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 |
|---|---|---|---|---|---|
| YHB Investment Advisors, Inc. | 14,371 | $2.43M | 0.16% | +36+0.3% | Added |
| Wedmont Private Capital | 12,894 | $2.43M | 0.07% | +175+1.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,361 | $2.43M | 0.14% | +10,448+267.0% | Added |
| Campbell & CO Investment Adviser LLC | 14,350 | $2.43M | 0.13% | −50,368−77.8% | Reduced |
| Parcion Private Wealth LLC | 14,333 | $2.42M | 0.13% | +1,502+11.7% | Added |
| Segment Wealth Management, LLC | 14,180 | $2.40M | 0.12% | +549+4.0% | Added |
| Exeter Financial, LLC | 14,085 | $2.38M | 0.91% | −490−3.4% | Reduced |
| Wilkins Investment Counsel Inc | 14,068 | $2.38M | 0.32% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 14,059 | $2.38M | 0.01% | −487−3.3% | Reduced |
| Harvest Portfolios Group Inc. | 14,025 | $2.37M | 0.03% | +163+1.2% | Added |
| Bessemer Group Inc | 13,995 | $2.37M | 0.00% | +545+4.1% | Added |
| Oak Thistle LLC | 13,979 | $2.36M | 0.23% | +13,979 | New |
| XML Financial, LLC | 13,825 | $2.34M | 0.17% | −1,575−10.2% | Reduced |
| First National Advisers, LLC | 13,775 | $2.33M | 0.33% | −883−6.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,743 | $2.32M | 0.05% | −46−0.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,737 | $2.32M | 0.18% | −1,128−7.6% | Reduced |
| Logan Capital Management Inc | 13,715 | $2.32M | 0.09% | +13,715 | New |
| Avantax Planning Partners, Inc. | 13,692 | $2.31M | 0.06% | +48+0.4% | Added |
| Everett Harris & Co | 13,632 | $2.30M | 0.03% | +192+1.4% | Added |
| Axxcess Wealth Management, LLC | 13,591 | $2.30M | 0.04% | −697−4.9% | Reduced |
| Gamco Investors, Inc. Et Al | 13,583 | $2.30M | 0.02% | −456−3.2% | Reduced |
| Abundance Wealth Counselors | 13,463 | $2.28M | 0.15% | +5,698+73.4% | Added |
| Paragon Capital Management LLC | 13,327 | $2.25M | 1.04% | +93+0.7% | Added |
| Marion Wealth Management | 13,302 | $2.25M | 0.46% | −423−3.1% | Reduced |
| Haverford Trust Co | 13,158 | $2.22M | 0.02% | −122−0.9% | Reduced |
| TD Private Client Wealth LLC | 13,128 | $2.22M | 0.04% | −787−5.7% | Reduced |
| We Are One Seven, LLC | 13,074 | $2.21M | 0.04% | +603+4.8% | Added |
| Burney Co | 13,015 | $2.20M | 0.06% | +954+7.9% | Added |
| Securian Asset Management, Inc | 10,635 | $2.20M | 0.08% | −321−2.9% | Reduced |
| Flavin Financial Services, Inc. | 12,996 | $2.20M | 1.25% | −34−0.3% | Reduced |
| PFG Investments, LLC | 12,942 | $2.19M | 0.08% | −658−4.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,855 | $2.17M | 0.03% | −38−0.3% | Reduced |
| Sivia Capital Partners, LLC | 12,829 | $2.17M | 0.26% | +5,869+84.3% | Added |
| Twin Capital Management Inc | 12,805 | $2.16M | 0.24% | −4,081−24.2% | Reduced |
| Private Management Group Inc | 12,791 | $2.16M | 0.06% | −2,968−18.8% | Reduced |
| Rowland & Co Investment Counsel | 12,788 | $2.16M | 0.39% | +113+0.9% | Added |
| Valeo Financial Advisors, LLC | 12,763 | $2.16M | 0.05% | +174+1.4% | Added |
| Citizens Financial Group Inc | 12,693 | $2.15M | 0.03% | +1,034+8.9% | Added |
| Longaeva Partners L.P. | 12,619 | $2.13M | 0.06% | +12,619 | New |
| Ar Asset Management Inc | 12,600 | $2.13M | 0.39% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,538 | $2.12M | 0.01% | +8,691+225.9% | Added |
