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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 3,513 | $593.9K | 0.03% | −306−8.0% | Reduced |
| Headlands Technologies LLC | 3,513 | $593.9K | 0.06% | +2,155+158.7% | Added |
| Empirical Asset Management, LLC | 3,514 | $594.1K | 0.13% | +2,277+184.1% | Added |
| Riversedge Advisors, LLC | 3,526 | $596.0K | 0.08% | +1,311+59.2% | Added |
| Snowwater Investment Partners, LLC | 3,532 | $597.1K | 0.41% | +22+0.6% | Added |
| Harbor Advisors LLC | 3,541 | $598.6K | 0.08% | 00.0% | Unchanged |
| National Philanthropic Trust | 3,557 | $601.3K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,561 | $602.0K | 0.05% | +45+1.3% | Added |
| Tripletail Wealth Management, LLC | 3,416 | $602.7K | 0.69% | −192−5.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,561 | $603.0K | 0.16% | −102−2.8% | Reduced |
| Aprio Wealth Management, LLC | 3,593 | $607.4K | 0.03% | −37−1.0% | Reduced |
| Ballew Advisors, Inc | 3,456 | $609.8K | 0.32% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 2,923 | $610.3K | 0.32% | +12+0.4% | Added |
| S.A. Mason LLC | 3,629 | $613.5K | 0.19% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 3,635 | $614.5K | 0.17% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,293 | $620.4K | 0.06% | +316+10.6% | Added |
| Legacy Financial Advisors, Inc. | 3,678 | $621.8K | 0.08% | −4,867−57.0% | Reduced |
| Master's Wealth Management Inc. | 3,682 | $622.5K | 0.19% | +137+3.9% | Added |
| Trustmark National Bank Trust Department | 3,695 | $624.6K | 0.04% | 00.0% | Unchanged |
| Indivisible Partners | 3,703 | $625.9K | 0.04% | +509+15.9% | Added |
| Journey Advisory Group, LLC | 3,705 | $626.3K | 0.05% | +233+6.7% | Added |
| Lummis Asset Management, LP | 3,011 | $627.9K | 0.38% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,718 | $628.4K | 0.05% | +452+13.8% | Added |
| Cigna Investments Inc | 3,724 | $629.0K | 0.08% | −101−2.6% | Reduced |
| Cadinha & Co LLC | 3,733 | $631.1K | 0.09% | +13+0.3% | Added |
| Capital Investment Advisory Services, LLC | 3,743 | $632.8K | 0.04% | +23+0.6% | Added |
| Advisory Alpha, LLC | 3,753 | $634.8K | 0.02% | +339+9.9% | Added |
| Mainsail Asset Management, LLC | 3,069 | $634.8K | 0.25% | +1,707+125.3% | Added |
| Busey Wealth Management | 3,757 | $635.1K | 0.02% | −328−8.0% | Reduced |
| Patron Partners Advisors, LLC | 3,781 | $639.2K | 0.25% | −283−7.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,786 | $639.9K | 0.09% | +39+1.0% | Added |
| WP Advisors, LLC | 3,796 | $641.7K | 0.16% | −617−14.0% | Reduced |
| Ameritas Advisory Services, LLC | 3,800 | $642.4K | 0.01% | +1,868+96.7% | Added |
| Meridian Wealth Management, LLC | 3,804 | $643.0K | 0.02% | +686+22.0% | Added |
| Roberts Glore & Co Inc | 3,806 | $643.4K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,818 | $645.5K | 0.01% | −513−11.8% | Reduced |
| HBW Advisory Services LLC | 3,819 | $645.6K | 0.06% | +1,481+63.3% | Added |
| Biltmore Wealth Management, LLC | 3,820 | $645.8K | 0.20% | −151−3.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,823 | $646.3K | 0.01% | +504+15.2% | Added |
| Montchanin Asset Management, LLC | 3,830 | $647.0K | 0.66% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 3,828 | $647.2K | 0.32% | +17+0.4% | Added |
| Roof Eidam & Maycock | 3,843 | $649.7K | 0.13% | 00.0% | Unchanged |
| Keel Point, LLC | 3,845 | $650.1K | 0.04% | +151+4.1% | Added |
| Focus Financial Network, Inc. | 3,854 | $651.5K | 0.02% | −21−0.5% | Reduced |
| Donaldson Capital Management, LLC | 3,857 | $652.1K | 0.02% | +2,416+167.7% | Added |
| Clarity Financial LLC | 3,861 | $652.6K | 0.06% | +3,861 | New |
| Syntegra Private Wealth Group, LLC | 3,866 | $653.6K | 0.05% | +14+0.4% | Added |
| Campion Asset Management LLC | 3,867 | $653.7K | 0.40% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,656 | $653.9K | 0.01% | +127+3.6% | Added |
| Affinity Investment Advisors, LLC | 3,870 | $654.2K | 0.33% | −2,458−38.8% | Reduced |
