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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 6,466,764 | $1.09B | 0.18% | −412,449−6.0% | Reduced |
| Morgan Stanley | 7,206,592 | $1.22B | 0.06% | +106,463+1.5% | Added |
| Geode Capital Management, LLC | 11,122,010 | $1.87B | 0.10% | +463,835+4.4% | Added |
| Wells Fargo & Company | 12,479,393 | $2.11B | 0.37% | −1,308,614−9.5% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $3.25B | 22.77% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 22,214,319 | $3.76B | 0.17% | +113,627+0.5% | Added |
| State Street Corp | 26,044,694 | $4.40B | 0.13% | +271,841+1.1% | Added |
| Vanguard Capital Management LLC | 26,183,335 | $4.43B | 0.09% | +75,351+0.3% | Added |
| BlackRock, Inc. | 34,112,861 | $5.77B | 0.09% | +2,088,264+6.5% | Added |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −382,100−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −149,104−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −52,438−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −46,500−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −34,170−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −32,406−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −29,386−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −25,013−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −21,413−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −19,648−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −17,282−100.0% | Sold out |
| PFW Advisors LLC | 0 | $0 | 0.00% | −16,771−100.0% | Sold out |
| Nicholson Wealth Management Group, LLC | 0 | $0 | 0.00% | −12,905−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −12,725−100.0% | Sold out |
| Life Cycle Investment Partners Ltd | 0 | $0 | 0.00% | −12,024−100.0% | Sold out |
| Encore Global Management, LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −10,936−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −9,716−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −7,410−100.0% | Sold out |
| Point Nemo Capital, LLC | 0 | $0 | 0.00% | −7,181−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,401−100.0% | Sold out |
| Colter Lewis Investment Partners LLC | 0 | $0 | 0.00% | −6,277−100.0% | Sold out |
| Enclave Advisors LLC | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −5,988−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −5,928−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,833−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −4,653−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Bennett Associates Wealth Management | 0 | $0 | 0.00% | −3,816−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,424−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −3,398−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Close Asset Management Ltd | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Oakland Financial Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −1,995−100.0% | Sold out |
| Wolfstich Capital, LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| a16z Perennial Management, L.P. | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Blue Rock Wealth Management LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Intellus Advisors LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −1,419−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Accelerate Investment Advisors LLC | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| MOR Wealth Management, LLC | 0 | $0 | 0.00% | −1,268−100.0% | Sold out |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Pinnacle West Asset Management, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Kure Advisory, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Vann Equity Management LLC | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |