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 |
|---|---|---|---|---|---|
| Canada Post Corp Registered Pension Plan | 31,297 | $5.70M | 0.23% | +4,167+15.4% | Added |
| Buckingham Strategic Partners | 31,183 | $5.68M | 0.06% | +2,360+8.2% | Added |
| Gulf International Bank (UK) Ltd | 31,108 | $5.67M | 0.13% | +10,578+51.5% | Added |
| Catherine Avery Investment Management LLC | 30,991 | $5.65M | 2.53% | +7,775+33.5% | Added |
| Benjamin Edwards Inc | 30,942 | $5.64M | 0.06% | −65−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 30,802 | $5.61M | 0.09% | +15,696+103.9% | Added |
| Glass Wealth Management Co LLC | 30,399 | $5.54M | 2.15% | +800+2.7% | Added |
| Elo Mutual Pension Insurance Co | 30,347 | $5.53M | 0.09% | +30,347 | New |
| Pinkerton Retirement Specialists, LLC | 42,791 | $5.52M | 0.50% | −497−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,140 | $5.49M | 0.11% | −134−0.4% | Reduced |
| First American Bank | 29,949 | $5.46M | 0.34% | +147+0.5% | Added |
| D. E. Shaw & Co., Inc. | 29,386 | $5.35M | 0.00% | +25,259+612.0% | Added |
| IHT Wealth Management, LLC | 29,318 | $5.34M | 0.12% | +13,992+91.3% | Added |
| OP Asset Management Ltd | 29,286 | $5.34M | 0.05% | −2,052−6.5% | Reduced |
| Norinchukin Bank, The | 29,056 | $5.29M | 0.06% | +29+0.1% | Added |
| Investment Management Corp of Ontario | 28,835 | $5.25M | 0.07% | −5,495−16.0% | Reduced |
| Umb Bank N A | 28,591 | $5.21M | 0.07% | −1,835−6.0% | Reduced |
| Wedbush Securities Inc | 28,519 | $5.20M | 0.15% | −410−1.4% | Reduced |
| Cardinal Capital Management | 28,519 | $5.20M | 0.67% | +46+0.2% | Added |
| Fulcrum Asset Management LLP | 27,667 | $5.11M | 0.77% | +27,667 | New |
| Resources Investment Advisors, LLC. | 27,805 | $5.07M | 0.05% | −1,034−3.6% | Reduced |
| DRW Securities, LLC | 27,748 | $5.05M | 0.28% | +27,748 | New |
| Nations Financial Group Inc, | 27,738 | $5.05M | 0.26% | −4,892−15.0% | Reduced |
| Farther Finance Advisors, LLC | 28,683 | $5.04M | 0.05% | −2,278−7.4% | Reduced |
| Colonial Trust Co | 27,527 | $5.01M | 0.68% | −267−1.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 27,226 | $4.96M | 0.65% | −8,988−24.8% | Reduced |
| First Financial Bankshares Inc | 27,202 | $4.96M | 0.10% | −1,640−5.7% | Reduced |
| Jane Street Group, LLC | 27,192 | $4.95M | 0.01% | +10,916+67.1% | Added |
| Ellerson Group Inc | 26,856 | $4.89M | 3.21% | −1,845−6.4% | Reduced |
| Principle Wealth Partners LLC | 26,228 | $4.78M | 0.27% | +24+0.1% | Added |
| Ramirez Asset Management, Inc. | 26,202 | $4.77M | 0.57% | +1,200+4.8% | Added |
| German American Bancorp, Inc. | 26,031 | $4.74M | 0.41% | −2,491−8.7% | Reduced |
| Beacon Financial Group | 26,009 | $4.74M | 0.47% | −874−3.3% | Reduced |
| Citizens National Bank Trust Department | 25,871 | $4.71M | 0.78% | −186−0.7% | Reduced |
| Davenport & Co LLC | 25,712 | $4.68M | 0.03% | −788−3.0% | Reduced |
| BTC Capital Management, Inc. | 25,641 | $4.67M | 0.32% | +2,184+9.3% | Added |
| Summit Trail Advisors, LLC | 25,364 | $4.62M | 0.07% | +4,192+19.8% | Added |
| Americana Partners, LLC | 25,347 | $4.62M | 0.12% | +3,260+14.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,306 | $4.61M | 0.01% | +9,378+58.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 25,284 | $4.61M | 1.14% | +277+1.1% | Added |
| Metis Global Partners, LLC | 25,156 | $4.58M | 0.11% | −1,287−4.9% | Reduced |
| Central Trust Co | 25,043 | $4.56M | 0.09% | −852−3.3% | Reduced |
| Everence Capital Management Inc | 25,043 | $4.56M | 0.28% | −3,537−12.4% | Reduced |
| Jump Financial, LLC | 25,013 | $4.56M | 0.07% | +22,089+755.4% | Added |
| Rockline Wealth Management, LLC | 24,925 | $4.54M | 0.99% | −316−1.3% | Reduced |
| Brevan Howard Capital Management LP | 24,894 | $4.54M | 0.05% | +18,266+275.6% | Added |
| Brinker Capital Investments, LLC | 24,439 | $4.45M | 0.04% | −3,720−13.2% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 24,429 | $4.45M | 2.06% | +3,768+18.2% | Added |
| Mizuho Securities USA LLC | 24,358 | $4.44M | 0.10% | −4,980−17.0% | Reduced |
