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Livermore
Livermore
ZHEN

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).

Q2 2026 vs. Q1 2026

How the institutions holding Phillips 66 changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of PSX: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2,132252,109+2
Shares313.1M312.8K317.7M+4.96M (+1.6%)
Value$57.0B$57.0M$53.5B−$3.38B (−5.9%)

25 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (164)

Institutions that held Phillips 66 at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 164 by value.

Institutions new to PSX in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank4,164,661$704.0M0.07%
Point72 Asset Management, L.P.632,300$106.9M0.16%
Capitolis Liquid Global Markets LLC317,000$53.6M0.23%
Tudor Investment Corp Et Al236,629$40.0M0.17%
Arbejdsmarkedets Tillaegspension150,800$25.5M0.55%
Nykredit A/S142,614$24.1M0.09%
Cohen & Steers, Inc.130,387$22.0M0.03%
AustralianSuper Pty Ltd122,998$20.8M0.09%
Ceredex Value Advisors LLC107,700$18.2M0.51%
Sagefield Capital LP74,852$12.7M0.94%
Meitav Dash Investments Ltd47,721$11.4M0.08%
Hudson Bay Capital Management LP57,418$9.71M0.05%
Edgestream Partners, L.P.57,055$9.65M0.29%
Winton Group Ltd52,543$8.88M0.29%
J.W. Cole Advisors, Inc.52,353$8.85M0.15%
HITE Hedge Asset Management LLC43,113$7.29M0.40%
Barings LLC41,977$7.10M0.13%
Jupiter Topco LLC38,743$6.55M0.00%
Y-Intercept (Hong Kong) Ltd32,400$5.48M0.11%
Quantbot Technologies LP26,093$4.41M0.17%
Sciencast Management LP23,610$3.99M0.83%
Mubadala Investment Co PJSC23,405$3.96M0.01%
Unison Advisors LLC23,005$3.89M0.27%
J. Goldman & Co LP19,663$3.32M0.12%
Partners Capital Investment Group, LLP15,360$2.60M0.09%
Oak Thistle LLC13,979$2.36M0.23%
Logan Capital Management Inc13,715$2.32M0.09%
Longaeva Partners L.P.12,619$2.13M0.06%
Dockside LLC12,036$2.03M0.48%
Global Retirement Partners, LLC12,029$2.03M0.03%
Diversify Advisory Services, LLC7,366$1.53M0.03%
Ilex Capital Partners (UK) LLP8,864$1.50M0.03%
Levin Capital Strategies, L.P.8,762$1.48M0.10%
Fox Run Management, L.L.C.8,422$1.42M0.24%
SummitTX Capital, L.P.6,860$1.16M0.03%
Prairie Advisory, LLC6,779$1.15M0.28%
Trust Co of Vermont6,454$1.09M0.04%
Employees Retirement System of Texas6,248$1.06M0.01%
Heritage Wealth Management, Inc.6,020$1.02M0.25%
Concentric Capital Strategies, LP5,965$1.01M0.06%
Alphadyne Asset Management LP5,642$953.8K0.04%
Boothbay Fund Management, LLC5,615$949.2K0.02%
IMC-Chicago, LLC5,384$910.2K0.01%
Worth Financial Advisory Group, LLC5,085$859.6K0.36%
Veratis Advisors, Inc.4,597$777.1K0.55%
Redwood Investment Management, LLC4,543$768.0K0.08%
West Family Investments, Inc.4,280$723.5K0.21%
Cannon Financial Strategists, Inc.4,024$680.3K0.08%
Clarity Financial LLC3,861$652.6K0.06%
Capstone Wealth Management, LLC3,468$586.3K0.27%
9823 Capital, L.P.3,438$581.2K0.39%
Lionhunter Capital Management, LLC3,356$567.3K0.26%
Numerai GP LLC3,266$552.1K0.05%
IFG Advisory, LLC3,222$544.7K0.02%
Ambassador Advisors, LLC3,187$538.8K0.07%
Magnetar Financial LLC2,969$501.9K0.00%
Thomasville National Bank2,934$496.0K0.03%
Cambria Investment Management, L.P.2,911$492.1K0.02%
Picton Mahoney Asset Management2,807$474.5K0.00%
Liberty Capital Management, Inc.2,772$468.6K0.08%
USA Financial Formulas2,765$467.4K0.09%
TritonPoint Partners, LLC2,675$452.3K0.04%
SNS Financial Group, LLC2,561$432.9K0.01%
Insigneo Advisory Services, LLC2,280$385.4K0.01%
Proficio Capital Partners LLC2,273$384.3K0.01%
Eddie Patel Inc2,251$380.6K0.23%
BIP Wealth, LLC2,099$354.8K0.01%
New World Advisors LLC2,086$352.6K0.06%
R Squared Ltd2,076$350.9K0.18%
Spinnaker Investment Group, LLC2,036$344.2K0.06%
Cape Cod Five Cents Savings Bank2,029$343.0K0.03%
LeClair Wealth Partners LLC2,005$338.9K0.18%
NovaPoint Capital, LLC1,985$335.6K0.07%
Vega Investment Solutions1,900$332.6K0.05%
Westover Capital Advisors, LLC1,909$322.7K0.05%
Inceptionr LLC1,814$306.7K0.08%
Quantum Financial Partners LLC1,795$303.4K0.16%
Owlhouse Capital LP1,700$287.4K0.44%
Monticello Wealth Management, LLC1,692$286.1K0.02%
Elyxium Wealth, LLC1,615$273.0K0.03%
Fragasso Group Inc.1,600$270.5K0.01%
Almanack Investment Partners, LLC.1,591$269.0K0.03%
Octavia Wealth Advisors, LLC1,581$267.3K0.02%
Stokes Capital Advisors, LLC1,575$266.3K0.06%
Allianz SE1,550$262.0K0.00%
Calton & Associates, Inc.1,499$253.3K0.04%
Sovran Advisors, LLC1,226$252.4K0.02%
Astoria Portfolio Advisors LLC.1,448$244.8K0.04%
Core Capital Management & Research, inc.1,000$242.9K0.13%
Asset One Wealth Management LLC1,230$241.3K0.03%
Saiph Capital, LLC1,379$233.1K0.07%
Enterprise Financial Services Corp1,360$229.9K0.09%
CM Wealth Advisors LLC1,353$228.7K0.04%
First Foundation Advisors1,331$225.0K0.01%
Fermata Advisors, LLC1,312$221.8K0.04%
Bay Rivers Group1,282$216.7K0.07%
Evelyn Partners Group Ltd1,270$214.7K0.00%
TFB Advisors LLC1,267$214.2K0.09%
Stewardship Concepts Financial Services LLC1,247$210.8K0.14%
Prairie Wealth Advisors, Inc.0$210.5K0.05%

