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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 4,281 | $723.7K | 0.05% | +135+3.3% | Added |
| Hennessy Advisors Inc | 4,282 | $723.9K | 0.02% | −518−10.8% | Reduced |
| Hantz Financial Services, Inc. | 4,306 | $728.0K | 0.01% | +1,877+77.3% | Added |
| Lincoln Capital LLC | 4,310 | $728.7K | 0.13% | −150−3.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 4,320 | $730.3K | 0.03% | −270−5.9% | Reduced |
| Princeton Global Asset Management LLC | 4,326 | $731.4K | 0.10% | +645+17.5% | Added |
| Moment Partners, LLC | 4,327 | $731.5K | 0.13% | +80+1.9% | Added |
| Harvest Fund Management Co., Ltd | 4,338 | $733.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,344 | $734.3K | 0.02% | −545−11.1% | Reduced |
| Falcon Wealth Planning | 4,347 | $734.9K | 0.05% | +1,982+83.8% | Added |
| GWN Securities Inc. | 4,388 | $741.8K | 0.12% | +24+0.5% | Added |
| Wealthcare Advisory Partners LLC | 4,438 | $750.2K | 0.01% | −4,691−51.4% | Reduced |
| NVWM, LLC | 4,441 | $750.7K | 0.15% | −29−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,444 | $751.3K | 0.16% | 00.0% | Unchanged |
| Mangrove Partners | 4,447 | $751.8K | 0.05% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 4,452 | $752.6K | 0.25% | −1,049−19.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,479 | $757.1K | 0.01% | +782+21.2% | Added |
| Wealth Advisory Solutions, LLC | 4,479 | $757.2K | 0.16% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,480 | $757.3K | 0.22% | −683−13.2% | Reduced |
| Rossby Financial, LCC | 4,530 | $765.8K | 0.14% | +361+8.7% | Added |
| Redwood Investment Management, LLC | 4,543 | $768.0K | 0.08% | +4,543 | New |
| Bank of Hawaii | 4,566 | $771.9K | 0.04% | −829−15.4% | Reduced |
| 5T Wealth, LLC | 4,574 | $773.1K | 0.29% | −47−1.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,361 | $773.4K | 0.23% | −174−3.8% | Reduced |
| Veratis Advisors, Inc. | 4,597 | $777.1K | 0.55% | +4,597 | New |
| TIAA Wealth Investment Management LLC | 4,611 | $779.6K | 0.01% | +262+6.0% | Added |
| Essential Partners LLC | 4,643 | $784.9K | 0.36% | +772+19.9% | Added |
| Siemens Fonds Invest GmbH | 4,649 | $785.9K | 0.04% | +2,160+86.8% | Added |
| Investors Research Corp | 4,650 | $786.1K | 0.14% | −42−0.9% | Reduced |
| Philip James Wealth Mangement, LLC | 4,652 | $786.4K | 0.09% | −1,169−20.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,652 | $786.4K | 0.07% | −4−0.1% | Reduced |
| LVM Capital Management Ltd | 4,676 | $790.0K | 0.07% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 4,684 | $791.8K | 0.64% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,693 | $793.3K | 0.21% | +147+3.2% | Added |
| Massmutual Trust Co FSB | 4,721 | $798.1K | 0.02% | +40+0.9% | Added |
| 111 Capital | 4,748 | $802.6K | 0.14% | +1,237+35.2% | Added |
| Jackson Thornton Asset Management, LLC | 4,751 | $803.2K | 0.06% | +576+13.8% | Added |
| Sig Brokerage, LP | 4,758 | $804.3K | 0.13% | +3,485+273.8% | Added |
| Garrison Point Advisors, LLC | 4,828 | $816.2K | 0.33% | −152−3.1% | Reduced |
| Gryphon Financial Partners LLC | 4,836 | $817.5K | 0.07% | +85+1.8% | Added |
| Drive Wealth Management, LLC | 4,836 | $817.6K | 0.15% | +830+20.7% | Added |
| Baker Avenue Asset Management, LP | 4,899 | $828.2K | 0.02% | +233+5.0% | Added |
| KCM Investment Advisors LLC | 4,918 | $831.3K | 0.02% | −145−2.9% | Reduced |
| CSS LLC | 4,930 | $833.4K | 0.04% | +40+0.8% | Added |
| Venturi Wealth Management, LLC | 4,944 | $835.6K | 0.03% | +431+9.6% | Added |
| Autumn Glory Partners, LLC | 4,943 | $835.6K | 0.24% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,826 | $840.0K | 0.03% | 00.0% | Unchanged |
| Rexford Capital Inc | 4,998 | $844.9K | 0.52% | −56−1.1% | Reduced |
| Cito Capital Group, LLC | 5,000 | $845.0K | 0.23% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,006 | $846.3K | 0.10% | +91+1.9% | Added |
