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 |
|---|---|---|---|---|---|
| LifeWealth Investments, LLC | 1,249 | $211.2K | 0.06% | +27+2.2% | Added |
| Stewardship Concepts Financial Services LLC | 1,247 | $210.8K | 0.14% | +1,247 | New |
| Private Wealth Asset Management, LLC | 1,246 | $210.7K | 0.02% | +48+4.0% | Added |
| Triumph Capital Management | 1,245 | $210.5K | 0.04% | −15−1.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $210.5K | 0.05% | 0 | New |
| National Wealth Management Group, LLC | 1,244 | $210.2K | 0.06% | −52−4.0% | Reduced |
| Bluesphere Advisors, LLC | 1,239 | $209.5K | 0.06% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,238 | $209.3K | 0.01% | +17+1.4% | Added |
| Advus Financial Partners, LLC | 1,237 | $209.1K | 0.05% | −29−2.3% | Reduced |
| Athena Wealth Management, LLC | 1,235 | $208.8K | 0.16% | −277−18.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,235 | $208.8K | 0.08% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,234 | $208.7K | 0.08% | −5−0.4% | Reduced |
| Capital Investment Counsel, Inc | 1,234 | $208.6K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,234 | $208.6K | 0.01% | −179−12.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,234 | $208.6K | 0.02% | −39−3.1% | Reduced |
| Ponta Wealth Partners, LLC | 1,233 | $208.4K | 0.11% | +1,233 | New |
| CVA Family Office, LLC | 1,231 | $208.1K | 0.02% | −19−1.5% | Reduced |
| Valley National Advisers Inc | 1,225 | $207.1K | 0.02% | −4−0.3% | Reduced |
| Wealth Alliance | 1,222 | $206.6K | 0.02% | +1,222 | New |
| Spirepoint Private Client, LLC | 1,221 | $206.4K | 0.02% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 1,221 | $206.4K | 0.01% | −2−0.2% | Reduced |
| Carson Advisory Inc. | 1,221 | $206.4K | 0.09% | +2+0.2% | Added |
| Kavar Capital Partners Group, LLC | 1,220 | $206.2K | 0.03% | +22+1.8% | Added |
| Barlow Wealth Partners, Inc. | 1,092 | $205.1K | 0.02% | +1,092 | New |
| Tempus Wealth Planning, LLC | 1,212 | $204.9K | 0.04% | −20−1.6% | Reduced |
| First Western Trust Bank | 1,210 | $204.6K | 0.01% | −8−0.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,209 | $204.4K | 0.04% | +2+0.2% | Added |
| Argus Investors' Counsel, Inc. | 1,203 | $203.4K | 0.16% | +7+0.6% | Added |
| BlackDiamond Wealth Management Inc. | 943 | $203.2K | 0.08% | +943 | New |
| Dutch Asset Corp | 1,202 | $203.2K | 0.10% | +1,202 | New |
| Scarborough Advisors, LLC | 1,132 | $203.2K | 0.02% | +4+0.4% | Added |
| Global Financial Private Client, LLC | 1,202 | $203.2K | 0.06% | +16+1.3% | Added |
| Capital Asset Advisory Services LLC | 1,202 | $203.2K | 0.01% | +1,202 | New |
| WealthBridge Capital Management, LLC | 1,201 | $203.0K | 0.04% | +100+9.1% | Added |
| MJP Associates Inc | 1,200 | $202.9K | 0.02% | −84−6.5% | Reduced |
| City National Bank of Florida | 1,200 | $202.9K | 0.09% | +21+1.8% | Added |
| Meiji Yasuda Life Insurance Co | 1,200 | $202.9K | 0.01% | +1,200 | New |
| Charter Research & Investment Group, Inc. | 1,198 | $202.5K | 0.12% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 1,197 | $202.4K | 0.02% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 1,196 | $202.2K | 0.03% | −130−9.8% | Reduced |
| Income Insurance Ltd | 1,195 | $202.0K | 0.12% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 954 | $201.9K | 0.06% | +954 | New |
| Sigma Investment Counselors Inc | 1,194 | $201.9K | 0.01% | +19+1.6% | Added |
| Safeguard Investment Advisory Group, LLC | 1,191 | $201.4K | 0.05% | +8+0.7% | Added |
| Gradient Investments LLC | 1,191 | $201.3K | 0.00% | −16−1.3% | Reduced |
| BCS Wealth Management | 1,187 | $200.6K | 0.04% | −118−9.0% | Reduced |
| ABLE Financial Group, LLC | 1,186 | $200.5K | 0.03% | +1,186 | New |
| Raleigh Capital Management Inc. | 1,185 | $200.3K | 0.06% | +69+6.2% | Added |
