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 |
|---|---|---|---|---|---|
| Cambridge Financial Group, LLC | 1,471 | $248.7K | 0.08% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 1,469 | $248.3K | 0.07% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,467 | $247.9K | 0.01% | +148+11.2% | Added |
| Sagewood Asset Management LP | 1,452 | $245.5K | 0.06% | +143+10.9% | Added |
| Astoria Portfolio Advisors LLC. | 1,448 | $244.8K | 0.04% | +1,448 | New |
| PFG Advisors | 1,439 | $243.2K | 0.01% | −697−32.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,437 | $243.0K | 0.01% | −123−7.9% | Reduced |
| Core Capital Management & Research, inc. | 1,000 | $242.9K | 0.13% | +1,000 | New |
| JM2 Capital Inc. | 1,436 | $242.8K | 0.17% | +10+0.7% | Added |
| Purewater Capital LLC | 1,433 | $242.3K | 0.17% | −5−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,433 | $242.2K | 0.02% | +30+2.1% | Added |
| Jacobsen Capital Management | 1,429 | $241.6K | 0.07% | +1+0.1% | Added |
| Partners Wealth Management, LLC | 1,428 | $241.3K | 0.24% | −127−8.2% | Reduced |
| Asset One Wealth Management LLC | 1,230 | $241.3K | 0.03% | +1,230 | New |
| Regatta Capital Group, LLC | 1,427 | $241.2K | 0.03% | 00.0% | Unchanged |
| Trust Co of Kansas | 1,425 | $241.0K | 0.12% | +211+17.4% | Added |
| CWS Financial Advisors, LLC | 1,423 | $240.6K | 0.05% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,422 | $240.5K | 0.09% | −84−5.6% | Reduced |
| Coastline Trust Co | 1,422 | $240.4K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,417 | $239.5K | 0.04% | +10+0.7% | Added |
| Acropolis Investment Management, LLC | 1,416 | $239.4K | 0.01% | +37+2.7% | Added |
| Chilton Capital Management LLC | 1,414 | $239.0K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,407 | $237.9K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,406 | $237.7K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,405 | $237.5K | 0.23% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,403 | $237.1K | 0.03% | −256−15.4% | Reduced |
| Z3 Capital Partners, LLC | 1,402 | $237.0K | 0.05% | −17−1.2% | Reduced |
| Advyzon Investment Management, LLC | 1,402 | $236.9K | 0.02% | +167+13.5% | Added |
| Green Ridge Wealth Planning LLC | 1,400 | $236.7K | 0.10% | 00.0% | Unchanged |
| DV Trading LLC | 1,400 | $236.7K | 0.02% | +100+7.7% | Added |
| Resolute Wealth Strategies, LLC | 1,396 | $235.9K | 0.09% | +109+8.5% | Added |
| Optas, LLC | 1,393 | $235.5K | 0.03% | +98+7.6% | Added |
| Petersen Hastings Wealth Advisors Inc. | 1,390 | $235.0K | 0.02% | +4+0.3% | Added |
| Cardiff Park Advisors, LLC | 1,388 | $234.6K | 0.02% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 1,141 | $234.6K | 0.13% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,344 | $234.6K | 0.10% | −26−1.9% | Reduced |
| Secure Asset Management, LLC | 1,384 | $234.0K | 0.03% | −23−1.6% | Reduced |
| Papp L Roy & Associates | 1,379 | $233.1K | 0.02% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,379 | $233.1K | 0.07% | +1,379 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,375 | $232.4K | 0.06% | +6+0.4% | Added |
| Avion Wealth | 1,376 | $232.0K | 0.04% | +15+1.1% | Added |
| Heartland Bank & Trust Co | 1,371 | $231.8K | 0.05% | +33+2.5% | Added |
| JB Capital LLC | 1,370 | $231.5K | 0.01% | −10−0.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,367 | $231.1K | 0.03% | −831−37.8% | Reduced |
| Ellis Investment Partners, LLC | 1,366 | $231.0K | 0.03% | +186+15.8% | Added |
| Azimuth Capital Investment Management LLC | 1,366 | $230.9K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,360 | $229.9K | 0.09% | +1,360 | New |
| Meridian Wealth Advisors, LLC | 1,359 | $229.7K | 0.03% | +90+7.1% | Added |
