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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AGH Wealth Advisors, LLC | 2,846 | $481.1K | 0.30% | +19+0.7% | Added |
| Merrion Investment Management Co, LLC | 2,850 | $481.8K | 0.23% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 2,858 | $483.1K | 0.10% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,860 | $483.5K | 0.03% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 2,863 | $484.0K | 0.02% | +1,071+59.8% | Added |
| North Star Investment Management Corp. | 2,865 | $484.4K | 0.03% | +7+0.2% | Added |
| Northwest Wealth Management, LLC | 2,874 | $485.8K | 0.06% | +46+1.6% | Added |
| Annex Advisory Services, LLC | 2,877 | $486.4K | 0.01% | −733−20.3% | Reduced |
| Reuter James Wealth Management, LLC | 2,890 | $488.6K | 0.06% | −7−0.2% | Reduced |
| Persium Advisors, LLC | 2,902 | $490.6K | 0.32% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,906 | $491.3K | 0.08% | −28−1.0% | Reduced |
| Cambria Investment Management, L.P. | 2,911 | $492.1K | 0.02% | +2,911 | New |
| MTM Investment Management, LLC | 2,912 | $492.3K | 0.14% | −100−3.3% | Reduced |
| Teamwork Financial Advisors, LLC | 2,926 | $494.7K | 0.05% | +4+0.1% | Added |
| Estabrook Capital Management | 2,929 | $495.1K | 0.07% | −79−2.6% | Reduced |
| Thomasville National Bank | 2,934 | $496.0K | 0.03% | +2,934 | New |
| Independence Bank of Kentucky | 2,938 | $496.7K | 0.06% | −303−9.3% | Reduced |
| Lazard Asset Management LLC | 2,954 | $499.4K | 0.00% | +1,668+129.7% | Added |
| Waycross Partners, LLC | 2,965 | $501.2K | 0.04% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,969 | $501.9K | 0.00% | +2,969 | New |
| Univest Financial Corp | 2,971 | $502.2K | 0.02% | +16+0.5% | Added |
| Aries Wealth Management | 2,973 | $502.6K | 0.10% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,984 | $504.4K | 0.10% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,985 | $504.6K | 0.13% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,994 | $506.1K | 0.00% | −103−3.3% | Reduced |
| Kanawha Capital Management LLC | 2,995 | $506.3K | 0.03% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,997 | $506.6K | 0.07% | +253+9.2% | Added |
| Waterloo Capital, L.P. | 3,001 | $507.3K | 0.03% | −221−6.9% | Reduced |
| Avail Investment Partners, LLC | 3,009 | $508.7K | 0.39% | +889+41.9% | Added |
| Linscomb & Williams, Inc. | 3,012 | $509.2K | 0.02% | −3,567−54.2% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $512.4K | 0.14% | 00.0% | Unchanged |
| Retirement Planning Group | 3,043 | $514.4K | 0.01% | −389−11.3% | Reduced |
| Nwam LLC | 3,047 | $515.2K | 0.03% | −1,038−25.4% | Reduced |
| Plancorp, LLC | 2,604 | $516.3K | 0.01% | −42−1.6% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,056 | $516.6K | 0.31% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,065 | $518.1K | 0.03% | −479−13.5% | Reduced |
| Roundview Capital LLC | 3,075 | $519.8K | 0.03% | −13−0.4% | Reduced |
| RM Financial Services, LLC | 3,075 | $519.8K | 0.39% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,084 | $521.4K | 0.02% | +60+2.0% | Added |
| Measured Risk Portfolios, Inc. | 3,090 | $522.3K | 0.46% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,102 | $524.4K | 0.01% | +204+7.0% | Added |
| Clear Harbor Asset Management, LLC | 3,117 | $526.9K | 0.03% | −685−18.0% | Reduced |
| Welch Group, LLC | 3,118 | $527.0K | 0.02% | −219−6.6% | Reduced |
| Root Financial Partners, LLC | 3,124 | $528.2K | 0.02% | +265+9.3% | Added |
| Vista Investment Partners LLC | 3,129 | $529.0K | 0.13% | −70−2.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,152 | $532.8K | 0.03% | −58−1.8% | Reduced |
| Philadelphia Investment Partners, LLC | 2,299 | $534.8K | 0.33% | 00.0% | Unchanged |
| Sym Financial Corp | 3,168 | $535.5K | 0.04% | +584+22.6% | Added |
| Marin Bay Wealth Advisors, LLC | 3,170 | $536.0K | 0.29% | −105−3.2% | Reduced |