Sold out (162)

Institutions that held Phillips 66 at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 162 by value.

Institutions that sold out of PSX in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Holocene Advisors, LP382,100$69.6M
SIR Capital Management, L.P.149,104$27.2M
Natixis52,438$9.55M
Providence Capital Advisors, LLC46,500$8.47M
iA Global Asset Management Inc.34,170$6.22M
Readystate Asset Management LP32,406$5.90M
D. E. Shaw & Co., Inc.29,386$5.35M
Jump Financial, LLC25,013$4.56M
KMG Fiduciary Partners, LLC21,413$3.90M
Q3 Asset Management19,648$3.63M
Machina Capital S.A.S.17,282$3.15M
PFW Advisors LLC16,771$3.06M
Nicholson Wealth Management Group, LLC12,905$2.35M
Genus Capital Management Inc.12,725$2.32M
Life Cycle Investment Partners Ltd12,024$2.19M
Encore Global Management, LP11,000$2.00M
Monetta Financial Services Inc10,100$1.84M
Union Bancaire Privee, UBP SA10,936$1.82M
Highland Capital Management, LLC9,716$1.77M
LRT Capital Management, LLC8,422$1.53M
Blue Sparrow, LLC7,410$1.35M
Point Nemo Capital, LLC7,181$1.31M
Dynamic Technology Lab Private Ltd6,401$1.17M
Colter Lewis Investment Partners LLC6,277$1.14M
Enclave Advisors LLC6,256$1.14M
Evoke Wealth, LLC5,988$1.09M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.5,928$1.08M
State of Wyoming4,833$880.5K
Tradewinds, LLC.4,838$852.5K
Golden State Equity Partners4,653$847.8K
Empire Financial Management Company, LLC4,276$779.1K
Bennett Associates Wealth Management3,816$695.2K
Leonteq Securities AG3,611$657.9K
Patriot Financial Group Insurance Agency, LLC3,424$623.8K
GenTrust, LLC3,398$619.0K
Bridgefront Capital, LLC3,352$610.7K
Strategy Asset Managers LLC3,307$602.4K
Impact Partnership Wealth, LLC3,292$599.8K
Volterra Technologies LP3,281$597.7K
Close Asset Management Ltd3,200$583.0K
Sustainable Insight Capital Management, LLC3,000$546.5K
LMR Partners LLP2,884$525.4K
Oasis Advisors, LLC2,862$521.8K
Capstone Investment Advisors, LLC2,500$455.4K
Quinn Opportunity Partners LLC2,500$455.4K
Capital Performance Advisors LLP2,410$439.1K
Founders Financial Securities LLC2,654$427.5K
Phoenix Holdings Ltd.2,347$427.3K
Blackhawk Capital Partners LLC.2,315$421.7K
Chicago Capital, LLC2,017$367.5K
Oakland Financial Corp2,000$364.4K
49 Wealth Management, LLC1,995$363.4K
Wolfstich Capital, LLC1,891$349.5K
a16z Perennial Management, L.P.1,815$330.7K
Capital City Trust Co1,705$310.6K
Oak Harbor Wealth Partners, LLC1,602$291.9K
Patton Fund Management, Inc.1,584$288.6K
SlateStone Wealth, LLC1,570$286.0K
GTS Securities LLC1,540$280.6K
Blue Rock Wealth Management LLC1,524$277.6K
Intellus Advisors LLC1,474$268.5K
Gateway Wealth Partners, LLC1,455$264.9K
