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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).

13F holders, Q2 2026

Institutional positions in Phillips 66 as of Jun 30, 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
2,109
+2 vs. Q1 2026
Shares held
317.7M
+4.96M (+1.6%) vs. Q1 2026
Total value
$53.5B
−$3.38B (−5.9%) vs. Q1 2026
New holders
164
806 more added
Sold out
162
738 more reduced

25 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 2,109 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ2 2026: $53.5B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2026.

Institutions holding PSX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC5$00.00%00.0%Unchanged
St. Johns Investment Management Company, LLC1$1690.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1690.00%+1New
Highland Investment Advisors LLC1$1690.00%+1New
Sankala Group LLC1$2420.00%+1New
Mosley Wealth Management2$3380.00%+2New
Nvest Wealth Strategies, Inc.2$3390.00%00.0%Unchanged
Atlantic Private Wealth, LLC2$3410.00%00.0%Unchanged
Vanguard Advisers Inc3$5070.00%+3New
Friedenthal Financial4$6460.00%−153−97.5%Reduced
Breakwater Investment Management4$6770.00%00.0%Unchanged
Alerus Financial NA5$8450.00%00.0%Unchanged
Trifecta Capital Advisors, LLC5$8460.00%+5New
Spectrum Wealth Advisory Group, LLC5$8510.00%+5New
Halbert Hargrove Global Advisors, LLC6$9490.00%+6New
Mascoma Wealth Management LLC6$1.01K0.00%−1−14.3%Reduced
Provenance Wealth Advisors, LLC6$1.01K0.00%+6New
Seneschal Advisors, LLC6$1.01K0.00%00.0%Unchanged
Decker Retirement Planning Inc.8$1.35K0.00%+8New
Kings Path Partners LLC8$1.35K0.00%+8New
PayPay Securities Corp9$1.52K0.06%−50−84.7%Reduced
Aspect Partners, LLC10$1.69K0.00%00.0%Unchanged
Davis Capital Management10$1.69K0.00%+7+233.3%Added
Advocate Investing Services LLC11$1.86K0.00%00.0%Unchanged
Fortis Group Advisors, LLC11$1.86K0.00%+11New
Winthrop Capital Management, LLC13$2.00K0.00%+13New
1015 Capital Partners, LLC13$2.20K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.14$2.37K0.00%00.0%Unchanged
Sunrise Financial Services, LLC16$2.71K0.00%−17−51.5%Reduced
Washington Trust Advisors, Inc.16$2.71K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC17$2.87K0.00%00.0%Unchanged
IMG Wealth Management, Inc.17$2.87K0.00%+17New
Retirement Wealth Solutions LLC19$3.21K0.00%00.0%Unchanged
BFSG, LLC20$3.38K0.00%00.0%Unchanged
IMA Wealth, Inc.20$3.38K0.00%+9+81.8%Added
Torren Management, LLC22$3.80K0.00%00.0%Unchanged
Dunhill Financial, LLC22$3.83K0.00%+2+10.0%Added
Carolina Wealth Advisors, LLC23$3.89K0.00%00.0%Unchanged
WealthCollab, LLC24$4.06K0.00%00.0%Unchanged
Bullseye Investment Management, LLC25$4.23K0.00%00.0%Unchanged
Spurstone Advisory Services, LLC25$4.36K0.06%00.0%Unchanged
HFM Investment Advisors, LLC27$4.57K0.00%+14+107.7%Added
CGC Financial Services, LLC28$4.73K0.00%00.0%Unchanged
Hughes Financial Services, LLC28$4.73K0.00%+16+133.3%Added
Horizon Financial Services, LLC28$4.73K0.00%+28New
Penserra Capital Management LLC33$5.00K0.00%00.0%Unchanged
Monetary Solutions, Ltd31$5.24K0.00%00.0%Unchanged
Tidemark, LLC33$5.58K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC34$5.75K0.00%00.0%Unchanged
Horrell Capital Management, Inc.34$5.75K0.00%00.0%Unchanged
POM Investment Strategies, LLC35$5.92K0.01%−300−89.6%Reduced
Fiduciary Advisors, Inc.35$5.92K0.00%00.0%Unchanged
Delta Asset Management LLC36$6.09K0.00%+36New
Montgomery Financial Services LLC37$6.23K0.01%+37New
DiNuzzo Private Wealth, Inc.37$6.25K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.50$6.45K0.00%00.0%Unchanged
Osbon Capital Management LLC38$6.54K0.01%00.0%Unchanged
United Financial Planning Group LLC39$6.59K0.00%00.0%Unchanged
Richardson Financial Services Inc.40$6.76K0.00%+30+300.0%Added
Elevated Capital Advisors, LLC40$6.79K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC44$7.44K0.01%+2+4.8%Added
Maryland Capital Advisors Inc.44$7.44K0.00%+44New
Abound Wealth Management45$7.63K0.00%−38−45.8%Reduced
Marquette Asset Management, LLC46$7.78K0.00%00.0%Unchanged
Kroeger Financial Partners50$8.45K0.01%+50New
Align Financial, LLC50$8.45K0.00%00.0%Unchanged
Noble Wealth Management PBC51$8.62K0.00%00.0%Unchanged
Kilter Group LLC51$8.62K0.00%+22+75.9%Added
Kerr Financial Planning Corp52$8.73K0.01%00.0%Unchanged
Ameriflex Group, Inc.52$8.79K0.00%+32+160.0%Added
Planning Strategies Inc.53$8.96K0.01%+53New
Oakmont Advisory Group, LLC54$9.06K0.01%+54New
Entrust Financial LLC55$9.25K0.01%00.0%Unchanged
Old Second National Bank of Aurora55$9.30K0.00%00.0%Unchanged
HighMark Wealth Management LLC56$9.47K0.00%+22+64.7%Added
High Note Wealth, LLC56$9.47K0.00%−48−46.2%Reduced
Center for Financial Planning, Inc.57$9.64K0.00%00.0%Unchanged
Westend Capital Management, LLC59$9.97K0.00%−22−27.2%Reduced
Atlantic Edge Private Wealth Management, LLC60$10.1K0.00%00.0%Unchanged
Pacifica Partners Inc.60$10.6K0.00%00.0%Unchanged
Leo H. Evart, Inc.64$10.9K0.01%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.65$11.0K0.01%00.0%Unchanged
Atwood & Palmer Inc65$11.0K0.00%+64+6,400.0%Added
Prosperity Bancshares Inc66$11.2K0.01%00.0%Unchanged
Lavaca Capital LLC66$11.2K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC67$11.3K0.01%00.0%Unchanged
RMG Wealth Management LLC51$11.5K0.00%00.0%Unchanged
First Financial Corp69$11.7K0.00%00.0%Unchanged
Valued Wealth Advisors LLC71$11.9K0.00%+10+16.4%Added
ZRC Wealth Management, LLC71$12.0K0.00%+35+97.2%Added
YANKCOM Partnership74$12.5K0.00%00.0%Unchanged
Hickory Point Bank & Trust74$12.5K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC74$12.5K0.00%+9+13.8%Added
Markowski Investments74$12.5K0.00%+74New
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.80$13.5K0.03%−50−38.5%Reduced
Wilkerson Advisory Group LLC81$13.7K0.00%−19−19.0%Reduced
Alpine Bank Wealth Management83$14.0K0.00%+83New
MPWM Advisory Solutions, LLC84$14.2K0.01%+1+1.2%Added
IAG Wealth Partners, LLC85$14.4K0.00%00.0%Unchanged
Financial Perspectives, Inc88$14.9K0.00%00.0%Unchanged