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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 9,623 | $1.75M | 0.26% | −1,000−9.4% | Reduced |
| Virtu Financial LLC | 9,533 | $1.74M | 0.07% | +9,533 | New |
| BWM Planning, LLC | 9,505 | $1.73M | 0.46% | +1,576+19.9% | Added |
| Evergreen Capital Management LLC | 9,485 | $1.73M | 0.04% | +130+1.4% | Added |
| VestGen Advisors, LLC | 9,827 | $1.72M | 0.05% | +3,992+68.4% | Added |
| Terry L. Blaker | 9,457 | $1.72M | 0.07% | −343−3.5% | Reduced |
| Quadrant Capital Group LLC | 9,432 | $1.72M | 0.05% | +281+3.1% | Added |
| Atom Investors LP | 9,424 | $1.72M | 0.12% | +4,258+82.4% | Added |
| Cercano Management LLC | 9,396 | $1.71M | 0.07% | −1,126−10.7% | Reduced |
| Pallas Capital Advisors LLC | 9,387 | $1.71M | 0.06% | −2,630−21.9% | Reduced |
| Beacon Investment Advisors LLC | 9,386 | $1.71M | 0.65% | +17+0.2% | Added |
| Evolve Private Wealth, LLC | 9,340 | $1.70M | 0.09% | −507−5.1% | Reduced |
| Tower Bridge Advisors | 9,299 | $1.69M | 0.16% | −849−8.4% | Reduced |
| Virtue Asset Management LLC | 9,285 | $1.69M | 1.35% | −63−0.7% | Reduced |
| Banque Cantonale Vaudoise | 9,279 | $1.69M | 0.06% | −1,252−11.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 9,242 | $1.68M | 0.40% | −1,489−13.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,144 | $1.67M | 0.06% | +1,034+12.7% | Added |
| Raiffeisen Bank International AG | 9,000 | $1.66M | 0.02% | −7,152−44.3% | Reduced |
| Wealthcare Advisory Partners LLC | 9,129 | $1.66M | 0.03% | −25−0.3% | Reduced |
| Poehling Capital Management, LLC | 9,123 | $1.66M | 0.35% | −76−0.8% | Reduced |
| Impact Capital Partners LLC | 9,097 | $1.66M | 0.50% | −100−1.1% | Reduced |
| Wimmer Associates 1, LLC | 9,073 | $1.65M | 0.81% | +56+0.6% | Added |
| Graham Capital Management, L.P. | 9,031 | $1.65M | 0.06% | +6,440+248.6% | Added |
| Capital Advisors Wealth Management, LLC | 9,017 | $1.64M | 0.22% | +395+4.6% | Added |
| Oakmont Investment Advisors, Inc. | 8,981 | $1.64M | 1.50% | +8,981 | New |
| Lebenthal Global Advisors, LLC | 8,959 | $1.63M | 0.24% | +702+8.5% | Added |
| Aigen Investment Management, LP | 8,941 | $1.63M | 0.42% | +8,941 | New |
| Signaturefd, LLC | 8,940 | $1.63M | 0.02% | +42+0.5% | Added |
| Erste Asset Management GmbH | 8,800 | $1.63M | 0.02% | +8,800 | New |
| Pavion Blue Capital, LLC | 8,926 | $1.63M | 0.71% | −139−1.5% | Reduced |
| Ingalls & Snyder LLC | 8,915 | $1.62M | 0.06% | −72−0.8% | Reduced |
| Guyasuta Investment Advisors Inc | 8,902 | $1.62M | 0.09% | +31+0.3% | Added |
| Sigma Planning Corp | 8,773 | $1.60M | 0.04% | −1,185−11.9% | Reduced |
| Fiduciary Trust Co | 8,761 | $1.60M | 0.02% | +350+4.2% | Added |
| Bellecapital International Ltd. | 8,680 | $1.58M | 0.29% | +1,144+15.2% | Added |
| AA Financial Advisors, LLC | 8,667 | $1.58M | 0.22% | +794+10.1% | Added |
| Adirondack Trust Co | 8,660 | $1.58M | 0.53% | −551−6.0% | Reduced |
| Petros Family Wealth, LLC | 8,642 | $1.57M | 1.12% | +1,226+16.5% | Added |
| Intrua Financial, LLC | 8,616 | $1.57M | 0.17% | −1,198−12.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,603 | $1.57M | 0.08% | −52−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,599 | $1.57M | 0.23% | +226+2.7% | Added |
| Lee Danner & Bass Inc | 8,573 | $1.56M | 0.10% | −450−5.0% | Reduced |
| Harbour Investment Management LLC | 8,558 | $1.56M | 0.85% | −930−9.8% | Reduced |
| Legacy Financial Advisors, Inc. | 8,545 | $1.56M | 0.22% | −2,210−20.5% | Reduced |
| Grimes & Company, Inc. | 8,538 | $1.56M | 0.04% | +148+1.8% | Added |
| Uhlmann Price Securities, LLC | 8,481 | $1.55M | 0.10% | +4,883+135.7% | Added |
| Mystic Asset Management, Inc. | 8,518 | $1.55M | 0.36% | +110+1.3% | Added |
| MONECO Advisors, LLC | 8,490 | $1.55M | 0.12% | −435−4.9% | Reduced |
| FourThought Financial Partners, LLC | 8,482 | $1.55M | 0.13% | −1,360−13.8% | Reduced |