West Michigan Advisors, LLC1,452$264.5K
Synergy Financial Group, LTD1,449$264.0K
Richmond Investment Services, LLC1,449$264.0K
Kestra Investment Management, LLC1,428$260.2K
Hobart Private Capital, LLC1,419$258.5K
Addison Advisors LLC1,384$252.1K
Chesley Taft & Associates LLC1,383$252.0K
ISAM Funds (UK) Ltd1,358$247.4K
Tuttle Tactical Management1,344$244.8K
Titleist Asset Management, LLC1,340$244.1K
Accelerate Investment Advisors LLC1,319$240.3K
Wetzel Investment Advisors, Inc.1,294$235.7K
Encompass More Asset Management1,294$235.7K
Tradition Wealth Management, LLC1,290$235.1K
Griffin Asset Management, Inc.1,273$231.9K
MOR Wealth Management, LLC1,268$231.0K
Hengehold Capital Management LLC1,260$229.5K
Pinnacle West Asset Management, Inc.1,250$228.0K
Hardy Reed LLC1,231$224.3K
Willis Johnson & Associates, Inc.1,228$223.7K
Ariadne Wealth Management, LP1,224$223.0K
Caliber Wealth Management, LLC1,219$222.1K
Redwood Wealth Management Group, LLC1,184$215.6K
Cypress Point Wealth Management, LLC1,182$215.3K
Next Level Private LLC1,177$214.4K
Clearwater Capital Advisors, LLC1,174$213.8K
Coastal Investment Advisors, Inc.1,170$213.2K
Kure Advisory, LLC1,169$213.0K
Vann Equity Management LLC1,167$212.5K
Investment House LLC1,163$211.9K
Sanders Morris Harris LLC1,162$211.7K
Addison Capital Co1,159$211.2K
Farmers & Merchants Trust Co of Long Beach1,159$211.1K
Hudson Valley Investment Advisors Inc1,158$211.0K
LaSalle St. Investment Advisors, LLC1,156$210.8K
Dumont & Blake Investment Advisors LLC1,153$210.1K
Northstar Group, Inc.1,151$209.7K
Lake Street Financial LLC1,151$209.6K

Not filed for Q2 2026 yet (25)

Institutions that held Phillips 66 at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC136,709$24.9M
Janus Henderson Group PLC39,267$7.15M
Corigliano Investment Advisers, LLC32,000$5.83M
U.S. Capital Wealth Advisors, LLC23,182$4.22M
Exencial Wealth Advisors, LLC21,959$4.00M
Skopos Labs, Inc.16,776$3.06M
Sunbelt Securities, Inc.5,384$980.9K
Jackson Hole Capital Partners, LLC4,923$896.9K
Smart Portfolios, LLC3,855$702.3K
Journey Strategic Wealth LLC3,513$640.0K
FRG Family Wealth Advisors LLC3,401$619.6K
Cfo Capital Management LLC3,125$569.3K
USA Financial Portformulas Corp3,103$565.3K
Millington Securities, LLC2,933$534.3K
GM Advisory Group, Inc.2,594$472.6K
Jaffetilchin Investment Partners, LLC1,966$358.1K
Catalina Capital Group, LLC1,669$304.1K
Farmers Trust Co1,442$262.7K
Evelyn Partners Investment Management LLP1,270$231.4K
Mill Creek Capital Advisors, LLC1,171$213.3K
Leo Wealth, LLC1,144$208.5K
McIlrath & Eck, LLC945$172.2K
Sofos Investments, Inc.397$72.3K
Anfield Capital Management, LLC53$9.66K
Arcadia Investment Management Corp1$183