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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 13,644 | $2.49M | 0.07% | −744−5.2% | Reduced |
| Segment Wealth Management, LLC | 13,631 | $2.48M | 0.15% | −440−3.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,627 | $2.48M | 0.03% | +3,117+29.7% | Added |
| PFG Investments, LLC | 13,600 | $2.48M | 0.12% | −379−2.7% | Reduced |
| Meeder Advisory Services, Inc. | 13,596 | $2.48M | 0.10% | +792+6.2% | Added |
| Apollon Wealth Management, LLC | 13,521 | $2.46M | 0.04% | +225+1.7% | Added |
| Bessemer Group Inc | 13,450 | $2.45M | 0.00% | +806+6.4% | Added |
| Everett Harris & Co | 13,440 | $2.45M | 0.03% | −180−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 15,205 | $2.44M | 0.05% | +3,502+29.9% | Added |
| Haverford Trust Co | 13,280 | $2.42M | 0.02% | −816−5.8% | Reduced |
| Paragon Capital Management LLC | 13,234 | $2.41M | 1.19% | +103+0.8% | Added |
| CWC Advisors, LLC. | 13,041 | $2.38M | 1.13% | −127−1.0% | Reduced |
| Flavin Financial Services, Inc. | 13,030 | $2.37M | 1.60% | +234+1.8% | Added |
| Nicholson Wealth Management Group, LLC | 12,905 | $2.35M | 1.37% | −362−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,893 | $2.35M | 0.04% | +19+0.1% | Added |
| Tower Research Capital LLC (TRC) | 12,839 | $2.34M | 0.06% | +7,584+144.3% | Added |
| Parcion Private Wealth LLC | 12,831 | $2.34M | 0.14% | −212−1.6% | Reduced |
| Genus Capital Management Inc. | 12,725 | $2.32M | 0.27% | −500−3.8% | Reduced |
| Rowland & Co Investment Counsel | 12,675 | $2.31M | 0.47% | −207−1.6% | Reduced |
| Counterweight Ventures, LLC | 12,645 | $2.30M | 1.29% | −1,057−7.7% | Reduced |
| Ar Asset Management Inc | 12,600 | $2.29M | 0.44% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,589 | $2.29M | 0.05% | −2,257−15.2% | Reduced |
| We Are One Seven, LLC | 12,471 | $2.27M | 0.05% | +523+4.4% | Added |
| EverSource Wealth Advisors, LLC | 12,446 | $2.27M | 0.07% | +3,007+31.9% | Added |
| Private Capital Management, LLC | 12,404 | $2.26M | 0.23% | −998−7.4% | Reduced |
| Tweedy, Browne Co LLC | 12,367 | $2.25M | 0.18% | −135−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 12,200 | $2.22M | 0.02% | +12,200 | New |
| Principal Securities, Inc. | 12,077 | $2.20M | 0.03% | +1,003+9.1% | Added |
| Carret Asset Management, LLC | 12,076 | $2.20M | 0.22% | 00.0% | Unchanged |
| Hancock Whitney Corp | 12,265 | $2.20M | 0.04% | −60.0% | Reduced |
| Burney Co | 12,061 | $2.20M | 0.07% | −2,517−17.3% | Reduced |
| Life Cycle Investment Partners Ltd | 12,024 | $2.19M | 0.01% | +12,024 | New |
| Evercore Wealth Management, LLC | 11,988 | $2.18M | 0.03% | −46−0.4% | Reduced |
| River Wealth Advisors LLC | 11,910 | $2.17M | 0.25% | −1,603−11.9% | Reduced |
| Crescent Sterling, Ltd. | 11,889 | $2.17M | 2.10% | −170−1.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,885 | $2.16M | 2.06% | +682+6.1% | Added |
| Caitong International Asset Management Co., Ltd | 11,841 | $2.16M | 0.40% | +11,841 | New |
| Carlson Capital L P | 11,757 | $2.14M | 0.85% | +8,457+256.3% | Added |
| Wedmont Private Capital | 12,719 | $2.14M | 0.07% | +1,034+8.8% | Added |
| Williams Jones Wealth Management, LLC. | 11,724 | $2.14M | 0.03% | +6+0.1% | Added |
| Pensionmark Financial Group, LLC | 11,676 | $2.13M | 0.03% | −731−5.9% | Reduced |
| North Dakota State Investment Board | 11,674 | $2.13M | 0.09% | −2,309−16.5% | Reduced |
| Hilltop National Bank | 11,673 | $2.13M | 0.51% | −42−0.4% | Reduced |
| Citizens Financial Group Inc | 11,659 | $2.12M | 0.03% | +3,421+41.5% | Added |
| Jacobi Capital Management LLC | 11,642 | $2.12M | 0.12% | +48+0.4% | Added |
| Krilogy Financial LLC | 12,924 | $2.11M | 0.07% | −1,488−10.3% | Reduced |
| Red Cedar Investment Management, LLC | 11,528 | $2.10M | 0.22% | −68−0.6% | Reduced |
| Nicolet Bankshares Inc | 11,540 | $2.05M | 0.08% | +9,569+485.5% | Added |
