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 |
|---|---|---|---|---|---|
| Tower Trust & Investment Co | 714 | $120.7K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 714 | $120.7K | 0.08% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 713 | $120.6K | 0.05% | +4+0.6% | Added |
| First National Bank | 712 | $120.4K | 0.05% | +712 | New |
| Front Row Advisors LLC | 535 | $120.0K | 0.03% | 00.0% | Unchanged |
| NBH Bank | 710 | $120.0K | 0.05% | +710 | New |
| Vaquero Private Wealth, Ltd | 709 | $119.9K | 0.02% | +709 | New |
| Kentucky Trust Co | 706 | $119.3K | 0.06% | +6+0.9% | Added |
| Riverview Trust Co | 703 | $118.8K | 0.14% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 689 | $116.5K | 0.01% | −46−6.3% | Reduced |
| Toth Financial Advisory Corp | 682 | $115.3K | 0.01% | −1−0.1% | Reduced |
| Elequin Capital LP | 681 | $115.1K | 0.00% | +552+427.9% | Added |
| Evermay Wealth Management LLC | 670 | $113.3K | 0.01% | +170+34.0% | Added |
| Atlantic Trust, LLC | 660 | $111.6K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 632 | $110.3K | 0.02% | +5+0.8% | Added |
| Signature Equity Partners, LLC | 633 | $107.0K | 0.05% | −26−3.9% | Reduced |
| Kimelman & Baird, LLC | 625 | $105.7K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 625 | $105.7K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 616 | $104.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 615 | $104.0K | 0.02% | −19−3.0% | Reduced |
| United Community Bank | 595 | $100.6K | 0.03% | −393−39.8% | Reduced |
| Hager Investment Management Services, LLC | 591 | $99.9K | 0.05% | −14−2.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 588 | $99.3K | 0.04% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 563 | $98.2K | 0.01% | 00.0% | Unchanged |
| Bayban | 576 | $97.4K | 0.07% | +50+9.5% | Added |
| NorthAvenue LLC | 575 | $97.2K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 572 | $96.7K | 0.00% | +9+1.6% | Added |
| West Paces Advisors Inc. | 564 | $95.3K | 0.02% | +564 | New |
| Sarver Vrooman Wealth Advisors | 533 | $95.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 561 | $94.8K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 557 | $94.2K | 0.06% | 00.0% | Unchanged |
| McMillan Office, Inc. | 552 | $93.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 550 | $93.0K | 0.05% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 533 | $90.2K | 0.07% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 533 | $90.1K | 0.02% | +2+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 531 | $89.8K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 521 | $88.1K | 0.03% | −1−0.2% | Reduced |
| Ogorek Anthony Joseph | 516 | $87.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 510 | $86.2K | 0.02% | +140+37.8% | Added |
| Silver Grove Financial Group, Inc. | 500 | $84.6K | 0.05% | +493+7,042.9% | Added |
| Hallmark Capital Management Inc | 500 | $84.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $84.5K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $84.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 500 | $84.5K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 494 | $83.5K | 0.01% | +45+10.0% | Added |
| JNBA Financial Advisors | 489 | $82.7K | 0.01% | +22+4.7% | Added |
| Morse Asset Management, Inc | 475 | $80.3K | 0.01% | +150+46.2% | Added |
| 1 North Wealth Services LLC | 474 | $80.1K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 456 | $79.6K | 0.01% | −14−3.0% | Reduced |
| Financially Speaking Inc | 435 | $79.3K | 0.39% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 468 | $79.1K | 0.00% | +468 | New |
| GW&K Investment Management, LLC | 464 | $78.0K | 0.00% | +136+41.5% | Added |
| Webster Bank, N. A. | 458 | $77.4K | 0.01% | −43−8.6% | Reduced |
| Medallion Wealth Advisors, LLC | 449 | $76.0K | 0.03% | +3+0.7% | Added |
| Pin Oak Investment Advisors Inc | 450 | $76.0K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 439 | $74.3K | 0.04% | +115+35.5% | Added |
| Godsey & Gibb Associates | 435 | $73.5K | 0.01% | −43−9.0% | Reduced |
| Thompson Investment Management, Inc. | 430 | $72.7K | 0.01% | +400+1,333.3% | Added |
| Johnson Financial Group, Inc. | 426 | $72.0K | 0.00% | −39−8.4% | Reduced |
| Action Point Financial Planning, LLC | 433 | $72.0K | 0.01% | +433 | New |
| Spire Wealth Management | 415 | $70.2K | 0.00% | −1,340−76.4% | Reduced |
| Albion Financial Group | 409 | $69.1K | 0.00% | +311+317.3% | Added |
| First Horizon Corp | 408 | $69.0K | 0.00% | −122−23.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 375 | $68.3K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 397 | $67.1K | 0.01% | +397 | New |
| Cornerstone Financial Management LLC | 390 | $65.9K | 0.05% | +224+134.9% | Added |
| Manchester Capital Management LLC | 387 | $65.4K | 0.01% | +46+13.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 385 | $65.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 373 | $63.1K | 0.01% | +307+465.2% | Added |
| Beacon Investment Advisory Services, Inc. | 370 | $62.5K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 363 | $61.4K | 0.04% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 358 | $60.5K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 355 | $60.0K | 0.02% | −18−4.8% | Reduced |
| Activest Wealth Management | 353 | $59.7K | 0.01% | −54−13.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 350 | $59.2K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 350 | $59.2K | 0.01% | +4+1.2% | Added |
| Pittenger & Anderson Inc | 342 | $57.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 340 | $57.5K | 0.01% | +169+98.8% | Added |
| New England Capital Financial Advisors LLC | 331 | $55.9K | 0.01% | +2+0.6% | Added |
| Dynamic Wealth Strategies, LLC | 330 | $55.8K | 0.03% | 00.0% | Unchanged |
| Financial Consulate, Inc | 329 | $55.6K | 0.01% | +16+5.1% | Added |
| BOK Financial Private Wealth, Inc. | 328 | $55.4K | 0.00% | +44+15.5% | Added |
| EFG International AG | 325 | $54.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 319 | $54.0K | 0.03% | +165+107.1% | Added |
| Bell Investment Advisors, Inc | 314 | $53.1K | 0.01% | +99+46.0% | Added |
| Meeder Asset Management Inc | 310 | $52.4K | 0.00% | −7,866−96.2% | Reduced |
| Whipplewood Advisors, LLC | 310 | $52.4K | 0.04% | −86−21.7% | Reduced |
| Quaker Wealth Management, LLC | 308 | $52.1K | 0.02% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 370 | $51.0K | 0.02% | +370 | New |
| Fortitude Family Office, LLC | 300 | $50.7K | 0.01% | −8−2.6% | Reduced |
| Boreal Capital Management LLC | 300 | $50.7K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $50.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 289 | $48.9K | 0.01% | +7+2.5% | Added |
| N.E.W. Advisory Services LLC | 288 | $48.8K | 0.00% | +2+0.7% | Added |
| Tacita Capital Inc | 286 | $48.3K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 285 | $48.2K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 283 | $47.8K | 0.01% | +20+7.6% | Added |
| Stephenson National Bank & Trust | 276 | $46.7K | 0.01% | −55−16.6% | Reduced |
| Dorato Capital Management | 245 | $46.1K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 273 | $46.0K | 0.01% | 00.0% | Unchanged |