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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 2,109 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ2 2026: $53.5B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2026.

Institutions holding PSX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cedar Mountain Advisors, LLC94$15.9K0.00%00.0%Unchanged
WPG Advisers, LLC92$15.6K0.01%+10+12.2%Added
West Branch Capital LLC92$15.5K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC90$15.3K0.00%+14+18.4%Added
SOA Wealth Advisors, LLC.90$15.3K0.00%00.0%Unchanged
Premier Financial Group90$15.2K0.00%+90New
Synergy Investment Management, LLC73$15.1K0.00%+64+711.1%Added
Dogwood Wealth Management LLC89$15.0K0.01%−49−35.5%Reduced
Financial Perspectives, Inc88$14.9K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC88$14.9K0.01%+4+4.8%Added
IAG Wealth Partners, LLC85$14.4K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC84$14.2K0.01%+1+1.2%Added
Alpine Bank Wealth Management83$14.0K0.00%+83New
Wilkerson Advisory Group LLC81$13.7K0.00%−19−19.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.80$13.5K0.03%−50−38.5%Reduced
YANKCOM Partnership74$12.5K0.00%00.0%Unchanged
Hickory Point Bank & Trust74$12.5K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC74$12.5K0.00%+9+13.8%Added
Markowski Investments74$12.5K0.00%+74New
ZRC Wealth Management, LLC71$12.0K0.00%+35+97.2%Added
Valued Wealth Advisors LLC71$11.9K0.00%+10+16.4%Added
First Financial Corp69$11.7K0.00%00.0%Unchanged
RMG Wealth Management LLC51$11.5K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC67$11.3K0.01%00.0%Unchanged
Prosperity Bancshares Inc66$11.2K0.01%00.0%Unchanged
Lavaca Capital LLC66$11.2K0.00%00.0%Unchanged
Atwood & Palmer Inc65$11.0K0.00%+64+6,400.0%Added
Virginia Estate & Retirement Planning Advisors Inc.65$11.0K0.01%00.0%Unchanged
Leo H. Evart, Inc.64$10.9K0.01%00.0%Unchanged
Pacifica Partners Inc.60$10.6K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC60$10.1K0.00%00.0%Unchanged
Westend Capital Management, LLC59$9.97K0.00%−22−27.2%Reduced
Center for Financial Planning, Inc.57$9.64K0.00%00.0%Unchanged
High Note Wealth, LLC56$9.47K0.00%−48−46.2%Reduced
HighMark Wealth Management LLC56$9.47K0.00%+22+64.7%Added
Old Second National Bank of Aurora55$9.30K0.00%00.0%Unchanged
Entrust Financial LLC55$9.25K0.01%00.0%Unchanged
Oakmont Advisory Group, LLC54$9.06K0.01%+54New
Planning Strategies Inc.53$8.96K0.01%+53New
Ameriflex Group, Inc.52$8.79K0.00%+32+160.0%Added
Kerr Financial Planning Corp52$8.73K0.01%00.0%Unchanged
Noble Wealth Management PBC51$8.62K0.00%00.0%Unchanged
Kilter Group LLC51$8.62K0.00%+22+75.9%Added
Align Financial, LLC50$8.45K0.00%00.0%Unchanged
Kroeger Financial Partners50$8.45K0.01%+50New
Marquette Asset Management, LLC46$7.78K0.00%00.0%Unchanged
Abound Wealth Management45$7.63K0.00%−38−45.8%Reduced
Maryland Capital Advisors Inc.44$7.44K0.00%+44New
Financial Network Wealth Advisors LLC44$7.44K0.01%+2+4.8%Added
Elevated Capital Advisors, LLC40$6.79K0.00%00.0%Unchanged
Richardson Financial Services Inc.40$6.76K0.00%+30+300.0%Added
United Financial Planning Group LLC39$6.59K0.00%00.0%Unchanged
Osbon Capital Management LLC38$6.54K0.01%00.0%Unchanged
Prudent Man Investment Management, Inc.50$6.45K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.37$6.25K0.00%00.0%Unchanged
Montgomery Financial Services LLC37$6.23K0.01%+37New
Delta Asset Management LLC36$6.09K0.00%+36New
POM Investment Strategies, LLC35$5.92K0.01%−300−89.6%Reduced
Fiduciary Advisors, Inc.35$5.92K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC34$5.75K0.00%00.0%Unchanged
Horrell Capital Management, Inc.34$5.75K0.00%00.0%Unchanged
Tidemark, LLC33$5.58K0.00%00.0%Unchanged
Monetary Solutions, Ltd31$5.24K0.00%00.0%Unchanged
Penserra Capital Management LLC33$5.00K0.00%00.0%Unchanged
CGC Financial Services, LLC28$4.73K0.00%00.0%Unchanged
Hughes Financial Services, LLC28$4.73K0.00%+16+133.3%Added
Horizon Financial Services, LLC28$4.73K0.00%+28New
HFM Investment Advisors, LLC27$4.57K0.00%+14+107.7%Added
Spurstone Advisory Services, LLC25$4.36K0.06%00.0%Unchanged
Bullseye Investment Management, LLC25$4.23K0.00%00.0%Unchanged
WealthCollab, LLC24$4.06K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC23$3.89K0.00%00.0%Unchanged
Dunhill Financial, LLC22$3.83K0.00%+2+10.0%Added
Torren Management, LLC22$3.80K0.00%00.0%Unchanged
BFSG, LLC20$3.38K0.00%00.0%Unchanged
IMA Wealth, Inc.20$3.38K0.00%+9+81.8%Added
Retirement Wealth Solutions LLC19$3.21K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC17$2.87K0.00%00.0%Unchanged
IMG Wealth Management, Inc.17$2.87K0.00%+17New
Sunrise Financial Services, LLC16$2.71K0.00%−17−51.5%Reduced
Washington Trust Advisors, Inc.16$2.71K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.14$2.37K0.00%00.0%Unchanged
1015 Capital Partners, LLC13$2.20K0.00%00.0%Unchanged
Winthrop Capital Management, LLC13$2.00K0.00%+13New
Advocate Investing Services LLC11$1.86K0.00%00.0%Unchanged
Fortis Group Advisors, LLC11$1.86K0.00%+11New
Aspect Partners, LLC10$1.69K0.00%00.0%Unchanged
Davis Capital Management10$1.69K0.00%+7+233.3%Added
PayPay Securities Corp9$1.52K0.06%−50−84.7%Reduced
Decker Retirement Planning Inc.8$1.35K0.00%+8New
Kings Path Partners LLC8$1.35K0.00%+8New
Seneschal Advisors, LLC6$1.01K0.00%00.0%Unchanged
Mascoma Wealth Management LLC6$1.01K0.00%−1−14.3%Reduced
Provenance Wealth Advisors, LLC6$1.01K0.00%+6New
Halbert Hargrove Global Advisors, LLC6$9490.00%+6New
Spectrum Wealth Advisory Group, LLC5$8510.00%+5New
Trifecta Capital Advisors, LLC5$8460.00%+5New
Alerus Financial NA5$8450.00%00.0%Unchanged
Breakwater Investment Management4$6770.00%00.0%Unchanged
Friedenthal Financial4$6460.00%−153−97.5%Reduced