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 |
|---|---|---|---|---|---|
| JM2 Capital Inc. | 1,436 | $242.8K | 0.17% | +10+0.7% | Added |
| Core Capital Management & Research, inc. | 1,000 | $242.9K | 0.13% | +1,000 | New |
| Kovitz Investment Group Partners, LLC | 1,437 | $243.0K | 0.01% | −123−7.9% | Reduced |
| PFG Advisors | 1,439 | $243.2K | 0.01% | −697−32.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,448 | $244.8K | 0.04% | +1,448 | New |
| Sagewood Asset Management LP | 1,452 | $245.5K | 0.06% | +143+10.9% | Added |
| Zhang Financial LLC | 1,467 | $247.9K | 0.01% | +148+11.2% | Added |
| Whetstone Capital Advisors, LLC | 1,469 | $248.3K | 0.07% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 1,471 | $248.7K | 0.08% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $248.8K | 0.03% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,475 | $249.3K | 0.07% | −478−24.5% | Reduced |
| COFG Advisors, LLC | 1,484 | $250.8K | 0.04% | +23+1.6% | Added |
| Sovran Advisors, LLC | 1,226 | $252.4K | 0.02% | +1,226 | New |
| Seven Mile Advisory | 1,495 | $252.7K | 0.17% | −128−7.9% | Reduced |
| Fielder Capital Group LLC | 1,496 | $252.9K | 0.05% | +5+0.3% | Added |
| HighPoint Advisor Group LLC | 1,497 | $253.1K | 0.01% | +151+11.2% | Added |
| Calton & Associates, Inc. | 1,499 | $253.3K | 0.04% | +1,499 | New |
| Blackston Financial Advisory Group, LLC | 1,499 | $253.4K | 0.14% | +33+2.3% | Added |
| Staley Capital Advisers Inc | 1,500 | $253.6K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 1,500 | $253.6K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,500 | $253.6K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,398 | $254.6K | 0.03% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,516 | $256.3K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,517 | $256.4K | 0.05% | −35−2.3% | Reduced |
| Foster Group, Inc. | 1,518 | $256.6K | 0.01% | −1,431−48.5% | Reduced |
| Cahill Financial Advisors Inc | 1,519 | $256.7K | 0.02% | +10+0.7% | Added |
| Loudon Investment Management, LLC | 1,527 | $258.1K | 0.13% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,529 | $258.5K | 0.12% | +65+4.4% | Added |
| Claro Advisors LLC | 1,531 | $258.8K | 0.03% | +73+5.0% | Added |
| Alta Advisers Ltd | 1,545 | $261.2K | 0.06% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,546 | $261.4K | 0.01% | +45+3.0% | Added |
| Arbor Investment Advisors, LLC | 1,547 | $261.5K | 0.03% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 1,548 | $261.7K | 0.00% | −980−38.8% | Reduced |
| Allianz SE | 1,550 | $262.0K | 0.00% | +1,550 | New |
| Investment Partners, Ltd. | 1,554 | $262.8K | 0.08% | +3+0.2% | Added |
| Childress Capital Advisors, LLC | 1,558 | $263.4K | 0.04% | −82−5.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,560 | $263.8K | 0.12% | −60−3.7% | Reduced |
| Brookwood Investment Group LLC | 1,561 | $263.9K | 0.03% | −587−27.3% | Reduced |
| Traveka Wealth, LLC | 1,565 | $264.6K | 0.09% | +30+2.0% | Added |
| E Fund Management Co., Ltd. | 1,567 | $264.9K | 0.01% | −2,148−57.8% | Reduced |
| Birmingham Capital Management Co Inc | 1,573 | $266.0K | 0.10% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 1,575 | $266.3K | 0.06% | +1,575 | New |
| Bond & Devick Financial Network, Inc. | 1,576 | $266.4K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,579 | $266.9K | 0.02% | −20−1.3% | Reduced |
| Hardin Capital Partners, LLC | 1,571 | $267.0K | 0.12% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,581 | $267.3K | 0.02% | +1,581 | New |
| Green Harvest Asset Management LLC | 1,585 | $267.9K | 0.00% | +86+5.7% | Added |
| LifeGoal Wealth Advisors | 1,586 | $268.1K | 0.12% | +410+34.9% | Added |
| Almanack Investment Partners, LLC. | 1,591 | $269.0K | 0.03% | +1,591 | New |
| Choate Investment Advisors | 1,592 | $269.1K | 0.00% | −5−0.3% | Reduced |
