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 |
|---|---|---|---|---|---|
| LeClair Wealth Partners LLC | 2,005 | $338.9K | 0.18% | +2,005 | New |
| Gilliland Jeter Wealth Management LLC | 2,010 | $339.8K | 0.09% | −20−1.0% | Reduced |
| Davidson Trust Co | 2,011 | $340.0K | 0.13% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,015 | $340.6K | 0.05% | −145−6.7% | Reduced |
| Curated Wealth Partners LLC | 2,023 | $342.0K | 0.04% | +814+67.3% | Added |
| Investors Asset Management of Georgia Inc | 2,024 | $342.2K | 0.12% | −89−4.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,029 | $343.0K | 0.03% | +2,029 | New |
| WBI Investments | 2,030 | $343.2K | 0.09% | −903−30.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,031 | $343.3K | 0.01% | −5,526−73.1% | Reduced |
| Teza Capital Management LLC | 2,032 | $343.5K | 0.66% | +510+33.5% | Added |
| Cabot Wealth Management Inc | 2,035 | $344.0K | 0.04% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,036 | $344.2K | 0.11% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,036 | $344.2K | 0.06% | +2,036 | New |
| Richards, Merrill & Peterson, Inc. | 2,045 | $345.7K | 0.11% | +10.0% | Added |
| Farringdon Capital, Ltd. | 2,058 | $347.9K | 0.17% | −17,477−89.5% | Reduced |
| Old Port Advisors | 2,063 | $348.8K | 0.07% | +22+1.1% | Added |
| Paradigm Financial Partners, LLC | 2,066 | $349.3K | 0.03% | −39−1.9% | Reduced |
| Facet Wealth, Inc. | 2,068 | $349.6K | 0.01% | +532+34.6% | Added |
| Nemes Rush Group LLC | 2,069 | $349.8K | 0.03% | +32+1.6% | Added |
| SeaCrest Wealth Management, LLC | 2,070 | $350.0K | 0.04% | −391−15.9% | Reduced |
| R Squared Ltd | 2,076 | $350.9K | 0.18% | +2,076 | New |
| Optima Capital LLC | 2,077 | $351.2K | 0.14% | +16+0.8% | Added |
| Cassaday & Co Wealth Management LLC | 2,078 | $351.3K | 0.01% | −15−0.7% | Reduced |
| Manske Wealth Management | 2,079 | $351.5K | 0.09% | −405−16.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,085 | $352.5K | 0.16% | 00.0% | Unchanged |
| New World Advisors LLC | 2,086 | $352.6K | 0.06% | +2,086 | New |
| Anchor Investment Management, LLC | 2,094 | $354.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,094 | $354.1K | 0.14% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,099 | $354.8K | 0.01% | +2,099 | New |
| Stoneridge Investment Partners LLC | 1,679 | $355.0K | 0.23% | 00.0% | Unchanged |
| Port Capital LLC | 2,103 | $355.5K | 0.01% | −130−5.8% | Reduced |
| Post Resch Tallon Group Inc. | 2,103 | $355.5K | 0.25% | −7−0.3% | Reduced |
| Goodman Financial Corp | 2,106 | $356.0K | 0.06% | −360−14.6% | Reduced |
| Financial Engines Advisors L.L.C. | 2,108 | $356.4K | 0.00% | +124+6.3% | Added |
| Waters Parkerson & Co., LLC | 2,111 | $356.9K | 0.02% | +50+2.4% | Added |
| Register Financial Advisors LLC | 2,111 | $356.9K | 0.11% | +9+0.4% | Added |
| North Star Asset Management Inc | 2,112 | $357.0K | 0.01% | 00.0% | Unchanged |
| Leisure Capital Management | 2,121 | $358.6K | 0.11% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,134 | $358.6K | 0.05% | +100+4.9% | Added |
| Prosperity Consulting Group, LLC | 2,123 | $358.9K | 0.01% | +212+11.1% | Added |
| Capital Analysts, LLC | 2,127 | $360.0K | 0.01% | +3+0.1% | Added |
| Catalyst Financial Partners LLC | 2,133 | $360.6K | 0.04% | −891−29.5% | Reduced |
| CrossGen Wealth, LLC | 2,137 | $361.3K | 0.28% | +6+0.3% | Added |
| Goelzer Investment Management, Inc. | 2,139 | $361.6K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,142 | $362.1K | 0.07% | −4−0.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,146 | $362.8K | 0.06% | +638+42.3% | Added |
| Armis Advisers, LLC | 2,050 | $363.4K | 0.03% | +87+4.4% | Added |
| Tributary Capital Management, LLC | 2,155 | $364.3K | 0.03% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,156 | $364.5K | 0.25% | −18−0.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,159 | $365.0K | 0.09% | +126+6.2% | Added |
