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 |
|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, LLC | 14,059 | $2.38M | 0.01% | −487−3.3% | Reduced |
| Wilkins Investment Counsel Inc | 14,068 | $2.38M | 0.32% | 00.0% | Unchanged |
| Exeter Financial, LLC | 14,085 | $2.38M | 0.91% | −490−3.4% | Reduced |
| Segment Wealth Management, LLC | 14,180 | $2.40M | 0.12% | +549+4.0% | Added |
| Parcion Private Wealth LLC | 14,333 | $2.42M | 0.13% | +1,502+11.7% | Added |
| Campbell & CO Investment Adviser LLC | 14,350 | $2.43M | 0.13% | −50,368−77.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,361 | $2.43M | 0.14% | +10,448+267.0% | Added |
| Wedmont Private Capital | 12,894 | $2.43M | 0.07% | +175+1.4% | Added |
| YHB Investment Advisors, Inc. | 14,371 | $2.43M | 0.16% | +36+0.3% | Added |
| Dark Forest Capital Management LP | 14,517 | $2.45M | 0.16% | −2,300−13.7% | Reduced |
| Flagship Capital Management Inc. | 14,582 | $2.47M | 1.56% | +10.0% | Added |
| South State Corp. | 14,700 | $2.49M | 0.10% | +420+2.9% | Added |
| Stephens Inc | 14,776 | $2.50M | 0.03% | +313+2.2% | Added |
| Great Valley Advisor Group, Inc. | 14,955 | $2.53M | 0.04% | +109+0.7% | Added |
| Regions Financial Corp | 15,034 | $2.54M | 0.02% | −605−3.9% | Reduced |
| Curbstone Financial Management Corp | 15,054 | $2.54M | 0.43% | +600+4.2% | Added |
| Horizon Investments, LLC | 15,090 | $2.55M | 0.03% | −61,292−80.2% | Reduced |
| Lighthouse Investment Partners, LLC | 15,097 | $2.55M | 0.08% | −52,403−77.6% | Reduced |
| AE Wealth Management LLC | 15,102 | $2.55M | 0.01% | −109−0.7% | Reduced |
| Mattern Wealth Management LLC | 15,103 | $2.55M | 0.42% | −50−0.3% | Reduced |
| Mission Wealth Management, LP | 15,142 | $2.56M | 0.03% | +8,622+132.2% | Added |
| Western Wealth Management, LLC | 15,166 | $2.56M | 0.08% | −36−0.2% | Reduced |
| Flputnam Investment Management Co | 15,288 | $2.58M | 0.03% | −192−1.2% | Reduced |
| Partners Capital Investment Group, LLP | 15,360 | $2.60M | 0.09% | +15,360 | New |
| Empirical Finance, LLC | 15,385 | $2.60M | 0.11% | +455+3.0% | Added |
| Cherokee Insurance Co | 15,450 | $2.61M | 1.01% | −2,700−14.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,456 | $2.61M | 0.04% | −15,346−49.8% | Reduced |
| Transcend Wealth Collective, LLC | 15,463 | $2.61M | 0.18% | +8,890+135.3% | Added |
| Independent Solutions Wealth Management, LLC | 15,558 | $2.63M | 0.34% | +183+1.2% | Added |
| Summit Financial, LLC | 15,563 | $2.63M | 0.03% | +906+6.2% | Added |
| Mount Yale Investment Advisors, LLC | 15,699 | $2.65M | 0.05% | +853+5.7% | Added |
| William B. Walkup & Associates, Inc. | 15,792 | $2.67M | 1.29% | +130+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 15,805 | $2.67M | 0.03% | +2,178+16.0% | Added |
| Krilogy Financial LLC | 15,828 | $2.68M | 0.08% | +2,904+22.5% | Added |
| Herold Advisors, Inc. | 15,842 | $2.68M | 0.53% | −279−1.7% | Reduced |
| Stock Yards Bank & Trust Co | 15,864 | $2.68M | 0.08% | −421−2.6% | Reduced |
| Neville Rodie & Shaw Inc | 15,881 | $2.68M | 0.17% | −50−0.3% | Reduced |
| TBH Global Asset Management, LLC | 15,987 | $2.70M | 0.50% | −198−1.2% | Reduced |
| Keystone Wealth Services, LLC | 16,016 | $2.71M | 0.50% | +196+1.2% | Added |
| Banque Cantonale Vaudoise | 16,082 | $2.72M | 0.11% | +6,803+73.3% | Added |
| Birch Financial Group, LLC | 16,126 | $2.73M | 1.40% | −80.0% | Reduced |
| Capital Advisors Inc | 16,130 | $2.73M | 0.04% | +68+0.4% | Added |
| Pathway Financial Advisers, LLC | 16,140 | $2.73M | 0.69% | +118+0.7% | Added |
| Auxier Asset Management | 16,174 | $2.73M | 0.37% | −459−2.8% | Reduced |
| IHT Wealth Management, LLC | 16,201 | $2.74M | 0.06% | −13,117−44.7% | Reduced |
| Foundations Investment Advisors, LLC | 16,236 | $2.74M | 0.03% | +292+1.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,403 | $2.77M | 0.01% | +232+1.4% | Added |
| Brookstone Capital Management | 16,449 | $2.78M | 0.03% | −691−4.0% | Reduced |
| Patten & Patten Inc | 16,558 | $2.80M | 0.15% | +195+1.2% | Added |
