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 |
|---|---|---|---|---|---|
| Northwest Quadrant Wealth Management, LLC | 1,710 | $289.1K | 0.05% | −18−1.0% | Reduced |
| Centaurus Financial, Inc. | 1,718 | $290.0K | 0.01% | +154+9.8% | Added |
| Jamison Private Wealth Management, Inc. | 1,720 | $290.7K | 0.03% | +4+0.2% | Added |
| First Business Financial Services, Inc. | 1,725 | $291.6K | 0.02% | +254+17.3% | Added |
| True North Advisors, LLC | 1,729 | $292.3K | 0.03% | −56−3.1% | Reduced |
| Per Stirling Capital Management, LLC. | 1,735 | $293.3K | 0.03% | +4+0.2% | Added |
| Next Capital Management LLC | 1,738 | $293.8K | 0.08% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,738 | $293.8K | 0.06% | +28+1.6% | Added |
| LM Advisors LLC | 1,742 | $295.0K | 0.03% | +1,425+449.5% | Added |
| Steel Peak Wealth Management LLC | 1,746 | $295.2K | 0.01% | +17+1.0% | Added |
| Perennial Investment Advisors, LLC | 1,753 | $296.3K | 0.02% | +30+1.7% | Added |
| Weik Capital Management | 1,760 | $297.5K | 0.11% | −100−5.4% | Reduced |
| Stevens Capital Management LP | 1,760 | $298.0K | 0.07% | −197−10.1% | Reduced |
| Tarbox Family Office, Inc. | 1,763 | $298.0K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 1,765 | $298.4K | 0.14% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,774 | $299.9K | 0.01% | −18−1.0% | Reduced |
| Riverbend Wealth Management, LLC | 1,775 | $300.0K | 0.15% | −1,884−51.5% | Reduced |
| Warwick Investment Management, Inc. | 1,786 | $301.9K | 0.03% | +127+7.7% | Added |
| Keating Financial Advisory Services, Inc. | 1,787 | $302.2K | 0.04% | +68+4.0% | Added |
| Stonebrook Private Inc. | 1,789 | $302.4K | 0.06% | +498+38.6% | Added |
| Radnor Capital Management, LLC | 1,792 | $302.9K | 0.04% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 1,794 | $303.3K | 0.39% | −9−0.5% | Reduced |
| Viawealth, LLC | 1,795 | $303.4K | 0.15% | +2+0.1% | Added |
| Silver Coast Investments LLC | 1,795 | $303.4K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 1,795 | $303.4K | 0.16% | +1,795 | New |
| Dividend Assets Capital, LLC | 1,797 | $303.8K | 0.06% | −695−27.9% | Reduced |
| Peterson Wealth Services | 1,799 | $304.2K | 0.07% | −8−0.4% | Reduced |
| Pinnacle Family Advisors, LLC | 1,802 | $304.7K | 0.13% | +11+0.6% | Added |
| Jmac Enterprises LLC | 1,805 | $305.1K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,809 | $305.8K | 0.08% | −5,537−75.4% | Reduced |
| Naples Global Advisors, LLC | 1,809 | $305.9K | 0.02% | +19+1.1% | Added |
| Sound Income Strategies, LLC | 1,810 | $306.0K | 0.01% | +285+18.7% | Added |
| Inceptionr LLC | 1,814 | $306.7K | 0.08% | +1,814 | New |
| Wolff Financial Management LLC | 1,815 | $306.8K | 0.06% | 00.0% | Unchanged |
| Plan A Wealth LLC | 1,823 | $308.2K | 0.13% | −842−31.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,823 | $308.2K | 0.10% | −246−11.9% | Reduced |
| Trueblood Wealth Management, LLC | 1,829 | $309.2K | 0.11% | +6+0.3% | Added |
| Gaddis Premier Wealth Advisors LLC | 1,829 | $309.3K | 0.19% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,832 | $309.7K | 0.07% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,837 | $310.5K | 0.09% | −200−9.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,840 | $311.0K | 0.02% | −699−27.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,842 | $311.3K | 0.10% | +970+111.2% | Added |
| Financial Management Network Inc | 1,498 | $312.0K | 0.04% | −20−1.3% | Reduced |
| Silver Oak Securities, Inc | 1,850 | $312.7K | 0.02% | +67+3.8% | Added |
| Fulcrum Asset Management LLP | 1,799 | $313.1K | 0.03% | −25,868−93.5% | Reduced |
| Washington Trust Co | 1,855 | $313.6K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,857 | $313.9K | 0.27% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 1,857 | $313.9K | 0.04% | +292+18.7% | Added |
| X-Square Capital, LLC | 1,859 | $314.0K | 0.08% | +58+3.2% | Added |
