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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 1,237 | $209.1K | 0.05% | −29−2.3% | Reduced |
| Perfromance Wealth Partners, LLC | 1,238 | $209.3K | 0.01% | +17+1.4% | Added |
| Bluesphere Advisors, LLC | 1,239 | $209.5K | 0.06% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,244 | $210.2K | 0.06% | −52−4.0% | Reduced |
| Triumph Capital Management | 1,245 | $210.5K | 0.04% | −15−1.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $210.5K | 0.05% | 0 | New |
| Private Wealth Asset Management, LLC | 1,246 | $210.7K | 0.02% | +48+4.0% | Added |
| Stewardship Concepts Financial Services LLC | 1,247 | $210.8K | 0.14% | +1,247 | New |
| LifeWealth Investments, LLC | 1,249 | $211.2K | 0.06% | +27+2.2% | Added |
| Shufro Rose & Co LLC | 1,250 | $211.3K | 0.01% | −300−19.4% | Reduced |
| Sapient Capital LLC | 1,251 | $211.5K | 0.00% | +37+3.0% | Added |
| TownSquare Capital, LLC | 1,252 | $211.6K | 0.04% | +3+0.2% | Added |
| Lighthouse Financial LLC | 1,255 | $212.2K | 0.11% | −2−0.2% | Reduced |
| Pointe Capital Management LLC | 1,261 | $213.2K | 0.10% | +52+4.3% | Added |
| Arista Wealth Management, LLC | 1,263 | $213.5K | 0.02% | +11+0.9% | Added |
| TFB Advisors LLC | 1,267 | $214.2K | 0.09% | +1,267 | New |
| Paragon Private Wealth Management, LLC | 1,270 | $214.6K | 0.06% | −130−9.3% | Reduced |
| Evelyn Partners Group Ltd | 1,270 | $214.7K | 0.00% | +1,270 | New |
| Paragon Capital Management Ltd | 1,277 | $215.9K | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 1,278 | $216.0K | 0.09% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,278 | $216.0K | 0.12% | +1,265+9,730.8% | Added |
| Bay Rivers Group | 1,282 | $216.7K | 0.07% | +1,282 | New |
| Cornerstone Advisory, LLC | 1,283 | $216.9K | 0.02% | −21−1.6% | Reduced |
| Family Wealth Partners, LLC | 1,284 | $217.1K | 0.07% | +184+16.7% | Added |
| William Blair Investment Management, LLC | 1,285 | $217.2K | 0.00% | +15+1.2% | Added |
| AssuredPartners Investment Advisors, LLC | 1,289 | $217.9K | 0.02% | +34+2.7% | Added |
| Wellington Shields Capital Management, LLC | 1,292 | $218.4K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,296 | $219.1K | 0.01% | −1,169−47.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,300 | $219.8K | 0.00% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,300 | $219.8K | 0.12% | 00.0% | Unchanged |
| Novem Group | 1,301 | $220.0K | 0.02% | +34+2.7% | Added |
| General Partner, Inc. | 1,303 | $220.3K | 0.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,304 | $220.5K | 0.02% | −8−0.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,304 | $220.5K | 0.03% | +13+1.0% | Added |
| NWF Advisory Services Inc. | 1,305 | $220.6K | 0.02% | −25−1.9% | Reduced |
| Wendell David Associates Inc | 1,305 | $221.0K | 0.02% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 1,310 | $221.5K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,312 | $221.8K | 0.01% | −9−0.7% | Reduced |
| Fermata Advisors, LLC | 1,312 | $221.8K | 0.04% | +1,312 | New |
| LeConte Wealth Management, LLC | 1,314 | $222.1K | 0.12% | +215+19.6% | Added |
| Cypress Wealth Services, LLC | 1,314 | $222.2K | 0.03% | +48+3.8% | Added |
| Grove Bank & Trust | 1,317 | $222.6K | 0.02% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 1,320 | $223.1K | 0.18% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,322 | $223.5K | 0.11% | −29−2.1% | Reduced |
| First Foundation Advisors | 1,331 | $225.0K | 0.01% | +1,331 | New |
| Hendley & Co Inc | 1,330 | $225.0K | 0.08% | 00.0% | Unchanged |
| Expressive Wealth LLC | 1,331 | $225.0K | 0.21% | +67+5.3% | Added |
| Vance Wealth, Inc. | 1,332 | $225.1K | 0.05% | −188−12.4% | Reduced |
| Quarry LP | 1,333 | $225.3K | 0.04% | +654+96.3% | Added |
