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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 2,890 | $488.6K | 0.06% | −7−0.2% | Reduced |
| Annex Advisory Services, LLC | 2,877 | $486.4K | 0.01% | −733−20.3% | Reduced |
| Northwest Wealth Management, LLC | 2,874 | $485.8K | 0.06% | +46+1.6% | Added |
| North Star Investment Management Corp. | 2,865 | $484.4K | 0.03% | +7+0.2% | Added |
| Greenwood Gearhart Inc | 2,863 | $484.0K | 0.02% | +1,071+59.8% | Added |
| Westpac Banking Corp | 2,860 | $483.5K | 0.03% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 2,858 | $483.1K | 0.10% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,850 | $481.8K | 0.23% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 2,846 | $481.1K | 0.30% | +19+0.7% | Added |
| Tennessee Valley Asset Management Partners | 2,839 | $480.0K | 0.05% | −139−4.7% | Reduced |
| Sterling Wealth Management, Inc. | 2,830 | $478.4K | 0.12% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 2,828 | $478.1K | 0.28% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2,825 | $477.5K | 0.24% | −246−8.0% | Reduced |
| Triad Wealth Partners, LLC | 2,315 | $477.4K | 0.03% | −162−6.5% | Reduced |
| NorthRock Partners, LLC | 2,819 | $476.6K | 0.01% | −2,791−49.8% | Reduced |
| Plato Investment Management Ltd | 2,833 | $476.1K | 0.03% | +2,044+259.1% | Added |
| Stockman Wealth Management, Inc. | 2,810 | $475.0K | 0.05% | −35−1.2% | Reduced |
| Beaton Management Co. Inc. | 2,808 | $475.0K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,810 | $475.0K | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,807 | $474.5K | 0.00% | +2,807 | New |
| Mayflower Financial Advisors, LLC | 2,803 | $473.8K | 0.04% | −37−1.3% | Reduced |
| McAdam, LLC | 2,789 | $471.5K | 0.02% | +549+24.5% | Added |
| First National Bank Sioux Falls | 2,885 | $471.2K | 0.13% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,781 | $470.1K | 0.02% | +331+13.5% | Added |
| Thompson Siegel & Walmsley LLC | 2,776 | $469.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| USA Financial Formulas | 2,765 | $467.4K | 0.09% | +2,765 | New |
| Signal Advisors Wealth, LLC | 2,764 | $467.3K | 0.02% | +1,243+81.7% | Added |
| Hartford Financial Management Inc. | 2,762 | $467.0K | 0.10% | −72−2.5% | Reduced |
| DRW Securities, LLC | 2,764 | $465.3K | 0.03% | −24,984−90.0% | Reduced |
| Successful Portfolios LLC | 2,451 | $463.8K | 0.22% | +10.0% | Added |
| Connecticut Wealth Management, LLC | 2,743 | $463.7K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,735 | $462.4K | 0.01% | +393+16.8% | Added |
| McDaniel Terry & Co | 2,730 | $461.5K | 0.04% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,723 | $460.3K | 0.03% | −1,229−31.1% | Reduced |
| Oakworth Capital, Inc. | 2,690 | $457.8K | 0.02% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,706 | $457.5K | 0.12% | +932+52.5% | Added |
| Montag A & Associates Inc | 2,696 | $455.8K | 0.02% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,696 | $455.8K | 0.12% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 2,686 | $454.1K | 0.05% | −204−7.1% | Reduced |
| M3 Advisory Group, LLC | 2,677 | $452.5K | 0.23% | +5+0.2% | Added |
| TritonPoint Partners, LLC | 2,675 | $452.3K | 0.04% | +2,675 | New |
| Plan Group Financial, LLC | 2,675 | $452.2K | 0.09% | +611+29.6% | Added |
| Forum Financial Management, LP | 2,668 | $451.0K | 0.01% | −45−1.7% | Reduced |
| Howard Capital Management Inc. | 2,660 | $449.7K | 0.01% | +1,179+79.6% | Added |
| Weaver Consulting Group | 2,651 | $448.2K | 0.09% | −50−1.9% | Reduced |
| Canal Capital Management, LLC | 2,646 | $447.3K | 0.05% | +10.0% | Added |
| Aristotle Capital Management, LLC | 2,631 | $444.8K | 0.00% | −37−1.4% | Reduced |
