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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 2,384 | $403.0K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,377 | $401.9K | 0.01% | +556+30.5% | Added |
| PFG Private Wealth Management, LLC | 2,376 | $401.7K | 0.17% | +69+3.0% | Added |
| Pure Financial Advisors, Inc. | 2,371 | $400.8K | 0.01% | +18+0.8% | Added |
| 71 West Capital Partners | 2,365 | $399.8K | 0.01% | +779+49.1% | Added |
| Cross Staff Investments Inc | 2,363 | $399.5K | 0.24% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,362 | $399.3K | 0.13% | −424−15.2% | Reduced |
| Marietta Investment Partners LLC | 2,360 | $399.0K | 0.07% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 2,359 | $398.8K | 0.18% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,359 | $398.8K | 0.09% | −2,879−55.0% | Reduced |
| Quent Capital, LLC | 2,358 | $398.7K | 0.02% | +531+29.1% | Added |
| Sax Wealth Advisors, LLC | 2,184 | $397.9K | 0.02% | +373+20.6% | Added |
| Marble Wealth, LLC | 2,352 | $397.6K | 0.06% | +33+1.4% | Added |
| CFO4Life Group, LLC | 2,351 | $397.5K | 0.05% | −37−1.5% | Reduced |
| Tritonpoint Wealth, LLC | 2,345 | $396.5K | 0.04% | +330+16.4% | Added |
| 10Elms LLP | 2,337 | $395.1K | 0.17% | +983+72.6% | Added |
| Walker Asset Management, LLC | 2,336 | $394.9K | 0.20% | +13+0.6% | Added |
| Greenfield Savings Bank | 2,333 | $394.4K | 0.15% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,330 | $393.9K | 0.25% | −1,126−32.6% | Reduced |
| Summitry LLC | 2,322 | $392.5K | 0.01% | +602+35.0% | Added |
| Laurel Wealth Advisors LLC | 2,320 | $392.2K | 0.04% | −40−1.7% | Reduced |
| Huntleigh Advisors, Inc. | 2,318 | $391.8K | 0.05% | −18,519−88.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,310 | $390.6K | 0.03% | +263+12.8% | Added |
| Uniting Wealth Partners, LLC | 2,309 | $390.3K | 0.08% | −149−6.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,305 | $389.7K | 0.07% | −268−10.4% | Reduced |
| Quilter Plc | 2,302 | $389.2K | 0.01% | −51−2.2% | Reduced |
| Jacobs & Co | 2,307 | $389.0K | 0.03% | −39−1.7% | Reduced |
| L2 Asset Management, LLC | 2,288 | $386.8K | 0.04% | +114+5.2% | Added |
| Disciplined Investors, L.L.C. | 2,287 | $386.7K | 0.19% | −25−1.1% | Reduced |
| Duncan Williams Asset Management, LLC | 2,287 | $386.6K | 0.09% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,285 | $386.3K | 0.16% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,283 | $386.0K | 0.04% | −6−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 2,280 | $385.4K | 0.01% | +2,280 | New |
| Proficio Capital Partners LLC | 2,273 | $384.3K | 0.01% | +2,273 | New |
| Beaumont Financial Advisors, LLC | 2,270 | $383.7K | 0.02% | +75+3.4% | Added |
| Portside Wealth Group, LLC | 2,265 | $382.9K | 0.04% | +139+6.5% | Added |
| Denver Wealth Management, Inc. | 2,257 | $381.5K | 0.11% | +13+0.6% | Added |
| Ruggaard & Associates LLC | 2,254 | $381.0K | 0.14% | −278−11.0% | Reduced |
| Live Oak Private Wealth LLC | 2,254 | $381.0K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,252 | $380.9K | 0.01% | +737+48.6% | Added |
| Eddie Patel Inc | 2,251 | $380.6K | 0.23% | +2,251 | New |
| SmartHarvest Portfolios, LLC | 2,251 | $380.5K | 0.12% | −39−1.7% | Reduced |
| Ocean Capital Management, LLC | 2,250 | $380.3K | 0.07% | +4+0.2% | Added |
| Stokes Family Office, LLC | 2,247 | $379.8K | 0.04% | −174−7.2% | Reduced |
| Adkins Seale Capital Management LLC | 2,246 | $379.7K | 0.34% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,244 | $379.3K | 0.05% | −116−4.9% | Reduced |
| BNB Wealth Management, LLC | 2,242 | $379.0K | 0.21% | −231−9.3% | Reduced |
| Lawood & Co | 2,222 | $375.6K | 0.25% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,217 | $374.8K | 0.03% | −8−0.4% | Reduced |
| Berger Financial Group, Inc | 2,211 | $373.8K | 0.02% | +2+0.1% | Added |
