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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

Q3 2026 data is still coming in: 9 institutions have reported holding PSX so far. See Q3 2026

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
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ2 2026: $53.5B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$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
InstitutionSharesValue% of portfolioChange in sharesAction
Investment House LLC0$00.00%−1,163−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−1,162−100.0%Sold out
Addison Capital Co0$00.00%−1,159−100.0%Sold out
Farmers & Merchants Trust Co of Long Beach0$00.00%−1,159−100.0%Sold out
Hudson Valley Investment Advisors Inc0$00.00%−1,158−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−1,156−100.0%Sold out
Dumont & Blake Investment Advisors LLC0$00.00%−1,153−100.0%Sold out
Northstar Group, Inc.0$00.00%−1,151−100.0%Sold out
Lake Street Financial LLC0$00.00%−1,151−100.0%Sold out
SMART Wealth LLC0$00.00%−1,148−100.0%Sold out
Grandfield & Dodd, LLC0$00.00%−1,147−100.0%Sold out
Congress Park Capital LLC0$00.00%−1,140−100.0%Sold out
Inspirion Wealth Advisors, LLC0$00.00%−1,140−100.0%Sold out
Yoder Wealth Management, Inc.0$00.00%−1,140−100.0%Sold out
Brown Miller Wealth Management, LLC0$00.00%−1,136−100.0%Sold out
Adamsbrown Wealth Consultants LLC0$00.00%−1,131−100.0%Sold out
Park National Corp0$00.00%−1,131−100.0%Sold out
KPP Advisory Services LLC0$00.00%−1,130−100.0%Sold out
Keudell/Morrison Wealth Management0$00.00%−1,125−100.0%Sold out
Cascade Financial Partners, LLC0$00.00%−1,125−100.0%Sold out
Charis Legacy Partners, LLC0$00.00%−1,120−100.0%Sold out
Fortress Private Ledger, LLC0$00.00%−1,118−100.0%Sold out
American Trust0$00.00%−1,118−100.0%Sold out
Sanchez Levi Garrett0$00.00%−1,113−100.0%Sold out
Bank of Stockton0$00.00%−1,113−100.0%Sold out
Millennium Capital Advisors, LLC0$00.00%−1,112−100.0%Sold out
Isthmus Partners, LLC0$00.00%−1,110−100.0%Sold out
Accel Wealth Management0$00.00%−1,110−100.0%Sold out
Woodley Farra Manion Portfolio Management Inc0$00.00%−1,108−100.0%Sold out
Monarch Capital Management Inc0$00.00%−1,104−100.0%Sold out
Patton Albertson Miller Group, LLC0$00.00%−1,102−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−1,100−100.0%Sold out
Sunburst Financial Group, LLC0$00.00%−1,100−100.0%Sold out
one8zero8, LLC0$00.00%−1,100−100.0%Sold out
Tiemann Investment Advisors, LLC0$00.00%−1,067−100.0%Sold out
Bayforest Capital Ltd0$00.00%−988−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−801−100.0%Sold out
Ballast Advisors LLC0$00.00%−786−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−749−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−710−100.0%Sold out
Legend Capital Advisors LLC0$00.00%−644−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−612−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−580−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−485−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−390−100.0%Sold out
WFA of San Diego, LLC0$00.00%−363−100.0%Sold out
Team Financial Group, LLC0$00.00%−355−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−324−100.0%Sold out
Protective Life Corp0$00.00%−312−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−311−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−276−100.0%Sold out
RWM Asset Management, LLC0$00.00%−220−100.0%Sold out
Clear Investment Research, LLC0$00.00%−197−100.0%Sold out
Magnolia Wealth Management, LLC0$00.00%−190−100.0%Sold out
Wellington Grp LLC0$00.00%−168−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−144−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−142−100.0%Sold out
BNP Paribas0$00.00%−100−100.0%Sold out
Costello Asset Management, INC0$00.00%−100−100.0%Sold out
Evergreen Advisors, LLC0$00.00%−78−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−63−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−57−100.0%Sold out
Accent Capital Management, LLC0$00.00%−57−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−54−100.0%Sold out
Meramec Financial Planners, LLC0$00.00%−58−100.0%Sold out
Westfuller Advisors, LLC0$00.00%−35−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−27−100.0%Sold out
Pacific Center for Financial Services0$00.00%−8−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−7−100.0%Sold out
Kingdom Financial Group LLC.0$00.00%−7−100.0%Sold out
Curio Wealth, LLC0$00.00%−5−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
Corigliano Investment Advisers, LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Sunbelt Securities, Inc.––––Not filed
Jackson Hole Capital Partners, LLC––––Not filed
Smart Portfolios, LLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
FRG Family Wealth Advisors LLC––––Not filed
Cfo Capital Management LLC––––Not filed
USA Financial Portformulas Corp––––Not filed
Millington Securities, LLC––––Not filed
GM Advisory Group, Inc.––––Not filed
Jaffetilchin Investment Partners, LLC––––Not filed
Catalina Capital Group, LLC––––Not filed
Farmers Trust Co––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Mill Creek Capital Advisors, LLC––––Not filed
Leo Wealth, LLC––––Not filed
McIlrath & Eck, LLC––––Not filed
Sofos Investments, Inc.––––Not filed
Anfield Capital Management, LLC––––Not filed
Arcadia Investment Management Corp––––Not filed