| Eastern Bank | 1,356 | $229.2K | 0.00% | −5−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $229.0K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 1,354 | $229.0K | 0.01% | +175+14.8% | Added |
| Money Concepts Capital Corp | 1,354 | $228.9K | 0.01% | +26+2.0% | Added |
| AdvisorNet Financial, Inc | 1,353 | $228.8K | 0.01% | +172+14.6% | Added |
| CM Wealth Advisors LLC | 1,353 | $228.7K | 0.04% | +1,353 | New |
| Parisi Gray Wealth Management | 1,352 | $228.5K | 0.05% | −19−1.4% | Reduced |
| KLCM Advisors, Inc. | 1,350 | $228.2K | 0.02% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,350 | $228.2K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,349 | $228.0K | 0.05% | +159+13.4% | Added |
| Schrum Private Wealth Management LLC | 1,542 | $226.2K | 0.23% | +314+25.6% | Added |
| WealthShield Partners, LLC | 1,336 | $225.9K | 0.03% | −1,439−51.9% | Reduced |
| Quarry LP | 1,333 | $225.3K | 0.04% | +654+96.3% | Added |
| Vance Wealth, Inc. | 1,332 | $225.1K | 0.05% | −188−12.4% | Reduced |
| Expressive Wealth LLC | 1,331 | $225.0K | 0.21% | +67+5.3% | Added |
| Hendley & Co Inc | 1,330 | $225.0K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 1,331 | $225.0K | 0.01% | +1,331 | New |
| InTrack Investment Management Inc | 1,322 | $223.5K | 0.11% | −29−2.1% | Reduced |
| Aldebaran Financial Inc. | 1,320 | $223.1K | 0.18% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,317 | $222.6K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,314 | $222.2K | 0.03% | +48+3.8% | Added |
| LeConte Wealth Management, LLC | 1,314 | $222.1K | 0.12% | +215+19.6% | Added |
| Fermata Advisors, LLC | 1,312 | $221.8K | 0.04% | +1,312 | New |
| SBI Securities Co., Ltd. | 1,312 | $221.8K | 0.01% | −9−0.7% | Reduced |
| Covenant Asset Management, LLC | 1,310 | $221.5K | 0.04% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,305 | $221.0K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 1,305 | $220.6K | 0.02% | −25−1.9% | Reduced |
| Canvas Wealth Advisors, LLC | 1,304 | $220.5K | 0.03% | +13+1.0% | Added |
| BSW Wealth Partners | 1,304 | $220.5K | 0.02% | −8−0.6% | Reduced |
| General Partner, Inc. | 1,303 | $220.3K | 0.12% | 00.0% | Unchanged |
| Novem Group | 1,301 | $220.0K | 0.02% | +34+2.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,300 | $219.8K | 0.00% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,300 | $219.8K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,296 | $219.1K | 0.01% | −1,169−47.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,292 | $218.4K | 0.03% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 1,289 | $217.9K | 0.02% | +34+2.7% | Added |
| William Blair Investment Management, LLC | 1,285 | $217.2K | 0.00% | +15+1.2% | Added |
| Family Wealth Partners, LLC | 1,284 | $217.1K | 0.07% | +184+16.7% | Added |
| Cornerstone Advisory, LLC | 1,283 | $216.9K | 0.02% | −21−1.6% | Reduced |
| Bay Rivers Group | 1,282 | $216.7K | 0.07% | +1,282 | New |
| CMG Global Holdings, LLC | 1,278 | $216.0K | 0.09% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,278 | $216.0K | 0.12% | +1,265+9,730.8% | Added |
| Paragon Capital Management Ltd | 1,277 | $215.9K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 1,270 | $214.7K | 0.00% | +1,270 | New |
| Paragon Private Wealth Management, LLC | 1,270 | $214.6K | 0.06% | −130−9.3% | Reduced |
| TFB Advisors LLC | 1,267 | $214.2K | 0.09% | +1,267 | New |
| Arista Wealth Management, LLC | 1,263 | $213.5K | 0.02% | +11+0.9% | Added |
| Pointe Capital Management LLC | 1,261 | $213.2K | 0.10% | +52+4.3% | Added |
| Lighthouse Financial LLC | 1,255 | $212.2K | 0.11% | −2−0.2% | Reduced |
| TownSquare Capital, LLC | 1,252 | $211.6K | 0.04% | +3+0.2% | Added |
| Sapient Capital LLC | 1,251 | $211.5K | 0.00% | +37+3.0% | Added |
| Shufro Rose & Co LLC | 1,250 | $211.3K | 0.01% | −300−19.4% | Reduced |