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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 703 | $118.8K | 0.14% | 00.0% | Unchanged |
| Kentucky Trust Co | 706 | $119.3K | 0.06% | +6+0.9% | Added |
| Vaquero Private Wealth, Ltd | 709 | $119.9K | 0.02% | +709 | New |
| NBH Bank | 710 | $120.0K | 0.05% | +710 | New |
| Front Row Advisors LLC | 535 | $120.0K | 0.03% | 00.0% | Unchanged |
| First National Bank | 712 | $120.4K | 0.05% | +712 | New |
| Tower View Investment Management & Research LLC | 713 | $120.6K | 0.05% | +4+0.6% | Added |
| Piscataqua Savings Bank | 714 | $120.7K | 0.08% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 714 | $120.7K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 715 | $120.9K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 722 | $122.1K | 0.02% | 00.0% | Unchanged |
| Guardian Partners Inc. | 725 | $122.6K | 0.01% | +725 | New |
| Glen Eagle Advisors, LLC | 728 | $123.1K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 730 | $123.4K | 0.07% | +5+0.7% | Added |
| Simplex Trading, LLC | 737 | $124.6K | 0.00% | +737 | New |
| Golden State Wealth Management, LLC | 739 | $125.0K | 0.01% | +32+4.5% | Added |
| Eurizon SLJ Capital Ltd | 741 | $125.3K | 0.05% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 741 | $125.3K | 0.01% | +741 | New |
| Compagnie Lombard Odier SCmA | 742 | $125.4K | 0.00% | −370−33.3% | Reduced |
| SHP Wealth Management | 745 | $126.0K | 0.01% | +17+2.3% | Added |
| Archer Investment Corp | 759 | $128.4K | 0.02% | −120−13.7% | Reduced |
| Gleason Group, Inc. | 771 | $130.4K | 0.01% | +39+5.3% | Added |
| First Command Advisory Services, Inc. | 775 | $131.0K | 0.00% | +285+58.2% | Added |
| Regatta Research & Money Management | 776 | $131.1K | 0.12% | +776 | New |
| Brown, Lisle/Cummings, Inc. | 780 | $131.8K | 0.03% | +7+0.9% | Added |
| PFS Partners, LLC | 792 | $133.9K | 0.05% | +3+0.4% | Added |
| Rialto Wealth Management, LLC | 800 | $135.3K | 0.03% | +28+3.6% | Added |
| TrustBank | 826 | $139.6K | 0.05% | −20−2.4% | Reduced |
| VSM Wealth Advisory, LLC | 833 | $140.8K | 0.04% | +1+0.1% | Added |
| American National Bank | 868 | $146.7K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 872 | $147.4K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 885 | $149.6K | 0.00% | −1,072−54.8% | Reduced |
| Asset Dedication, LLC | 898 | $151.8K | 0.01% | +47+5.5% | Added |
| Broadwater Capital Management LLC | 900 | $152.1K | 0.11% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 920 | $155.5K | 0.01% | +155+20.3% | Added |
| Birchbrook, Inc. | 935 | $158.1K | 0.07% | −1−0.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 939 | $158.8K | 0.01% | +200+27.1% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $160.6K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 960 | $162.3K | 0.01% | +4+0.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 963 | $162.8K | 0.00% | −29−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 965 | $163.1K | 0.03% | +77+8.7% | Added |
| Napier Financial, LLC | 972 | $164.3K | 0.03% | +122+14.4% | Added |
| Trust Co | 985 | $166.5K | 0.02% | −676−40.7% | Reduced |
| Armstrong Advisory Group, Inc | 993 | $167.9K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $169.1K | 0.06% | 00.0% | Unchanged |
| Bravera Wealth | 1,000 | $169.1K | 0.06% | 00.0% | Unchanged |
| Motco | 1,034 | $174.8K | 0.01% | +108+11.7% | Added |
| Security National Bank | 1,054 | $178.2K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,059 | $179.0K | 0.07% | −9−0.8% | Reduced |
| TFC Financial Management | 1,061 | $179.3K | 0.02% | +56+5.6% | Added |
