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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 2,031 | $343.3K | 0.01% | −5,526−73.1% | Reduced |
| WBI Investments | 2,030 | $343.2K | 0.09% | −903−30.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,029 | $343.0K | 0.03% | +2,029 | New |
| Investors Asset Management of Georgia Inc | 2,024 | $342.2K | 0.12% | −89−4.2% | Reduced |
| Curated Wealth Partners LLC | 2,023 | $342.0K | 0.04% | +814+67.3% | Added |
| Consolidated Planning Corp | 2,015 | $340.6K | 0.05% | −145−6.7% | Reduced |
| Davidson Trust Co | 2,011 | $340.0K | 0.13% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,010 | $339.8K | 0.09% | −20−1.0% | Reduced |
| LeClair Wealth Partners LLC | 2,005 | $338.9K | 0.18% | +2,005 | New |
| Callahan Advisors, LLC | 2,000 | $338.1K | 0.03% | −296−12.9% | Reduced |
| Highlander Partners, L.P. | 2,000 | $338.1K | 0.11% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,997 | $337.5K | 0.03% | +114+6.1% | Added |
| Central Bank & Trust Co | 1,990 | $336.4K | 0.05% | 00.0% | Unchanged |
| Broderick Brian C | 1,990 | $336.4K | 0.05% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,985 | $335.6K | 0.07% | +1,985 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,984 | $335.0K | 0.09% | −133−6.3% | Reduced |
| Basecamp Wealth Advisors LLC | 1,980 | $334.7K | 0.06% | −11−0.6% | Reduced |
| Monetary Management Group Inc | 1,980 | $334.7K | 0.07% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,980 | $334.7K | 0.02% | +127+6.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $334.0K | 0.00% | 00.0% | Unchanged |
| Tulsa Wealth Advisors, INC | 1,975 | $333.9K | 0.05% | −1,069−35.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,973 | $333.5K | 0.02% | +84+4.4% | Added |
| Vega Investment Solutions | 1,900 | $332.6K | 0.05% | +1,900 | New |
| Benchmark Financial, LLC | 1,961 | $331.5K | 0.27% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,958 | $331.0K | 0.04% | +37+1.9% | Added |
| Burke & Herbert Bank & Trust Co | 1,957 | $330.8K | 0.08% | −166−7.8% | Reduced |
| Intrinsic Value Partners, LLC | 1,957 | $330.8K | 0.23% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 1,956 | $330.7K | 0.11% | +3+0.2% | Added |
| Sather Financial Group Inc | 1,955 | $330.5K | 0.02% | +330+20.3% | Added |
| Pettyjohn, Wood & White, Inc | 1,945 | $328.8K | 0.05% | −35−1.8% | Reduced |
| Douglas Lane & Associates, LLC | 1,940 | $328.0K | 0.00% | −508−20.8% | Reduced |
| SJS Investment Consulting Inc. | 1,937 | $327.4K | 0.04% | +38+2.0% | Added |
| Meixler Investment Management, Ltd. | 1,936 | $327.3K | 0.18% | −71−3.5% | Reduced |
| LVW Advisors, LLC | 1,933 | $326.8K | 0.03% | −210−9.8% | Reduced |
| BKM Wealth Management, LLC | 1,933 | $326.8K | 0.12% | −24−1.2% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $326.3K | 0.01% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,923 | $325.0K | 0.02% | +53+2.8% | Added |
| Conning Inc. | 1,920 | $324.6K | 0.01% | −532−21.7% | Reduced |
| Ostrum Asset Management | 1,918 | $324.2K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,913 | $323.4K | 0.06% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,911 | $323.0K | 0.04% | +197+11.5% | Added |
| Westover Capital Advisors, LLC | 1,909 | $322.7K | 0.05% | +1,909 | New |
| Chiron Capital Management, LLC | 1,905 | $322.0K | 0.29% | −100−5.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,900 | $321.2K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,899 | $321.0K | 0.02% | +609+47.2% | Added |
| TCI Wealth Advisors, Inc. | 1,898 | $320.9K | 0.01% | +237+14.3% | Added |
| Greenfield Seitz Capital Management, LLC | 1,894 | $320.2K | 0.10% | −150−7.3% | Reduced |
| Signet Private Wealth LLC | 1,894 | $320.2K | 0.26% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 1,889 | $319.0K | 0.27% | +13+0.7% | Added |
| Hexagon Capital Partners LLC | 1,886 | $318.9K | 0.04% | +10+0.5% | Added |