| Gratus Wealth Advisors, LLC | 3,879 | $655.8K | 0.08% | +55+1.4% | Added |
| Islay Capital Management, LLC | 3,882 | $656.3K | 0.31% | −200−4.9% | Reduced |
| Ballentine Partners, LLC | 3,883 | $656.4K | 0.01% | +408+11.7% | Added |
| Excalibur Management Corp | 3,887 | $657.1K | 0.22% | −35−0.9% | Reduced |
| John G Ullman & Associates Inc | 3,897 | $658.8K | 0.08% | +47+1.2% | Added |
| EntryPoint Capital, LLC | 3,898 | $659.0K | 0.16% | +2,249+136.4% | Added |
| Richwood Investment Advisors, LLC | 3,930 | $664.4K | 0.47% | −180−4.4% | Reduced |
| Southland Equity Partners LLC | 3,942 | $666.5K | 0.12% | +19+0.5% | Added |
| Three Seasons Wealth, LLC | 3,958 | $669.1K | 0.06% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,964 | $670.1K | 0.03% | −59−1.5% | Reduced |
| Sharp Financial Services, LLC | 3,966 | $670.4K | 0.31% | +843+27.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,976 | $672.2K | 0.01% | −46−1.1% | Reduced |
| Cushing Capital Partners, LLC | 3,977 | $672.2K | 0.46% | −63−1.6% | Reduced |
| GW Henssler & Associates Ltd | 3,993 | $675.0K | 0.03% | +16+0.4% | Added |
| Frank, Rimerman Advisors LLC | 3,993 | $675.0K | 0.04% | +49+1.2% | Added |
| Abner Herrman & Brock LLC | 4,000 | $676.0K | 0.06% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 4,024 | $680.3K | 0.08% | +4,024 | New |
| Clearbridge Investments, LLC | 4,027 | $680.8K | 0.00% | −170−4.1% | Reduced |
| Palisade Asset Management, LLC | 4,035 | $682.1K | 0.06% | −25−0.6% | Reduced |
| Whalerock Point Partners, LLC | 4,044 | $683.6K | 0.12% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,059 | $686.2K | 0.39% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,068 | $687.7K | 0.05% | +59+1.5% | Added |
| Argyle Capital Partners, LLC | 4,072 | $688.4K | 0.43% | 00.0% | Unchanged |
| Whittier Trust Co | 3,883 | $688.6K | 0.01% | +10+0.3% | Added |
| Peoples Financial Services Corp. | 4,075 | $688.9K | 0.30% | 00.0% | Unchanged |
| Spinnaker Trust | 4,075 | $688.9K | 0.03% | +200+5.2% | Added |
| Investment Research Partners LLC | 4,082 | $690.1K | 0.23% | +925+29.3% | Added |
| Catalyst Funds Management Pty Ltd | 4,100 | $693.1K | 0.04% | +2,452+148.8% | Added |
| Jefferies Financial Group Inc. | 4,115 | $695.6K | 0.01% | −3,885−48.6% | Reduced |
| Means Investment Co., Inc. | 4,118 | $696.1K | 0.05% | −124−2.9% | Reduced |
| 1248 Management, LLC | 4,134 | $698.9K | 0.27% | +2,888+231.8% | Added |
| Armor Investment Advisors, LLC | 4,136 | $699.2K | 0.22% | −230−5.3% | Reduced |
| SAM Advisors, LLC | 4,136 | $699.2K | 0.19% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 4,140 | $699.8K | 0.26% | +12+0.3% | Added |
| Michael B. Yongue | 4,141 | $700.0K | 0.49% | −94−2.2% | Reduced |
| Tred Avon Family Wealth, LLC | 4,144 | $700.5K | 0.21% | −40−1.0% | Reduced |
| Basepoint Wealth LLC | 4,165 | $704.0K | 0.40% | −180−4.1% | Reduced |
| Modern Wealth Management, LLC | 4,172 | $705.1K | 0.01% | +116+2.9% | Added |
| Alchemi Wealth, LLC | 4,178 | $706.5K | 0.33% | +23+0.6% | Added |
| Jacobs Equity LLC | 4,180 | $706.6K | 0.49% | +751+21.9% | Added |
| Freestone Capital Holdings, LLC | 4,193 | $708.8K | 0.02% | +426+11.3% | Added |
| Jupiter Wealth Management LLC | 4,200 | $710.0K | 0.28% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,203 | $710.4K | 0.01% | +840+25.0% | Added |
| Caitong International Asset Management Co., Ltd | 4,205 | $710.9K | 0.10% | −7,636−64.5% | Reduced |
| PDS Planning, Inc | 4,208 | $711.4K | 0.04% | +341+8.8% | Added |
| Modera Wealth Management, LLC | 4,210 | $711.8K | 0.01% | +142+3.5% | Added |
| Johnson & White Wealth Management, LLC | 4,235 | $715.9K | 0.27% | 00.0% | Unchanged |
| SFMG, LLC | 4,265 | $720.9K | 0.04% | +406+10.5% | Added |
| Aull & Monroe Investment Management Corp | 4,270 | $721.8K | 0.30% | +33+0.8% | Added |
| West Family Investments, Inc. | 4,280 | $723.5K | 0.21% | +4,280 | New |