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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 32,674 | $5.52M | 0.01% | +11,136+51.7% | Added |
| Abn Amro Investment Solutions | 32,899 | $5.56M | 0.05% | +8,858+36.8% | Added |
| BTC Capital Management, Inc. | 32,961 | $5.57M | 0.34% | +7,320+28.5% | Added |
| Pinnacle Associates Ltd | 33,020 | $5.58M | 0.06% | −393−1.2% | Reduced |
| Alpha Omega Wealth Management LLC | 33,114 | $5.60M | 0.85% | −706−2.1% | Reduced |
| Omers Administration Corp | 33,427 | $5.65M | 0.03% | −2,719−7.5% | Reduced |
| Farther Finance Advisors, LLC | 33,699 | $5.70M | 0.04% | +5,016+17.5% | Added |
| Community Bank & Trust, Waco, Texas | 33,772 | $5.71M | 1.03% | −725−2.1% | Reduced |
| Ancora Advisors, LLC | 33,814 | $5.72M | 0.11% | −2,517−6.9% | Reduced |
| FIL Ltd | 33,822 | $5.72M | 0.00% | +30,876+1,048.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 33,887 | $5.73M | 0.01% | +28,098+485.4% | Added |
| Cary Street Partners Financial LLC | 33,930 | $5.74M | 0.13% | −368−1.1% | Reduced |
| Nkcfo LLC | 34,475 | $5.83M | 1.77% | 00.0% | Unchanged |
| Independent Advisor Alliance | 34,704 | $5.87M | 0.14% | +522+1.5% | Added |
| Dakota Wealth Management | 34,804 | $5.88M | 0.11% | −943−2.6% | Reduced |
| Entropy Technologies, LP | 34,912 | $5.90M | 0.23% | +16,358+88.2% | Added |
| Brady Family Wealth, LLC | 35,188 | $5.95M | 1.72% | −1,030−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 35,317 | $5.97M | 0.03% | −625−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 35,580 | $6.01M | 0.15% | −170.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 35,628 | $6.02M | 0.04% | −919−2.5% | Reduced |
| MUFG Securities EMEA plc | 35,693 | $6.03M | 0.06% | +19,175+116.1% | Added |
| Northwestern Mutual Wealth Management Co | 35,789 | $6.05M | 0.00% | −195−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 36,201 | $6.12M | 0.08% | +5,854+19.3% | Added |
| Mattern Capital Management, LLC | 36,899 | $6.24M | 0.73% | −51,700−58.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 37,694 | $6.37M | 3.17% | +38+0.1% | Added |
| Huntington National Bank | 37,951 | $6.42M | 0.03% | −1,778−4.5% | Reduced |
| Montgomery Investment Management Inc | 38,200 | $6.46M | 1.96% | −499−1.3% | Reduced |
| MidFirst Bank | 38,348 | $6.48M | 0.46% | +395+1.0% | Added |
| NewSquare Capital LLC | 38,405 | $6.49M | 0.48% | +2,117+5.8% | Added |
| Jupiter Topco LLC | 38,743 | $6.55M | 0.00% | +38,743 | New |
| Altrius Capital Management Inc | 38,879 | $6.57M | 1.25% | −465−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 39,247 | $6.63M | 0.03% | +2,065+5.6% | Added |
| Cutler Investment Counsel LLC | 39,282 | $6.64M | 0.63% | −30.0% | Reduced |
| State of Alaska, Department of Revenue | 39,285 | $6.64M | 0.07% | −480−1.2% | Reduced |
| Alley Investment Management Company, LLC | 39,713 | $6.71M | 0.78% | −1,934−4.6% | Reduced |
| Texas Yale Capital Corp. | 40,323 | $6.82M | 0.15% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 40,457 | $6.84M | 0.04% | +6,117+17.8% | Added |
| Heritage Trust Co | 40,526 | $6.85M | 0.59% | −248−0.6% | Reduced |
| Rodgers Brothers Inc. | 40,548 | $6.85M | 0.67% | −1,400−3.3% | Reduced |
| Vontobel Holding Ltd. | 40,851 | $6.91M | 0.02% | −1,526−3.6% | Reduced |
| Coldstream Capital Management Inc | 40,911 | $6.92M | 0.09% | −581−1.4% | Reduced |
| Kesler, Norman & Wride, LLC | 40,989 | $6.93M | 1.10% | −181−0.4% | Reduced |
| KBC Group NV | 41,018 | $6.93M | 0.01% | +4,453+12.2% | Added |
| HB Wealth Management, LLC | 41,017 | $6.93M | 0.04% | +2,947+7.7% | Added |
| King Luther Capital Management Corp | 41,070 | $6.94M | 0.03% | −327−0.8% | Reduced |
| Arkadios Wealth Advisors | 41,098 | $6.95M | 0.11% | −341−0.8% | Reduced |
| Mutual of America Capital Management LLC | 41,320 | $6.99M | 0.07% | −1,529−3.6% | Reduced |
| Atlantic Union Bankshares Corp | 41,769 | $7.06M | 0.12% | −1,289−3.0% | Reduced |
| Qsemble Capital Management, LP | 41,951 | $7.09M | 0.91% | +38,061+978.4% | Added |
