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 |
|---|---|---|---|---|---|
| Chronos Wealth Management, LLC | 2,359 | $398.8K | 0.18% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $399.0K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,362 | $399.3K | 0.13% | −424−15.2% | Reduced |
| Cross Staff Investments Inc | 2,363 | $399.5K | 0.24% | 00.0% | Unchanged |
| 71 West Capital Partners | 2,365 | $399.8K | 0.01% | +779+49.1% | Added |
| Pure Financial Advisors, Inc. | 2,371 | $400.8K | 0.01% | +18+0.8% | Added |
| PFG Private Wealth Management, LLC | 2,376 | $401.7K | 0.17% | +69+3.0% | Added |
| Integrity Alliance, LLC. | 2,377 | $401.9K | 0.01% | +556+30.5% | Added |
| Hanson & Doremus Investment Management | 2,384 | $403.0K | 0.04% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,395 | $404.9K | 0.02% | +43+1.8% | Added |
| Breakwater Capital Group | 2,402 | $406.1K | 0.05% | −10−0.4% | Reduced |
| Principal Street Partners, LLC | 2,408 | $407.1K | 0.06% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,423 | $409.7K | 0.05% | −879−26.6% | Reduced |
| Fort Sheridan Advisors LLC | 2,426 | $410.0K | 0.04% | +10.0% | Added |
| Letson Investment Management, Inc. | 2,429 | $410.6K | 0.15% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 1,863 | $410.6K | 0.31% | +382+25.8% | Added |
| Fortis Capital Advisors, LLC | 2,433 | $411.3K | 0.05% | +275+12.7% | Added |
| Capital Advantage, Inc. | 2,437 | $412.0K | 0.05% | 00.0% | Unchanged |
| Argentarii, LLC | 1,838 | $412.4K | 0.12% | −27−1.4% | Reduced |
| TD Capital Management LLC | 2,444 | $413.1K | 0.03% | +10.0% | Added |
| Avestar Capital, LLC | 2,446 | $413.5K | 0.02% | −69−2.7% | Reduced |
| Pinnacle Bancorp, Inc. | 2,446 | $413.5K | 0.11% | 00.0% | Unchanged |
| Vanguard National Trust Co | 2,463 | $416.4K | 0.02% | −444−15.3% | Reduced |
| Mirabella Financial Services LLP | 2,463 | $416.4K | 0.04% | +1,218+97.8% | Added |
| Sound View Wealth Advisors Group, LLC | 2,466 | $416.9K | 0.03% | −75−3.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $417.2K | 0.04% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 2,472 | $417.9K | 0.08% | +55+2.3% | Added |
| Stiles Financial Services Inc | 2,481 | $419.3K | 0.11% | −234−8.6% | Reduced |
| Trust Co of Oklahoma | 2,483 | $419.8K | 0.11% | −41−1.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,487 | $420.4K | 0.24% | +10.0% | Added |
| Banyan Capital Management, Inc. | 2,495 | $421.8K | 0.18% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 2,499 | $422.5K | 0.13% | −915−26.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,500 | $422.6K | 0.09% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,508 | $424.0K | 0.21% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,511 | $424.5K | 0.04% | −80−3.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,513 | $424.8K | 0.04% | −273−9.8% | Reduced |
| JT Stratford LLC | 2,515 | $425.2K | 0.05% | +66+2.7% | Added |
| Fortune Financial Advisors, LLC | 2,520 | $426.0K | 0.18% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $426.9K | 0.03% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,534 | $428.4K | 0.04% | −59−2.3% | Reduced |
| Roman Butler Fullerton & Co | 2,162 | $429.7K | 0.10% | −272−11.2% | Reduced |
| Red Door Wealth Management, LLC | 2,544 | $430.1K | 0.04% | +285+12.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,548 | $430.7K | 0.02% | +366+16.8% | Added |
| Cooper Financial Group | 2,551 | $431.3K | 0.04% | +453+21.6% | Added |
| Keebeck Wealth Management, LLC | 2,557 | $432.3K | 0.04% | +381+17.5% | Added |
| Stratos Wealth Advisors, LLC | 2,560 | $432.9K | 0.02% | +75+3.0% | Added |
| SNS Financial Group, LLC | 2,561 | $432.9K | 0.01% | +2,561 | New |
| Wakefield Asset Management LLLP | 2,568 | $434.1K | 0.10% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,572 | $434.8K | 0.11% | −156−5.7% | Reduced |