| Sittner & Nelson, LLC | 1,061 | $179.4K | 0.06% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,088 | $183.9K | 0.12% | +3+0.3% | Added |
| Onefund, LLC | 1,089 | $184.1K | 0.10% | −20−1.8% | Reduced |
| St Germain D J Co Inc | 1,096 | $185.3K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,100 | $186.0K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,107 | $187.2K | 0.07% | −96−8.0% | Reduced |
| Hendershot Investments Inc. | 1,120 | $189.3K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 1,125 | $190.2K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,145 | $194.0K | 0.02% | −20−1.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $198.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,185 | $200.3K | 0.01% | +28+2.4% | Added |
| Raleigh Capital Management Inc. | 1,185 | $200.3K | 0.06% | +69+6.2% | Added |
| ABLE Financial Group, LLC | 1,186 | $200.5K | 0.03% | +1,186 | New |
| BCS Wealth Management | 1,187 | $200.6K | 0.04% | −118−9.0% | Reduced |
| Gradient Investments LLC | 1,191 | $201.3K | 0.00% | −16−1.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,191 | $201.4K | 0.05% | +8+0.7% | Added |
| Sigma Investment Counselors Inc | 1,194 | $201.9K | 0.01% | +19+1.6% | Added |
| Weinberger Asset Management, Inc | 954 | $201.9K | 0.06% | +954 | New |
| Income Insurance Ltd | 1,195 | $202.0K | 0.12% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,196 | $202.2K | 0.03% | −130−9.8% | Reduced |
| Sloy Dahl & Holst, LLC | 1,197 | $202.4K | 0.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,198 | $202.5K | 0.12% | 00.0% | Unchanged |
| City National Bank of Florida | 1,200 | $202.9K | 0.09% | +21+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 1,200 | $202.9K | 0.01% | +1,200 | New |
| MJP Associates Inc | 1,200 | $202.9K | 0.02% | −84−6.5% | Reduced |
| WealthBridge Capital Management, LLC | 1,201 | $203.0K | 0.04% | +100+9.1% | Added |
| Global Financial Private Client, LLC | 1,202 | $203.2K | 0.06% | +16+1.3% | Added |
| Capital Asset Advisory Services LLC | 1,202 | $203.2K | 0.01% | +1,202 | New |
| Scarborough Advisors, LLC | 1,132 | $203.2K | 0.02% | +4+0.4% | Added |
| Dutch Asset Corp | 1,202 | $203.2K | 0.10% | +1,202 | New |
| BlackDiamond Wealth Management Inc. | 943 | $203.2K | 0.08% | +943 | New |
| Argus Investors' Counsel, Inc. | 1,203 | $203.4K | 0.16% | +7+0.6% | Added |
| Hurlow Wealth Management Group, Inc. | 1,209 | $204.4K | 0.04% | +2+0.2% | Added |
| First Western Trust Bank | 1,210 | $204.6K | 0.01% | −8−0.7% | Reduced |
| Tempus Wealth Planning, LLC | 1,212 | $204.9K | 0.04% | −20−1.6% | Reduced |
| Barlow Wealth Partners, Inc. | 1,092 | $205.1K | 0.02% | +1,092 | New |
| Kavar Capital Partners Group, LLC | 1,220 | $206.2K | 0.03% | +22+1.8% | Added |
| Carson Advisory Inc. | 1,221 | $206.4K | 0.09% | +2+0.2% | Added |
| Capstone Financial Advisors, Inc. | 1,221 | $206.4K | 0.01% | −2−0.2% | Reduced |
| Spirepoint Private Client, LLC | 1,221 | $206.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 1,222 | $206.6K | 0.02% | +1,222 | New |
| Valley National Advisers Inc | 1,225 | $207.1K | 0.02% | −4−0.3% | Reduced |
| CVA Family Office, LLC | 1,231 | $208.1K | 0.02% | −19−1.5% | Reduced |
| Ponta Wealth Partners, LLC | 1,233 | $208.4K | 0.11% | +1,233 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,234 | $208.6K | 0.02% | −39−3.1% | Reduced |
| NBT Bank N A | 1,234 | $208.6K | 0.01% | −179−12.7% | Reduced |
| Capital Investment Counsel, Inc | 1,234 | $208.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,234 | $208.7K | 0.08% | −5−0.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,235 | $208.8K | 0.08% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 1,235 | $208.8K | 0.16% | −277−18.3% | Reduced |