| Diversified Enterprises, LLC | 2,628 | $444.3K | 0.02% | +27+1.0% | Added |
| E&G Advisors, LP | 2,610 | $441.2K | 0.09% | −20−0.8% | Reduced |
| Gables Capital Management Inc. | 2,602 | $439.9K | 0.16% | +300+13.0% | Added |
| Seamount Financial Group Inc | 2,602 | $439.9K | 0.18% | 00.0% | Unchanged |
| Dodge & Cox | 2,600 | $439.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,600 | $439.5K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,590 | $437.8K | 0.01% | +25+1.0% | Added |
| Lantern Wealth Advisors, LLC | 2,588 | $437.6K | 0.20% | −175−6.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,588 | $437.5K | 0.03% | +425+19.6% | Added |
| Wick Capital Partners, LLC | 2,577 | $435.6K | 0.07% | +466+22.1% | Added |
| Trust Point Inc. | 2,577 | $435.6K | 0.04% | −228−8.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,572 | $434.8K | 0.11% | −156−5.7% | Reduced |
| Wakefield Asset Management LLLP | 2,568 | $434.1K | 0.10% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 2,561 | $432.9K | 0.01% | +2,561 | New |
| Stratos Wealth Advisors, LLC | 2,560 | $432.9K | 0.02% | +75+3.0% | Added |
| Keebeck Wealth Management, LLC | 2,557 | $432.3K | 0.04% | +381+17.5% | Added |
| Cooper Financial Group | 2,551 | $431.3K | 0.04% | +453+21.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,548 | $430.7K | 0.02% | +366+16.8% | Added |
| Red Door Wealth Management, LLC | 2,544 | $430.1K | 0.04% | +285+12.6% | Added |
| Roman Butler Fullerton & Co | 2,162 | $429.7K | 0.10% | −272−11.2% | Reduced |
| Kera Capital Partners, Inc. | 2,534 | $428.4K | 0.04% | −59−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,525 | $426.9K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,520 | $426.0K | 0.18% | 00.0% | Unchanged |
| JT Stratford LLC | 2,515 | $425.2K | 0.05% | +66+2.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,513 | $424.8K | 0.04% | −273−9.8% | Reduced |
| Strategies Wealth Advisors, LLC | 2,511 | $424.5K | 0.04% | −80−3.1% | Reduced |
| CoreFirst Bank & Trust | 2,508 | $424.0K | 0.21% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,500 | $422.6K | 0.09% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 2,499 | $422.5K | 0.13% | −915−26.8% | Reduced |
| Banyan Capital Management, Inc. | 2,495 | $421.8K | 0.18% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,487 | $420.4K | 0.24% | +10.0% | Added |
| Trust Co of Oklahoma | 2,483 | $419.8K | 0.11% | −41−1.6% | Reduced |
| Stiles Financial Services Inc | 2,481 | $419.3K | 0.11% | −234−8.6% | Reduced |
| 55 North Private Wealth, LLC | 2,472 | $417.9K | 0.08% | +55+2.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,468 | $417.2K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,466 | $416.9K | 0.03% | −75−3.0% | Reduced |
| 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 |
| 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 |
| TD Capital Management LLC | 2,444 | $413.1K | 0.03% | +10.0% | Added |
| Argentarii, LLC | 1,838 | $412.4K | 0.12% | −27−1.4% | Reduced |
| Capital Advantage, Inc. | 2,437 | $412.0K | 0.05% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,433 | $411.3K | 0.05% | +275+12.7% | Added |
| RD Lewis Holdings, Inc. | 1,863 | $410.6K | 0.31% | +382+25.8% | Added |
| Letson Investment Management, Inc. | 2,429 | $410.6K | 0.15% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,426 | $410.0K | 0.04% | +10.0% | Added |
| Blue Edge Capital, LLC | 2,423 | $409.7K | 0.05% | −879−26.6% | Reduced |
| Principal Street Partners, LLC | 2,408 | $407.1K | 0.06% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,402 | $406.1K | 0.05% | −10−0.4% | Reduced |
| Klingman & Associates, LLC | 2,395 | $404.9K | 0.02% | +43+1.8% | Added |