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 |
|---|---|---|---|---|---|
| Tripletail Wealth Management, LLC | 3,416 | $602.7K | 0.69% | −192−5.3% | Reduced |
| Moody National Bank Trust Division | 3,561 | $602.0K | 0.05% | +45+1.3% | Added |
| National Philanthropic Trust | 3,557 | $601.3K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 3,541 | $598.6K | 0.08% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 3,532 | $597.1K | 0.41% | +22+0.6% | Added |
| Riversedge Advisors, LLC | 3,526 | $596.0K | 0.08% | +1,311+59.2% | Added |
| Empirical Asset Management, LLC | 3,514 | $594.1K | 0.13% | +2,277+184.1% | Added |
| Dearborn Partners LLC | 3,513 | $593.9K | 0.03% | −306−8.0% | Reduced |
| Headlands Technologies LLC | 3,513 | $593.9K | 0.06% | +2,155+158.7% | Added |
| Cookson Peirce & Co Inc | 3,512 | $593.7K | 0.02% | +172+5.1% | Added |
| Oxford Asset Management LLP | 3,509 | $593.2K | 0.29% | +1,326+60.7% | Added |
| Schnieders Capital Management, LLC. | 3,508 | $593.0K | 0.08% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,508 | $593.0K | 0.03% | +20+0.6% | Added |
| Waldron Private Wealth LLC | 3,507 | $592.9K | 0.02% | +450+14.7% | Added |
| Riverwater Partners LLC | 3,500 | $591.7K | 0.18% | −116−3.2% | Reduced |
| Crawford Investment Counsel Inc | 3,492 | $590.3K | 0.01% | +11+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,228 | $588.7K | 0.18% | +751+30.3% | Added |
| Capstone Wealth Management, LLC | 3,468 | $586.3K | 0.27% | +3,468 | New |
| Mill Capital Management, LLC | 3,462 | $585.3K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,461 | $585.1K | 0.02% | +31+0.9% | Added |
| LexAurum Advisors, LLC | 3,451 | $583.4K | 0.07% | +8+0.2% | Added |
| 9823 Capital, L.P. | 3,438 | $581.2K | 0.39% | +3,438 | New |
| Clifford Group, LLC | 3,427 | $579.4K | 0.40% | −295−7.9% | Reduced |
| Ethos Financial Group, LLC | 3,084 | $577.4K | 0.04% | 00.0% | Unchanged |
| Second Line Capital, LLC | 3,415 | $577.3K | 0.11% | −23−0.7% | Reduced |
| Hamilton Capital, LLC | 3,409 | $576.3K | 0.03% | −471−12.1% | Reduced |
| Field & Main Bank | 3,407 | $576.0K | 0.12% | +105+3.2% | Added |
| Legacy Private Trust Co. | 3,405 | $575.6K | 0.03% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,468 | $574.0K | 0.03% | −289−10.5% | Reduced |
| Old Point Trust & Financial Services N A | 3,375 | $570.5K | 0.17% | −75−2.2% | Reduced |
| HCR Wealth Advisors | 3,374 | $570.4K | 0.05% | +81+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,372 | $570.0K | 0.01% | −15−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,369 | $569.7K | 0.21% | −4,255−55.8% | Reduced |
| Corbyn Investment Management Inc | 3,369 | $569.5K | 0.16% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,368 | $569.4K | 0.01% | −334−9.0% | Reduced |
| Uncommon Cents Investing LLC | 3,362 | $568.3K | 0.12% | −20−0.6% | Reduced |
| Lionhunter Capital Management, LLC | 3,356 | $567.3K | 0.26% | +3,356 | New |
| Wedgewood Investors Inc | 3,350 | $566.3K | 0.58% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,341 | $564.8K | 0.05% | +15+0.5% | Added |
| Rossmore Private Capital | 3,332 | $563.3K | 0.05% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,330 | $562.9K | 0.17% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,318 | $560.9K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,308 | $559.2K | 0.02% | −682−17.1% | Reduced |
| Berkshire Asset Management LLC | 3,304 | $558.5K | 0.02% | −423−11.3% | Reduced |
| Courier Capital LLC | 3,277 | $554.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,271 | $553.0K | 0.13% | −32−1.0% | Reduced |
| Numerai GP LLC | 3,266 | $552.1K | 0.05% | +3,266 | New |
| MSH Capital Advisors LLC | 3,250 | $549.4K | 0.10% | −9−0.3% | Reduced |