| LRT Capital Management, LLC | 8,422 | $1.53M | 1.43% | +1,165+16.1% | Added |
| Vestcor Inc | 8,386 | $1.53M | 0.04% | +842+11.2% | Added |
| Saturna Capital CORP | 8,334 | $1.52M | 0.02% | +2,710+48.2% | Added |
| Purkiss Capital Advisors LLC | 8,303 | $1.51M | 0.67% | +3,271+65.0% | Added |
| Navalign, LLC | 8,287 | $1.51M | 0.38% | +16+0.2% | Added |
| Argent Trust Co | 8,261 | $1.50M | 0.05% | +89+1.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,255 | $1.50M | 0.24% | +65+0.8% | Added |
| Prudential PLC | 8,243 | $1.50M | 0.01% | −17,440−67.9% | Reduced |
| V-Square Quantitative Management LLC | 8,208 | $1.50M | 0.16% | −193−2.3% | Reduced |
| Naviter Wealth, LLC | 8,199 | $1.49M | 0.19% | +283+3.6% | Added |
| Meeder Asset Management Inc | 8,176 | $1.49M | 0.09% | +8,000+4,545.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 8,091 | $1.47M | 0.04% | −851−9.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 8,018 | $1.46M | 0.02% | +1,379+20.8% | Added |
| Searle & Co. | 8,017 | $1.46M | 0.37% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 8,000 | $1.46M | 0.02% | −28,458−78.1% | Reduced |
| Assetmark, Inc | 7,989 | $1.46M | 0.00% | +629+8.5% | Added |
| Westmount Partners, LLC | 7,936 | $1.45M | 0.36% | +20.0% | Added |
| Stegent Equity Advisors, Inc. | 7,889 | $1.44M | 1.22% | −268−3.3% | Reduced |
| Arvest Bank Trust Division | 7,871 | $1.43M | 0.08% | −153−1.9% | Reduced |
| Cowa, LLC | 7,866 | $1.43M | 0.39% | +2,672+51.4% | Added |
| Barry Investment Advisors, LLC | 7,860 | $1.43M | 0.32% | −239−3.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,822 | $1.42M | 0.23% | −291−3.6% | Reduced |
| Van Hulzen Asset Management, LLC | 7,814 | $1.42M | 0.11% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 7,765 | $1.41M | 0.20% | +2,107+37.2% | Added |
| Generali Investments, Management Co LLC | 7,765 | $1.41M | 0.33% | +3,744+93.1% | Added |
| Exchange Traded Concepts, LLC | 7,741 | $1.41M | 0.01% | +2,095+37.1% | Added |
| Groupama Asset Managment | 7,713 | $1.41M | 0.02% | −4,602−37.4% | Reduced |
| SCP Investment, LP | 7,688 | $1.40M | 1.55% | +4,688+156.3% | Added |
| Eagle Global Advisors LLC | 7,629 | $1.39M | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,624 | $1.39M | 0.57% | −2,608−25.5% | Reduced |
| Glenview Trust Co | 7,589 | $1.38M | 0.02% | −166−2.1% | Reduced |
| Waddell & Associates, LLC | 7,579 | $1.38M | 0.08% | +2,265+42.6% | Added |
| Patten Group, Inc. | 7,541 | $1.37M | 0.24% | +84+1.1% | Added |
| Wealthspire Advisors, LLC | 7,537 | $1.37M | 0.01% | −3,070−28.9% | Reduced |
| Bull Street Advisors, LLC | 7,522 | $1.37M | 0.68% | −56−0.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,495 | $1.37M | 0.36% | −273−3.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,481 | $1.36M | 0.04% | +2,749+58.1% | Added |
| Savvy Advisors, Inc. | 7,468 | $1.36M | 0.04% | −1,363−15.4% | Reduced |
| Fiduciary Group LLC | 7,434 | $1.35M | 0.12% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 7,431 | $1.35M | 0.11% | −3,305−30.8% | Reduced |
| Blue Sparrow, LLC | 7,410 | $1.35M | 0.02% | +7,410 | New |
| Denali Advisors LLC | 7,402 | $1.35M | 0.15% | +5,502+289.6% | Added |
| Diversify Wealth Management, LLC | 7,764 | $1.35M | 0.02% | +7,764 | New |
| Chicago Trust Co NA | 7,361 | $1.34M | 0.21% | +284+4.0% | Added |
| Wealth Management Associates, Inc. | 7,346 | $1.34M | 0.46% | +7,346 | New |
| Moneta Group Investment Advisors LLC | 7,237 | $1.32M | 0.01% | −2,980−29.2% | Reduced |
| Resources Management Corp | 7,228 | $1.32M | 0.17% | −45−0.6% | Reduced |
| Point Nemo Capital, LLC | 7,181 | $1.31M | 0.86% | +7,181 | New |
| First Citizens Bank & Trust Co | 7,150 | $1.30M | 0.03% | −288−3.9% | Reduced |
| Cozad Asset Management Inc | 7,143 | $1.30M | 0.10% | +3,440+92.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $1.29M | 0.05% | 00.0% | Unchanged |