| MH & Associates Securities Management Corp | 24,316 | $4.43M | 3.87% | −5,431−18.3% | Reduced |
| Equitable Holdings, Inc. | 29,514 | $4.42M | 0.03% | +13,285+81.9% | Added |
| Integrated Wealth Concepts LLC | 24,091 | $4.39M | 0.04% | +14,597+153.7% | Added |
| Abn Amro Investment Solutions | 24,041 | $4.38M | 0.06% | +3,147+15.1% | Added |
| Johnson Investment Counsel Inc | 23,729 | $4.32M | 0.03% | −798−3.3% | Reduced |
| RSM US Wealth Management LLC | 23,681 | $4.31M | 0.05% | −17−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 23,639 | $4.31M | 0.02% | +684+3.0% | Added |
| Quotient Wealth Partners, LLC | 23,545 | $4.29M | 0.11% | −6,832−22.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 23,182 | $4.22M | 0.11% | −2,302−9.0% | Reduced |
| Azzad Asset Management Inc | 23,095 | $4.21M | 0.43% | +259+1.1% | Added |
| Walleye Capital LLC | 23,050 | $4.20M | 0.03% | +2,727+13.4% | Added |
| XTX Topco Ltd | 22,948 | $4.18M | 0.07% | +6,682+41.1% | Added |
| Hartford Investment Management Co | 22,914 | $4.17M | 0.13% | −344−1.5% | Reduced |
| Baxter Bros Inc | 22,846 | $4.16M | 0.51% | −1,490−6.1% | Reduced |
| First National Bank of Omaha | 22,752 | $4.16M | 0.13% | −786−3.3% | Reduced |
| Equitable Trust Co | 22,344 | $4.07M | 0.19% | +101+0.5% | Added |
| Cheviot Value Management, LLC | 22,334 | $4.07M | 0.41% | +188+0.8% | Added |
| Crossmark Global Holdings, Inc. | 22,141 | $4.03M | 0.06% | −539−2.4% | Reduced |
| Diversified Trust Co | 22,121 | $4.03M | 0.07% | −6,700−23.2% | Reduced |
| Exencial Wealth Advisors, LLC | 21,959 | $4.00M | 0.12% | −450−2.0% | Reduced |
| Community Bank, N.A. | 21,927 | $3.99M | 0.48% | −475−2.1% | Reduced |
| Tocqueville Asset Management L.P. | 21,822 | $3.98M | 0.06% | −1,107−4.8% | Reduced |
| Wisconsin Capital Management LLC | 21,702 | $3.95M | 2.17% | +4,487+26.1% | Added |
| Toroso Investments, LLC | 21,538 | $3.92M | 0.01% | +4,887+29.3% | Added |
| KMG Fiduciary Partners, LLC | 21,413 | $3.90M | 0.29% | +124+0.6% | Added |
| Somerset Trust Co | 21,238 | $3.87M | 1.19% | +301+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 21,164 | $3.86M | 0.14% | +60+0.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,155 | $3.85M | 0.92% | +412+1.7% | Added |
| Brighton Jones LLC | 21,109 | $3.85M | 0.08% | +21,109 | New |
| Ameritas Investment Partners, Inc. | 21,052 | $3.84M | 0.12% | −273−1.3% | Reduced |
| Kentucky Retirement Systems | 49,499 | $3.82M | 0.28% | +23,905+93.4% | Added |
| Vident Advisory, LLC | 20,872 | $3.80M | 0.03% | +4,500+27.5% | Added |
| Argyle Capital Management Inc. | 20,867 | $3.80M | 1.24% | 00.0% | Unchanged |
| DCM Advisors, LLC | 20,845 | $3.80M | 1.73% | −90−0.4% | Reduced |
| Huntleigh Advisors, Inc. | 20,837 | $3.80M | 0.65% | +1,220+6.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,687 | $3.77M | 1.53% | +60.0% | Added |
| Louisiana State Employees Retirement System | 20,500 | $3.73M | 0.07% | −100−0.5% | Reduced |
| Pacer Advisors, Inc. | 20,173 | $3.67M | 0.01% | −20,685−50.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,155 | $3.67M | 0.05% | −253−1.2% | Reduced |
| Maryland State Retirement & Pension System | 20,151 | $3.67M | 0.07% | 00.0% | Unchanged |
| Legato Capital Management LLC | 20,000 | $3.64M | 0.33% | +7,060+54.6% | Added |
| Federation des caisses Desjardins du Quebec | 19,976 | $3.64M | 0.01% | −6,130−23.5% | Reduced |
| Q3 Asset Management | 19,648 | $3.63M | 0.88% | +19,648 | New |
| Midwest Trust Co | 19,880 | $3.62M | 0.05% | −269−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,703 | $3.61M | 0.03% | +7,307+58.9% | Added |
| First Nebraska Trust Co | 19,793 | $3.61M | 0.33% | −60−0.3% | Reduced |
| IFP Advisors, Inc | 19,719 | $3.59M | 0.07% | +10,038+103.7% | Added |
| Agman Capital LLC | 19,702 | $3.59M | 2.86% | −3,700−15.8% | Reduced |
| Farringdon Capital, Ltd. | 19,535 | $3.56M | 0.78% | +19,535 | New |
| Silvercrest Asset Management Group LLC | 19,506 | $3.55M | 0.03% | −976−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,143 | $3.55M | 0.11% | −6,925−25.6% | Reduced |