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 |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 57,418 | $9.71M | 0.05% | +57,418 | New |
| Edgestream Partners, L.P. | 57,055 | $9.65M | 0.29% | +57,055 | New |
| New York Life Investment Management LLC | 55,869 | $9.44M | 0.07% | −130−0.2% | Reduced |
| Telos Capital Management, Inc. | 55,644 | $9.41M | 0.83% | −1,147−2.0% | Reduced |
| QRG Capital Management, Inc. | 55,595 | $9.40M | 0.08% | +10,186+22.4% | Added |
| Carlson Capital L P | 55,375 | $9.36M | 1.93% | +43,618+371.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 54,691 | $9.25M | 1.75% | −707−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,278 | $9.18M | 0.06% | +2,412+4.7% | Added |
| Nissay Asset Management Corp | 53,639 | $9.07M | 0.04% | +2,002+3.9% | Added |
| Skba Capital Management LLC | 52,845 | $8.93M | 1.47% | −30,390−36.5% | Reduced |
| Winton Group Ltd | 52,543 | $8.88M | 0.29% | +52,543 | New |
| J.W. Cole Advisors, Inc. | 52,353 | $8.85M | 0.15% | +52,353 | New |
| Man Group plc | 52,190 | $8.82M | 0.02% | −8,559−14.1% | Reduced |
| Commerce Bank | 51,744 | $8.75M | 0.04% | −258−0.5% | Reduced |
| Bank of Nova Scotia | 51,322 | $8.68M | 0.01% | −43,403−45.8% | Reduced |
| Public Employees Retirement Association of Colorado | 51,126 | $8.64M | 0.03% | −162−0.3% | Reduced |
| Hosking Partners LLP | 50,924 | $8.61M | 0.29% | −658−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 50,510 | $8.54M | 0.03% | +30,534+152.9% | Added |
| RBF Capital, LLC | 50,000 | $8.45M | 0.35% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 49,260 | $8.33M | 0.09% | +3,100+6.7% | Added |
| Lido Advisors, LLC | 49,178 | $8.31M | 0.03% | +7,718+18.6% | Added |
| Teachers Retirement System of the State of Kentucky | 49,059 | $8.29M | 0.06% | −2,901−5.6% | Reduced |
| Kempen Capital Management N.V. | 48,890 | $8.26M | 0.06% | −4,926−9.2% | Reduced |
| Stablepoint Partners, LLC | 48,662 | $8.23M | 1.14% | +47+0.1% | Added |
| Royal Fund Management, LLC | 48,623 | $8.22M | 0.69% | +2,311+5.0% | Added |
| Stolper Co | 48,609 | $8.22M | 2.12% | +4,908+11.2% | Added |
| Generali Asset Management SPA SGR | 48,418 | $8.19M | 0.15% | −4,889−9.2% | Reduced |
| Aptus Capital Advisors, LLC | 48,354 | $8.17M | 0.06% | +150+0.3% | Added |
| Leavell Investment Management, Inc. | 48,112 | $8.13M | 0.30% | +850+1.8% | Added |
| Kornitzer Capital Management Inc | 47,977 | $8.11M | 0.17% | −287−0.6% | Reduced |
| Disciplined Investments, LLC | 47,936 | $8.10M | 2.62% | +5,155+12.0% | Added |
| Engineers Gate Manager LP | 47,859 | $8.09M | 0.10% | +31,628+194.9% | Added |
| USS Investment Management Ltd | 47,855 | $8.09M | 0.03% | −7,222−13.1% | Reduced |
| Thrivent Financial for Lutherans | 47,784 | $8.08M | 0.01% | −1,527−3.1% | Reduced |
| Yousif Capital Management, LLC | 47,469 | $8.02M | 0.09% | −4,474−8.6% | Reduced |
| Intech Investment Management LLC | 47,311 | $8.00M | 0.07% | +31,076+191.4% | Added |
| Mirador Capital Partners LP | 47,295 | $8.00M | 0.98% | +250+0.5% | Added |
| Trajan Wealth LLC | 47,199 | $7.98M | 0.30% | +4,975+11.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 47,194 | $7.98M | 0.01% | +8,967+23.5% | Added |
| Beacon Pointe Advisors, LLC | 47,011 | $7.95M | 0.04% | +1,495+3.3% | Added |
| Graham Capital Management, L.P. | 46,428 | $7.85M | 0.21% | +37,397+414.1% | Added |
| SevenBridge Financial Group, LLC | 38,451 | $7.84M | 1.15% | −180.0% | Reduced |
| Spirit of America Management Corp | 45,436 | $7.68M | 1.45% | −3,050−6.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 41,681 | $7.59M | 0.65% | −1,110−2.6% | Reduced |
| Park Avenue Securities LLC | 44,794 | $7.57M | 0.05% | +6,741+17.7% | Added |
| UniSuper Management Pty Ltd | 44,722 | $7.56M | 0.04% | +10,275+29.8% | Added |
| Salem Investment Counselors Inc | 44,525 | $7.53M | 0.19% | −879−1.9% | Reduced |
| Wesbanco Bank Inc | 44,446 | $7.51M | 0.19% | −449−1.0% | Reduced |
| Nomura Holdings Inc | 43,805 | $7.41M | 0.03% | +28,601+188.1% | Added |
