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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 259 | $43.8K | 0.01% | +12+4.9% | Added |
| Country Trust Bank | 260 | $44.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 261 | $44.0K | 0.01% | +16+6.5% | Added |
| Cornerstone Planning Group LLC | 210 | $44.4K | 0.01% | +17+8.8% | Added |
| Rakuten Securities, Inc. | 265 | $44.8K | 0.01% | +7+2.7% | Added |
| Sfam, LLC | 267 | $45.1K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 271 | $45.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 272 | $46.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 272 | $46.0K | 0.00% | +194+248.7% | Added |
| TSFG, LLC | 273 | $46.0K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 245 | $46.1K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 276 | $46.7K | 0.01% | −55−16.6% | Reduced |
| Owl Creek Wealth Partners LLC | 283 | $47.8K | 0.01% | +20+7.6% | Added |
| Crews Bank & Trust | 285 | $48.2K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 286 | $48.3K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 288 | $48.8K | 0.00% | +2+0.7% | Added |
| Morton Brown Family Wealth, LLC | 289 | $48.9K | 0.01% | +7+2.5% | Added |
| Rocky Mountain Advisers, LLC | 299 | $50.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 300 | $50.7K | 0.01% | −8−2.6% | Reduced |
| Boreal Capital Management LLC | 300 | $50.7K | 0.04% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 370 | $51.0K | 0.02% | +370 | New |
| Quaker Wealth Management, LLC | 308 | $52.1K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 310 | $52.4K | 0.00% | −7,866−96.2% | Reduced |
| Whipplewood Advisors, LLC | 310 | $52.4K | 0.04% | −86−21.7% | Reduced |
| Bell Investment Advisors, Inc | 314 | $53.1K | 0.01% | +99+46.0% | Added |
| Covestor Ltd | 319 | $54.0K | 0.03% | +165+107.1% | Added |
| EFG International AG | 325 | $54.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 328 | $55.4K | 0.00% | +44+15.5% | Added |
| Financial Consulate, Inc | 329 | $55.6K | 0.01% | +16+5.1% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $55.8K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 331 | $55.9K | 0.01% | +2+0.6% | Added |
| Truvestments Capital LLC | 340 | $57.5K | 0.01% | +169+98.8% | Added |
| Pittenger & Anderson Inc | 342 | $57.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 350 | $59.2K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 350 | $59.2K | 0.01% | +4+1.2% | Added |
| Activest Wealth Management | 353 | $59.7K | 0.01% | −54−13.3% | Reduced |
| Evolution Advisers, Inc. | 355 | $60.0K | 0.02% | −18−4.8% | Reduced |
| Battery Global Advisors, LLC | 358 | $60.5K | 0.03% | 00.0% | Unchanged |
| Copia Wealth Management | 363 | $61.4K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 370 | $62.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 373 | $63.1K | 0.01% | +307+465.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 385 | $65.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 387 | $65.4K | 0.01% | +46+13.5% | Added |
| Cornerstone Financial Management LLC | 390 | $65.9K | 0.05% | +224+134.9% | Added |
| Financial Gravity Companies, Inc. | 397 | $67.1K | 0.01% | +397 | New |
| CBIZ Investment Advisory Services, LLC | 375 | $68.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 408 | $69.0K | 0.00% | −122−23.0% | Reduced |
| Albion Financial Group | 409 | $69.1K | 0.00% | +311+317.3% | Added |
| Spire Wealth Management | 415 | $70.2K | 0.00% | −1,340−76.4% | Reduced |
| Action Point Financial Planning, LLC | 433 | $72.0K | 0.01% | +433 | New |
| Johnson Financial Group, Inc. | 426 | $72.0K | 0.00% | −39−8.4% | Reduced |
| Thompson Investment Management, Inc. | 430 | $72.7K | 0.01% | +400+1,333.3% | Added |
| Godsey & Gibb Associates | 435 | $73.5K | 0.01% | −43−9.0% | Reduced |
| Evolution Wealth Management Inc. | 439 | $74.3K | 0.04% | +115+35.5% | Added |
| Pin Oak Investment Advisors Inc | 450 | $76.0K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 449 | $76.0K | 0.03% | +3+0.7% | Added |
| Webster Bank, N. A. | 458 | $77.4K | 0.01% | −43−8.6% | Reduced |
| GW&K Investment Management, LLC | 464 | $78.0K | 0.00% | +136+41.5% | Added |
| Catalyst Capital Advisors LLC | 468 | $79.1K | 0.00% | +468 | New |
| Financially Speaking Inc | 435 | $79.3K | 0.39% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 456 | $79.6K | 0.01% | −14−3.0% | Reduced |
| 1 North Wealth Services LLC | 474 | $80.1K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 475 | $80.3K | 0.01% | +150+46.2% | Added |
| JNBA Financial Advisors | 489 | $82.7K | 0.01% | +22+4.7% | Added |
| UMA Financial Services, Inc. | 494 | $83.5K | 0.01% | +45+10.0% | Added |
| Hallmark Capital Management Inc | 500 | $84.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $84.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $84.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $84.5K | 0.02% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 500 | $84.6K | 0.05% | +493+7,042.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 510 | $86.2K | 0.02% | +140+37.8% | Added |
| Ogorek Anthony Joseph | 516 | $87.0K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 521 | $88.1K | 0.03% | −1−0.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 531 | $89.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 533 | $90.1K | 0.02% | +2+0.4% | Added |
| Harbor Asset Planning, Inc. | 533 | $90.2K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 550 | $93.0K | 0.05% | 00.0% | Unchanged |
| McMillan Office, Inc. | 552 | $93.3K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 557 | $94.2K | 0.06% | 00.0% | Unchanged |
| City State Bank | 561 | $94.8K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 533 | $95.0K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 564 | $95.3K | 0.02% | +564 | New |
| JFS Wealth Advisors, LLC | 572 | $96.7K | 0.00% | +9+1.6% | Added |
| NorthAvenue LLC | 575 | $97.2K | 0.07% | 00.0% | Unchanged |
| Bayban | 576 | $97.4K | 0.07% | +50+9.5% | Added |
| Community Financial Services Group, LLC | 563 | $98.2K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 588 | $99.3K | 0.04% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 591 | $99.9K | 0.05% | −14−2.3% | Reduced |
| United Community Bank | 595 | $100.6K | 0.03% | −393−39.8% | Reduced |
| Key Financial Inc | 615 | $104.0K | 0.02% | −19−3.0% | Reduced |
| Main Street Group, LTD | 616 | $104.1K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 625 | $105.7K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 625 | $105.7K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 633 | $107.0K | 0.05% | −26−3.9% | Reduced |
| DecisionPoint Financial, LLC | 632 | $110.3K | 0.02% | +5+0.8% | Added |
| Atlantic Trust, LLC | 660 | $111.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 670 | $113.3K | 0.01% | +170+34.0% | Added |
| Elequin Capital LP | 681 | $115.1K | 0.00% | +552+427.9% | Added |
| Toth Financial Advisory Corp | 682 | $115.3K | 0.01% | −1−0.1% | Reduced |
| Zions Bancorporation, National Association | 689 | $116.5K | 0.01% | −46−6.3% | Reduced |