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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 5,805 | $981.3K | 0.01% | −34−0.6% | Reduced |
| Aaron Wealth Advisors | 5,803 | $981.0K | 0.05% | +229+4.1% | Added |
| Saturna Capital CORP | 5,794 | $979.5K | 0.01% | −2,540−30.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,475 | $979.1K | 0.02% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,773 | $976.0K | 0.23% | −173−2.9% | Reduced |
| Perigon Wealth Management, LLC | 5,738 | $970.0K | 0.02% | +72+1.3% | Added |
| Camden Capital, LLC | 5,706 | $964.6K | 0.05% | −21−0.4% | Reduced |
| South Street Advisors LLC | 5,700 | $963.6K | 0.13% | −500−8.1% | Reduced |
| Smithfield Trust Co | 5,714 | $963.0K | 0.04% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,687 | $961.4K | 0.45% | −7−0.1% | Reduced |
| Alphadyne Asset Management LP | 5,642 | $953.8K | 0.04% | +5,642 | New |
| Baker Ellis Asset Management LLC | 5,635 | $952.5K | 0.10% | −20−0.4% | Reduced |
| Fairfield, Bush & Co. | 5,617 | $949.5K | 0.47% | +337+6.4% | Added |
| Boothbay Fund Management, LLC | 5,615 | $949.2K | 0.02% | +5,615 | New |
| Probity Advisors, Inc. | 5,593 | $945.5K | 0.14% | −227−3.9% | Reduced |
| Howland Capital Management LLC | 5,558 | $939.6K | 0.03% | +684+14.0% | Added |
| Signature Estate & Investment Advisors LLC | 5,536 | $936.6K | 0.02% | +124+2.3% | Added |
| Weatherly Asset Management L. P. | 5,522 | $933.5K | 0.07% | +240+4.5% | Added |
| Aigen Investment Management, LP | 5,522 | $933.5K | 0.26% | −3,419−38.2% | Reduced |
| Atlas Legacy Advisors, LLC | 5,585 | $932.1K | 0.14% | +395+7.6% | Added |
| CFS Investment Advisory Services, LLC | 5,226 | $922.0K | 0.06% | +27+0.5% | Added |
| Sentinus, LLC | 5,444 | $920.2K | 0.07% | +577+11.9% | Added |
| Checchi Capital Advisers, LLC | 5,442 | $920.0K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,413 | $915.0K | 0.06% | +69+1.3% | Added |
| Charter Trust Co | 5,409 | $914.4K | 0.05% | +973+21.9% | Added |
| Davis Investment Partners, LLC | 5,402 | $913.2K | 0.28% | +21+0.4% | Added |
| Syon Capital LLC | 5,392 | $911.5K | 0.04% | +282+5.5% | Added |
| IMC-Chicago, LLC | 5,384 | $910.2K | 0.01% | +5,384 | New |
| Belpointe Asset Management LLC | 5,352 | $904.8K | 0.03% | +258+5.1% | Added |
| Advisor OS, LLC | 5,343 | $903.2K | 0.06% | +476+9.8% | Added |
| Doheny Asset Management | 5,329 | $901.0K | 0.52% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 5,322 | $899.6K | 0.31% | +658+14.1% | Added |
| Endeavor Private Wealth, Inc. | 5,283 | $893.0K | 0.22% | −577−9.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,273 | $891.4K | 0.05% | −182−3.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,246 | $886.8K | 0.19% | +5,051+2,590.3% | Added |
| BWM Planning, LLC | 5,240 | $885.8K | 0.21% | −4,265−44.9% | Reduced |
| Integrated Advisors Network LLC | 5,236 | $885.1K | 0.04% | −92−1.7% | Reduced |
| Rathbone Brothers plc | 5,226 | $883.5K | 0.00% | −404−7.2% | Reduced |
| Westhampton Capital, LLC | 5,190 | $877.4K | 0.36% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,180 | $875.7K | 0.13% | −2,181−29.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,171 | $874.2K | 0.04% | +10.0% | Added |
| Trust Co of Toledo NA | 5,170 | $874.0K | 0.07% | −115−2.2% | Reduced |
| Essex Savings Bank | 5,164 | $873.0K | 0.19% | −239−4.4% | Reduced |
| Cornerstone Wealth Group, LLC | 5,162 | $872.7K | 0.05% | +147+2.9% | Added |
| B&L Asset Management LLC | 5,161 | $872.5K | 0.30% | +133+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,155 | $871.5K | 0.06% | +10.0% | Added |
| Bridges Investment Management Inc | 5,152 | $870.9K | 0.01% | +105+2.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 5,126 | $866.6K | 0.10% | −1,492−22.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,117 | $864.7K | 0.01% | −2,901−36.2% | Reduced |
