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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 1,742 | $295.0K | 0.03% | +1,425+449.5% | Added |
| Next Capital Management LLC | 1,738 | $293.8K | 0.08% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,738 | $293.8K | 0.06% | +28+1.6% | Added |
| Per Stirling Capital Management, LLC. | 1,735 | $293.3K | 0.03% | +4+0.2% | Added |
| True North Advisors, LLC | 1,729 | $292.3K | 0.03% | −56−3.1% | Reduced |
| First Business Financial Services, Inc. | 1,725 | $291.6K | 0.02% | +254+17.3% | Added |
| Jamison Private Wealth Management, Inc. | 1,720 | $290.7K | 0.03% | +4+0.2% | Added |
| Centaurus Financial, Inc. | 1,718 | $290.0K | 0.01% | +154+9.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,710 | $289.1K | 0.05% | −18−1.0% | Reduced |
| Sentry LLC | 1,710 | $289.1K | 0.08% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,705 | $288.2K | 0.10% | +25+1.5% | Added |
| SkyOak Wealth, LLC | 1,703 | $287.9K | 0.05% | −125−6.8% | Reduced |
| SCS Capital Management LLC | 1,700 | $287.5K | 0.00% | +10+0.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,700 | $287.4K | 0.01% | 00.0% | Unchanged |
| Owlhouse Capital LP | 1,700 | $287.4K | 0.44% | +1,700 | New |
| Ami Investment Management Inc | 1,699 | $287.2K | 0.06% | −12−0.7% | Reduced |
| Athena Investment Management | 1,698 | $287.0K | 0.17% | −1,007−37.2% | Reduced |
| Crestmont Private Wealth LLC | 1,697 | $286.9K | 0.08% | 00.0% | Unchanged |
| Vicus Capital | 1,694 | $286.3K | 0.02% | +342+25.3% | Added |
| BLB&B Advisors, LLC | 1,693 | $286.2K | 0.01% | +2+0.1% | Added |
| Threadgill Financial, LLC | 1,693 | $286.2K | 0.12% | +58+3.5% | Added |
| Monticello Wealth Management, LLC | 1,692 | $286.1K | 0.02% | +1,692 | New |
| LRI Investments, LLC | 1,678 | $283.7K | 0.02% | −608−26.6% | Reduced |
| Cambient Family Office, LLC | 1,677 | $283.5K | 0.03% | −119−6.6% | Reduced |
| Asset Advisors Investment Management, LLC | 1,673 | $282.8K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,673 | $282.8K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,669 | $282.0K | 0.01% | +155+10.2% | Added |
| Delta Investment Management, LLC | 1,667 | $281.8K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,665 | $281.5K | 0.05% | +1,032+163.0% | Added |
| Websterrogers Financial Advisors, LLC | 1,659 | $280.5K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,656 | $279.9K | 0.06% | −50−2.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,650 | $278.9K | 0.10% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 1,648 | $278.6K | 0.11% | −28−1.7% | Reduced |
| Embree Financial Group | 1,647 | $278.4K | 0.03% | +13+0.8% | Added |
| Cullen Investment Group, Ltd. | 1,644 | $277.8K | 0.03% | +4+0.2% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,639 | $277.1K | 0.16% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,638 | $276.9K | 0.03% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 1,638 | $276.8K | 0.11% | +29+1.8% | Added |
| True Wealth Design, LLC | 1,637 | $276.7K | 0.07% | +363+28.5% | Added |
| Defiance ETFs, LLC | 1,585 | $276.6K | 0.00% | +240+17.8% | Added |
| Cherry Tree Wealth Management, LLC | 1,629 | $275.4K | 0.05% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 1,627 | $275.0K | 0.04% | −29−1.8% | Reduced |
| Schear Investment Advisers, LLC | 1,626 | $274.9K | 0.09% | +422+35.0% | Added |
| Ewa, LLC | 1,625 | $274.8K | 0.05% | +106+7.0% | Added |
| Wealthspan Partners, LLC | 1,625 | $274.7K | 0.09% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,625 | $274.7K | 0.09% | −249−13.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,624 | $274.6K | 0.08% | +55+3.5% | Added |
| CRA Financial Services, LLC | 1,618 | $273.5K | 0.03% | +42+2.7% | Added |
