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 |
|---|---|---|---|---|---|
| Change Path, LLC | 20,615 | $3.48M | 0.08% | +14,150+218.9% | Added |
| Ameritas Investment Partners, Inc. | 20,673 | $3.49M | 0.09% | −379−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,764 | $3.51M | 0.11% | −400−1.9% | Reduced |
| Equitable Holdings, Inc. | 20,976 | $3.55M | 0.02% | −8,538−28.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,010 | $3.55M | 1.30% | +323+1.6% | Added |
| Quotient Wealth Partners, LLC | 21,077 | $3.56M | 0.08% | −2,468−10.5% | Reduced |
| Polymer Capital Management (US) LLC | 21,157 | $3.58M | 0.53% | +15,733+290.1% | Added |
| Gateway Investment Advisers LLC | 21,187 | $3.58M | 0.04% | +2,943+16.1% | Added |
| Somerset Trust Co | 21,301 | $3.60M | 1.02% | +63+0.3% | Added |
| Community Bank, N.A. | 21,311 | $3.60M | 0.39% | −616−2.8% | Reduced |
| Integrated Wealth Concepts LLC | 21,352 | $3.61M | 0.02% | −2,739−11.4% | Reduced |
| Vestor Capital, LLC | 1,067,208 | $3.64M | 0.31% | +1,064,886+45,860.7% | Added |
| DCM Advisors, LLC | 21,757 | $3.68M | 1.45% | +912+4.4% | Added |
| Tocqueville Asset Management L.P. | 21,777 | $3.68M | 0.05% | −45−0.2% | Reduced |
| Cheviot Value Management, LLC | 21,875 | $3.70M | 0.38% | −459−2.1% | Reduced |
| Wisconsin Capital Management LLC | 21,909 | $3.70M | 1.76% | +207+1.0% | Added |
| Davenport & Co LLC | 21,915 | $3.70M | 0.02% | −3,797−14.8% | Reduced |
| Hartford Investment Management Co | 22,129 | $3.74M | 0.11% | −785−3.4% | Reduced |
| Equitable Trust Co | 22,145 | $3.74M | 0.16% | −199−0.9% | Reduced |
| Vident Advisory, LLC | 22,352 | $3.78M | 0.03% | +1,480+7.1% | Added |
| Baxter Bros Inc | 22,439 | $3.79M | 0.44% | −407−1.8% | Reduced |
| New Age Alpha Advisors, LLC | 22,447 | $3.79M | 0.16% | +5,060+29.1% | Added |
| Crossmark Global Holdings, Inc. | 22,812 | $3.86M | 0.05% | +671+3.0% | Added |
| EP Wealth Advisors, LLC | 22,857 | $3.86M | 0.01% | +5,224+29.6% | Added |
| RSM US Wealth Management LLC | 22,990 | $3.89M | 0.04% | −691−2.9% | Reduced |
| Unison Advisors LLC | 23,005 | $3.89M | 0.27% | +23,005 | New |
| Allworth Financial LP | 23,029 | $3.89M | 0.02% | −38,836−62.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,800 | $3.95M | 0.10% | +657+3.3% | Added |
| Brevan Howard Capital Management LP | 23,372 | $3.95M | 0.06% | −1,522−6.1% | Reduced |
| Mubadala Investment Co PJSC | 23,405 | $3.96M | 0.01% | +23,405 | New |
| Johnson Investment Counsel Inc | 23,545 | $3.98M | 0.03% | −184−0.8% | Reduced |
| Sciencast Management LP | 23,610 | $3.99M | 0.83% | +23,610 | New |
| CCM Investment Advisers LLC | 23,702 | $4.01M | 0.31% | −28,475−54.6% | Reduced |
| Azzad Asset Management Inc | 23,705 | $4.01M | 0.36% | +610+2.6% | Added |
| Martin Capital Partners, LLC | 23,709 | $4.01M | 1.47% | −10,012−29.7% | Reduced |
| Candriam Luxembourg S.C.A. | 23,832 | $4.02M | 0.02% | +193+0.8% | Added |
| Brinker Capital Investments, LLC | 24,008 | $4.06M | 0.03% | −431−1.8% | Reduced |
| Brighton Jones LLC | 24,019 | $4.06M | 0.08% | +2,910+13.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,155 | $4.08M | 0.92% | 00.0% | Unchanged |
| MH & Associates Securities Management Corp | 24,208 | $4.09M | 3.67% | −108−0.4% | Reduced |
| Metis Global Partners, LLC | 24,328 | $4.11M | 0.09% | −828−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 19,950 | $4.13M | 0.08% | +4,745+31.2% | Added |
| Mader & Shannon Wealth Management, Inc. | 24,917 | $4.21M | 1.97% | +488+2.0% | Added |
| Central Trust Co | 24,923 | $4.21M | 0.08% | −120−0.5% | Reduced |
| Americana Partners, LLC | 24,961 | $4.22M | 0.10% | −386−1.5% | Reduced |
| Schroder Investment Management Group | 25,021 | $4.23M | 0.00% | −25,746−50.7% | Reduced |
| Rockline Wealth Management, LLC | 25,026 | $4.23M | 0.81% | +101+0.4% | Added |
| Everence Capital Management Inc | 25,043 | $4.23M | 0.22% | 00.0% | Unchanged |
| Alps Advisors Inc | 25,390 | $4.29M | 0.02% | +22,520+784.7% | Added |