| Rehmann Capital Advisory Group | 1,859 | $314.4K | 0.01% | −2−0.1% | Reduced |
| Tranquility Partners, LLC | 1,866 | $315.4K | 0.11% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,866 | $315.5K | 0.04% | −60−3.1% | Reduced |
| Family Management Corp | 1,868 | $315.8K | 0.03% | +267+16.7% | Added |
| HHM Wealth Advisors, LLC | 1,868 | $315.8K | 0.03% | +44+2.4% | Added |
| Gallagher Capital Advisors, LLC | 1,871 | $316.3K | 0.18% | +3+0.2% | Added |
| Trust Co of Virginia | 1,871 | $316.3K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,873 | $316.6K | 0.02% | −100−5.1% | Reduced |
| Summit Asset Management, LLC | 1,878 | $317.4K | 0.04% | +1+0.1% | Added |
| Columbia Asset Management | 1,878 | $317.5K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,886 | $318.9K | 0.04% | +10+0.5% | Added |
| Merrithew & Thorsten Inc | 1,889 | $319.0K | 0.27% | +13+0.7% | Added |
| Greenfield Seitz Capital Management, LLC | 1,894 | $320.2K | 0.10% | −150−7.3% | Reduced |
| Signet Private Wealth LLC | 1,894 | $320.2K | 0.26% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,898 | $320.9K | 0.01% | +237+14.3% | Added |
| Prelude Capital Management, LLC | 1,899 | $321.0K | 0.02% | +609+47.2% | Added |
| Indiana Trust & Investment Management CO | 1,900 | $321.2K | 0.09% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,905 | $322.0K | 0.29% | −100−5.0% | Reduced |
| Westover Capital Advisors, LLC | 1,909 | $322.7K | 0.05% | +1,909 | New |
| Financial Advisors Network, Inc. | 1,911 | $323.0K | 0.04% | +197+11.5% | Added |
| Beirne Wealth Consulting Services, LLC | 1,913 | $323.4K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,918 | $324.2K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 1,920 | $324.6K | 0.01% | −532−21.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,923 | $325.0K | 0.02% | +53+2.8% | Added |
| Trillium Asset Management, LLC | 1,930 | $326.3K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,933 | $326.8K | 0.12% | −24−1.2% | Reduced |
| LVW Advisors, LLC | 1,933 | $326.8K | 0.03% | −210−9.8% | Reduced |
| Meixler Investment Management, Ltd. | 1,936 | $327.3K | 0.18% | −71−3.5% | Reduced |
| SJS Investment Consulting Inc. | 1,937 | $327.4K | 0.04% | +38+2.0% | Added |
| Douglas Lane & Associates, LLC | 1,940 | $328.0K | 0.00% | −508−20.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,945 | $328.8K | 0.05% | −35−1.8% | Reduced |
| Sather Financial Group Inc | 1,955 | $330.5K | 0.02% | +330+20.3% | Added |
| Townsend Asset Management Corp | 1,956 | $330.7K | 0.11% | +3+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 1,957 | $330.8K | 0.08% | −166−7.8% | Reduced |
| Intrinsic Value Partners, LLC | 1,957 | $330.8K | 0.23% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,958 | $331.0K | 0.04% | +37+1.9% | Added |
| Benchmark Financial, LLC | 1,961 | $331.5K | 0.27% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,900 | $332.6K | 0.05% | +1,900 | New |
| Turtle Creek Wealth Advisors, LLC | 1,973 | $333.5K | 0.02% | +84+4.4% | Added |
| Tulsa Wealth Advisors, INC | 1,975 | $333.9K | 0.05% | −1,069−35.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $334.0K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,980 | $334.7K | 0.02% | +127+6.9% | Added |
| Basecamp Wealth Advisors LLC | 1,980 | $334.7K | 0.06% | −11−0.6% | Reduced |
| Monetary Management Group Inc | 1,980 | $334.7K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,984 | $335.0K | 0.09% | −133−6.3% | Reduced |
| NovaPoint Capital, LLC | 1,985 | $335.6K | 0.07% | +1,985 | New |
| Broderick Brian C | 1,990 | $336.4K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,990 | $336.4K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,997 | $337.5K | 0.03% | +114+6.1% | Added |
| Callahan Advisors, LLC | 2,000 | $338.1K | 0.03% | −296−12.9% | Reduced |
| Highlander Partners, L.P. | 2,000 | $338.1K | 0.11% | 00.0% | Unchanged |