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 |
|---|---|---|---|---|---|
| Godshalk Welsh Capital Management, Inc. | 7,100 | $1.29M | 0.75% | −25−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 7,079 | $1.29M | 0.14% | −159−2.2% | Reduced |
| Cladis Investment Advisory, LLC | 7,078 | $1.29M | 0.71% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,061 | $1.29M | 0.03% | −33,617−82.6% | Reduced |
| Strategic Advisors LLC | 7,019 | $1.28M | 0.21% | +5+0.1% | Added |
| National Asset Management, Inc. | 6,861 | $1.27M | 0.08% | −1,630−19.2% | Reduced |
| Sivia Capital Partners, LLC | 6,960 | $1.27M | 0.25% | +20.0% | Added |
| Perryman Financial Advisory Inc | 6,943 | $1.26M | 0.19% | −247−3.4% | Reduced |
| Tema ETFs LLC | 6,926 | $1.26M | 0.08% | +35+0.5% | Added |
| Hunter Associates Investment Management LLC | 6,909 | $1.26M | 0.17% | +7+0.1% | Added |
| Interval Partners, LP | 6,886 | $1.25M | 0.04% | −4,025−36.9% | Reduced |
| WealthTrust Axiom LLC | 6,880 | $1.25M | 0.31% | +28+0.4% | Added |
| Boston Trust Walden Corp | 6,860 | $1.25M | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,849 | $1.25M | 0.11% | −12,469−64.5% | Reduced |
| Brown Brothers Harriman & Co | 6,799 | $1.24M | 0.01% | +3,118+84.7% | Added |
| Garrett Wealth Advisory Group, LLC | 6,790 | $1.24M | 0.22% | −81−1.2% | Reduced |
| Welch & Forbes LLC | 6,707 | $1.22M | 0.02% | −239−3.4% | Reduced |
| Flagship Harbor Advisors, LLC | 6,678 | $1.22M | 0.05% | −140−2.1% | Reduced |
| NewEdge Wealth, LLC | 6,659 | $1.21M | 0.01% | −4,882−42.3% | Reduced |
| Drucker Wealth 3.0, LLC | 6,658 | $1.21M | 0.21% | +322+5.1% | Added |
| TCW Group Inc | 6,649 | $1.21M | 0.01% | +322+5.1% | Added |
| 1st Source Bank | 6,621 | $1.21M | 0.06% | +400+6.4% | Added |
| Kingswood Wealth Advisors, LLC | 6,619 | $1.21M | 0.06% | +13+0.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,618 | $1.21M | 0.15% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 7,557 | $1.20M | 0.05% | +4,722+166.6% | Added |
| Bradley Foster & Sargent Inc | 6,604 | $1.20M | 0.02% | −185−2.7% | Reduced |
| Mairs & Power Inc | 6,604 | $1.20M | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,604 | $1.20M | 0.14% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,601 | $1.20M | 0.05% | +234+3.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 6,583 | $1.20M | 0.26% | −1,310−16.6% | Reduced |
| America First Investment Advisors, LLC | 6,580 | $1.20M | 0.22% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 6,579 | $1.20M | 0.05% | +1,489+29.3% | Added |
| Transcend Wealth Collective, LLC | 6,573 | $1.20M | 0.10% | +534+8.8% | Added |
| Peapack Gladstone Financial Corp | 6,563 | $1.20M | 0.02% | −474−6.7% | Reduced |
| First National Trust Co | 6,557 | $1.19M | 0.04% | −284−4.2% | Reduced |
| Mission Wealth Management, LP | 6,520 | $1.19M | 0.02% | −574−8.1% | Reduced |
| Alta Capital Management LLC | 6,504 | $1.19M | 0.09% | −727−10.1% | Reduced |
| Cornerstone Wealth Management, LLC | 6,502 | $1.18M | 0.06% | −871−11.8% | Reduced |
| Allen Capital Group, LLC | 6,501 | $1.18M | 0.11% | +288+4.6% | Added |
| Miller Investment Management, LP | 6,500 | $1.18M | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 6,465 | $1.18M | 0.03% | +107+1.7% | Added |
| Penobscot Investment Management Company, Inc. | 6,454 | $1.18M | 0.09% | +80+1.3% | Added |
| Sagespring Wealth Partners, LLC | 6,432 | $1.17M | 0.02% | +198+3.2% | Added |
| Retirement Planning Co of New England, Inc. | 6,428 | $1.17M | 0.48% | +65+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 6,401 | $1.17M | 0.19% | +6,401 | New |
| ArrowMark Colorado Holdings LLC | 6,400 | $1.17M | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,369 | $1.16M | 0.06% | −74−1.1% | Reduced |
| Essex Financial Services, Inc. | 6,363 | $1.16M | 0.07% | −201−3.1% | Reduced |
| Affinity Investment Advisors, LLC | 6,328 | $1.15M | 0.72% | +3,745+145.0% | Added |