| First Financial Bank - Trust Division | 2,205 | $372.8K | 0.03% | +28+1.3% | Added |
| Flatrock Wealth Partners LLC | 2,197 | $371.3K | 0.15% | +217+11.0% | Added |
| Founders Financial Alliance, LLC | 2,194 | $370.8K | 0.05% | +143+7.0% | Added |
| VeraBank, N.A. | 2,191 | $370.4K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,189 | $370.1K | 0.06% | −235−9.7% | Reduced |
| Zullo Investment Group, Inc. | 2,185 | $369.4K | 0.13% | −147−6.3% | Reduced |
| Cadent Capital Advisors, LLC | 2,169 | $366.7K | 0.08% | −108−4.7% | Reduced |
| Flywheel Private Wealth LLC | 2,168 | $366.5K | 0.18% | −105−4.6% | Reduced |
| Boston Private Wealth LLC | 2,164 | $365.9K | 0.02% | −425−16.4% | Reduced |
| Sandy Cove Advisors, LLC | 2,159 | $365.0K | 0.09% | +126+6.2% | Added |
| Vanguard Capital Wealth Advisors | 2,156 | $364.5K | 0.25% | −18−0.8% | Reduced |
| Tributary Capital Management, LLC | 2,155 | $364.3K | 0.03% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,050 | $363.4K | 0.03% | +87+4.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,146 | $362.8K | 0.06% | +638+42.3% | Added |
| Newman Dignan & Sheerar, Inc. | 2,142 | $362.1K | 0.07% | −4−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 2,139 | $361.6K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 2,137 | $361.3K | 0.28% | +6+0.3% | Added |
| Catalyst Financial Partners LLC | 2,133 | $360.6K | 0.04% | −891−29.5% | Reduced |
| Capital Analysts, LLC | 2,127 | $360.0K | 0.01% | +3+0.1% | Added |
| Prosperity Consulting Group, LLC | 2,123 | $358.9K | 0.01% | +212+11.1% | Added |
| Ashton Thomas Securities, LLC | 2,134 | $358.6K | 0.05% | +100+4.9% | Added |
| Leisure Capital Management | 2,121 | $358.6K | 0.11% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,112 | $357.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,111 | $356.9K | 0.11% | +9+0.4% | Added |
| Waters Parkerson & Co., LLC | 2,111 | $356.9K | 0.02% | +50+2.4% | Added |
| Financial Engines Advisors L.L.C. | 2,108 | $356.4K | 0.00% | +124+6.3% | Added |
| Goodman Financial Corp | 2,106 | $356.0K | 0.06% | −360−14.6% | Reduced |
| Port Capital LLC | 2,103 | $355.5K | 0.01% | −130−5.8% | Reduced |
| Post Resch Tallon Group Inc. | 2,103 | $355.5K | 0.25% | −7−0.3% | Reduced |
| Stoneridge Investment Partners LLC | 1,679 | $355.0K | 0.23% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,099 | $354.8K | 0.01% | +2,099 | New |
| Pflug Koory, LLC | 2,094 | $354.1K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,094 | $354.0K | 0.03% | 00.0% | Unchanged |
| New World Advisors LLC | 2,086 | $352.6K | 0.06% | +2,086 | New |
| Brooks, Moore & Associates, Inc. | 2,085 | $352.5K | 0.16% | 00.0% | Unchanged |
| Manske Wealth Management | 2,079 | $351.5K | 0.09% | −405−16.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,078 | $351.3K | 0.01% | −15−0.7% | Reduced |
| Optima Capital LLC | 2,077 | $351.2K | 0.14% | +16+0.8% | Added |
| R Squared Ltd | 2,076 | $350.9K | 0.18% | +2,076 | New |
| SeaCrest Wealth Management, LLC | 2,070 | $350.0K | 0.04% | −391−15.9% | Reduced |
| Nemes Rush Group LLC | 2,069 | $349.8K | 0.03% | +32+1.6% | Added |
| Facet Wealth, Inc. | 2,068 | $349.6K | 0.01% | +532+34.6% | Added |
| Paradigm Financial Partners, LLC | 2,066 | $349.3K | 0.03% | −39−1.9% | Reduced |
| Old Port Advisors | 2,063 | $348.8K | 0.07% | +22+1.1% | Added |
| Farringdon Capital, Ltd. | 2,058 | $347.9K | 0.17% | −17,477−89.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,045 | $345.7K | 0.11% | +10.0% | Added |
| Defender Capital, LLC. | 2,036 | $344.2K | 0.11% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,036 | $344.2K | 0.06% | +2,036 | New |
| Cabot Wealth Management Inc | 2,035 | $344.0K | 0.04% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,032 | $343.5K | 0.66% | +510+33.5% | Added |