| Kentucky Retirement Systems | 25,441 | $4.30M | 0.11% | −24,058−48.6% | Reduced |
| Citizens National Bank Trust Department | 25,521 | $4.31M | 0.63% | −350−1.4% | Reduced |
| Investment Management Corp of Ontario | 25,535 | $4.32M | 0.05% | −3,300−11.4% | Reduced |
| Bleakley Financial Group, LLC | 25,546 | $4.32M | 0.06% | +10,290+67.4% | Added |
| Beacon Financial Group | 25,598 | $4.33M | 0.39% | −411−1.6% | Reduced |
| Summit Trail Advisors, LLC | 25,770 | $4.36M | 0.05% | +406+1.6% | Added |
| Westwood Holdings Group Inc. | 25,906 | $4.38M | 0.03% | +8,528+49.1% | Added |
| Quantbot Technologies LP | 26,093 | $4.41M | 0.17% | +26,093 | New |
| Benjamin Edwards Inc | 26,111 | $4.41M | 0.04% | −4,831−15.6% | Reduced |
| Principle Wealth Partners LLC | 26,244 | $4.44M | 0.22% | +16+0.1% | Added |
| First Financial Bankshares Inc | 26,396 | $4.46M | 0.08% | −806−3.0% | Reduced |
| HM Payson & Co | 26,440 | $4.47M | 0.06% | −11,184−29.7% | Reduced |
| Ellerson Group Inc | 26,452 | $4.47M | 2.64% | −404−1.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 26,568 | $4.49M | 0.92% | +1,284+5.1% | Added |
| Colonial Trust Co | 26,644 | $4.50M | 0.57% | −883−3.2% | Reduced |
| Saudi Central Bank | 28,069 | $4.75M | 0.06% | +13,197+88.7% | Added |
| Nations Financial Group Inc, | 28,087 | $4.75M | 0.23% | +349+1.3% | Added |
| Cardinal Capital Management | 28,388 | $4.80M | 0.58% | −131−0.5% | Reduced |
| Wedbush Securities Inc | 28,386 | $4.80M | 0.12% | −133−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 28,469 | $4.81M | 0.04% | +664+2.4% | Added |
| Prospera Financial Services Inc | 28,487 | $4.82M | 0.07% | −5,935−17.2% | Reduced |
| Umb Bank N A | 28,711 | $4.85M | 0.06% | +120+0.4% | Added |
| Norinchukin Bank, The | 28,984 | $4.90M | 0.05% | −72−0.2% | Reduced |
| Private Advisor Group, LLC | 29,249 | $4.94M | 0.02% | −3,822−11.6% | Reduced |
| Parsons Capital Management Inc | 29,260 | $4.95M | 0.22% | −8,064−21.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,270 | $4.95M | 0.10% | −870−2.9% | Reduced |
| Vise Technologies, Inc. | 29,277 | $4.95M | 0.06% | +8,950+44.0% | Added |
| Verition Fund Management LLC | 29,304 | $4.95M | 0.03% | −14,797−33.6% | Reduced |
| First American Bank | 29,326 | $4.96M | 0.28% | −623−2.1% | Reduced |
| Pacer Advisors, Inc. | 30,008 | $5.07M | 0.01% | +9,835+48.8% | Added |
| Buckingham Strategic Partners | 30,361 | $5.13M | 0.04% | −822−2.6% | Reduced |
| Red Cedar Investment Management, LLC | 30,377 | $5.14M | 0.49% | +18,849+163.5% | Added |
| Scissortail Wealth Management, LLC | 30,510 | $5.16M | 0.99% | −15,660−33.9% | Reduced |
| OP Asset Management Ltd | 30,581 | $5.17M | 0.06% | +1,295+4.4% | Added |
| Gulf International Bank (UK) Ltd | 30,622 | $5.18M | 0.10% | −486−1.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 30,665 | $5.18M | 0.61% | +3,439+12.6% | Added |
| Glass Wealth Management Co LLC | 30,990 | $5.24M | 1.75% | +591+1.9% | Added |
| Canada Post Corp Registered Pension Plan | 31,057 | $5.25M | 0.18% | −240−0.8% | Reduced |
| Catherine Avery Investment Management LLC | 31,061 | $5.25M | 2.29% | +70+0.2% | Added |
| Gladstone Institutional Advisory LLC | 31,383 | $5.31M | 0.17% | −30.0% | Reduced |
| Mizuho Securities USA LLC | 31,389 | $5.31M | 0.09% | +7,031+28.9% | Added |
| Miracle Mile Advisors, LLC | 31,592 | $5.34M | 0.06% | −525−1.6% | Reduced |
| Invesco, LLC | 31,618 | $5.35M | 1.65% | −3,139−9.0% | Reduced |
| Colonial Trust Advisors | 31,635 | $5.35M | 0.37% | −901−2.8% | Reduced |
| Oppenheimer & Co Inc | 31,636 | $5.35M | 0.06% | −10,048−24.1% | Reduced |
| Chatham Capital Group, Inc. | 31,690 | $5.36M | 0.68% | −590−1.8% | Reduced |
| GF Fund Management Co. Ltd. | 31,898 | $5.39M | 0.06% | −76,488−70.6% | Reduced |
| Allstate Corp | 32,106 | $5.43M | 0.05% | −12,219−27.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,400 | $5.48M | 0.11% | +32,400 | New |
| Compass Wealth Management LLC | 32,662 | $5.52M | 1.04% | −2,075−6.0% | Reduced |
| Meyer Handelman Co | 32,672 | $5.52M | 0.16% | −400−1.2% | Reduced |