| GHP Investment Advisors, Inc. | 3,182 | $537.9K | 0.02% | +50+1.6% | Added |
| Ambassador Advisors, LLC | 3,187 | $538.8K | 0.07% | +3,187 | New |
| OneAscent Financial Services LLC | 3,202 | $541.3K | 0.03% | +26+0.8% | Added |
| LCNB Corp | 3,209 | $542.5K | 0.17% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,215 | $543.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,222 | $544.7K | 0.02% | +3,222 | New |
| Foster & Motley Inc | 3,225 | $545.0K | 0.03% | −11−0.3% | Reduced |
| Clear Trail Advisors, LLC | 3,226 | $545.4K | 0.08% | 00.0% | Unchanged |
| Providence First Trust Co | 3,231 | $546.2K | 0.15% | +1,301+67.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,235 | $546.9K | 0.02% | −32−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,235 | $546.9K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,249 | $549.3K | 0.06% | −27−0.8% | Reduced |
| MSH Capital Advisors LLC | 3,250 | $549.4K | 0.10% | −9−0.3% | Reduced |
| Numerai GP LLC | 3,266 | $552.1K | 0.05% | +3,266 | New |
| Atticus Wealth Management, LLC | 3,271 | $553.0K | 0.13% | −32−1.0% | Reduced |
| Courier Capital LLC | 3,277 | $554.0K | 0.03% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,304 | $558.5K | 0.02% | −423−11.3% | Reduced |
| Fulton Bank, N.A. | 3,308 | $559.2K | 0.02% | −682−17.1% | Reduced |
| Allen Investment Management LLC | 3,318 | $560.9K | 0.01% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,330 | $562.9K | 0.17% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,332 | $563.3K | 0.05% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,341 | $564.8K | 0.05% | +15+0.5% | Added |
| Wedgewood Investors Inc | 3,350 | $566.3K | 0.58% | 00.0% | Unchanged |
| Lionhunter Capital Management, LLC | 3,356 | $567.3K | 0.26% | +3,356 | New |
| Uncommon Cents Investing LLC | 3,362 | $568.3K | 0.12% | −20−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,368 | $569.4K | 0.01% | −334−9.0% | Reduced |
| Corbyn Investment Management Inc | 3,369 | $569.5K | 0.16% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,369 | $569.7K | 0.21% | −4,255−55.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,372 | $570.0K | 0.01% | −15−0.4% | Reduced |
| HCR Wealth Advisors | 3,374 | $570.4K | 0.05% | +81+2.5% | Added |
| Old Point Trust & Financial Services N A | 3,375 | $570.5K | 0.17% | −75−2.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,468 | $574.0K | 0.03% | −289−10.5% | Reduced |
| Legacy Private Trust Co. | 3,405 | $575.6K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 3,407 | $576.0K | 0.12% | +105+3.2% | Added |
| Hamilton Capital, LLC | 3,409 | $576.3K | 0.03% | −471−12.1% | Reduced |
| Second Line Capital, LLC | 3,415 | $577.3K | 0.11% | −23−0.7% | Reduced |
| Ethos Financial Group, LLC | 3,084 | $577.4K | 0.04% | 00.0% | Unchanged |
| Clifford Group, LLC | 3,427 | $579.4K | 0.40% | −295−7.9% | Reduced |
| 9823 Capital, L.P. | 3,438 | $581.2K | 0.39% | +3,438 | New |
| LexAurum Advisors, LLC | 3,451 | $583.4K | 0.07% | +8+0.2% | Added |
| CWA Asset Management Group, LLC | 3,461 | $585.1K | 0.02% | +31+0.9% | Added |
| Mill Capital Management, LLC | 3,462 | $585.3K | 0.04% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 3,468 | $586.3K | 0.27% | +3,468 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,228 | $588.7K | 0.18% | +751+30.3% | Added |
| Crawford Investment Counsel Inc | 3,492 | $590.3K | 0.01% | +11+0.3% | Added |
| Riverwater Partners LLC | 3,500 | $591.7K | 0.18% | −116−3.2% | Reduced |
| Waldron Private Wealth LLC | 3,507 | $592.9K | 0.02% | +450+14.7% | Added |
| Schnieders Capital Management, LLC. | 3,508 | $593.0K | 0.08% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,508 | $593.0K | 0.03% | +20+0.6% | Added |
| Oxford Asset Management LLP | 3,509 | $593.2K | 0.29% | +1,326+60.7% | Added |
| Cookson Peirce & Co Inc | 3,512 | $593.7K | 0.02% | +172+5.1% | Added |