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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 21,301 | $3.60M | 1.02% | +63+0.3% | Added |
| Gateway Investment Advisers LLC | 21,187 | $3.58M | 0.04% | +2,943+16.1% | Added |
| Polymer Capital Management (US) LLC | 21,157 | $3.58M | 0.53% | +15,733+290.1% | Added |
| Quotient Wealth Partners, LLC | 21,077 | $3.56M | 0.08% | −2,468−10.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,010 | $3.55M | 1.30% | +323+1.6% | Added |
| Equitable Holdings, Inc. | 20,976 | $3.55M | 0.02% | −8,538−28.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,764 | $3.51M | 0.11% | −400−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 20,673 | $3.49M | 0.09% | −379−1.8% | Reduced |
| Change Path, LLC | 20,615 | $3.48M | 0.08% | +14,150+218.9% | Added |
| Argyle Capital Management Inc. | 20,517 | $3.47M | 1.00% | −350−1.7% | Reduced |
| Louisiana State Employees Retirement System | 20,500 | $3.47M | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 20,290 | $3.45M | 0.10% | −2,462−10.8% | Reduced |
| Bank Ozk | 20,334 | $3.44M | 1.02% | +2,111+11.6% | Added |
| New Mexico Educational Retirement Board | 20,128 | $3.40M | 0.09% | +1,600+8.6% | Added |
| Midwest Trust Co | 19,876 | $3.36M | 0.04% | −40.0% | Reduced |
| Profund Advisors LLC | 19,875 | $3.36M | 0.09% | +815+4.3% | Added |
| First Nebraska Trust Co | 19,782 | $3.34M | 0.27% | −11−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,761 | $3.34M | 0.02% | +15,839+403.9% | Added |
| Ferguson Wellman Capital Management, Inc | 19,742 | $3.34M | 0.04% | −413−2.0% | Reduced |
| German American Bancorp, Inc. | 19,720 | $3.33M | 0.25% | −6,311−24.2% | Reduced |
| Legato Capital Management LLC | 19,681 | $3.33M | 0.28% | −319−1.6% | Reduced |
| J. Goldman & Co LP | 19,663 | $3.32M | 0.12% | +19,663 | New |
| Sowell Financial Services LLC | 19,421 | $3.28M | 0.11% | +8,768+82.3% | Added |
| Ramirez Asset Management, Inc. | 19,405 | $3.28M | 0.34% | −6,797−25.9% | Reduced |
| City Holding Co | 19,351 | $3.27M | 0.37% | +518+2.8% | Added |
| SWS Partners | 19,349 | $3.27M | 0.71% | +203+1.1% | Added |
| IFP Advisors, Inc | 19,223 | $3.25M | 0.06% | −496−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,213 | $3.25M | 0.03% | +434+2.3% | Added |
| Atria Investments LLC | 19,061 | $3.22M | 0.03% | +648+3.5% | Added |
| Becker Capital Management Inc | 19,043 | $3.22M | 0.09% | −148−0.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,009 | $3.21M | 0.03% | −81−0.4% | Reduced |
| Mediolanum International Funds Ltd | 18,382 | $3.20M | 0.03% | −229−1.2% | Reduced |
| Caldwell Trust Co | 18,852 | $3.19M | 0.26% | +277+1.5% | Added |
| International Assets Investment Management, LLC | 18,230 | $3.18M | 0.19% | −1,144−5.9% | Reduced |
| Catalytic Wealth RIA, LLC | 18,801 | $3.18M | 0.18% | +320+1.7% | Added |
| HBK Sorce Advisory LLC | 15,670 | $3.17M | 0.06% | −491−3.0% | Reduced |
| Agman Capital LLC | 183,634 | $3.17M | 2.12% | +163,932+832.1% | Added |
| Silvercrest Asset Management Group LLC | 18,724 | $3.17M | 0.02% | −782−4.0% | Reduced |
| Geneos Wealth Management Inc. | 18,422 | $3.11M | 0.06% | +55+0.3% | Added |
| Diversified Trust Co | 18,408 | $3.11M | 0.05% | −3,713−16.8% | Reduced |
| McDonald Partners LLC | 18,065 | $3.05M | 0.74% | −27,025−59.9% | Reduced |
| AlphaCore Capital LLC | 17,816 | $3.01M | 0.06% | +7,937+80.3% | Added |
| Laird Norton Trust Company, LLC | 17,789 | $3.01M | 0.06% | −754−4.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17,768 | $3.00M | 0.04% | +191+1.1% | Added |
| Apollon Wealth Management, LLC | 17,760 | $3.00M | 0.04% | +4,239+31.4% | Added |
| Ethic Inc. | 17,736 | $3.00M | 0.04% | +541+3.1% | Added |
| CAPROCK Group, Inc. | 17,508 | $2.96M | 0.06% | +241+1.4% | Added |
| Stratos Wealth Partners, LTD. | 17,499 | $2.96M | 0.03% | −1,597−8.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 17,433 | $2.95M | 0.72% | −526−2.9% | Reduced |
| Mutual Advisors, LLC | 17,281 | $2.92M | 0.06% | +298+1.8% | Added |