| Sherman Porfolios, LLC | 40,371 | $7.35M | 0.58% | −201−0.5% | Reduced |
| Convergence Investment Partners, LLC | 43,453 | $7.35M | 0.70% | +9,415+27.7% | Added |
| Kingsview Wealth Management, LLC | 43,343 | $7.33M | 0.09% | −378−0.9% | Reduced |
| HITE Hedge Asset Management LLC | 43,113 | $7.29M | 0.40% | +43,113 | New |
| Level Four Advisory Services, LLC | 42,529 | $7.19M | 0.20% | −1,456−3.3% | Reduced |
| AlTi Global, Inc. | 42,506 | $7.19M | 0.15% | −123−0.3% | Reduced |
| Canal Insurance CO | 42,500 | $7.18M | 1.57% | 00.0% | Unchanged |
| Icon Advisers Inc | 42,417 | $7.17M | 1.35% | −11,000−20.6% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $7.12M | 1.34% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 42,079 | $7.11M | 0.04% | +6,333+17.7% | Added |
| Barings LLC | 41,977 | $7.10M | 0.13% | +41,977 | New |
| Qsemble Capital Management, LP | 41,951 | $7.09M | 0.91% | +38,061+978.4% | Added |
| Atlantic Union Bankshares Corp | 41,769 | $7.06M | 0.12% | −1,289−3.0% | Reduced |
| Mutual of America Capital Management LLC | 41,320 | $6.99M | 0.07% | −1,529−3.6% | Reduced |
| Arkadios Wealth Advisors | 41,098 | $6.95M | 0.11% | −341−0.8% | Reduced |
| King Luther Capital Management Corp | 41,070 | $6.94M | 0.03% | −327−0.8% | Reduced |
| HB Wealth Management, LLC | 41,017 | $6.93M | 0.04% | +2,947+7.7% | Added |
| KBC Group NV | 41,018 | $6.93M | 0.01% | +4,453+12.2% | Added |
| Kesler, Norman & Wride, LLC | 40,989 | $6.93M | 1.10% | −181−0.4% | Reduced |
| Coldstream Capital Management Inc | 40,911 | $6.92M | 0.09% | −581−1.4% | Reduced |
| Vontobel Holding Ltd. | 40,851 | $6.91M | 0.02% | −1,526−3.6% | Reduced |
| Rodgers Brothers Inc. | 40,548 | $6.85M | 0.67% | −1,400−3.3% | Reduced |
| Heritage Trust Co | 40,526 | $6.85M | 0.59% | −248−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 40,457 | $6.84M | 0.04% | +6,117+17.8% | Added |
| Texas Yale Capital Corp. | 40,323 | $6.82M | 0.15% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 39,713 | $6.71M | 0.78% | −1,934−4.6% | Reduced |
| State of Alaska, Department of Revenue | 39,285 | $6.64M | 0.07% | −480−1.2% | Reduced |
| Cutler Investment Counsel LLC | 39,282 | $6.64M | 0.63% | −30.0% | Reduced |
| Sequoia Financial Advisors, LLC | 39,247 | $6.63M | 0.03% | +2,065+5.6% | Added |
| Altrius Capital Management Inc | 38,879 | $6.57M | 1.25% | −465−1.2% | Reduced |
| Jupiter Topco LLC | 38,743 | $6.55M | 0.00% | +38,743 | New |
| NewSquare Capital LLC | 38,405 | $6.49M | 0.48% | +2,117+5.8% | Added |
| MidFirst Bank | 38,348 | $6.48M | 0.46% | +395+1.0% | Added |
| Montgomery Investment Management Inc | 38,200 | $6.46M | 1.96% | −499−1.3% | Reduced |
| Huntington National Bank | 37,951 | $6.42M | 0.03% | −1,778−4.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 37,694 | $6.37M | 3.17% | +38+0.1% | Added |
| Mattern Capital Management, LLC | 36,899 | $6.24M | 0.73% | −51,700−58.4% | Reduced |
| Elo Mutual Pension Insurance Co | 36,201 | $6.12M | 0.08% | +5,854+19.3% | Added |
| Northwestern Mutual Wealth Management Co | 35,789 | $6.05M | 0.00% | −195−0.5% | Reduced |
| MUFG Securities EMEA plc | 35,693 | $6.03M | 0.06% | +19,175+116.1% | Added |
| Pinnacle Financial Partners, Inc. | 35,628 | $6.02M | 0.04% | −919−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 35,580 | $6.01M | 0.15% | −170.0% | Reduced |
| United Capital Financial Advisers, LLC | 35,317 | $5.97M | 0.03% | −625−1.7% | Reduced |
| Brady Family Wealth, LLC | 35,188 | $5.95M | 1.72% | −1,030−2.8% | Reduced |
| Entropy Technologies, LP | 34,912 | $5.90M | 0.23% | +16,358+88.2% | Added |
| Dakota Wealth Management | 34,804 | $5.88M | 0.11% | −943−2.6% | Reduced |
| Independent Advisor Alliance | 34,704 | $5.87M | 0.14% | +522+1.5% | Added |
| Nkcfo LLC | 34,475 | $5.83M | 1.77% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 33,930 | $5.74M | 0.13% | −368−1.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 33,887 | $5.73M | 0.01% | +28,098+485.4% | Added |
| FIL Ltd | 33,822 | $5.72M | 0.00% | +30,876+1,048.1% | Added |