| Boston Private Wealth LLC | 2,164 | $365.9K | 0.02% | −425−16.4% | Reduced |
| Flywheel Private Wealth LLC | 2,168 | $366.5K | 0.18% | −105−4.6% | Reduced |
| Cadent Capital Advisors, LLC | 2,169 | $366.7K | 0.08% | −108−4.7% | Reduced |
| Zullo Investment Group, Inc. | 2,185 | $369.4K | 0.13% | −147−6.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,189 | $370.1K | 0.06% | −235−9.7% | Reduced |
| VeraBank, N.A. | 2,191 | $370.4K | 0.06% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,194 | $370.8K | 0.05% | +143+7.0% | Added |
| Flatrock Wealth Partners LLC | 2,197 | $371.3K | 0.15% | +217+11.0% | Added |
| First Financial Bank - Trust Division | 2,205 | $372.8K | 0.03% | +28+1.3% | Added |
| Berger Financial Group, Inc | 2,211 | $373.8K | 0.02% | +2+0.1% | Added |
| MV Capital Management, Inc. | 2,217 | $374.8K | 0.03% | −8−0.4% | Reduced |
| Lawood & Co | 2,222 | $375.6K | 0.25% | 00.0% | Unchanged |
| BNB Wealth Management, LLC | 2,242 | $379.0K | 0.21% | −231−9.3% | Reduced |
| Werba Rubin Papier Wealth Management | 2,244 | $379.3K | 0.05% | −116−4.9% | Reduced |
| Adkins Seale Capital Management LLC | 2,246 | $379.7K | 0.34% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,247 | $379.8K | 0.04% | −174−7.2% | Reduced |
| Ocean Capital Management, LLC | 2,250 | $380.3K | 0.07% | +4+0.2% | Added |
| SmartHarvest Portfolios, LLC | 2,251 | $380.5K | 0.12% | −39−1.7% | Reduced |
| Eddie Patel Inc | 2,251 | $380.6K | 0.23% | +2,251 | New |
| GeoWealth Management, LLC | 2,252 | $380.9K | 0.01% | +737+48.6% | Added |
| Ruggaard & Associates LLC | 2,254 | $381.0K | 0.14% | −278−11.0% | Reduced |
| Live Oak Private Wealth LLC | 2,254 | $381.0K | 0.05% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,257 | $381.5K | 0.11% | +13+0.6% | Added |
| Portside Wealth Group, LLC | 2,265 | $382.9K | 0.04% | +139+6.5% | Added |
| Beaumont Financial Advisors, LLC | 2,270 | $383.7K | 0.02% | +75+3.4% | Added |
| Proficio Capital Partners LLC | 2,273 | $384.3K | 0.01% | +2,273 | New |
| Insigneo Advisory Services, LLC | 2,280 | $385.4K | 0.01% | +2,280 | New |
| Allegheny Financial Group LTD | 2,283 | $386.0K | 0.04% | −6−0.3% | Reduced |
| Chelsea Counsel Co | 2,285 | $386.3K | 0.16% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,287 | $386.6K | 0.09% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 2,287 | $386.7K | 0.19% | −25−1.1% | Reduced |
| L2 Asset Management, LLC | 2,288 | $386.8K | 0.04% | +114+5.2% | Added |
| Jacobs & Co | 2,307 | $389.0K | 0.03% | −39−1.7% | Reduced |
| Quilter Plc | 2,302 | $389.2K | 0.01% | −51−2.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,305 | $389.7K | 0.07% | −268−10.4% | Reduced |
| Uniting Wealth Partners, LLC | 2,309 | $390.3K | 0.08% | −149−6.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,310 | $390.6K | 0.03% | +263+12.8% | Added |
| Huntleigh Advisors, Inc. | 2,318 | $391.8K | 0.05% | −18,519−88.9% | Reduced |
| Laurel Wealth Advisors LLC | 2,320 | $392.2K | 0.04% | −40−1.7% | Reduced |
| Summitry LLC | 2,322 | $392.5K | 0.01% | +602+35.0% | Added |
| waypoint wealth counsel | 2,330 | $393.9K | 0.25% | −1,126−32.6% | Reduced |
| Greenfield Savings Bank | 2,333 | $394.4K | 0.15% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,336 | $394.9K | 0.20% | +13+0.6% | Added |
| 10Elms LLP | 2,337 | $395.1K | 0.17% | +983+72.6% | Added |
| Tritonpoint Wealth, LLC | 2,345 | $396.5K | 0.04% | +330+16.4% | Added |
| CFO4Life Group, LLC | 2,351 | $397.5K | 0.05% | −37−1.5% | Reduced |
| Marble Wealth, LLC | 2,352 | $397.6K | 0.06% | +33+1.4% | Added |
| Sax Wealth Advisors, LLC | 2,184 | $397.9K | 0.02% | +373+20.6% | Added |
| Quent Capital, LLC | 2,358 | $398.7K | 0.02% | +531+29.1% | Added |
| Neo Ivy Capital Management | 2,359 | $398.8K | 0.09% | −2,879−55.0% | Reduced |