| Coastal Bridge Advisors, LLC | 6,325 | $1.15M | 0.08% | +434+7.4% | Added |
| Symphony Financial, Ltd. Co. | 6,218 | $1.15M | 0.15% | +218+3.6% | Added |
| Private Trust Co NA | 6,300 | $1.15M | 0.10% | −98−1.5% | Reduced |
| Kuhn & Co Investment Counsel | 6,294 | $1.15M | 0.74% | +1,300+26.0% | Added |
| Colter Lewis Investment Partners LLC | 6,277 | $1.14M | 1.08% | +6,277 | New |
| Peoples Bank | 6,274 | $1.14M | 0.70% | −25−0.4% | Reduced |
| Enclave Advisors LLC | 6,256 | $1.14M | 0.16% | +6,256 | New |
| American Financial Group Inc | 6,250 | $1.14M | 0.42% | 00.0% | Unchanged |
| Voleon Capital Management LP | 6,216 | $1.13M | 0.02% | +2,935+89.5% | Added |
| South Street Advisors LLC | 6,200 | $1.13M | 0.16% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,183 | $1.13M | 0.17% | +420+7.3% | Added |
| Csenge Advisory Group | 6,125 | $1.12M | 0.05% | −707−10.3% | Reduced |
| CX Institutional | 6,107 | $1.11M | 0.03% | +2,000+48.7% | Added |
| Heck Capital Advisors, LLC | 6,097 | $1.11M | 0.08% | +48+0.8% | Added |
| Old North State Trust, LLC | 6,087 | $1.11M | 0.66% | +423+7.5% | Added |
| AMG National Trust Bank | 6,082 | $1.11M | 0.02% | +1,400+29.9% | Added |
| Atomi Financial Group, Inc. | 6,047 | $1.10M | 0.03% | −348−5.4% | Reduced |
| Ausdal Financial Partners, Inc. | 6,037 | $1.10M | 0.05% | −12−0.2% | Reduced |
| Regal Investment Advisors LLC | 6,017 | $1.10M | 0.06% | −1,386−18.7% | Reduced |
| Valmark Advisers, Inc. | 5,997 | $1.09M | 0.01% | −200−3.2% | Reduced |
| Evoke Wealth, LLC | 5,988 | $1.09M | 0.02% | +561+10.3% | Added |
| Financial Advisory Service, Inc. | 5,956 | $1.09M | 0.07% | −176−2.9% | Reduced |
| EPG Wealth Management LLC | 5,946 | $1.08M | 0.29% | +128+2.2% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $1.08M | 0.18% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,934 | $1.08M | 0.25% | +90+1.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5,928 | $1.08M | 0.04% | +5,928 | New |
| Caerus Investment Advisors, LLC | 5,927 | $1.08M | 0.46% | −2,221−27.3% | Reduced |
| Angeles Wealth Management, LLC | 5,909 | $1.08M | 0.06% | +366+6.6% | Added |
| Convergence Financial, LLC | 5,887 | $1.07M | 0.11% | +5,887 | New |
| Endeavor Private Wealth, Inc. | 5,860 | $1.07M | 0.31% | −399−6.4% | Reduced |
| Strategic Financial Services, Inc, | 5,857 | $1.07M | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 5,851 | $1.07M | 0.10% | −34−0.6% | Reduced |
| JBR Co Financial Management Inc | 8,248 | $1.06M | 0.45% | 00.0% | Unchanged |
| Perpetual Ltd | 5,839 | $1.06M | 0.02% | +204+3.6% | Added |
| Philip James Wealth Mangement, LLC | 5,821 | $1.06M | 0.12% | −50−0.9% | Reduced |
| Probity Advisors, Inc. | 5,820 | $1.06M | 0.17% | −346−5.6% | Reduced |
| Kovack Advisors, Inc. | 6,121 | $1.06M | 0.06% | −12,877−67.8% | Reduced |
| Simplicity Wealth,LLC | 5,806 | $1.06M | 0.06% | +368+6.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,789 | $1.05M | 0.00% | +5,789 | New |
| Fidelis Capital Partners, LLC | 5,786 | $1.05M | 0.08% | +939+19.4% | Added |
| J. Safra Sarasin Holding AG | 5,776 | $1.05M | 0.02% | +168+3.0% | Added |
| Adviser Investments LLC | 5,763 | $1.05M | 0.01% | +833+16.9% | Added |
| Camden Capital, LLC | 5,727 | $1.04M | 0.07% | +237+4.3% | Added |
| Westbourne Investment Advisors, Inc. | 5,726 | $1.04M | 0.30% | 00.0% | Unchanged |
| Smithfield Trust Co | 5,714 | $1.04M | 0.05% | +4,601+413.4% | Added |
| Keynote Financial Services LLC | 5,694 | $1.04M | 0.55% | −97−1.7% | Reduced |
| Perigon Wealth Management, LLC | 5,666 | $1.03M | 0.02% | −1,661−22.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,656 | $1.03M | 0.04% | +5,656 | New |
| Baker Ellis Asset Management LLC | 5,655 | $1.03M | 0.12% | +10.0% | Added |
| Soltis Investment Advisors LLC | 5,640 | $1.03M | 0.07% | −22−0.4% | Reduced |
| Rathbone Brothers plc | 5,630 | $1.03M | 0.00% | −975−14.8% | Reduced |