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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 5,714 | $963.0K | 0.04% | 00.0% | Unchanged |
| South Street Advisors LLC | 5,700 | $963.6K | 0.13% | −500−8.1% | Reduced |
| Camden Capital, LLC | 5,706 | $964.6K | 0.05% | −21−0.4% | Reduced |
| Perigon Wealth Management, LLC | 5,738 | $970.0K | 0.02% | +72+1.3% | Added |
| EPG Wealth Management LLC | 5,773 | $976.0K | 0.23% | −173−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,475 | $979.1K | 0.02% | 00.0% | Unchanged |
| Saturna Capital CORP | 5,794 | $979.5K | 0.01% | −2,540−30.5% | Reduced |
| Aaron Wealth Advisors | 5,803 | $981.0K | 0.05% | +229+4.1% | Added |
| Perpetual Ltd | 5,805 | $981.3K | 0.01% | −34−0.6% | Reduced |
| First National Bank & Trust Co of Newtown | 4,651 | $984.5K | 0.20% | −286−5.8% | Reduced |
| CX Institutional | 5,839 | $987.0K | 0.03% | −268−4.4% | Reduced |
| Strategic Financial Services, Inc, | 5,857 | $990.1K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,859 | $990.5K | 0.02% | −6,980−54.4% | Reduced |
| Arvest Bank Trust Division | 5,871 | $992.5K | 0.05% | −2,000−25.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,877 | $993.5K | 0.27% | +151+2.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,914 | $999.8K | 0.05% | +802+15.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,926 | $1.00M | 0.02% | −1,555−20.8% | Reduced |
| Whitener Capital Management, Inc. | 5,934 | $1.00M | 0.21% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,937 | $1.00M | 0.06% | +297+5.3% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $1.00M | 0.17% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,964 | $1.01M | 0.05% | +8+0.1% | Added |
| Concentric Capital Strategies, LP | 5,965 | $1.01M | 0.06% | +5,965 | New |
| Angeles Wealth Management, LLC | 6,004 | $1.01M | 0.05% | +95+1.6% | Added |
| Valmark Advisers, Inc. | 6,019 | $1.02M | 0.01% | +22+0.4% | Added |
| Heritage Wealth Management, Inc. | 6,020 | $1.02M | 0.25% | +6,020 | New |
| Alta Capital Management LLC | 6,020 | $1.02M | 0.08% | −484−7.4% | Reduced |
| Csenge Advisory Group | 6,031 | $1.02M | 0.04% | −94−1.5% | Reduced |
| Symphony Financial, Ltd. Co. | 5,919 | $1.02M | 0.11% | −299−4.8% | Reduced |
| Peapack Gladstone Financial Corp | 6,094 | $1.03M | 0.01% | −469−7.1% | Reduced |
| Kovack Advisors, Inc. | 6,023 | $1.03M | 0.05% | −98−1.6% | Reduced |
| Heck Capital Advisors, LLC | 6,141 | $1.04M | 0.06% | +44+0.7% | Added |
| Tyche Wealth Partners LLC | 6,186 | $1.05M | 0.15% | +30.0% | Added |
| Private Trust Co NA | 6,194 | $1.05M | 0.08% | −106−1.7% | Reduced |
| Fiduciary Alliance LLC | 6,208 | $1.05M | 0.07% | +78+1.3% | Added |
| Osmosis Investment Management UK Ltd | 6,218 | $1.05M | 0.05% | −10,381−62.5% | Reduced |
| J. Safra Sarasin Holding AG | 5,776 | $1.05M | 0.02% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,225 | $1.05M | 0.38% | −203−3.2% | Reduced |
| Employees Retirement System of Texas | 6,248 | $1.06M | 0.01% | +6,248 | New |
| American Financial Group Inc | 6,250 | $1.06M | 0.37% | 00.0% | Unchanged |
| Peoples Bank | 6,262 | $1.06M | 0.54% | −12−0.2% | Reduced |
| Norden Group LLC | 6,295 | $1.06M | 0.09% | +444+7.6% | Added |
| Kuhn & Co Investment Counsel | 6,302 | $1.07M | 0.62% | +8+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,305 | $1.07M | 0.03% | −3,329−34.6% | Reduced |
| First National Trust Co | 6,307 | $1.07M | 0.04% | −250−3.8% | Reduced |
| Regal Investment Advisors LLC | 6,307 | $1.07M | 0.06% | +290+4.8% | Added |
| 1st Source Bank | 6,321 | $1.07M | 0.05% | −300−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,335 | $1.07M | 0.05% | −34−0.5% | Reduced |
| Adviser Investments LLC | 6,358 | $1.07M | 0.01% | +595+10.3% | Added |
| ArrowMark Colorado Holdings LLC | 6,400 | $1.08M | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 6,401 | $1.08M | 0.05% | +38+0.6% | Added |