| Trust Point Inc. | 2,577 | $435.6K | 0.04% | −228−8.1% | Reduced |
| Wick Capital Partners, LLC | 2,577 | $435.6K | 0.07% | +466+22.1% | Added |
| Mosaic Family Wealth Partners, LLC | 2,588 | $437.5K | 0.03% | +425+19.6% | Added |
| Lantern Wealth Advisors, LLC | 2,588 | $437.6K | 0.20% | −175−6.3% | Reduced |
| Caxton Associates LLP | 2,590 | $437.8K | 0.01% | +25+1.0% | Added |
| Dodge & Cox | 2,600 | $439.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $439.5K | 0.04% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 2,602 | $439.9K | 0.18% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,602 | $439.9K | 0.16% | +300+13.0% | Added |
| E&G Advisors, LP | 2,610 | $441.2K | 0.09% | −20−0.8% | Reduced |
| Diversified Enterprises, LLC | 2,628 | $444.3K | 0.02% | +27+1.0% | Added |
| Aristotle Capital Management, LLC | 2,631 | $444.8K | 0.00% | −37−1.4% | Reduced |
| Canal Capital Management, LLC | 2,646 | $447.3K | 0.05% | +10.0% | Added |
| Weaver Consulting Group | 2,651 | $448.2K | 0.09% | −50−1.9% | Reduced |
| Howard Capital Management Inc. | 2,660 | $449.7K | 0.01% | +1,179+79.6% | Added |
| Forum Financial Management, LP | 2,668 | $451.0K | 0.01% | −45−1.7% | Reduced |
| Plan Group Financial, LLC | 2,675 | $452.2K | 0.09% | +611+29.6% | Added |
| TritonPoint Partners, LLC | 2,675 | $452.3K | 0.04% | +2,675 | New |
| M3 Advisory Group, LLC | 2,677 | $452.5K | 0.23% | +5+0.2% | Added |
| Oslo Pensjonsforsikring AS | 2,686 | $454.1K | 0.05% | −204−7.1% | Reduced |
| Northcape Wealth Management, LLC | 2,696 | $455.8K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,696 | $455.8K | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,706 | $457.5K | 0.12% | +932+52.5% | Added |
| Oakworth Capital, Inc. | 2,690 | $457.8K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,723 | $460.3K | 0.03% | −1,229−31.1% | Reduced |
| McDaniel Terry & Co | 2,730 | $461.5K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,735 | $462.4K | 0.01% | +393+16.8% | Added |
| Connecticut Wealth Management, LLC | 2,743 | $463.7K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,451 | $463.8K | 0.22% | +10.0% | Added |
| DRW Securities, LLC | 2,764 | $465.3K | 0.03% | −24,984−90.0% | Reduced |
| Hartford Financial Management Inc. | 2,762 | $467.0K | 0.10% | −72−2.5% | Reduced |
| Signal Advisors Wealth, LLC | 2,764 | $467.3K | 0.02% | +1,243+81.7% | Added |
| USA Financial Formulas | 2,765 | $467.4K | 0.09% | +2,765 | New |
| Versant Capital Management, Inc | 2,772 | $468.6K | 0.04% | +277+11.1% | Added |
| Liberty Capital Management, Inc. | 2,772 | $468.6K | 0.08% | +2,772 | New |
| Thompson Siegel & Walmsley LLC | 2,776 | $469.0K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,781 | $470.1K | 0.02% | +331+13.5% | Added |
| First National Bank Sioux Falls | 2,885 | $471.2K | 0.13% | 00.0% | Unchanged |
| McAdam, LLC | 2,789 | $471.5K | 0.02% | +549+24.5% | Added |
| Mayflower Financial Advisors, LLC | 2,803 | $473.8K | 0.04% | −37−1.3% | Reduced |
| Picton Mahoney Asset Management | 2,807 | $474.5K | 0.00% | +2,807 | New |
| Magnus Financial Group LLC | 2,810 | $475.0K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,808 | $475.0K | 0.19% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,810 | $475.0K | 0.05% | −35−1.2% | Reduced |
| Plato Investment Management Ltd | 2,833 | $476.1K | 0.03% | +2,044+259.1% | Added |
| NorthRock Partners, LLC | 2,819 | $476.6K | 0.01% | −2,791−49.8% | Reduced |
| Triad Wealth Partners, LLC | 2,315 | $477.4K | 0.03% | −162−6.5% | Reduced |
| Hilton Head Capital Partners, LLC | 2,825 | $477.5K | 0.24% | −246−8.0% | Reduced |
| Granite Group Advisors, LLC | 2,828 | $478.1K | 0.28% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,830 | $478.4K | 0.12% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,839 | $480.0K | 0.05% | −139−4.7% | Reduced |