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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 7,374 | $1.25M | 0.13% | +770+11.7% | Added |
| NewEdge Wealth, LLC | 7,376 | $1.25M | 0.01% | +717+10.8% | Added |
| Frec Markets, Inc. | 7,423 | $1.25M | 0.11% | +2,038+37.8% | Added |
| DT Investment Partners, LLC | 7,431 | $1.26M | 0.09% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 7,448 | $1.26M | 0.19% | −29,927−80.1% | Reduced |
| Bull Street Advisors, LLC | 7,522 | $1.27M | 0.58% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 7,573 | $1.28M | 0.29% | +78+1.0% | Added |
| Stegent Equity Advisors, Inc. | 7,589 | $1.28M | 0.92% | −300−3.8% | Reduced |
| Savvy Advisors, Inc. | 7,593 | $1.28M | 0.03% | +125+1.7% | Added |
| Denali Advisors LLC | 7,605 | $1.29M | 0.13% | +203+2.7% | Added |
| Patten Group, Inc. | 7,607 | $1.29M | 0.20% | +66+0.9% | Added |
| RFG Advisory, LLC | 7,609 | $1.29M | 0.02% | −7,381−49.2% | Reduced |
| Elevatus Welath Management | 7,621 | $1.29M | 0.31% | +5,185+212.8% | Added |
| Eagle Global Advisors LLC | 7,636 | $1.29M | 0.04% | +7+0.1% | Added |
| Tema ETFs LLC | 7,651 | $1.29M | 0.04% | +725+10.5% | Added |
| Cozad Asset Management Inc | 7,693 | $1.30M | 0.08% | +550+7.7% | Added |
| Vestcor Inc | 7,727 | $1.31M | 0.03% | −659−7.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,737 | $1.31M | 0.09% | −77−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 7,766 | $1.31M | 0.01% | +529+7.3% | Added |
| Glenview Trust Co | 7,790 | $1.32M | 0.02% | +201+2.6% | Added |
| Wealth Alliance Advisory Group, LLC | 7,854 | $1.33M | 0.19% | +32+0.4% | Added |
| Cowa, LLC | 7,868 | $1.33M | 0.33% | +20.0% | Added |
| Virtu Financial LLC | 7,964 | $1.35M | 0.04% | −1,569−16.5% | Reduced |
| Westmount Partners, LLC | 7,987 | $1.35M | 0.30% | +51+0.6% | Added |
| Evolve Private Wealth, LLC | 7,993 | $1.35M | 0.08% | −1,347−14.4% | Reduced |
| Searle & Co. | 8,017 | $1.36M | 0.30% | 00.0% | Unchanged |
| Optiver Holding B.V. | 8,023 | $1.36M | 0.02% | +6,443+407.8% | Added |
| VestGen Advisors, LLC | 8,037 | $1.36M | 0.04% | −1,790−18.2% | Reduced |
| Two Sigma Securities, LLC | 8,059 | $1.36M | 0.12% | +6,035+298.2% | Added |
| Ausdal Financial Partners, Inc. | 8,120 | $1.37M | 0.05% | +2,083+34.5% | Added |
| Groupama Asset Managment | 7,950 | $1.37M | 0.02% | +237+3.1% | Added |
| Virtue Asset Management LLC | 8,147 | $1.38M | 0.97% | −1,138−12.3% | Reduced |
| Harbour Investments, Inc. | 8,157 | $1.38M | 0.02% | −2,198−21.2% | Reduced |
| Intrust Bank NA | 8,165 | $1.38M | 0.10% | −2,354−22.4% | Reduced |
| Argent Trust Co | 8,185 | $1.38M | 0.04% | −76−0.9% | Reduced |
| SCP Investment, LP | 8,188 | $1.38M | 1.28% | +500+6.5% | Added |
| Uhlmann Price Securities, LLC | 8,201 | $1.39M | 0.05% | −280−3.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,224 | $1.39M | 0.08% | +2,438+42.1% | Added |
| Prudential PLC | 8,243 | $1.39M | 0.01% | 00.0% | Unchanged |
| Navalign, LLC | 8,260 | $1.40M | 0.33% | −27−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,263 | $1.40M | 0.21% | +8+0.1% | Added |
| V-Square Quantitative Management LLC | 8,303 | $1.40M | 0.13% | +95+1.2% | Added |
| Naviter Wealth, LLC | 8,311 | $1.40M | 0.13% | +112+1.4% | Added |
| Confluence Wealth Services, Inc. | 8,394 | $1.42M | 0.04% | +1,793+27.2% | Added |
| RiverFront Investment Group, LLC | 8,395 | $1.42M | 0.02% | +3,616+75.7% | Added |
| Old National Bancorp | 8,403 | $1.42M | 0.03% | −29,172−77.6% | Reduced |
| Waddell & Associates, LLC | 8,407 | $1.42M | 0.07% | +828+10.9% | Added |
| Fox Run Management, L.L.C. | 8,422 | $1.42M | 0.24% | +8,422 | New |
| Harbour Investment Management LLC | 8,428 | $1.42M | 0.74% | −130−1.5% | Reduced |
| Intrua Financial, LLC | 8,430 | $1.43M | 0.13% | −186−2.2% | Reduced |
