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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 19,191 | $3.50M | 0.10% | −164−0.8% | Reduced |
| Savant Capital, LLC | 19,174 | $3.49M | 0.02% | +1,122+6.2% | Added |
| SWS Partners | 19,146 | $3.49M | 0.86% | −397−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 19,096 | $3.48M | 0.04% | −185−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,090 | $3.48M | 0.04% | +2,356+14.1% | Added |
| Profund Advisors LLC | 19,060 | $3.47M | 0.13% | +4,977+35.3% | Added |
| Mediolanum International Funds Ltd | 18,611 | $3.44M | 0.04% | +222+1.2% | Added |
| City Holding Co | 18,833 | $3.43M | 0.43% | +271+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 18,779 | $3.42M | 0.04% | −1,329−6.6% | Reduced |
| Sendero Wealth Management, LLC | 18,681 | $3.40M | 0.38% | −4,182−18.3% | Reduced |
| International Assets Investment Management, LLC | 19,374 | $3.40M | 0.24% | −3,619−15.7% | Reduced |
| Caldwell Trust Co | 18,575 | $3.38M | 0.30% | +1,186+6.8% | Added |
| Entropy Technologies, LP | 18,554 | $3.38M | 0.16% | +18,554 | New |
| Laird Norton Trust Company, LLC | 18,543 | $3.38M | 0.07% | +11+0.1% | Added |
| New Mexico Educational Retirement Board | 18,528 | $3.38M | 0.10% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 18,481 | $3.37M | 0.14% | −826−4.3% | Reduced |
| Atria Investments LLC | 18,413 | $3.35M | 0.04% | +709+4.0% | Added |
| Geneos Wealth Management Inc. | 18,367 | $3.35M | 0.08% | −2,866−13.5% | Reduced |
| Gateway Investment Advisers LLC | 18,244 | $3.32M | 0.04% | +4,651+34.2% | Added |
| Bank Ozk | 18,223 | $3.32M | 1.17% | +1,371+8.1% | Added |
| Cherokee Insurance Co | 18,150 | $3.31M | 1.26% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 17,959 | $3.27M | 0.99% | −460−2.5% | Reduced |
| Cresset Asset Management, LLC | 17,654 | $3.22M | 0.01% | −1,673−8.7% | Reduced |
| EP Wealth Advisors, LLC | 17,633 | $3.21M | 0.02% | −759−4.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 17,442 | $3.18M | 0.16% | −182−1.0% | Reduced |
| New Age Alpha Advisors, LLC | 17,387 | $3.17M | 0.15% | −4,455−20.4% | Reduced |
| Westwood Holdings Group Inc. | 17,378 | $3.17M | 0.02% | +4,492+34.9% | Added |
| Machina Capital S.A.S. | 17,282 | $3.15M | 0.62% | +9,768+130.0% | Added |
| CAPROCK Group, Inc. | 17,267 | $3.15M | 0.08% | −1,082−5.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,252 | $3.14M | 0.11% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 17,577 | $3.14M | 0.04% | +563+3.3% | Added |
| Ethic Inc. | 17,195 | $3.13M | 0.05% | +381+2.3% | Added |
| Brookstone Capital Management | 17,140 | $3.12M | 0.04% | −1,154−6.3% | Reduced |
| Bryn Mawr Trust Co | 17,137 | $3.12M | 0.07% | −300−1.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,016 | $3.10M | 0.09% | −713−4.0% | Reduced |
| Mutual Advisors, LLC | 16,983 | $3.09M | 0.07% | −273−1.6% | Reduced |
| Opus Investment Management Inc | 16,900 | $3.08M | 1.84% | −16,900−50.0% | Reduced |
| Twin Capital Management Inc | 16,886 | $3.08M | 0.40% | +23+0.1% | Added |
| Dark Forest Capital Management LP | 16,817 | $3.06M | 0.27% | +16,817 | New |
| Skopos Labs, Inc. | 16,776 | $3.06M | 0.10% | +1,889+12.7% | Added |
| PFW Advisors LLC | 16,771 | $3.06M | 0.96% | −383−2.2% | Reduced |
| Northside Capital Management, LLC | 16,725 | $3.05M | 0.27% | 00.0% | Unchanged |
| Auxier Asset Management | 16,633 | $3.03M | 0.44% | −100−0.6% | Reduced |
| Osmosis Investment Management UK Ltd | 16,599 | $3.02M | 0.08% | −181−1.1% | Reduced |
| MUFG Securities EMEA plc | 16,518 | $3.01M | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,481 | $3.00M | 0.19% | +605+3.8% | Added |
| Patten & Patten Inc | 16,363 | $2.98M | 0.18% | −230−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 16,285 | $2.97M | 0.09% | −702−4.1% | Reduced |
| Intech Investment Management LLC | 16,235 | $2.96M | 0.03% | +3,866+31.3% | Added |
| Engineers Gate Manager LP | 16,231 | $2.96M | 0.04% | −10,678−39.7% | Reduced |
