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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 9,811 | $1.66M | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 9,814 | $1.66M | 0.03% | +168+1.7% | Added |
| Clearstead Advisors, LLC | 9,870 | $1.67M | 0.02% | −794−7.4% | Reduced |
| Wealthspire Advisors, LLC | 9,905 | $1.67M | 0.01% | +2,368+31.4% | Added |
| Danske Bank A/S | 9,939 | $1.68M | 0.00% | +200+2.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,945 | $1.68M | 0.21% | +1,346+15.7% | Added |
| Harfst & Associates, Inc. | 9,952 | $1.68M | 0.26% | −66−0.7% | Reduced |
| Convergence Financial, LLC | 9,958 | $1.68M | 0.13% | +4,071+69.2% | Added |
| Delta Financial Advisors LLC | 9,959 | $1.68M | 0.40% | +10.0% | Added |
| Verdence Capital Advisors LLC | 10,033 | $1.70M | 0.09% | −25−0.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,100 | $1.71M | 0.08% | −4,620−31.4% | Reduced |
| Bangor Savings Bank | 10,100 | $1.71M | 0.13% | −279−2.7% | Reduced |
| Smith Group Asset Management, LLC | 10,154 | $1.72M | 0.07% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 10,174 | $1.72M | 0.10% | +211+2.1% | Added |
| Bragg Financial Advisors, Inc | 10,202 | $1.72M | 0.05% | −126−1.2% | Reduced |
| AIA Group Ltd | 10,252 | $1.73M | 0.02% | −5,062−33.1% | Reduced |
| Thoroughbred Financial Services, LLC | 10,266 | $1.74M | 0.08% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 10,276 | $1.74M | 0.01% | −4,434−30.1% | Reduced |
| Independent Financial Group, LLC | 10,281 | $1.74M | 0.03% | −473−4.4% | Reduced |
| Spears Abacus Advisors LLC | 10,300 | $1.74M | 0.03% | −70−0.7% | Reduced |
| Ticino Wealth | 10,308 | $1.74M | 0.55% | −22,886−68.9% | Reduced |
| Fundamentun, LLC | 10,316 | $1.74M | 0.06% | −21,356−67.4% | Reduced |
| Shelton Capital Management | 10,395 | $1.76M | 0.03% | −113−1.1% | Reduced |
| Atom Investors LP | 10,400 | $1.76M | 0.16% | +976+10.4% | Added |
| First Interstate Bank | 10,477 | $1.77M | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 10,499 | $1.77M | 0.11% | +2,009+23.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,558 | $1.78M | 0.11% | −170−1.6% | Reduced |
| Greenleaf Trust | 10,645 | $1.80M | 0.02% | −313−2.9% | Reduced |
| Sendero Wealth Management, LLC | 10,801 | $1.83M | 0.18% | −7,880−42.2% | Reduced |
| MCF Advisors LLC | 10,840 | $1.83M | 0.07% | −75−0.7% | Reduced |
| Pallas Capital Advisors LLC | 10,903 | $1.84M | 0.06% | +1,516+16.1% | Added |
| Dynamic Advisor Solutions LLC | 11,026 | $1.86M | 0.05% | −185−1.7% | Reduced |
| Inscription Capital, LLC | 11,068 | $1.87M | 0.17% | +314+2.9% | Added |
| Icon Wealth Advisors, LLC | 11,117 | $1.88M | 0.11% | +731+7.0% | Added |
| Fruth Investment Management | 11,123 | $1.88M | 0.45% | −125−1.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,152 | $1.89M | 0.51% | −85−0.8% | Reduced |
| Brown Brothers Harriman & Co | 11,290 | $1.91M | 0.01% | +4,491+66.1% | Added |
| Parallel Advisors, LLC | 11,422 | $1.93M | 0.03% | +385+3.5% | Added |
| Evercore Wealth Management, LLC | 11,457 | $1.94M | 0.03% | −531−4.4% | Reduced |
| Moors & Cabot, Inc. | 11,511 | $1.95M | 0.08% | +438+4.0% | Added |
| Principal Securities, Inc. | 11,529 | $1.95M | 0.02% | −548−4.5% | Reduced |
| Crescent Sterling, Ltd. | 11,579 | $1.96M | 1.75% | −310−2.6% | Reduced |
| Private Capital Management, LLC | 11,587 | $1.96M | 0.18% | −817−6.6% | Reduced |
| Fisher Asset Management, LLC | 11,604 | $1.96M | 0.00% | +1,318+12.8% | Added |
| Umpqua Bank | 11,651 | $1.97M | 0.44% | +475+4.3% | Added |
| Jacobi Capital Management LLC | 11,655 | $1.97M | 0.10% | +13+0.1% | Added |
| Hilltop National Bank | 11,685 | $1.98M | 0.42% | +12+0.1% | Added |
| River Wealth Advisors LLC | 11,727 | $1.98M | 0.21% | −183−1.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,757 | $1.99M | 0.02% | +33+0.3% | Added |