| Augustine Asset Management Inc | 5,013 | $847.4K | 0.17% | −32−0.6% | Reduced |
| Chilton Investment Co LLC | 5,015 | $847.8K | 0.02% | +1,349+36.8% | Added |
| Baring Financial LLC | 5,027 | $849.9K | 0.47% | −185−3.5% | Reduced |
| Valley Brook Capital Group | 5,055 | $854.5K | 0.48% | +10.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,056 | $854.7K | 0.03% | −600−10.6% | Reduced |
| Larson Financial Group LLC | 5,060 | $855.4K | 0.02% | +118+2.4% | Added |
| Montecito Bank & Trust | 5,084 | $859.5K | 0.13% | +87+1.7% | Added |
| Worth Financial Advisory Group, LLC | 5,085 | $859.6K | 0.36% | +5,085 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,104 | $862.8K | 0.13% | −106−2.0% | Reduced |
| Rosenberg Matthew Hamilton | 5,106 | $863.2K | 0.16% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 5,117 | $864.7K | 0.01% | −2,901−36.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5,126 | $866.6K | 0.10% | −1,492−22.5% | Reduced |
| Bridges Investment Management Inc | 5,152 | $870.9K | 0.01% | +105+2.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,155 | $871.5K | 0.06% | +10.0% | Added |
| B&L Asset Management LLC | 5,161 | $872.5K | 0.30% | +133+2.6% | Added |
| Cornerstone Wealth Group, LLC | 5,162 | $872.7K | 0.05% | +147+2.9% | Added |
| Essex Savings Bank | 5,164 | $873.0K | 0.19% | −239−4.4% | Reduced |
| Trust Co of Toledo NA | 5,170 | $874.0K | 0.07% | −115−2.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,171 | $874.2K | 0.04% | +10.0% | Added |
| Chicago Trust Co NA | 5,180 | $875.7K | 0.13% | −2,181−29.6% | Reduced |
| Westhampton Capital, LLC | 5,190 | $877.4K | 0.36% | 00.0% | Unchanged |
| Rathbone Brothers plc | 5,226 | $883.5K | 0.00% | −404−7.2% | Reduced |
| Integrated Advisors Network LLC | 5,236 | $885.1K | 0.04% | −92−1.7% | Reduced |
| BWM Planning, LLC | 5,240 | $885.8K | 0.21% | −4,265−44.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,246 | $886.8K | 0.19% | +5,051+2,590.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,273 | $891.4K | 0.05% | −182−3.3% | Reduced |
| Endeavor Private Wealth, Inc. | 5,283 | $893.0K | 0.22% | −577−9.8% | Reduced |
| QTR Family Wealth, LLC | 5,322 | $899.6K | 0.31% | +658+14.1% | Added |
| Doheny Asset Management | 5,329 | $901.0K | 0.52% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,343 | $903.2K | 0.06% | +476+9.8% | Added |
| Belpointe Asset Management LLC | 5,352 | $904.8K | 0.03% | +258+5.1% | Added |
| IMC-Chicago, LLC | 5,384 | $910.2K | 0.01% | +5,384 | New |
| Syon Capital LLC | 5,392 | $911.5K | 0.04% | +282+5.5% | Added |
| Davis Investment Partners, LLC | 5,402 | $913.2K | 0.28% | +21+0.4% | Added |
| Charter Trust Co | 5,409 | $914.4K | 0.05% | +973+21.9% | Added |
| Everhart Financial Group, Inc. | 5,413 | $915.0K | 0.06% | +69+1.3% | Added |
| Checchi Capital Advisers, LLC | 5,442 | $920.0K | 0.06% | 00.0% | Unchanged |
| Sentinus, LLC | 5,444 | $920.2K | 0.07% | +577+11.9% | Added |
| CFS Investment Advisory Services, LLC | 5,226 | $922.0K | 0.06% | +27+0.5% | Added |
| Atlas Legacy Advisors, LLC | 5,585 | $932.1K | 0.14% | +395+7.6% | Added |
| Aigen Investment Management, LP | 5,522 | $933.5K | 0.26% | −3,419−38.2% | Reduced |
| Weatherly Asset Management L. P. | 5,522 | $933.5K | 0.07% | +240+4.5% | Added |
| Signature Estate & Investment Advisors LLC | 5,536 | $936.6K | 0.02% | +124+2.3% | Added |
| Howland Capital Management LLC | 5,558 | $939.6K | 0.03% | +684+14.0% | Added |
| Probity Advisors, Inc. | 5,593 | $945.5K | 0.14% | −227−3.9% | Reduced |
| Boothbay Fund Management, LLC | 5,615 | $949.2K | 0.02% | +5,615 | New |
| Fairfield, Bush & Co. | 5,617 | $949.5K | 0.47% | +337+6.4% | Added |
| Baker Ellis Asset Management LLC | 5,635 | $952.5K | 0.10% | −20−0.4% | Reduced |
| Alphadyne Asset Management LP | 5,642 | $953.8K | 0.04% | +5,642 | New |
| Keynote Financial Services LLC | 5,687 | $961.4K | 0.45% | −7−0.1% | Reduced |