| Guyasuta Investment Advisors Inc | 8,493 | $1.44M | 0.07% | −409−4.6% | Reduced |
| Voleon Capital Management LP | 8,512 | $1.44M | 0.03% | +2,296+36.9% | Added |
| Grimes & Company, Inc. | 8,551 | $1.45M | 0.03% | +13+0.2% | Added |
| Lee Danner & Bass Inc | 8,567 | $1.45M | 0.08% | −6−0.1% | Reduced |
| Mystic Asset Management, Inc. | 8,573 | $1.45M | 0.31% | +55+0.6% | Added |
| Adirondack Trust Co | 8,577 | $1.45M | 0.43% | −83−1.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,603 | $1.45M | 0.06% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 8,644 | $1.46M | 0.33% | −598−6.5% | Reduced |
| FourThought Financial Partners, LLC | 8,701 | $1.47M | 0.11% | +219+2.6% | Added |
| Fiduciary Trust Co | 8,716 | $1.47M | 0.02% | −45−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 8,762 | $1.48M | 0.10% | +8,762 | New |
| Sigma Planning Corp | 8,813 | $1.49M | 0.04% | +40+0.5% | Added |
| EverSource Wealth Advisors, LLC | 8,851 | $1.50M | 0.05% | −3,595−28.9% | Reduced |
| Ilex Capital Partners (UK) LLP | 8,864 | $1.50M | 0.03% | +8,864 | New |
| Tower Bridge Advisors | 8,897 | $1.50M | 0.14% | −402−4.3% | Reduced |
| Ingalls & Snyder LLC | 8,915 | $1.51M | 0.04% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 8,918 | $1.51M | 0.92% | +276+3.2% | Added |
| Fifth Third Wealth Advisors LLC | 8,925 | $1.51M | 0.04% | −219−2.4% | Reduced |
| AA Financial Advisors, LLC | 8,925 | $1.51M | 0.18% | +258+3.0% | Added |
| Pavion Blue Capital, LLC | 8,927 | $1.51M | 0.61% | +10.0% | Added |
| Poehling Capital Management, LLC | 9,017 | $1.52M | 0.33% | −106−1.2% | Reduced |
| Diversify Wealth Management, LLC | 7,366 | $1.53M | 0.03% | −398−5.1% | Reduced |
| Diversify Advisory Services, LLC | 7,366 | $1.53M | 0.03% | +7,366 | New |
| Wimmer Associates 1, LLC | 9,073 | $1.53M | 0.69% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 9,091 | $1.54M | 0.25% | +411+4.7% | Added |
| Terry L. Blaker | 9,097 | $1.54M | 0.05% | −360−3.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,097 | $1.54M | 0.18% | +80+0.9% | Added |
| Oakmont Investment Advisors, Inc. | 9,109 | $1.54M | 1.07% | +128+1.4% | Added |
| Evergreen Capital Management LLC | 9,160 | $1.55M | 0.03% | −325−3.4% | Reduced |
| Raiffeisen Bank International AG | 9,000 | $1.57M | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,269 | $1.57M | 0.04% | −642−6.5% | Reduced |
| JBR Co Financial Management Inc | 9,293 | $1.57M | 0.57% | +1,045+12.7% | Added |
| Lebenthal Global Advisors, LLC | 9,367 | $1.58M | 0.21% | +408+4.6% | Added |
| Signaturefd, LLC | 9,368 | $1.58M | 0.02% | +428+4.8% | Added |
| Cercano Management LLC | 9,396 | $1.59M | 0.21% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,401 | $1.59M | 0.50% | +15+0.2% | Added |
| Quadrant Capital Group LLC | 9,414 | $1.59M | 0.04% | −18−0.2% | Reduced |
| Fideuram Asset Management (Ireland) dac | 9,540 | $1.60M | 0.03% | +9,004+1,679.9% | Added |
| Interval Partners, LP | 9,464 | $1.60M | 0.05% | +2,578+37.4% | Added |
| Cidel Asset Management Inc | 9,467 | $1.60M | 0.08% | −325−3.3% | Reduced |
| Exchange Traded Concepts, LLC | 9,487 | $1.60M | 0.01% | +1,746+22.6% | Added |
| RMB Capital Management, LLC | 9,506 | $1.61M | 0.02% | −331−3.4% | Reduced |
| Impact Capital Partners LLC | 9,511 | $1.61M | 0.44% | +414+4.6% | Added |
| Donoghue Forlines LLC | 9,527 | $1.61M | 0.42% | −302−3.1% | Reduced |
| Wahed Invest LLC | 9,541 | $1.61M | 0.17% | −343−3.5% | Reduced |
| CFM Wealth Partners LLC | 9,623 | $1.63M | 0.21% | 00.0% | Unchanged |
| Smith, Moore & Co. | 9,730 | $1.64M | 0.11% | −43−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,731 | $1.65M | 0.48% | −43−0.4% | Reduced |
| Summit Place Financial Advisors, LLC | 9,741 | $1.65M | 0.72% | +115+1.2% | Added |
| Cullinan Associates Inc | 9,762 | $1.65M | 0.12% | +123+1.3% | Added |