.80M | 0.31% | +11,354+43.7% | Added |
| Sequoia Financial Advisors, LLC | 37,182 | $6.77M | 0.04% | +566+1.5% | Added |
| Jain Global LLC | 36,568 | $6.66M | 0.08% | −59,865−62.1% | Reduced |
| KBC Group NV | 36,565 | $6.66M | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 36,547 | $6.66M | 0.05% | +8,229+29.1% | Added |
| Ancora Advisors, LLC | 36,331 | $6.62M | 0.14% | −341−0.9% | Reduced |
| NewSquare Capital LLC | 36,288 | $6.61M | 0.58% | −517−1.4% | Reduced |
| Brady Family Wealth, LLC | 36,218 | $6.60M | 2.06% | +1,431+4.1% | Added |
| Omers Administration Corp | 36,146 | $6.59M | 0.04% | +5,894+19.5% | Added |
| Northwestern Mutual Wealth Management Co | 35,984 | $6.56M | 0.00% | −1,110−3.0% | Reduced |
| United Capital Financial Advisers, LLC | 35,942 | $6.55M | 0.04% | −426−1.2% | Reduced |
| Dakota Wealth Management | 35,747 | $6.51M | 0.14% | −10,919−23.4% | Reduced |
| Merit Financial Group, LLC | 35,746 | $6.51M | 0.05% | +4,189+13.3% | Added |
| Farmers & Merchants Investments Inc | 35,597 | $6.49M | 0.18% | −202−0.6% | Reduced |
| Invesco, LLC | 34,757 | $6.33M | 2.22% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 34,737 | $6.33M | 1.56% | −2,875−7.6% | Reduced |
| Ticino Wealth | 33,194 | $6.30M | 2.19% | −4,081−10.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 34,497 | $6.28M | 1.27% | +655+1.9% | Added |
| Nkcfo LLC | 34,475 | $6.28M | 1.86% | +5,825+20.3% | Added |
| UniSuper Management Pty Ltd | 34,447 | $6.28M | 0.04% | −1,645−4.6% | Reduced |
| Prospera Financial Services Inc | 34,422 | $6.27M | 0.10% | −39−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 34,340 | $6.26M | 0.05% | −467−1.3% | Reduced |
| Cary Street Partners Financial LLC | 34,298 | $6.25M | 0.15% | −369−1.1% | Reduced |
| Independent Advisor Alliance | 34,182 | $6.23M | 0.07% | +1,862+5.8% | Added |
| iA Global Asset Management Inc. | 34,170 | $6.22M | 0.09% | +34,170 | New |
| Convergence Investment Partners, LLC | 34,038 | $6.20M | 1.02% | +11,343+50.0% | Added |
| SevenBridge Financial Group, LLC | 38,469 | $6.18M | 0.97% | −27−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 33,820 | $6.16M | 1.00% | −5,309−13.6% | Reduced |
| Martin Capital Partners, LLC | 33,721 | $6.14M | 2.28% | −80−0.2% | Reduced |
| Pinnacle Associates Ltd | 33,413 | $6.09M | 0.08% | −1,866−5.3% | Reduced |
| Meyer Handelman Co | 33,072 | $6.03M | 0.19% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 33,071 | $6.02M | 0.03% | +513+1.6% | Added |
| Colonial Trust Advisors | 32,536 | $5.93M | 0.46% | −739−2.2% | Reduced |
| Readystate Asset Management LP | 32,406 | $5.90M | 0.34% | +32,406 | New |
| Chatham Capital Group, Inc. | 32,280 | $5.88M | 0.85% | −20−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 32,117 | $5.85M | 0.08% | −696−2.1% | Reduced |
| Corigliano Investment Advisers, LLC | 32,000 | $5.83M | 2.28% | +32,000 | New |
| Fundamentun, LLC | 31,672 | $5.77M | 0.23% | −1,056−3.2% | Reduced |
| Gladstone Institutional Advisory LLC | 31,386 | $5.72M | 0.21% | −2,435−7.2% | Reduced |