| Barings LLC | 41,977 | $7.10M | 0.13% | +41,977 | New |
| Merit Financial Group, LLC | 42,079 | $7.11M | 0.04% | +6,333+17.7% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $7.12M | 1.34% | 00.0% | Unchanged |
| Icon Advisers Inc | 42,417 | $7.17M | 1.35% | −11,000−20.6% | Reduced |
| Canal Insurance CO | 42,500 | $7.18M | 1.57% | 00.0% | Unchanged |
| AlTi Global, Inc. | 42,506 | $7.19M | 0.15% | −123−0.3% | Reduced |
| Level Four Advisory Services, LLC | 42,529 | $7.19M | 0.20% | −1,456−3.3% | Reduced |
| HITE Hedge Asset Management LLC | 43,113 | $7.29M | 0.40% | +43,113 | New |
| Kingsview Wealth Management, LLC | 43,343 | $7.33M | 0.09% | −378−0.9% | Reduced |
| Convergence Investment Partners, LLC | 43,453 | $7.35M | 0.70% | +9,415+27.7% | Added |
| Sherman Porfolios, LLC | 40,371 | $7.35M | 0.58% | −201−0.5% | Reduced |
| Nomura Holdings Inc | 43,805 | $7.41M | 0.03% | +28,601+188.1% | Added |
| Wesbanco Bank Inc | 44,446 | $7.51M | 0.19% | −449−1.0% | Reduced |
| Salem Investment Counselors Inc | 44,525 | $7.53M | 0.19% | −879−1.9% | Reduced |
| UniSuper Management Pty Ltd | 44,722 | $7.56M | 0.04% | +10,275+29.8% | Added |
| Park Avenue Securities LLC | 44,794 | $7.57M | 0.05% | +6,741+17.7% | Added |
| Pinkerton Retirement Specialists, LLC | 41,681 | $7.59M | 0.65% | −1,110−2.6% | Reduced |
| Spirit of America Management Corp | 45,436 | $7.68M | 1.45% | −3,050−6.3% | Reduced |
| SevenBridge Financial Group, LLC | 38,451 | $7.84M | 1.15% | −180.0% | Reduced |
| Graham Capital Management, L.P. | 46,428 | $7.85M | 0.21% | +37,397+414.1% | Added |
| Beacon Pointe Advisors, LLC | 47,011 | $7.95M | 0.04% | +1,495+3.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 47,194 | $7.98M | 0.01% | +8,967+23.5% | Added |
| Trajan Wealth LLC | 47,199 | $7.98M | 0.30% | +4,975+11.8% | Added |
| Mirador Capital Partners LP | 47,295 | $8.00M | 0.98% | +250+0.5% | Added |
| Intech Investment Management LLC | 47,311 | $8.00M | 0.07% | +31,076+191.4% | Added |
| Yousif Capital Management, LLC | 47,469 | $8.02M | 0.09% | −4,474−8.6% | Reduced |
| Thrivent Financial for Lutherans | 47,784 | $8.08M | 0.01% | −1,527−3.1% | Reduced |
| USS Investment Management Ltd | 47,855 | $8.09M | 0.03% | −7,222−13.1% | Reduced |
| Engineers Gate Manager LP | 47,859 | $8.09M | 0.10% | +31,628+194.9% | Added |
| Disciplined Investments, LLC | 47,936 | $8.10M | 2.62% | +5,155+12.0% | Added |
| Kornitzer Capital Management Inc | 47,977 | $8.11M | 0.17% | −287−0.6% | Reduced |
| Leavell Investment Management, Inc. | 48,112 | $8.13M | 0.30% | +850+1.8% | Added |
| Aptus Capital Advisors, LLC | 48,354 | $8.17M | 0.06% | +150+0.3% | Added |
| Generali Asset Management SPA SGR | 48,418 | $8.19M | 0.15% | −4,889−9.2% | Reduced |
| Stolper Co | 48,609 | $8.22M | 2.12% | +4,908+11.2% | Added |
| Royal Fund Management, LLC | 48,623 | $8.22M | 0.69% | +2,311+5.0% | Added |
| Stablepoint Partners, LLC | 48,662 | $8.23M | 1.14% | +47+0.1% | Added |
| Kempen Capital Management N.V. | 48,890 | $8.26M | 0.06% | −4,926−9.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 49,059 | $8.29M | 0.06% | −2,901−5.6% | Reduced |
| Lido Advisors, LLC | 49,178 | $8.31M | 0.03% | +7,718+18.6% | Added |
| Oregon Public Employees Retirement Fund | 49,260 | $8.33M | 0.09% | +3,100+6.7% | Added |
| RBF Capital, LLC | 50,000 | $8.45M | 0.35% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50,510 | $8.54M | 0.03% | +30,534+152.9% | Added |
| Hosking Partners LLP | 50,924 | $8.61M | 0.29% | −658−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 51,126 | $8.64M | 0.03% | −162−0.3% | Reduced |
| Bank of Nova Scotia | 51,322 | $8.68M | 0.01% | −43,403−45.8% | Reduced |
| Commerce Bank | 51,744 | $8.75M | 0.04% | −258−0.5% | Reduced |
| Man Group plc | 52,190 | $8.82M | 0.02% | −8,559−14.1% | Reduced |
| J.W. Cole Advisors, Inc. | 52,353 | $8.85M | 0.15% | +52,353 | New |
| Winton Group Ltd | 52,543 | $8.88M | 0.29% | +52,543 | New |
| Skba Capital Management LLC | 52,845 | $8.93M | 1.47% | −30,390−36.5% | Reduced |