| Creative Financial Designs Inc | 1,185 | $200.3K | 0.01% | +28+2.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,171 | $198.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,145 | $194.0K | 0.02% | −20−1.7% | Reduced |
| Centennial Bank | 1,125 | $190.2K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 1,120 | $189.3K | 0.02% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,107 | $187.2K | 0.07% | −96−8.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,100 | $186.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,096 | $185.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 1,089 | $184.1K | 0.10% | −20−1.8% | Reduced |
| Asset Planning,Inc | 1,088 | $183.9K | 0.12% | +3+0.3% | Added |
| Sittner & Nelson, LLC | 1,061 | $179.4K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,061 | $179.3K | 0.02% | +56+5.6% | Added |
| American Capital Advisory, LLC | 1,059 | $179.0K | 0.07% | −9−0.8% | Reduced |
| Security National Bank | 1,054 | $178.2K | 0.02% | 00.0% | Unchanged |
| Motco | 1,034 | $174.8K | 0.01% | +108+11.7% | Added |
| Mechanics Financial Corp | 1,000 | $169.1K | 0.06% | 00.0% | Unchanged |
| Bravera Wealth | 1,000 | $169.1K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 993 | $167.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 985 | $166.5K | 0.02% | −676−40.7% | Reduced |
| Napier Financial, LLC | 972 | $164.3K | 0.03% | +122+14.4% | Added |
| Cary Street Partner Investment Advisory LLC | 965 | $163.1K | 0.03% | +77+8.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 963 | $162.8K | 0.00% | −29−2.9% | Reduced |
| NBC Securities, Inc. | 960 | $162.3K | 0.01% | +4+0.4% | Added |
| Tanglewood Legacy Advisors, LLC | 950 | $160.6K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 939 | $158.8K | 0.01% | +200+27.1% | Added |
| Birchbrook, Inc. | 935 | $158.1K | 0.07% | −1−0.1% | Reduced |
| Financial Management Professionals, Inc. | 920 | $155.5K | 0.01% | +155+20.3% | Added |
| Broadwater Capital Management LLC | 900 | $152.1K | 0.11% | 00.0% | Unchanged |
| Asset Dedication, LLC | 898 | $151.8K | 0.01% | +47+5.5% | Added |
| CoreCap Advisors, LLC | 885 | $149.6K | 0.00% | −1,072−54.8% | Reduced |
| Burk Holdings LLC | 872 | $147.4K | 0.05% | 00.0% | Unchanged |
| American National Bank | 868 | $146.7K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 833 | $140.8K | 0.04% | +1+0.1% | Added |
| TrustBank | 826 | $139.6K | 0.05% | −20−2.4% | Reduced |
| Rialto Wealth Management, LLC | 800 | $135.3K | 0.03% | +28+3.6% | Added |
| PFS Partners, LLC | 792 | $133.9K | 0.05% | +3+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 780 | $131.8K | 0.03% | +7+0.9% | Added |
| Regatta Research & Money Management | 776 | $131.1K | 0.12% | +776 | New |
| First Command Advisory Services, Inc. | 775 | $131.0K | 0.00% | +285+58.2% | Added |
| Gleason Group, Inc. | 771 | $130.4K | 0.01% | +39+5.3% | Added |
| Archer Investment Corp | 759 | $128.4K | 0.02% | −120−13.7% | Reduced |
| SHP Wealth Management | 745 | $126.0K | 0.01% | +17+2.3% | Added |
| Compagnie Lombard Odier SCmA | 742 | $125.4K | 0.00% | −370−33.3% | Reduced |
| Buck Wealth Strategies, LLC | 741 | $125.3K | 0.01% | +741 | New |
| Eurizon SLJ Capital Ltd | 741 | $125.3K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 739 | $125.0K | 0.01% | +32+4.5% | Added |
| Simplex Trading, LLC | 737 | $124.6K | 0.00% | +737 | New |
| Clark Wealth Partners | 730 | $123.4K | 0.07% | +5+0.7% | Added |
| Glen Eagle Advisors, LLC | 728 | $123.1K | 0.02% | 00.0% | Unchanged |
| Guardian Partners Inc. | 725 | $122.6K | 0.01% | +725 | New |
| Park Place Capital Corp | 722 | $122.1K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 715 | $120.9K | 0.05% | 00.0% | Unchanged |