Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2026: 2,109 institutions

Value heldQ2 2026: $53.5B

Institutions holding PSX and their total value by quarter
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.

Institutions holding PSX in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Principia Wealth Advisory, LLC	88	$14.9K	0.01%	+4+4.8%	Added
Dogwood Wealth Management LLC	89	$15.0K	0.01%	−49−35.5%	Reduced
Synergy Investment Management, LLC	73	$15.1K	0.00%	+64+711.1%	Added
Premier Financial Group	90	$15.2K	0.00%	+90	New
SOA Wealth Advisors, LLC.	90	$15.3K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	90	$15.3K	0.00%	+14+18.4%	Added
West Branch Capital LLC	92	$15.5K	0.00%	00.0%	Unchanged
WPG Advisers, LLC	92	$15.6K	0.01%	+10+12.2%	Added
Cedar Mountain Advisors, LLC	94	$15.9K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	95	$16.1K	0.01%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	99	$16.7K	0.01%	00.0%	Unchanged
Barrett & Company, Inc.	100	$16.9K	0.00%	00.0%	Unchanged
Tiaa Trust, National Association	100	$16.9K	0.00%	−170−63.0%	Reduced
LifeSteps Financial, Inc.	100	$16.9K	0.01%	+100	New
Pension & Wealth Management Advisors, Inc.	100	$16.9K	0.00%	+100	New
Raffa Wealth Management, LLC	105	$17.8K	0.00%	+7+7.1%	Added
Aberdeen Wealth Management LLC	108	$18.3K	0.01%	+108	New
First Pacific Financial	110	$18.6K	0.00%	−18−14.1%	Reduced
Roxbury Financial LLC	110	$18.6K	0.01%	+1+0.9%	Added
First Community Trust NA	111	$18.8K	0.01%	00.0%	Unchanged
Marshall Investment Management, LLC	112	$18.9K	0.01%	+112	New
LGT Financial Advisors LLC	112	$19.0K	0.10%	00.0%	Unchanged
Bare Financial Services, Inc	113	$19.1K	0.00%	+44+63.8%	Added
Midwest Capital Advisors, LLC	114	$19.3K	0.01%	00.0%	Unchanged
Highline Wealth Partners LLC	114	$19.3K	0.00%	+44+62.9%	Added
Richardson Capital Management LLC	115	$19.4K	0.01%	00.0%	Unchanged
Arvest Investments, Inc.	117	$19.8K	0.00%	+117	New
Manning & Napier Advisors LLC	114	$19.8K	0.00%	+114	New
McGuire Capital Advisors Inc	118	$19.9K	0.01%	−1,479−92.6%	Reduced
Olistico Wealth, LLC	119	$20.1K	0.01%	00.0%	Unchanged
Millstone Evans Group, LLC	121	$20.5K	0.01%	−360−74.8%	Reduced
3 Factor Indexing, LLC	123	$20.8K	0.02%	00.0%	Unchanged
Security National Bank of So Dak	124	$21.0K	0.01%	+124	New
Downshift Financial, LLC	127	$21.5K	0.01%	+127	New
S&T Bank	128	$21.6K	0.01%	+1+0.8%	Added
Arlington Trust Co LLC	129	$21.8K	0.00%	+47+57.3%	Added
Heritage Wealth Advisors	131	$22.1K	0.00%	00.0%	Unchanged
University of Texas/Texas Am Investment Managment Co	132	$22.3K	0.00%	−55−29.4%	Reduced
Axxion S.A.	132	$22.3K	0.00%	+132	New
PlanVest Financial, Inc	137	$23.2K	0.02%	00.0%	Unchanged
Beacon Financial Strategies CORP	138	$23.3K	0.01%	00.0%	Unchanged
Bogart Wealth, LLC	141	$23.9K	0.00%	+18+14.6%	Added
Roble, Belko & Company, Inc	141	$24.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	142	$24.0K	0.00%	−299−67.8%	Reduced
Blue Bell Private Wealth Management, LLC	142	$24.0K	0.00%	−18−11.3%	Reduced
Creative Capital Management Investments LLC	143	$24.2K	0.01%	+43+43.0%	Added
Joseph Group Capital Management	144	$24.3K	0.01%	+33+29.7%	Added
