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 |
|---|---|---|---|---|---|
| Signature Resources Capital Management, LLC | 272 | $46.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 272 | $46.0K | 0.00% | +194+248.7% | Added |
| Gill Capital Partners, LLC | 271 | $45.8K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 267 | $45.1K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 265 | $44.8K | 0.01% | +7+2.7% | Added |
| Cornerstone Planning Group LLC | 210 | $44.4K | 0.01% | +17+8.8% | Added |
| Stone House Investment Management, LLC | 261 | $44.0K | 0.01% | +16+6.5% | Added |
| Country Trust Bank | 260 | $44.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 259 | $43.8K | 0.01% | +12+4.9% | Added |
| Cornerstone National Bank & Trust Co | 250 | $43.6K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 258 | $43.6K | 0.02% | +2+0.8% | Added |
| CNB Bank | 257 | $43.4K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Management | 250 | $42.3K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 250 | $42.3K | 0.01% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 250 | $42.3K | 0.02% | +250 | New |
| StrongBox Wealth, LLC | 250 | $42.3K | 0.01% | +250 | New |
| Hoese & Co LLP | 250 | $42.3K | 0.03% | +250 | New |
| Smallwood Wealth Investment Management, LLC | 248 | $41.9K | 0.02% | +2+0.8% | Added |
| Balyasny Asset Management LLC | 239 | $40.4K | 0.00% | −14,836−98.4% | Reduced |
| Fourth Dimension Wealth, LLC | 225 | $38.0K | 0.01% | +25+12.5% | Added |
| Bank & Trust Co | 217 | $36.7K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $36.3K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 215 | $36.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 214 | $36.2K | 0.02% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 214 | $36.2K | 0.01% | +214 | New |
| Bruce G. Allen Investments, LLC | 210 | $35.5K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 209 | $35.0K | 0.02% | +9+4.5% | Added |
| GoalVest Advisory LLC | 200 | $33.8K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $33.8K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $33.8K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $33.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 190 | $32.1K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 189 | $31.9K | 0.01% | −352−65.1% | Reduced |
| Silvant Capital Management LLC | 186 | $31.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 186 | $31.4K | 0.01% | +186 | New |
| Fedenia Advisers LLC | 186 | $31.4K | 0.01% | +186 | New |
| Hoey Investments, Inc | 184 | $31.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 183 | $30.9K | 0.01% | −130−41.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 182 | $30.8K | 0.01% | −2,098−92.0% | Reduced |
| J.Safra Asset Management Corp | 178 | $30.1K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 178 | $30.1K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 176 | $30.0K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 174 | $29.4K | 0.02% | +2+1.2% | Added |
| Concord Wealth Partners | 173 | $29.3K | 0.00% | +173 | New |
| Byrne Asset Management LLC | 173 | $29.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 172 | $29.1K | 0.01% | +172 | New |
| South Dakota Investment Council | 169 | $29.0K | 0.00% | −1,051−86.1% | Reduced |
| Wall Street Access Asset Management, LLC | 171 | $28.9K | 0.00% | +171 | New |
| Walsh & Associates, LLC | 170 | $28.7K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 169 | $28.6K | 0.00% | +14+9.0% | Added |
| First United Bank Trust | 165 | $27.9K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 157 | $27.5K | 0.00% | +157 | New |
| Advantage Trust Co | 162 | $27.4K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 157 | $26.5K | 0.02% | +20+14.6% | Added |
| AXS Investments LLC | 156 | $26.4K | 0.01% | −24−13.3% | Reduced |
| Burkett Financial Services, LLC | 154 | $26.1K | 0.01% | +1+0.7% | Added |
| Axiom Investment Management LLC | 150 | $25.4K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 150 | $25.3K | 0.02% | +1+0.7% | Added |
| Sachetta, LLC | 147 | $24.9K | 0.01% | +23+18.5% | Added |
| Newbridge Financial Services Group, Inc. | 146 | $24.7K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 145 | $24.6K | 0.01% | −9−5.8% | Reduced |
| Joseph Group Capital Management | 144 | $24.3K | 0.01% | +33+29.7% | Added |
| Creative Capital Management Investments LLC | 143 | $24.2K | 0.01% | +43+43.0% | Added |
| Plante Moran Financial Advisors, LLC | 142 | $24.0K | 0.00% | −299−67.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 142 | $24.0K | 0.00% | −18−11.3% | Reduced |
| Roble, Belko & Company, Inc | 141 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 141 | $23.9K | 0.00% | +18+14.6% | Added |
| Beacon Financial Strategies CORP | 138 | $23.3K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 137 | $23.2K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 132 | $22.3K | 0.00% | −55−29.4% | Reduced |
| Axxion S.A. | 132 | $22.3K | 0.00% | +132 | New |
| Heritage Wealth Advisors | 131 | $22.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 129 | $21.8K | 0.00% | +47+57.3% | Added |
| S&T Bank | 128 | $21.6K | 0.01% | +1+0.8% | Added |
| Downshift Financial, LLC | 127 | $21.5K | 0.01% | +127 | New |
| Security National Bank of So Dak | 124 | $21.0K | 0.01% | +124 | New |
| 3 Factor Indexing, LLC | 123 | $20.8K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 121 | $20.5K | 0.01% | −360−74.8% | Reduced |
| Olistico Wealth, LLC | 119 | $20.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 118 | $19.9K | 0.01% | −1,479−92.6% | Reduced |
| Manning & Napier Advisors LLC | 114 | $19.8K | 0.00% | +114 | New |
| Arvest Investments, Inc. | 117 | $19.8K | 0.00% | +117 | New |
| Richardson Capital Management LLC | 115 | $19.4K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 114 | $19.3K | 0.00% | +44+62.9% | Added |
| Midwest Capital Advisors, LLC | 114 | $19.3K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 113 | $19.1K | 0.00% | +44+63.8% | Added |
| LGT Financial Advisors LLC | 112 | $19.0K | 0.10% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 112 | $18.9K | 0.01% | +112 | New |
| First Community Trust NA | 111 | $18.8K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 110 | $18.6K | 0.01% | +1+0.9% | Added |
| First Pacific Financial | 110 | $18.6K | 0.00% | −18−14.1% | Reduced |
| Aberdeen Wealth Management LLC | 108 | $18.3K | 0.01% | +108 | New |
| Raffa Wealth Management, LLC | 105 | $17.8K | 0.00% | +7+7.1% | Added |
| Tiaa Trust, National Association | 100 | $16.9K | 0.00% | −170−63.0% | Reduced |
| LifeSteps Financial, Inc. | 100 | $16.9K | 0.01% | +100 | New |
| Pension & Wealth Management Advisors, Inc. | 100 | $16.9K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 100 | $16.9K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $16.7K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 95 | $16.1K | 0.01% | 00.0% | Unchanged |