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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 4,344 | $734.3K | 0.02% | −545−11.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,338 | $733.0K | 0.02% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,327 | $731.5K | 0.13% | +80+1.9% | Added |
| Princeton Global Asset Management LLC | 4,326 | $731.4K | 0.10% | +645+17.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 4,320 | $730.3K | 0.03% | −270−5.9% | Reduced |
| Lincoln Capital LLC | 4,310 | $728.7K | 0.13% | −150−3.4% | Reduced |
| Hantz Financial Services, Inc. | 4,306 | $728.0K | 0.01% | +1,877+77.3% | Added |
| Hennessy Advisors Inc | 4,282 | $723.9K | 0.02% | −518−10.8% | Reduced |
| MBL Wealth, LLC | 4,281 | $723.7K | 0.05% | +135+3.3% | Added |
| West Family Investments, Inc. | 4,280 | $723.5K | 0.21% | +4,280 | New |
| Aull & Monroe Investment Management Corp | 4,270 | $721.8K | 0.30% | +33+0.8% | Added |
| SFMG, LLC | 4,265 | $720.9K | 0.04% | +406+10.5% | Added |
| Johnson & White Wealth Management, LLC | 4,235 | $715.9K | 0.27% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,210 | $711.8K | 0.01% | +142+3.5% | Added |
| PDS Planning, Inc | 4,208 | $711.4K | 0.04% | +341+8.8% | Added |
| Caitong International Asset Management Co., Ltd | 4,205 | $710.9K | 0.10% | −7,636−64.5% | Reduced |
| Ritholtz Wealth Management | 4,203 | $710.4K | 0.01% | +840+25.0% | Added |
| Jupiter Wealth Management LLC | 4,200 | $710.0K | 0.28% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,193 | $708.8K | 0.02% | +426+11.3% | Added |
| Jacobs Equity LLC | 4,180 | $706.6K | 0.49% | +751+21.9% | Added |
| Alchemi Wealth, LLC | 4,178 | $706.5K | 0.33% | +23+0.6% | Added |
| Modern Wealth Management, LLC | 4,172 | $705.1K | 0.01% | +116+2.9% | Added |
| Basepoint Wealth LLC | 4,165 | $704.0K | 0.40% | −180−4.1% | Reduced |
| Tred Avon Family Wealth, LLC | 4,144 | $700.5K | 0.21% | −40−1.0% | Reduced |
| Michael B. Yongue | 4,141 | $700.0K | 0.49% | −94−2.2% | Reduced |
| Burford Brothers, Inc. | 4,140 | $699.8K | 0.26% | +12+0.3% | Added |
| SAM Advisors, LLC | 4,136 | $699.2K | 0.19% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 4,136 | $699.2K | 0.22% | −230−5.3% | Reduced |
| 1248 Management, LLC | 4,134 | $698.9K | 0.27% | +2,888+231.8% | Added |
| Means Investment Co., Inc. | 4,118 | $696.1K | 0.05% | −124−2.9% | Reduced |
| Jefferies Financial Group Inc. | 4,115 | $695.6K | 0.01% | −3,885−48.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,100 | $693.1K | 0.04% | +2,452+148.8% | Added |
| Investment Research Partners LLC | 4,082 | $690.1K | 0.23% | +925+29.3% | Added |
| Spinnaker Trust | 4,075 | $688.9K | 0.03% | +200+5.2% | Added |
| Peoples Financial Services Corp. | 4,075 | $688.9K | 0.30% | 00.0% | Unchanged |
| Whittier Trust Co | 3,883 | $688.6K | 0.01% | +10+0.3% | Added |
| Argyle Capital Partners, LLC | 4,072 | $688.4K | 0.43% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,068 | $687.7K | 0.05% | +59+1.5% | Added |
| Marathon Strategic Advisors, LLC | 4,059 | $686.2K | 0.39% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 4,044 | $683.6K | 0.12% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4,035 | $682.1K | 0.06% | −25−0.6% | Reduced |
| Clearbridge Investments, LLC | 4,027 | $680.8K | 0.00% | −170−4.1% | Reduced |
| Cannon Financial Strategists, Inc. | 4,024 | $680.3K | 0.08% | +4,024 | New |
| Abner Herrman & Brock LLC | 4,000 | $676.0K | 0.06% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,993 | $675.0K | 0.03% | +16+0.4% | Added |
| Frank, Rimerman Advisors LLC | 3,993 | $675.0K | 0.04% | +49+1.2% | Added |
| Cushing Capital Partners, LLC | 3,977 | $672.2K | 0.46% | −63−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,976 | $672.2K | 0.01% | −46−1.1% | Reduced |
| Sharp Financial Services, LLC | 3,966 | $670.4K | 0.31% | +843+27.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,964 | $670.1K | 0.03% | −59−1.5% | Reduced |