Strategic Investment Solutions, Inc.	145	$24.6K	0.01%	−9−5.8%	Reduced
Newbridge Financial Services Group, Inc.	146	$24.7K	0.00%	00.0%	Unchanged
Sachetta, LLC	147	$24.9K	0.01%	+23+18.5%	Added
Fairscale Capital, LLC	150	$25.3K	0.02%	+1+0.7%	Added
Axiom Investment Management LLC	150	$25.4K	0.02%	00.0%	Unchanged
Burkett Financial Services, LLC	154	$26.1K	0.01%	+1+0.7%	Added
AXS Investments LLC	156	$26.4K	0.01%	−24−13.3%	Reduced
Ares Financial Consulting, LLC	157	$26.5K	0.02%	+20+14.6%	Added
Advantage Trust Co	162	$27.4K	0.01%	00.0%	Unchanged
Compass Financial Management LLC	157	$27.5K	0.00%	+157	New
First United Bank Trust	165	$27.9K	0.01%	00.0%	Unchanged
Kemnay Advisory Services Inc.	169	$28.6K	0.00%	+14+9.0%	Added
Walsh & Associates, LLC	170	$28.7K	0.02%	00.0%	Unchanged
Wall Street Access Asset Management, LLC	171	$28.9K	0.00%	+171	New
South Dakota Investment Council	169	$29.0K	0.00%	−1,051−86.1%	Reduced
Commonwealth Retirement Investments LLC	172	$29.1K	0.01%	+172	New
Byrne Asset Management LLC	173	$29.2K	0.02%	00.0%	Unchanged
Concord Wealth Partners	173	$29.3K	0.00%	+173	New
High Point Wealth Management, LLC	174	$29.4K	0.02%	+2+1.2%	Added
First PREMIER Bank	176	$30.0K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	178	$30.1K	0.00%	00.0%	Unchanged
Barnes Dennig Private Wealth Management LLC	178	$30.1K	0.02%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	182	$30.8K	0.01%	−2,098−92.0%	Reduced
Private Wealth Management Group, LLC	183	$30.9K	0.01%	−130−41.5%	Reduced
Hoey Investments, Inc	184	$31.1K	0.00%	00.0%	Unchanged
Silvant Capital Management LLC	186	$31.4K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	186	$31.4K	0.01%	+186	New
Fedenia Advisers LLC	186	$31.4K	0.01%	+186	New
Global Trust Asset Management, LLC	189	$31.9K	0.01%	−352−65.1%	Reduced
Vision Retirement, LLC	190	$32.1K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	200	$33.0K	0.01%	00.0%	Unchanged
GoalVest Advisory LLC	200	$33.8K	0.01%	00.0%	Unchanged
Delos Wealth Advisors, LLC	200	$33.8K	0.02%	00.0%	Unchanged
Accordant Advisory Group Inc	200	$33.8K	0.02%	00.0%	Unchanged
Robinswood Financial LLC	200	$33.8K	0.01%	00.0%	Unchanged
Navigoe, LLC	209	$35.0K	0.02%	+9+4.5%	Added
Bruce G. Allen Investments, LLC	210	$35.5K	0.02%	00.0%	Unchanged
Wolff Wiese Magana LLC	214	$36.2K	0.02%	00.0%	Unchanged
Keb Asset Management, LLC	214	$36.2K	0.01%	+214	New
Perkins Coie Trust Co	215	$36.3K	0.01%	00.0%	Unchanged
Founders Capital Management	215	$36.3K	0.02%	00.0%	Unchanged
Bank & Trust Co	217	$36.7K	0.02%	00.0%	Unchanged
Fourth Dimension Wealth, LLC	225	$38.0K	0.01%	+25+12.5%	Added
Balyasny Asset Management LLC	239	$40.4K	0.00%	−14,836−98.4%	Reduced
Smallwood Wealth Investment Management, LLC	248	$41.9K	0.02%	+2+0.8%	Added
StrongBox Wealth, LLC	250	$42.3K	0.01%	+250	New
Hoese & Co LLP	250	$42.3K	0.03%	+250	New
Peterson Wealth Management	250	$42.3K	0.02%	00.0%	Unchanged
Rogco, LP	250	$42.3K	0.01%	00.0%	Unchanged
Security National Bank of Sioux City Iowa	250	$42.3K	0.02%	+250	New
CNB Bank	257	$43.4K	0.02%	00.0%	Unchanged
Graney & King, LLC	258	$43.6K	0.02%	+2+0.8%	Added
Cornerstone National Bank & Trust Co	250	$43.6K	0.01%	00.0%	Unchanged