| Measured Wealth Private Client Group, LLC | 1,617 | $273.4K | 0.07% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 1,615 | $273.0K | 0.03% | +1,615 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,613 | $272.6K | 0.12% | −57−3.4% | Reduced |
| Verity Asset Management, Inc. | 1,611 | $272.3K | 0.10% | +175+12.2% | Added |
| Continuum Advisory, LLC | 1,610 | $272.2K | 0.02% | +31+2.0% | Added |
| Independent Wealth Network Inc. | 1,605 | $271.3K | 0.07% | +29+1.8% | Added |
| apricus wealth, LLC | 1,600 | $270.5K | 0.13% | −300−15.8% | Reduced |
| Fragasso Group Inc. | 1,600 | $270.5K | 0.01% | +1,600 | New |
| Sovereign Financial Group, Inc. | 1,595 | $269.6K | 0.04% | +1+0.1% | Added |
| Westside Investment Management, Inc. | 1,594 | $269.5K | 0.04% | +10+0.6% | Added |
| M1 Capital Management LLC | 1,593 | $269.3K | 0.10% | −33−2.0% | Reduced |
| Choate Investment Advisors | 1,592 | $269.1K | 0.00% | −5−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 1,591 | $269.0K | 0.03% | +1,591 | New |
| LifeGoal Wealth Advisors | 1,586 | $268.1K | 0.12% | +410+34.9% | Added |
| Green Harvest Asset Management LLC | 1,585 | $267.9K | 0.00% | +86+5.7% | Added |
| Octavia Wealth Advisors, LLC | 1,581 | $267.3K | 0.02% | +1,581 | New |
| Hardin Capital Partners, LLC | 1,571 | $267.0K | 0.12% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,579 | $266.9K | 0.02% | −20−1.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 1,576 | $266.4K | 0.07% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 1,575 | $266.3K | 0.06% | +1,575 | New |
| Birmingham Capital Management Co Inc | 1,573 | $266.0K | 0.10% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,567 | $264.9K | 0.01% | −2,148−57.8% | Reduced |
| Traveka Wealth, LLC | 1,565 | $264.6K | 0.09% | +30+2.0% | Added |
| Brookwood Investment Group LLC | 1,561 | $263.9K | 0.03% | −587−27.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,560 | $263.8K | 0.12% | −60−3.7% | Reduced |
| Childress Capital Advisors, LLC | 1,558 | $263.4K | 0.04% | −82−5.0% | Reduced |
| Investment Partners, Ltd. | 1,554 | $262.8K | 0.08% | +3+0.2% | Added |
| Allianz SE | 1,550 | $262.0K | 0.00% | +1,550 | New |
| Atalanta Sosnoff Capital, LLC | 1,548 | $261.7K | 0.00% | −980−38.8% | Reduced |
| Arbor Investment Advisors, LLC | 1,547 | $261.5K | 0.03% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,546 | $261.4K | 0.01% | +45+3.0% | Added |
| Alta Advisers Ltd | 1,545 | $261.2K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,531 | $258.8K | 0.03% | +73+5.0% | Added |
| Cromwell Holdings LLC | 1,529 | $258.5K | 0.12% | +65+4.4% | Added |
| Loudon Investment Management, LLC | 1,527 | $258.1K | 0.13% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,519 | $256.7K | 0.02% | +10+0.7% | Added |
| Foster Group, Inc. | 1,518 | $256.6K | 0.01% | −1,431−48.5% | Reduced |
| Bank of New Hampshire | 1,517 | $256.4K | 0.05% | −35−2.3% | Reduced |
| Fiduciary Planning LLC | 1,516 | $256.3K | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,398 | $254.6K | 0.03% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 1,500 | $253.6K | 0.01% | 00.0% | Unchanged |
| Apriem Advisors | 1,500 | $253.6K | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,500 | $253.6K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,499 | $253.4K | 0.14% | +33+2.3% | Added |
| Calton & Associates, Inc. | 1,499 | $253.3K | 0.04% | +1,499 | New |
| HighPoint Advisor Group LLC | 1,497 | $253.1K | 0.01% | +151+11.2% | Added |
| Fielder Capital Group LLC | 1,496 | $252.9K | 0.05% | +5+0.3% | Added |
| Seven Mile Advisory | 1,495 | $252.7K | 0.17% | −128−7.9% | Reduced |
| Sovran Advisors, LLC | 1,226 | $252.4K | 0.02% | +1,226 | New |
| COFG Advisors, LLC | 1,484 | $250.8K | 0.04% | +23+1.6% | Added |
| Saxon Interests, Inc. | 1,475 | $249.3K | 0.07% | −478−24.5% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $248.8K | 0.03% | 00.0% | Unchanged |