| Three Seasons Wealth, LLC | 3,958 | $669.1K | 0.06% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,942 | $666.5K | 0.12% | +19+0.5% | Added |
| Richwood Investment Advisors, LLC | 3,930 | $664.4K | 0.47% | −180−4.4% | Reduced |
| EntryPoint Capital, LLC | 3,898 | $659.0K | 0.16% | +2,249+136.4% | Added |
| John G Ullman & Associates Inc | 3,897 | $658.8K | 0.08% | +47+1.2% | Added |
| Excalibur Management Corp | 3,887 | $657.1K | 0.22% | −35−0.9% | Reduced |
| Ballentine Partners, LLC | 3,883 | $656.4K | 0.01% | +408+11.7% | Added |
| Islay Capital Management, LLC | 3,882 | $656.3K | 0.31% | −200−4.9% | Reduced |
| Gratus Wealth Advisors, LLC | 3,879 | $655.8K | 0.08% | +55+1.4% | Added |
| Affinity Investment Advisors, LLC | 3,870 | $654.2K | 0.33% | −2,458−38.8% | Reduced |
| Apella Capital, LLC | 3,656 | $653.9K | 0.01% | +127+3.6% | Added |
| Campion Asset Management LLC | 3,867 | $653.7K | 0.40% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,866 | $653.6K | 0.05% | +14+0.4% | Added |
| Clarity Financial LLC | 3,861 | $652.6K | 0.06% | +3,861 | New |
| Donaldson Capital Management, LLC | 3,857 | $652.1K | 0.02% | +2,416+167.7% | Added |
| Focus Financial Network, Inc. | 3,854 | $651.5K | 0.02% | −21−0.5% | Reduced |
| Keel Point, LLC | 3,845 | $650.1K | 0.04% | +151+4.1% | Added |
| Roof Eidam & Maycock | 3,843 | $649.7K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 3,828 | $647.2K | 0.32% | +17+0.4% | Added |
| Montchanin Asset Management, LLC | 3,830 | $647.0K | 0.66% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 3,823 | $646.3K | 0.01% | +504+15.2% | Added |
| Biltmore Wealth Management, LLC | 3,820 | $645.8K | 0.20% | −151−3.8% | Reduced |
| HBW Advisory Services LLC | 3,819 | $645.6K | 0.06% | +1,481+63.3% | Added |
| Capital Investment Advisors, LLC | 3,818 | $645.5K | 0.01% | −513−11.8% | Reduced |
| Roberts Glore & Co Inc | 3,806 | $643.4K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,804 | $643.0K | 0.02% | +686+22.0% | Added |
| Ameritas Advisory Services, LLC | 3,800 | $642.4K | 0.01% | +1,868+96.7% | Added |
| WP Advisors, LLC | 3,796 | $641.7K | 0.16% | −617−14.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,786 | $639.9K | 0.09% | +39+1.0% | Added |
| Patron Partners Advisors, LLC | 3,781 | $639.2K | 0.25% | −283−7.0% | Reduced |
| Busey Wealth Management | 3,757 | $635.1K | 0.02% | −328−8.0% | Reduced |
| Mainsail Asset Management, LLC | 3,069 | $634.8K | 0.25% | +1,707+125.3% | Added |
| Advisory Alpha, LLC | 3,753 | $634.8K | 0.02% | +339+9.9% | Added |
| Capital Investment Advisory Services, LLC | 3,743 | $632.8K | 0.04% | +23+0.6% | Added |
| Cadinha & Co LLC | 3,733 | $631.1K | 0.09% | +13+0.3% | Added |
| Cigna Investments Inc | 3,724 | $629.0K | 0.08% | −101−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,718 | $628.4K | 0.05% | +452+13.8% | Added |
| Lummis Asset Management, LP | 3,011 | $627.9K | 0.38% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,705 | $626.3K | 0.05% | +233+6.7% | Added |
| Indivisible Partners | 3,703 | $625.9K | 0.04% | +509+15.9% | Added |
| Trustmark National Bank Trust Department | 3,695 | $624.6K | 0.04% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 3,682 | $622.5K | 0.19% | +137+3.9% | Added |
| Legacy Financial Advisors, Inc. | 3,678 | $621.8K | 0.08% | −4,867−57.0% | Reduced |
| Accurate Wealth Management, LLC | 3,293 | $620.4K | 0.06% | +316+10.6% | Added |
| Demars Financial Group, LLC | 3,635 | $614.5K | 0.17% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,629 | $613.5K | 0.19% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 2,923 | $610.3K | 0.32% | +12+0.4% | Added |
| Ballew Advisors, Inc | 3,456 | $609.8K | 0.32% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,593 | $607.4K | 0.03% | −37−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,561 | $603.0K | 0.16% | −102−2.8% | Reduced |