| Columbia Asset Management | 1,878 | $317.5K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,878 | $317.4K | 0.04% | +1+0.1% | Added |
| WBH Advisory Inc | 1,873 | $316.6K | 0.02% | −100−5.1% | Reduced |
| Trust Co of Virginia | 1,871 | $316.3K | 0.02% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 1,871 | $316.3K | 0.18% | +3+0.2% | Added |
| HHM Wealth Advisors, LLC | 1,868 | $315.8K | 0.03% | +44+2.4% | Added |
| Family Management Corp | 1,868 | $315.8K | 0.03% | +267+16.7% | Added |
| McGowan Group Asset Management, Inc. | 1,866 | $315.5K | 0.04% | −60−3.1% | Reduced |
| Tranquility Partners, LLC | 1,866 | $315.4K | 0.11% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,859 | $314.4K | 0.01% | −2−0.1% | Reduced |
| X-Square Capital, LLC | 1,859 | $314.0K | 0.08% | +58+3.2% | Added |
| Alan B. Lancz & Associates, Inc. | 1,857 | $313.9K | 0.27% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 1,857 | $313.9K | 0.04% | +292+18.7% | Added |
| Washington Trust Co | 1,855 | $313.6K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,799 | $313.1K | 0.03% | −25,868−93.5% | Reduced |
| Silver Oak Securities, Inc | 1,850 | $312.7K | 0.02% | +67+3.8% | Added |
| Financial Management Network Inc | 1,498 | $312.0K | 0.04% | −20−1.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,842 | $311.3K | 0.10% | +970+111.2% | Added |
| LBMC Investment Advisors, LLC | 1,840 | $311.0K | 0.02% | −699−27.5% | Reduced |
| Keating Investment Counselors Inc | 1,837 | $310.5K | 0.09% | −200−9.8% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $309.7K | 0.07% | 00.0% | Unchanged |
| Gaddis Premier Wealth Advisors LLC | 1,829 | $309.3K | 0.19% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,829 | $309.2K | 0.11% | +6+0.3% | Added |
| Plan A Wealth LLC | 1,823 | $308.2K | 0.13% | −842−31.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,823 | $308.2K | 0.10% | −246−11.9% | Reduced |
| Wolff Financial Management LLC | 1,815 | $306.8K | 0.06% | 00.0% | Unchanged |
| Inceptionr LLC | 1,814 | $306.7K | 0.08% | +1,814 | New |
| Sound Income Strategies, LLC | 1,810 | $306.0K | 0.01% | +285+18.7% | Added |
| Naples Global Advisors, LLC | 1,809 | $305.9K | 0.02% | +19+1.1% | Added |
| Wealth Management Associates, Inc. | 1,809 | $305.8K | 0.08% | −5,537−75.4% | Reduced |
| Jmac Enterprises LLC | 1,805 | $305.1K | 0.05% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,802 | $304.7K | 0.13% | +11+0.6% | Added |
| Peterson Wealth Services | 1,799 | $304.2K | 0.07% | −8−0.4% | Reduced |
| Dividend Assets Capital, LLC | 1,797 | $303.8K | 0.06% | −695−27.9% | Reduced |
| Silver Coast Investments LLC | 1,795 | $303.4K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 1,795 | $303.4K | 0.16% | +1,795 | New |
| Viawealth, LLC | 1,795 | $303.4K | 0.15% | +2+0.1% | Added |
| Pursuit Wealth Strategies, LLC | 1,794 | $303.3K | 0.39% | −9−0.5% | Reduced |
| Radnor Capital Management, LLC | 1,792 | $302.9K | 0.04% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,789 | $302.4K | 0.06% | +498+38.6% | Added |
| Keating Financial Advisory Services, Inc. | 1,787 | $302.2K | 0.04% | +68+4.0% | Added |
| Warwick Investment Management, Inc. | 1,786 | $301.9K | 0.03% | +127+7.7% | Added |
| Riverbend Wealth Management, LLC | 1,775 | $300.0K | 0.15% | −1,884−51.5% | Reduced |
| Traynor Capital Management, Inc. | 1,774 | $299.9K | 0.01% | −18−1.0% | Reduced |
| Signature Wealth Management Partners, LLC | 1,765 | $298.4K | 0.14% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,763 | $298.0K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,760 | $298.0K | 0.07% | −197−10.1% | Reduced |
| Weik Capital Management | 1,760 | $297.5K | 0.11% | −100−5.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,753 | $296.3K | 0.02% | +30+1.7% | Added |
| Steel Peak Wealth Management LLC | 1,746 | $295.2K | 0.01% | +17+1.0% | Added |