| WealthShield Partners, LLC | 1,336 | $225.9K | 0.03% | −1,439−51.9% | Reduced |
| Schrum Private Wealth Management LLC | 1,542 | $226.2K | 0.23% | +314+25.6% | Added |
| New Republic Capital, LLC | 1,349 | $228.0K | 0.05% | +159+13.4% | Added |
| KLCM Advisors, Inc. | 1,350 | $228.2K | 0.02% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,350 | $228.2K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,352 | $228.5K | 0.05% | −19−1.4% | Reduced |
| CM Wealth Advisors LLC | 1,353 | $228.7K | 0.04% | +1,353 | New |
| AdvisorNet Financial, Inc | 1,353 | $228.8K | 0.01% | +172+14.6% | Added |
| Money Concepts Capital Corp | 1,354 | $228.9K | 0.01% | +26+2.0% | Added |
| Charles Schwab Trust Co | 1,354 | $229.0K | 0.01% | +175+14.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $229.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 1,356 | $229.2K | 0.00% | −5−0.4% | Reduced |
| Meridian Wealth Advisors, LLC | 1,359 | $229.7K | 0.03% | +90+7.1% | Added |
| Enterprise Financial Services Corp | 1,360 | $229.9K | 0.09% | +1,360 | New |
| Azimuth Capital Investment Management LLC | 1,366 | $230.9K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,366 | $231.0K | 0.03% | +186+15.8% | Added |
| Summit Financial Wealth Advisors, LLC | 1,367 | $231.1K | 0.03% | −831−37.8% | Reduced |
| JB Capital LLC | 1,370 | $231.5K | 0.01% | −10−0.7% | Reduced |
| Heartland Bank & Trust Co | 1,371 | $231.8K | 0.05% | +33+2.5% | Added |
| Avion Wealth | 1,376 | $232.0K | 0.04% | +15+1.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,375 | $232.4K | 0.06% | +6+0.4% | Added |
| Papp L Roy & Associates | 1,379 | $233.1K | 0.02% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,379 | $233.1K | 0.07% | +1,379 | New |
| Secure Asset Management, LLC | 1,384 | $234.0K | 0.03% | −23−1.6% | Reduced |
| Bullock Wealth Management Group | 1,344 | $234.6K | 0.10% | −26−1.9% | Reduced |
| Pring Turner Capital Group Inc | 1,141 | $234.6K | 0.13% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,388 | $234.6K | 0.02% | 00.0% | Unchanged |
| Petersen Hastings Wealth Advisors Inc. | 1,390 | $235.0K | 0.02% | +4+0.3% | Added |
| Optas, LLC | 1,393 | $235.5K | 0.03% | +98+7.6% | Added |
| Resolute Wealth Strategies, LLC | 1,396 | $235.9K | 0.09% | +109+8.5% | Added |
| DV Trading LLC | 1,400 | $236.7K | 0.02% | +100+7.7% | Added |
| Green Ridge Wealth Planning LLC | 1,400 | $236.7K | 0.10% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,402 | $236.9K | 0.02% | +167+13.5% | Added |
| Z3 Capital Partners, LLC | 1,402 | $237.0K | 0.05% | −17−1.2% | Reduced |
| Biltmore Family Office, LLC | 1,403 | $237.1K | 0.03% | −256−15.4% | Reduced |
| Peoples Bank | 1,405 | $237.5K | 0.23% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,406 | $237.7K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,407 | $237.9K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,414 | $239.0K | 0.01% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,416 | $239.4K | 0.01% | +37+2.7% | Added |
| Hutchinson Capital Management | 1,417 | $239.5K | 0.04% | +10+0.7% | Added |
| Coastline Trust Co | 1,422 | $240.4K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,422 | $240.5K | 0.09% | −84−5.6% | Reduced |
| CWS Financial Advisors, LLC | 1,423 | $240.6K | 0.05% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,425 | $241.0K | 0.12% | +211+17.4% | Added |
| Regatta Capital Group, LLC | 1,427 | $241.2K | 0.03% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 1,230 | $241.3K | 0.03% | +1,230 | New |
| Partners Wealth Management, LLC | 1,428 | $241.3K | 0.24% | −127−8.2% | Reduced |
| Jacobsen Capital Management | 1,429 | $241.6K | 0.07% | +1+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,433 | $242.2K | 0.02% | +30+2.1% | Added |
| Purewater Capital LLC | 1,433 | $242.3K | 0.17% | −5−0.3% | Reduced |