| Rosenberg Matthew Hamilton | 5,106 | $863.2K | 0.16% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,104 | $862.8K | 0.13% | −106−2.0% | Reduced |
| Worth Financial Advisory Group, LLC | 5,085 | $859.6K | 0.36% | +5,085 | New |
| Montecito Bank & Trust | 5,084 | $859.5K | 0.13% | +87+1.7% | Added |
| Larson Financial Group LLC | 5,060 | $855.4K | 0.02% | +118+2.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,056 | $854.7K | 0.03% | −600−10.6% | Reduced |
| Valley Brook Capital Group | 5,055 | $854.5K | 0.48% | +10.0% | Added |
| Baring Financial LLC | 5,027 | $849.9K | 0.47% | −185−3.5% | Reduced |
| Chilton Investment Co LLC | 5,015 | $847.8K | 0.02% | +1,349+36.8% | Added |
| Augustine Asset Management Inc | 5,013 | $847.4K | 0.17% | −32−0.6% | Reduced |
| Premier Path Wealth Partners, LLC | 5,006 | $846.3K | 0.10% | +91+1.9% | Added |
| Cito Capital Group, LLC | 5,000 | $845.0K | 0.23% | 00.0% | Unchanged |
| Rexford Capital Inc | 4,998 | $844.9K | 0.52% | −56−1.1% | Reduced |
| Smartleaf Asset Management LLC | 4,826 | $840.0K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,943 | $835.6K | 0.24% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,944 | $835.6K | 0.03% | +431+9.6% | Added |
| CSS LLC | 4,930 | $833.4K | 0.04% | +40+0.8% | Added |
| KCM Investment Advisors LLC | 4,918 | $831.3K | 0.02% | −145−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,899 | $828.2K | 0.02% | +233+5.0% | Added |
| Drive Wealth Management, LLC | 4,836 | $817.6K | 0.15% | +830+20.7% | Added |
| Gryphon Financial Partners LLC | 4,836 | $817.5K | 0.07% | +85+1.8% | Added |
| Garrison Point Advisors, LLC | 4,828 | $816.2K | 0.33% | −152−3.1% | Reduced |
| Sig Brokerage, LP | 4,758 | $804.3K | 0.13% | +3,485+273.8% | Added |
| Jackson Thornton Asset Management, LLC | 4,751 | $803.2K | 0.06% | +576+13.8% | Added |
| 111 Capital | 4,748 | $802.6K | 0.14% | +1,237+35.2% | Added |
| Massmutual Trust Co FSB | 4,721 | $798.1K | 0.02% | +40+0.9% | Added |
| Veracity Capital LLC | 4,693 | $793.3K | 0.21% | +147+3.2% | Added |
| Corps Capital Advisors, LLC | 4,684 | $791.8K | 0.64% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 4,676 | $790.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,652 | $786.4K | 0.07% | −4−0.1% | Reduced |
| Philip James Wealth Mangement, LLC | 4,652 | $786.4K | 0.09% | −1,169−20.1% | Reduced |
| Investors Research Corp | 4,650 | $786.1K | 0.14% | −42−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 4,649 | $785.9K | 0.04% | +2,160+86.8% | Added |
| Essential Partners LLC | 4,643 | $784.9K | 0.36% | +772+19.9% | Added |
| TIAA Wealth Investment Management LLC | 4,611 | $779.6K | 0.01% | +262+6.0% | Added |
| Veratis Advisors, Inc. | 4,597 | $777.1K | 0.55% | +4,597 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,361 | $773.4K | 0.23% | −174−3.8% | Reduced |
| 5T Wealth, LLC | 4,574 | $773.1K | 0.29% | −47−1.0% | Reduced |
| Bank of Hawaii | 4,566 | $771.9K | 0.04% | −829−15.4% | Reduced |
| Redwood Investment Management, LLC | 4,543 | $768.0K | 0.08% | +4,543 | New |
| Rossby Financial, LCC | 4,530 | $765.8K | 0.14% | +361+8.7% | Added |
| Everpar Advisors LLC | 4,480 | $757.3K | 0.22% | −683−13.2% | Reduced |
| Wealth Advisory Solutions, LLC | 4,479 | $757.2K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,479 | $757.1K | 0.01% | +782+21.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,452 | $752.6K | 0.25% | −1,049−19.1% | Reduced |
| Mangrove Partners | 4,447 | $751.8K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 4,444 | $751.3K | 0.16% | 00.0% | Unchanged |
| NVWM, LLC | 4,441 | $750.7K | 0.15% | −29−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 4,438 | $750.2K | 0.01% | −4,691−51.4% | Reduced |
| GWN Securities Inc. | 4,388 | $741.8K | 0.12% | +24+0.5% | Added |
| Falcon Wealth Planning | 4,347 | $734.9K | 0.05% | +1,982+83.8% | Added |