| LVZ Advisors, Inc. | 3,249 | $549.3K | 0.06% | −27−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,235 | $546.9K | 0.02% | −32−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,235 | $546.9K | 0.04% | 00.0% | Unchanged |
| Providence First Trust Co | 3,231 | $546.2K | 0.15% | +1,301+67.4% | Added |
| Clear Trail Advisors, LLC | 3,226 | $545.4K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,225 | $545.0K | 0.03% | −11−0.3% | Reduced |
| IFG Advisory, LLC | 3,222 | $544.7K | 0.02% | +3,222 | New |
| Vaughan David Investments LLC | 3,215 | $543.0K | 0.01% | 00.0% | Unchanged |
| LCNB Corp | 3,209 | $542.5K | 0.17% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,202 | $541.3K | 0.03% | +26+0.8% | Added |
| Ambassador Advisors, LLC | 3,187 | $538.8K | 0.07% | +3,187 | New |
| GHP Investment Advisors, Inc. | 3,182 | $537.9K | 0.02% | +50+1.6% | Added |
| Marin Bay Wealth Advisors, LLC | 3,170 | $536.0K | 0.29% | −105−3.2% | Reduced |
| Sym Financial Corp | 3,168 | $535.5K | 0.04% | +584+22.6% | Added |
| Philadelphia Investment Partners, LLC | 2,299 | $534.8K | 0.33% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,152 | $532.8K | 0.03% | −58−1.8% | Reduced |
| Vista Investment Partners LLC | 3,129 | $529.0K | 0.13% | −70−2.2% | Reduced |
| Root Financial Partners, LLC | 3,124 | $528.2K | 0.02% | +265+9.3% | Added |
| Welch Group, LLC | 3,118 | $527.0K | 0.02% | −219−6.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,117 | $526.9K | 0.03% | −685−18.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,102 | $524.4K | 0.01% | +204+7.0% | Added |
| Measured Risk Portfolios, Inc. | 3,090 | $522.3K | 0.46% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,084 | $521.4K | 0.02% | +60+2.0% | Added |
| Roundview Capital LLC | 3,075 | $519.8K | 0.03% | −13−0.4% | Reduced |
| RM Financial Services, LLC | 3,075 | $519.8K | 0.39% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,065 | $518.1K | 0.03% | −479−13.5% | Reduced |
| Runnymede Capital Advisors, Inc. | 3,056 | $516.6K | 0.31% | 00.0% | Unchanged |
| Plancorp, LLC | 2,604 | $516.3K | 0.01% | −42−1.6% | Reduced |
| Nwam LLC | 3,047 | $515.2K | 0.03% | −1,038−25.4% | Reduced |
| Retirement Planning Group | 3,043 | $514.4K | 0.01% | −389−11.3% | Reduced |
| Van Strum & Towne Inc. | 3,031 | $512.4K | 0.14% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,012 | $509.2K | 0.02% | −3,567−54.2% | Reduced |
| Avail Investment Partners, LLC | 3,009 | $508.7K | 0.39% | +889+41.9% | Added |
| Waterloo Capital, L.P. | 3,001 | $507.3K | 0.03% | −221−6.9% | Reduced |
| Knightsbridge Asset Management, LLC | 2,997 | $506.6K | 0.07% | +253+9.2% | Added |
| Kanawha Capital Management LLC | 2,995 | $506.3K | 0.03% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,994 | $506.1K | 0.00% | −103−3.3% | Reduced |
| Vectors Research Management, LLC | 2,985 | $504.6K | 0.13% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,984 | $504.4K | 0.10% | 00.0% | Unchanged |
| Aries Wealth Management | 2,973 | $502.6K | 0.10% | 00.0% | Unchanged |
| Univest Financial Corp | 2,971 | $502.2K | 0.02% | +16+0.5% | Added |
| Magnetar Financial LLC | 2,969 | $501.9K | 0.00% | +2,969 | New |
| Waycross Partners, LLC | 2,965 | $501.2K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,954 | $499.4K | 0.00% | +1,668+129.7% | Added |
| Independence Bank of Kentucky | 2,938 | $496.7K | 0.06% | −303−9.3% | Reduced |
| Thomasville National Bank | 2,934 | $496.0K | 0.03% | +2,934 | New |
| Estabrook Capital Management | 2,929 | $495.1K | 0.07% | −79−2.6% | Reduced |
| Teamwork Financial Advisors, LLC | 2,926 | $494.7K | 0.05% | +4+0.1% | Added |
| MTM Investment Management, LLC | 2,912 | $492.3K | 0.14% | −100−3.3% | Reduced |
| Cambria Investment Management, L.P. | 2,911 | $492.1K | 0.02% | +2,911 | New |
| Abel Hall, LLC | 2,906 | $491.3K | 0.08% | −28−1.0% | Reduced |
| Persium Advisors, LLC | 2,902 | $490.6K | 0.32% | 00.0% | Unchanged |