| Generali Investments, Management Co LLC | 6,419 | $1.09M | 0.24% | −1,346−17.3% | Reduced |
| Caerus Investment Advisors, LLC | 6,420 | $1.09M | 0.37% | +493+8.3% | Added |
| Old North State Trust, LLC | 6,443 | $1.09M | 0.56% | +356+5.8% | Added |
| Trust Co of Vermont | 6,454 | $1.09M | 0.04% | +6,454 | New |
| Allen Capital Group, LLC | 6,465 | $1.09M | 0.09% | −36−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 6,471 | $1.09M | 0.04% | −207−3.1% | Reduced |
| Sagespring Wealth Partners, LLC | 6,477 | $1.09M | 0.02% | +45+0.7% | Added |
| Cornerstone Wealth Management, LLC | 6,490 | $1.10M | 0.05% | −12−0.2% | Reduced |
| Miller Investment Management, LP | 6,500 | $1.10M | 0.10% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 6,512 | $1.10M | 0.22% | −71−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 6,525 | $1.10M | 0.02% | −79−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 6,553 | $1.11M | 0.10% | −526−7.4% | Reduced |
| Mairs & Power Inc | 6,554 | $1.11M | 0.01% | −50−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,577 | $1.11M | 0.08% | +123+1.9% | Added |
| America First Investment Advisors, LLC | 6,580 | $1.11M | 0.21% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,596 | $1.12M | 0.17% | −194−2.9% | Reduced |
| Compass Capital Corp | 5,139 | $1.12M | 0.36% | −61−1.2% | Reduced |
| Simplicity Wealth,LLC | 6,639 | $1.12M | 0.04% | +833+14.3% | Added |
| Drucker Wealth 3.0, LLC | 6,655 | $1.12M | 0.18% | −30.0% | Reduced |
| Corsicana & Co. | 6,692 | $1.13M | 0.55% | −295−4.2% | Reduced |
| Mather Group, LLC. | 6,722 | $1.14M | 0.01% | +1,916+39.9% | Added |
| TCW Group Inc | 6,768 | $1.14M | 0.01% | +119+1.8% | Added |
| Retirement Investment Advisors, Inc. | 5,772 | $1.14M | 0.08% | −915−13.7% | Reduced |
| Prairie Advisory, LLC | 6,779 | $1.15M | 0.28% | +6,779 | New |
| Commerzbank Aktiengesellschaft | 6,789 | $1.15M | 0.02% | −272−3.9% | Reduced |
| Assetmark, Inc | 6,812 | $1.15M | 0.00% | −1,177−14.7% | Reduced |
| Boston Trust Walden Corp | 6,835 | $1.16M | 0.01% | −25−0.4% | Reduced |
| National Asset Management, Inc. | 6,649 | $1.16M | 0.06% | −212−3.1% | Reduced |
| SummitTX Capital, L.P. | 6,860 | $1.16M | 0.03% | +6,860 | New |
| Perryman Financial Advisory Inc | 6,891 | $1.16M | 0.16% | −52−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 6,893 | $1.17M | 0.13% | −16−0.2% | Reduced |
| Atomi Financial Group, Inc. | 6,956 | $1.18M | 0.03% | +909+15.0% | Added |
| WealthTrust Axiom LLC | 6,969 | $1.18M | 0.26% | +89+1.3% | Added |
| Parkside Financial Bank & Trust | 7,017 | $1.19M | 0.08% | +3,389+93.4% | Added |
| Strategic Advisors LLC | 7,023 | $1.19M | 0.26% | +4+0.1% | Added |
| Ascent Group, LLC | 7,047 | $1.19M | 0.04% | +3,164+81.5% | Added |
| Cladis Investment Advisory, LLC | 7,079 | $1.20M | 0.56% | +10.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,100 | $1.20M | 0.65% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,109 | $1.20M | 0.05% | +490+7.4% | Added |
| Barry Investment Advisors, LLC | 7,127 | $1.20M | 0.25% | −733−9.3% | Reduced |
| Welch & Forbes LLC | 7,131 | $1.21M | 0.01% | +424+6.3% | Added |
| AMG National Trust Bank | 7,148 | $1.21M | 0.02% | +1,066+17.5% | Added |
| Resources Management Corp | 7,178 | $1.21M | 0.15% | −50−0.7% | Reduced |
| Erste Asset Management GmbH | 7,000 | $1.22M | 0.01% | −1,800−20.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $1.22M | 0.04% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 7,242 | $1.22M | 0.47% | −1,061−12.8% | Reduced |
| Hilltop Holdings Inc. | 7,261 | $1.23M | 0.10% | +412+6.0% | Added |
| Fiduciary Group LLC | 7,267 | $1.23M | 0.10% | −167−2.2% | Reduced |
| First Citizens Bank & Trust Co | 7,338 | $1.24M | 0.02% | +188+2.6% | Added |
| Coastal Bridge Advisors, LLC | 7,364 | $1.24M | 0.08% | +1,039+16.4% | Added |