| TBH Global Asset Management, LLC | 16,185 | $2.95M | 0.59% | +70+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,171 | $2.95M | 0.02% | −9,640−37.3% | Reduced |
| Birch Financial Group, LLC | 16,134 | $2.94M | 1.72% | −70.0% | Reduced |
| Herold Advisors, Inc. | 16,121 | $2.94M | 0.64% | −104−0.6% | Reduced |
| GAMMA Investing LLC | 16,076 | $2.93M | 0.14% | +1,338+9.1% | Added |
| Capital Advisors Inc | 16,062 | $2.93M | 0.05% | +361+2.3% | Added |
| Pathway Financial Advisers, LLC | 16,022 | $2.92M | 0.83% | +4,019+33.5% | Added |
| Great Lakes Retirement, Inc. | 15,982 | $2.91M | 0.30% | +123+0.8% | Added |
| Foundations Investment Advisors, LLC | 15,944 | $2.90M | 0.04% | +568+3.7% | Added |
| Neville Rodie & Shaw Inc | 15,931 | $2.90M | 0.21% | −200−1.2% | Reduced |
| Aquatic Capital Management LLC | 15,888 | $2.89M | 0.08% | −4,297−21.3% | Reduced |
| Keystone Wealth Services, LLC | 15,820 | $2.88M | 0.62% | +79+0.5% | Added |
| Private Management Group Inc | 15,759 | $2.87M | 0.08% | −50−0.3% | Reduced |
| Regions Financial Corp | 15,639 | $2.85M | 0.02% | +263+1.7% | Added |
| Flputnam Investment Management Co | 15,480 | $2.82M | 0.04% | +12,331+391.6% | Added |
| XML Financial, LLC | 15,400 | $2.81M | 0.23% | −883−5.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,375 | $2.80M | 0.41% | +31+0.2% | Added |
| AIA Group Ltd | 15,314 | $2.79M | 0.04% | +12,989+558.7% | Added |
| Bleakley Financial Group, LLC | 15,256 | $2.78M | 0.04% | +842+5.8% | Added |
| HBK Sorce Advisory LLC | 16,161 | $2.77M | 0.06% | −1,476−8.4% | Reduced |
| AE Wealth Management LLC | 15,211 | $2.77M | 0.01% | +2,907+23.6% | Added |
| Nomura Holdings Inc | 15,204 | $2.77M | 0.02% | −5,777−27.5% | Reduced |
| Western Wealth Management, LLC | 15,202 | $2.77M | 0.11% | +10,826+247.4% | Added |
| Mattern Wealth Management LLC | 15,153 | $2.76M | 0.54% | +24+0.2% | Added |
| Balyasny Asset Management LLC | 15,075 | $2.75M | 0.01% | +5,245+53.4% | Added |
| RFG Advisory, LLC | 14,990 | $2.73M | 0.05% | −649−4.1% | Reduced |
| Empirical Finance, LLC | 14,930 | $2.72M | 0.13% | −41−0.3% | Reduced |
| Saudi Central Bank | 14,872 | $2.71M | 0.06% | +14,872 | New |
| Infrastructure Capital Advisors, LLC | 14,865 | $2.71M | 0.25% | −28,802−66.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,846 | $2.70M | 0.06% | +4,248+40.1% | Added |
| Great Valley Advisor Group, Inc. | 14,846 | $2.70M | 0.05% | +120+0.8% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 14,720 | $2.68M | 0.14% | −2,400−14.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,710 | $2.68M | 0.03% | −2,626−15.1% | Reduced |
| First National Advisers, LLC | 14,658 | $2.67M | 0.39% | −2,406−14.1% | Reduced |
| Summit Financial, LLC | 14,657 | $2.67M | 0.03% | −3,248−18.1% | Reduced |
| Flagship Capital Management Inc. | 14,581 | $2.66M | 1.95% | −29−0.2% | Reduced |
| Exeter Financial, LLC | 14,575 | $2.66M | 1.08% | −150−1.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,546 | $2.65M | 0.01% | +14,546 | New |
| Stephens Inc | 14,463 | $2.63M | 0.03% | +139+1.0% | Added |
| Curbstone Financial Management Corp | 14,454 | $2.63M | 0.50% | −100−0.7% | Reduced |
| Vise Technologies, Inc. | 20,327 | $2.62M | 0.05% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 14,335 | $2.61M | 0.19% | +152+1.1% | Added |
| Axxcess Wealth Management, LLC | 14,288 | $2.60M | 0.08% | +3,003+26.6% | Added |
| South State Corp. | 14,280 | $2.60M | 0.12% | +30.0% | Added |
| Wilkins Investment Counsel Inc | 14,068 | $2.56M | 0.37% | −50−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 14,039 | $2.56M | 0.03% | −138−1.0% | Reduced |
| TD Private Client Wealth LLC | 13,915 | $2.54M | 0.05% | +840+6.4% | Added |
| Harvest Portfolios Group Inc. | 13,862 | $2.53M | 0.04% | +157+1.1% | Added |
| Ashton Thomas Private Wealth, LLC | 13,789 | $2.51M | 0.06% | −1,170−7.8% | Reduced |
| Marion Wealth Management | 13,725 | $2.50M | 0.55% | −734−5.1% | Reduced |