| Fruth Investment Management | 11,248 | $2.05M | 0.51% | −375−3.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,237 | $2.05M | 0.63% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 11,211 | $2.04M | 0.06% | +292+2.7% | Added |
| Avidian Wealth Solutions, LLC | 11,188 | $2.04M | 0.06% | +1,994+21.7% | Added |
| Umpqua Bank | 11,176 | $2.04M | 0.58% | −533−4.6% | Reduced |
| MUFG Securities Americas Inc. | 11,149 | $2.03M | 0.13% | +294+2.7% | Added |
| Moors & Cabot, Inc. | 11,073 | $2.02M | 0.09% | +780+7.6% | Added |
| Parallel Advisors, LLC | 11,037 | $2.01M | 0.04% | +480+4.5% | Added |
| Encore Global Management, LP | 11,000 | $2.00M | 1.40% | +11,000 | New |
| Greenleaf Trust | 10,958 | $2.00M | 0.02% | +1,669+18.0% | Added |
| Securian Asset Management, Inc | 10,956 | $2.00M | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 10,915 | $1.99M | 0.09% | +4,408+67.7% | Added |
| Snowden Capital Advisors LLC | 10,893 | $1.98M | 0.05% | −186−1.7% | Reduced |
| Inscription Capital, LLC | 10,754 | $1.96M | 0.21% | −1,120−9.4% | Reduced |
| Independent Financial Group, LLC | 10,754 | $1.96M | 0.04% | −1,014−8.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,728 | $1.95M | 0.13% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,664 | $1.94M | 0.02% | −1,520−12.5% | Reduced |
| Sowell Financial Services LLC | 10,653 | $1.94M | 0.07% | −608−5.4% | Reduced |
| William B. Walkup & Associates, Inc. | 15,662 | $1.93M | 1.15% | −115−0.7% | Reduced |
| Intrust Bank NA | 10,519 | $1.92M | 0.16% | +585+5.9% | Added |
| Shelton Capital Management | 10,508 | $1.91M | 0.04% | −1,000−8.7% | Reduced |
| First Interstate Bank | 10,477 | $1.91M | 0.11% | −1,080−9.3% | Reduced |
| Bull Harbor Capital LLC | 10,428 | $1.90M | 0.51% | +10,428 | New |
| Bangor Savings Bank | 10,379 | $1.89M | 0.15% | −86−0.8% | Reduced |
| Spears Abacus Advisors LLC | 10,370 | $1.89M | 0.04% | −1,636−13.6% | Reduced |
| Harbour Investments, Inc. | 10,355 | $1.89M | 0.03% | +6,276+153.9% | Added |
| Bragg Financial Advisors, Inc | 10,328 | $1.88M | 0.06% | −74−0.7% | Reduced |
| Fisher Asset Management, LLC | 10,286 | $1.87M | 0.00% | −1,936−15.8% | Reduced |
| Thoroughbred Financial Services, LLC | 10,266 | $1.87M | 0.11% | −39−0.4% | Reduced |
| Smith Group Asset Management, LLC | 10,154 | $1.85M | 0.09% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 10,100 | $1.84M | 1.43% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,058 | $1.83M | 0.11% | +45+0.4% | Added |
| Harfst & Associates, Inc. | 10,018 | $1.83M | 0.33% | +284+2.9% | Added |
| Union Bancaire Privee, UBP SA | 10,936 | $1.82M | 0.03% | +10,936 | New |
| Beese Fulmer Investment Management, Inc. | 9,963 | $1.82M | 0.12% | −112−1.1% | Reduced |
| Delta Financial Advisors LLC | 9,958 | $1.81M | 0.47% | +20.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,911 | $1.81M | 0.05% | +94+1.0% | Added |
| Icon Wealth Advisors, LLC | 10,386 | $1.80M | 0.12% | +1,598+18.2% | Added |
| Wahed Invest LLC | 9,884 | $1.80M | 0.23% | −727−6.9% | Reduced |
| AlphaCore Capital LLC | 9,879 | $1.80M | 0.04% | +977+11.0% | Added |
| RMB Capital Management, LLC | 9,837 | $1.79M | 0.03% | −5,697−36.7% | Reduced |
| Donoghue Forlines LLC | 9,829 | $1.79M | 0.50% | −508−4.9% | Reduced |
| Todd Asset Management LLC | 9,811 | $1.79M | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 9,792 | $1.78M | 0.10% | +1,452+17.4% | Added |
| Jeppson Wealth Management, LLC | 9,774 | $1.78M | 0.56% | −25−0.3% | Reduced |
| Smith, Moore & Co. | 9,773 | $1.78M | 0.13% | +109+1.1% | Added |
| Danske Bank A/S | 9,739 | $1.77M | 0.00% | +1,800+22.7% | Added |
| Highland Capital Management, LLC | 9,716 | $1.77M | 0.09% | −4,617−32.2% | Reduced |
| Callan Family Office, LLC | 9,646 | $1.76M | 0.04% | +326+3.5% | Added |
| Cullinan Associates Inc | 9,639 | $1.76M | 0.14% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,634 | $1.76M | 0.06% | −1,005−9.4% | Reduced |
| Summit Place Financial Advisors, LLC | 9,626 | $1.75M | 0.84% | +9,626 | New |