| M1 Capital Management LLC | 1,593 | $269.3K | 0.10% | −33−2.0% | Reduced |
| Westside Investment Management, Inc. | 1,594 | $269.5K | 0.04% | +10+0.6% | Added |
| Sovereign Financial Group, Inc. | 1,595 | $269.6K | 0.04% | +1+0.1% | Added |
| Fragasso Group Inc. | 1,600 | $270.5K | 0.01% | +1,600 | New |
| apricus wealth, LLC | 1,600 | $270.5K | 0.13% | −300−15.8% | Reduced |
| Independent Wealth Network Inc. | 1,605 | $271.3K | 0.07% | +29+1.8% | Added |
| Continuum Advisory, LLC | 1,610 | $272.2K | 0.02% | +31+2.0% | Added |
| Verity Asset Management, Inc. | 1,611 | $272.3K | 0.10% | +175+12.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,613 | $272.6K | 0.12% | −57−3.4% | Reduced |
| Elyxium Wealth, LLC | 1,615 | $273.0K | 0.03% | +1,615 | New |
| Measured Wealth Private Client Group, LLC | 1,617 | $273.4K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,618 | $273.5K | 0.03% | +42+2.7% | Added |
| Key Client Fiduciary Advisors, LLC | 1,624 | $274.6K | 0.08% | +55+3.5% | Added |
| Powers Advisory Group, LLC | 1,625 | $274.7K | 0.09% | −249−13.3% | Reduced |
| Wealthspan Partners, LLC | 1,625 | $274.7K | 0.09% | 00.0% | Unchanged |
| Ewa, LLC | 1,625 | $274.8K | 0.05% | +106+7.0% | Added |
| Schear Investment Advisers, LLC | 1,626 | $274.9K | 0.09% | +422+35.0% | Added |
| Commonwealth Financial Services, LLC | 1,627 | $275.0K | 0.04% | −29−1.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,629 | $275.4K | 0.05% | 00.0% | Unchanged |
| Defiance ETFs, LLC | 1,585 | $276.6K | 0.00% | +240+17.8% | Added |
| True Wealth Design, LLC | 1,637 | $276.7K | 0.07% | +363+28.5% | Added |
| Wealthcare Capital Partners, LLC | 1,638 | $276.8K | 0.11% | +29+1.8% | Added |
| Atlas Capital Advisors LLC | 1,638 | $276.9K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $277.1K | 0.16% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,644 | $277.8K | 0.03% | +4+0.2% | Added |
| Embree Financial Group | 1,647 | $278.4K | 0.03% | +13+0.8% | Added |
| IVC Wealth Advisors LLC | 1,648 | $278.6K | 0.11% | −28−1.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,650 | $278.9K | 0.10% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,656 | $279.9K | 0.06% | −50−2.9% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,659 | $280.5K | 0.07% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,665 | $281.5K | 0.05% | +1,032+163.0% | Added |
| Delta Investment Management, LLC | 1,667 | $281.8K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,669 | $282.0K | 0.01% | +155+10.2% | Added |
| Asset Advisors Investment Management, LLC | 1,673 | $282.8K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,673 | $282.8K | 0.05% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 1,677 | $283.5K | 0.03% | −119−6.6% | Reduced |
| LRI Investments, LLC | 1,678 | $283.7K | 0.02% | −608−26.6% | Reduced |
| Monticello Wealth Management, LLC | 1,692 | $286.1K | 0.02% | +1,692 | New |
| Threadgill Financial, LLC | 1,693 | $286.2K | 0.12% | +58+3.5% | Added |
| BLB&B Advisors, LLC | 1,693 | $286.2K | 0.01% | +2+0.1% | Added |
| Vicus Capital | 1,694 | $286.3K | 0.02% | +342+25.3% | Added |
| Crestmont Private Wealth LLC | 1,697 | $286.9K | 0.08% | 00.0% | Unchanged |
| Athena Investment Management | 1,698 | $287.0K | 0.17% | −1,007−37.2% | Reduced |
| Ami Investment Management Inc | 1,699 | $287.2K | 0.06% | −12−0.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,700 | $287.4K | 0.01% | 00.0% | Unchanged |
| Owlhouse Capital LP | 1,700 | $287.4K | 0.44% | +1,700 | New |
| SCS Capital Management LLC | 1,700 | $287.5K | 0.00% | +10+0.6% | Added |
| SkyOak Wealth, LLC | 1,703 | $287.9K | 0.05% | −125−6.8% | Reduced |
| Strait & Sound Wealth Management LLC | 1,705 | $288.2K | 0.10% | +25+1.5% | Added |
| Sentry LLC | 1,710 | $289.1K | 0.08% | 00.0% | Unchanged |