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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 33,814 | $5.72M | 0.11% | −2,517−6.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 33,772 | $5.71M | 1.03% | −725−2.1% | Reduced |
| Farther Finance Advisors, LLC | 33,699 | $5.70M | 0.04% | +5,016+17.5% | Added |
| Omers Administration Corp | 33,427 | $5.65M | 0.03% | −2,719−7.5% | Reduced |
| Alpha Omega Wealth Management LLC | 33,114 | $5.60M | 0.85% | −706−2.1% | Reduced |
| Pinnacle Associates Ltd | 33,020 | $5.58M | 0.06% | −393−1.2% | Reduced |
| BTC Capital Management, Inc. | 32,961 | $5.57M | 0.34% | +7,320+28.5% | Added |
| Abn Amro Investment Solutions | 32,899 | $5.56M | 0.05% | +8,858+36.8% | Added |
| Toroso Investments, LLC | 32,674 | $5.52M | 0.01% | +11,136+51.7% | Added |
| Meyer Handelman Co | 32,672 | $5.52M | 0.16% | −400−1.2% | Reduced |
| Compass Wealth Management LLC | 32,662 | $5.52M | 1.04% | −2,075−6.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,400 | $5.48M | 0.11% | +32,400 | New |
| Allstate Corp | 32,106 | $5.43M | 0.05% | −12,219−27.6% | Reduced |
| GF Fund Management Co. Ltd. | 31,898 | $5.39M | 0.06% | −76,488−70.6% | Reduced |
| Chatham Capital Group, Inc. | 31,690 | $5.36M | 0.68% | −590−1.8% | Reduced |
| Oppenheimer & Co Inc | 31,636 | $5.35M | 0.06% | −10,048−24.1% | Reduced |
| Colonial Trust Advisors | 31,635 | $5.35M | 0.37% | −901−2.8% | Reduced |
| Invesco, LLC | 31,618 | $5.35M | 1.65% | −3,139−9.0% | Reduced |
| Miracle Mile Advisors, LLC | 31,592 | $5.34M | 0.06% | −525−1.6% | Reduced |
| Mizuho Securities USA LLC | 31,389 | $5.31M | 0.09% | +7,031+28.9% | Added |
| Gladstone Institutional Advisory LLC | 31,383 | $5.31M | 0.17% | −30.0% | Reduced |
| Catherine Avery Investment Management LLC | 31,061 | $5.25M | 2.29% | +70+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 31,057 | $5.25M | 0.18% | −240−0.8% | Reduced |
| Glass Wealth Management Co LLC | 30,990 | $5.24M | 1.75% | +591+1.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 30,665 | $5.18M | 0.61% | +3,439+12.6% | Added |
| Gulf International Bank (UK) Ltd | 30,622 | $5.18M | 0.10% | −486−1.6% | Reduced |
| OP Asset Management Ltd | 30,581 | $5.17M | 0.06% | +1,295+4.4% | Added |
| Scissortail Wealth Management, LLC | 30,510 | $5.16M | 0.99% | −15,660−33.9% | Reduced |
| Red Cedar Investment Management, LLC | 30,377 | $5.14M | 0.49% | +18,849+163.5% | Added |
| Buckingham Strategic Partners | 30,361 | $5.13M | 0.04% | −822−2.6% | Reduced |
| Pacer Advisors, Inc. | 30,008 | $5.07M | 0.01% | +9,835+48.8% | Added |
| First American Bank | 29,326 | $4.96M | 0.28% | −623−2.1% | Reduced |
| Verition Fund Management LLC | 29,304 | $4.95M | 0.03% | −14,797−33.6% | Reduced |
| Vise Technologies, Inc. | 29,277 | $4.95M | 0.06% | +8,950+44.0% | Added |
| Carnegie Capital Asset Management, LLC | 29,270 | $4.95M | 0.10% | −870−2.9% | Reduced |
| Parsons Capital Management Inc | 29,260 | $4.95M | 0.22% | −8,064−21.6% | Reduced |
| Private Advisor Group, LLC | 29,249 | $4.94M | 0.02% | −3,822−11.6% | Reduced |
| Norinchukin Bank, The | 28,984 | $4.90M | 0.05% | −72−0.2% | Reduced |
| Umb Bank N A | 28,711 | $4.85M | 0.06% | +120+0.4% | Added |
| Prospera Financial Services Inc | 28,487 | $4.82M | 0.07% | −5,935−17.2% | Reduced |
| Resources Investment Advisors, LLC. | 28,469 | $4.81M | 0.04% | +664+2.4% | Added |
| Wedbush Securities Inc | 28,386 | $4.80M | 0.12% | −133−0.5% | Reduced |
| Cardinal Capital Management | 28,388 | $4.80M | 0.58% | −131−0.5% | Reduced |
| Nations Financial Group Inc, | 28,087 | $4.75M | 0.23% | +349+1.3% | Added |
| Saudi Central Bank | 28,069 | $4.75M | 0.06% | +13,197+88.7% | Added |
| Colonial Trust Co | 26,644 | $4.50M | 0.57% | −883−3.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 26,568 | $4.49M | 0.92% | +1,284+5.1% | Added |
| Ellerson Group Inc | 26,452 | $4.47M | 2.64% | −404−1.5% | Reduced |
| HM Payson & Co | 26,440 | $4.47M | 0.06% | −11,184−29.7% | Reduced |