| Cresset Asset Management, LLC | 16,577 | $2.80M | 0.01% | −1,077−6.1% | Reduced |
| Great Lakes Retirement, Inc. | 16,661 | $2.82M | 0.25% | +679+4.2% | Added |
| Northside Capital Management, LLC | 16,725 | $2.83M | 0.23% | 00.0% | Unchanged |
| Opus Investment Management Inc | 16,900 | $2.86M | 1.56% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,964 | $2.87M | 0.12% | −478−2.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,016 | $2.88M | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 17,066 | $2.89M | 0.15% | +585+3.5% | Added |
| Clifford Swan Investment Counsel LLC | 17,152 | $2.90M | 0.09% | −100−0.6% | Reduced |
| Bryn Mawr Trust Co | 17,162 | $2.90M | 0.06% | +25+0.1% | Added |
| GAMMA Investing LLC | 17,206 | $2.91M | 0.11% | +1,130+7.0% | Added |
| Mutual Advisors, LLC | 17,281 | $2.92M | 0.06% | +298+1.8% | Added |
| Argonautica Private Wealth Management, Inc | 17,433 | $2.95M | 0.72% | −526−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 17,499 | $2.96M | 0.03% | −1,597−8.4% | Reduced |
| CAPROCK Group, Inc. | 17,508 | $2.96M | 0.06% | +241+1.4% | Added |
| Ethic Inc. | 17,736 | $3.00M | 0.04% | +541+3.1% | Added |
| Apollon Wealth Management, LLC | 17,760 | $3.00M | 0.04% | +4,239+31.4% | Added |
| Bartlett & Co. Wealth Management LLC | 17,768 | $3.00M | 0.04% | +191+1.1% | Added |
| Laird Norton Trust Company, LLC | 17,789 | $3.01M | 0.06% | −754−4.1% | Reduced |
| AlphaCore Capital LLC | 17,816 | $3.01M | 0.06% | +7,937+80.3% | Added |
| McDonald Partners LLC | 18,065 | $3.05M | 0.74% | −27,025−59.9% | Reduced |
| Diversified Trust Co | 18,408 | $3.11M | 0.05% | −3,713−16.8% | Reduced |
| Geneos Wealth Management Inc. | 18,422 | $3.11M | 0.06% | +55+0.3% | Added |
| Silvercrest Asset Management Group LLC | 18,724 | $3.17M | 0.02% | −782−4.0% | Reduced |
| Agman Capital LLC | 183,634 | $3.17M | 2.12% | +163,932+832.1% | Added |
| HBK Sorce Advisory LLC | 15,670 | $3.17M | 0.06% | −491−3.0% | Reduced |
| Catalytic Wealth RIA, LLC | 18,801 | $3.18M | 0.18% | +320+1.7% | Added |
| International Assets Investment Management, LLC | 18,230 | $3.18M | 0.19% | −1,144−5.9% | Reduced |
| Caldwell Trust Co | 18,852 | $3.19M | 0.26% | +277+1.5% | Added |
| Mediolanum International Funds Ltd | 18,382 | $3.20M | 0.03% | −229−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,009 | $3.21M | 0.03% | −81−0.4% | Reduced |
| Becker Capital Management Inc | 19,043 | $3.22M | 0.09% | −148−0.8% | Reduced |
| Atria Investments LLC | 19,061 | $3.22M | 0.03% | +648+3.5% | Added |
| Cullen/Frost Bankers, Inc. | 19,213 | $3.25M | 0.03% | +434+2.3% | Added |
| IFP Advisors, Inc | 19,223 | $3.25M | 0.06% | −496−2.5% | Reduced |
| SWS Partners | 19,349 | $3.27M | 0.71% | +203+1.1% | Added |
| City Holding Co | 19,351 | $3.27M | 0.37% | +518+2.8% | Added |
| Ramirez Asset Management, Inc. | 19,405 | $3.28M | 0.34% | −6,797−25.9% | Reduced |
| Sowell Financial Services LLC | 19,421 | $3.28M | 0.11% | +8,768+82.3% | Added |
| J. Goldman & Co LP | 19,663 | $3.32M | 0.12% | +19,663 | New |
| Legato Capital Management LLC | 19,681 | $3.33M | 0.28% | −319−1.6% | Reduced |
| German American Bancorp, Inc. | 19,720 | $3.33M | 0.25% | −6,311−24.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 19,742 | $3.34M | 0.04% | −413−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,761 | $3.34M | 0.02% | +15,839+403.9% | Added |
| First Nebraska Trust Co | 19,782 | $3.34M | 0.27% | −11−0.1% | Reduced |
| Profund Advisors LLC | 19,875 | $3.36M | 0.09% | +815+4.3% | Added |
| Midwest Trust Co | 19,876 | $3.36M | 0.04% | −40.0% | Reduced |
| New Mexico Educational Retirement Board | 20,128 | $3.40M | 0.09% | +1,600+8.6% | Added |
| Bank Ozk | 20,334 | $3.44M | 1.02% | +2,111+11.6% | Added |
| First National Bank of Omaha | 20,290 | $3.45M | 0.10% | −2,462−10.8% | Reduced |
| Louisiana State Employees Retirement System | 20,500 | $3.47M | 0.05% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 20,517 | $3.47M | 1.00% | −350−1.7% | Reduced |