| GAMMA Investing LLC | 17,206 | $2.91M | 0.11% | +1,130+7.0% | Added |
| Bryn Mawr Trust Co | 17,162 | $2.90M | 0.06% | +25+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 17,152 | $2.90M | 0.09% | −100−0.6% | Reduced |
| Koshinski Asset Management, Inc. | 17,066 | $2.89M | 0.15% | +585+3.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,016 | $2.88M | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,964 | $2.87M | 0.12% | −478−2.7% | Reduced |
| Opus Investment Management Inc | 16,900 | $2.86M | 1.56% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 16,725 | $2.83M | 0.23% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 16,661 | $2.82M | 0.25% | +679+4.2% | Added |
| Cresset Asset Management, LLC | 16,577 | $2.80M | 0.01% | −1,077−6.1% | Reduced |
| Patten & Patten Inc | 16,558 | $2.80M | 0.15% | +195+1.2% | Added |
| Brookstone Capital Management | 16,449 | $2.78M | 0.03% | −691−4.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,403 | $2.77M | 0.01% | +232+1.4% | Added |
| Foundations Investment Advisors, LLC | 16,236 | $2.74M | 0.03% | +292+1.8% | Added |
| IHT Wealth Management, LLC | 16,201 | $2.74M | 0.06% | −13,117−44.7% | Reduced |
| Auxier Asset Management | 16,174 | $2.73M | 0.37% | −459−2.8% | Reduced |
| Pathway Financial Advisers, LLC | 16,140 | $2.73M | 0.69% | +118+0.7% | Added |
| Capital Advisors Inc | 16,130 | $2.73M | 0.04% | +68+0.4% | Added |
| Birch Financial Group, LLC | 16,126 | $2.73M | 1.40% | −80.0% | Reduced |
| Banque Cantonale Vaudoise | 16,082 | $2.72M | 0.11% | +6,803+73.3% | Added |
| Keystone Wealth Services, LLC | 16,016 | $2.71M | 0.50% | +196+1.2% | Added |
| TBH Global Asset Management, LLC | 15,987 | $2.70M | 0.50% | −198−1.2% | Reduced |
| Neville Rodie & Shaw Inc | 15,881 | $2.68M | 0.17% | −50−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 15,864 | $2.68M | 0.08% | −421−2.6% | Reduced |
| Herold Advisors, Inc. | 15,842 | $2.68M | 0.53% | −279−1.7% | Reduced |
| Krilogy Financial LLC | 15,828 | $2.68M | 0.08% | +2,904+22.5% | Added |
| Vestmark Advisory Solutions, Inc. | 15,805 | $2.67M | 0.03% | +2,178+16.0% | Added |
| William B. Walkup & Associates, Inc. | 15,792 | $2.67M | 1.29% | +130+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 15,699 | $2.65M | 0.05% | +853+5.7% | Added |
| Summit Financial, LLC | 15,563 | $2.63M | 0.03% | +906+6.2% | Added |
| Independent Solutions Wealth Management, LLC | 15,558 | $2.63M | 0.34% | +183+1.2% | Added |
| Transcend Wealth Collective, LLC | 15,463 | $2.61M | 0.18% | +8,890+135.3% | Added |
| Mesirow Financial Investment Management, Inc. | 15,456 | $2.61M | 0.04% | −15,346−49.8% | Reduced |
| Cherokee Insurance Co | 15,450 | $2.61M | 1.01% | −2,700−14.9% | Reduced |
| Empirical Finance, LLC | 15,385 | $2.60M | 0.11% | +455+3.0% | Added |
| Partners Capital Investment Group, LLP | 15,360 | $2.60M | 0.09% | +15,360 | New |
| Flputnam Investment Management Co | 15,288 | $2.58M | 0.03% | −192−1.2% | Reduced |
| Western Wealth Management, LLC | 15,166 | $2.56M | 0.08% | −36−0.2% | Reduced |
| Mission Wealth Management, LP | 15,142 | $2.56M | 0.03% | +8,622+132.2% | Added |
| Mattern Wealth Management LLC | 15,103 | $2.55M | 0.42% | −50−0.3% | Reduced |
| AE Wealth Management LLC | 15,102 | $2.55M | 0.01% | −109−0.7% | Reduced |
| Lighthouse Investment Partners, LLC | 15,097 | $2.55M | 0.08% | −52,403−77.6% | Reduced |
| Horizon Investments, LLC | 15,090 | $2.55M | 0.03% | −61,292−80.2% | Reduced |
| Curbstone Financial Management Corp | 15,054 | $2.54M | 0.43% | +600+4.2% | Added |
| Regions Financial Corp | 15,034 | $2.54M | 0.02% | −605−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 14,955 | $2.53M | 0.04% | +109+0.7% | Added |
| Stephens Inc | 14,776 | $2.50M | 0.03% | +313+2.2% | Added |
| South State Corp. | 14,700 | $2.49M | 0.10% | +420+2.9% | Added |
| Flagship Capital Management Inc. | 14,582 | $2.47M | 1.56% | +10.0% | Added |
| Dark Forest Capital Management LP | 14,517 | $2.45M | 0.16% | −2,300−13.7% | Reduced |