| First Financial Bankshares Inc | 26,396 | $4.46M | 0.08% | −806−3.0% | Reduced |
| Principle Wealth Partners LLC | 26,244 | $4.44M | 0.22% | +16+0.1% | Added |
| Benjamin Edwards Inc | 26,111 | $4.41M | 0.04% | −4,831−15.6% | Reduced |
| Quantbot Technologies LP | 26,093 | $4.41M | 0.17% | +26,093 | New |
| Westwood Holdings Group Inc. | 25,906 | $4.38M | 0.03% | +8,528+49.1% | Added |
| Summit Trail Advisors, LLC | 25,770 | $4.36M | 0.05% | +406+1.6% | Added |
| Beacon Financial Group | 25,598 | $4.33M | 0.39% | −411−1.6% | Reduced |
| Bleakley Financial Group, LLC | 25,546 | $4.32M | 0.06% | +10,290+67.4% | Added |
| Investment Management Corp of Ontario | 25,535 | $4.32M | 0.05% | −3,300−11.4% | Reduced |
| Citizens National Bank Trust Department | 25,521 | $4.31M | 0.63% | −350−1.4% | Reduced |
| Kentucky Retirement Systems | 25,441 | $4.30M | 0.11% | −24,058−48.6% | Reduced |
| Alps Advisors Inc | 25,390 | $4.29M | 0.02% | +22,520+784.7% | Added |
| Everence Capital Management Inc | 25,043 | $4.23M | 0.22% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 25,026 | $4.23M | 0.81% | +101+0.4% | Added |
| Schroder Investment Management Group | 25,021 | $4.23M | 0.00% | −25,746−50.7% | Reduced |
| Americana Partners, LLC | 24,961 | $4.22M | 0.10% | −386−1.5% | Reduced |
| Central Trust Co | 24,923 | $4.21M | 0.08% | −120−0.5% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 24,917 | $4.21M | 1.97% | +488+2.0% | Added |
| Chicago Partners Investment Group LLC | 19,950 | $4.13M | 0.08% | +4,745+31.2% | Added |
| Metis Global Partners, LLC | 24,328 | $4.11M | 0.09% | −828−3.3% | Reduced |
| MH & Associates Securities Management Corp | 24,208 | $4.09M | 3.67% | −108−0.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,155 | $4.08M | 0.92% | 00.0% | Unchanged |
| Brighton Jones LLC | 24,019 | $4.06M | 0.08% | +2,910+13.8% | Added |
| Brinker Capital Investments, LLC | 24,008 | $4.06M | 0.03% | −431−1.8% | Reduced |
| Candriam Luxembourg S.C.A. | 23,832 | $4.02M | 0.02% | +193+0.8% | Added |
| Martin Capital Partners, LLC | 23,709 | $4.01M | 1.47% | −10,012−29.7% | Reduced |
| Azzad Asset Management Inc | 23,705 | $4.01M | 0.36% | +610+2.6% | Added |
| CCM Investment Advisers LLC | 23,702 | $4.01M | 0.31% | −28,475−54.6% | Reduced |
| Sciencast Management LP | 23,610 | $3.99M | 0.83% | +23,610 | New |
| Johnson Investment Counsel Inc | 23,545 | $3.98M | 0.03% | −184−0.8% | Reduced |
| Mubadala Investment Co PJSC | 23,405 | $3.96M | 0.01% | +23,405 | New |
| Brevan Howard Capital Management LP | 23,372 | $3.95M | 0.06% | −1,522−6.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,800 | $3.95M | 0.10% | +657+3.3% | Added |
| Allworth Financial LP | 23,029 | $3.89M | 0.02% | −38,836−62.8% | Reduced |
| Unison Advisors LLC | 23,005 | $3.89M | 0.27% | +23,005 | New |
| RSM US Wealth Management LLC | 22,990 | $3.89M | 0.04% | −691−2.9% | Reduced |
| EP Wealth Advisors, LLC | 22,857 | $3.86M | 0.01% | +5,224+29.6% | Added |
| Crossmark Global Holdings, Inc. | 22,812 | $3.86M | 0.05% | +671+3.0% | Added |
| New Age Alpha Advisors, LLC | 22,447 | $3.79M | 0.16% | +5,060+29.1% | Added |
| Baxter Bros Inc | 22,439 | $3.79M | 0.44% | −407−1.8% | Reduced |
| Vident Advisory, LLC | 22,352 | $3.78M | 0.03% | +1,480+7.1% | Added |
| Equitable Trust Co | 22,145 | $3.74M | 0.16% | −199−0.9% | Reduced |
| Hartford Investment Management Co | 22,129 | $3.74M | 0.11% | −785−3.4% | Reduced |
| Davenport & Co LLC | 21,915 | $3.70M | 0.02% | −3,797−14.8% | Reduced |
| Wisconsin Capital Management LLC | 21,909 | $3.70M | 1.76% | +207+1.0% | Added |
| Cheviot Value Management, LLC | 21,875 | $3.70M | 0.38% | −459−2.1% | Reduced |
| Tocqueville Asset Management L.P. | 21,777 | $3.68M | 0.05% | −45−0.2% | Reduced |
| DCM Advisors, LLC | 21,757 | $3.68M | 1.45% | +912+4.4% | Added |
| Vestor Capital, LLC | 1,067,208 | $3.64M | 0.31% | +1,064,886+45,860.7% | Added |
| Integrated Wealth Concepts LLC | 21,352 | $3.61M | 0.02% | −2,739−11.4% | Reduced |
| Community Bank, N.A. | 21,311 | $3.60M | 0.39% | −616−2.8% | Reduced |