| Avidian Wealth Solutions, LLC | 11,762 | $1.99M | 0.06% | +574+5.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 11,851 | $2.00M | 0.05% | +3,760+46.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,869 | $2.01M | 1.80% | −16−0.1% | Reduced |
| North Dakota State Investment Board | 11,983 | $2.03M | 0.08% | +309+2.6% | Added |
| Pensionmark Financial Group, LLC | 11,181 | $2.03M | 0.03% | −495−4.2% | Reduced |
| Carret Asset Management, LLC | 12,001 | $2.03M | 0.18% | −75−0.6% | Reduced |
| Nicolet Bankshares Inc | 11,630 | $2.03M | 0.06% | +90+0.8% | Added |
| Snowden Capital Advisors LLC | 12,024 | $2.03M | 0.05% | +1,131+10.4% | Added |
| Global Retirement Partners, LLC | 12,029 | $2.03M | 0.03% | +12,029 | New |
| Dockside LLC | 12,036 | $2.03M | 0.48% | +12,036 | New |
| Counterweight Ventures, LLC | 12,076 | $2.04M | 1.02% | −569−4.5% | Reduced |
| MUFG Securities Americas Inc. | 12,076 | $2.04M | 0.10% | +927+8.3% | Added |
| Virginia Retirement Systems Et Al | 12,200 | $2.06M | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 12,265 | $2.07M | 0.03% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 12,282 | $2.08M | 0.16% | −85−0.7% | Reduced |
| CWC Advisors, LLC. | 12,386 | $2.09M | 0.93% | −655−5.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,398 | $2.11M | 0.01% | −7,305−37.1% | Reduced |
| Meeder Advisory Services, Inc. | 12,488 | $2.11M | 0.08% | −1,108−8.1% | Reduced |
| Bull Harbor Capital LLC | 12,532 | $2.12M | 0.41% | +2,104+20.2% | Added |
| Ci Investments Inc. | 12,538 | $2.12M | 0.01% | +8,691+225.9% | Added |
| Ar Asset Management Inc | 12,600 | $2.13M | 0.39% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 12,619 | $2.13M | 0.06% | +12,619 | New |
| Citizens Financial Group Inc | 12,693 | $2.15M | 0.03% | +1,034+8.9% | Added |
| Valeo Financial Advisors, LLC | 12,763 | $2.16M | 0.05% | +174+1.4% | Added |
| Rowland & Co Investment Counsel | 12,788 | $2.16M | 0.39% | +113+0.9% | Added |
| Private Management Group Inc | 12,791 | $2.16M | 0.06% | −2,968−18.8% | Reduced |
| Twin Capital Management Inc | 12,805 | $2.16M | 0.24% | −4,081−24.2% | Reduced |
| Sivia Capital Partners, LLC | 12,829 | $2.17M | 0.26% | +5,869+84.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,855 | $2.17M | 0.03% | −38−0.3% | Reduced |
| PFG Investments, LLC | 12,942 | $2.19M | 0.08% | −658−4.8% | Reduced |
| Flavin Financial Services, Inc. | 12,996 | $2.20M | 1.25% | −34−0.3% | Reduced |
| Securian Asset Management, Inc | 10,635 | $2.20M | 0.08% | −321−2.9% | Reduced |
| Burney Co | 13,015 | $2.20M | 0.06% | +954+7.9% | Added |
| We Are One Seven, LLC | 13,074 | $2.21M | 0.04% | +603+4.8% | Added |
| TD Private Client Wealth LLC | 13,128 | $2.22M | 0.04% | −787−5.7% | Reduced |
| Haverford Trust Co | 13,158 | $2.22M | 0.02% | −122−0.9% | Reduced |
| Marion Wealth Management | 13,302 | $2.25M | 0.46% | −423−3.1% | Reduced |
| Paragon Capital Management LLC | 13,327 | $2.25M | 1.04% | +93+0.7% | Added |
| Abundance Wealth Counselors | 13,463 | $2.28M | 0.15% | +5,698+73.4% | Added |
| Gamco Investors, Inc. Et Al | 13,583 | $2.30M | 0.02% | −456−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,591 | $2.30M | 0.04% | −697−4.9% | Reduced |
| Everett Harris & Co | 13,632 | $2.30M | 0.03% | +192+1.4% | Added |
| Avantax Planning Partners, Inc. | 13,692 | $2.31M | 0.06% | +48+0.4% | Added |
| Logan Capital Management Inc | 13,715 | $2.32M | 0.09% | +13,715 | New |
| Infrastructure Capital Advisors, LLC | 13,737 | $2.32M | 0.18% | −1,128−7.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,743 | $2.32M | 0.05% | −46−0.3% | Reduced |
| First National Advisers, LLC | 13,775 | $2.33M | 0.33% | −883−6.0% | Reduced |
| XML Financial, LLC | 13,825 | $2.34M | 0.17% | −1,575−10.2% | Reduced |
| Oak Thistle LLC | 13,979 | $2.36M | 0.23% | +13,979 | New |
| Bessemer Group Inc | 13,995 | $2.37M | 0.00% | +545+4.1% | Added |
| Harvest Portfolios Group Inc. | 14,025 | $2.37M | 0.03% | +163+1.2% | Added |