| Bull Harbor Capital LLC | 12,532 | $2.12M | 0.41% | +2,104+20.2% | Added |
| Meeder Advisory Services, Inc. | 12,488 | $2.11M | 0.08% | −1,108−8.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,398 | $2.11M | 0.01% | −7,305−37.1% | Reduced |
| CWC Advisors, LLC. | 12,386 | $2.09M | 0.93% | −655−5.0% | Reduced |
| Tweedy, Browne Co LLC | 12,282 | $2.08M | 0.16% | −85−0.7% | Reduced |
| Hancock Whitney Corp | 12,265 | $2.07M | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 12,200 | $2.06M | 0.01% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 12,076 | $2.04M | 1.02% | −569−4.5% | Reduced |
| MUFG Securities Americas Inc. | 12,076 | $2.04M | 0.10% | +927+8.3% | Added |
| Dockside LLC | 12,036 | $2.03M | 0.48% | +12,036 | New |
| Global Retirement Partners, LLC | 12,029 | $2.03M | 0.03% | +12,029 | New |
| Snowden Capital Advisors LLC | 12,024 | $2.03M | 0.05% | +1,131+10.4% | Added |
| Nicolet Bankshares Inc | 11,630 | $2.03M | 0.06% | +90+0.8% | Added |
| Carret Asset Management, LLC | 12,001 | $2.03M | 0.18% | −75−0.6% | Reduced |
| Pensionmark Financial Group, LLC | 11,181 | $2.03M | 0.03% | −495−4.2% | Reduced |
| North Dakota State Investment Board | 11,983 | $2.03M | 0.08% | +309+2.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,869 | $2.01M | 1.80% | −16−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,851 | $2.00M | 0.05% | +3,760+46.5% | Added |
| Avidian Wealth Solutions, LLC | 11,762 | $1.99M | 0.06% | +574+5.1% | Added |
| Williams Jones Wealth Management, LLC. | 11,757 | $1.99M | 0.02% | +33+0.3% | Added |
| River Wealth Advisors LLC | 11,727 | $1.98M | 0.21% | −183−1.5% | Reduced |
| Hilltop National Bank | 11,685 | $1.98M | 0.42% | +12+0.1% | Added |
| Jacobi Capital Management LLC | 11,655 | $1.97M | 0.10% | +13+0.1% | Added |
| Umpqua Bank | 11,651 | $1.97M | 0.44% | +475+4.3% | Added |
| Fisher Asset Management, LLC | 11,604 | $1.96M | 0.00% | +1,318+12.8% | Added |
| Private Capital Management, LLC | 11,587 | $1.96M | 0.18% | −817−6.6% | Reduced |
| Crescent Sterling, Ltd. | 11,579 | $1.96M | 1.75% | −310−2.6% | Reduced |
| Principal Securities, Inc. | 11,529 | $1.95M | 0.02% | −548−4.5% | Reduced |
| Moors & Cabot, Inc. | 11,511 | $1.95M | 0.08% | +438+4.0% | Added |
| Evercore Wealth Management, LLC | 11,457 | $1.94M | 0.03% | −531−4.4% | Reduced |
| Parallel Advisors, LLC | 11,422 | $1.93M | 0.03% | +385+3.5% | Added |
| Brown Brothers Harriman & Co | 11,290 | $1.91M | 0.01% | +4,491+66.1% | Added |
| Boyd Watterson Asset Management LLC | 11,152 | $1.89M | 0.51% | −85−0.8% | Reduced |
| Fruth Investment Management | 11,123 | $1.88M | 0.45% | −125−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 11,117 | $1.88M | 0.11% | +731+7.0% | Added |
| Inscription Capital, LLC | 11,068 | $1.87M | 0.17% | +314+2.9% | Added |
| Dynamic Advisor Solutions LLC | 11,026 | $1.86M | 0.05% | −185−1.7% | Reduced |
| Pallas Capital Advisors LLC | 10,903 | $1.84M | 0.06% | +1,516+16.1% | Added |
| MCF Advisors LLC | 10,840 | $1.83M | 0.07% | −75−0.7% | Reduced |
| Sendero Wealth Management, LLC | 10,801 | $1.83M | 0.18% | −7,880−42.2% | Reduced |
| Greenleaf Trust | 10,645 | $1.80M | 0.02% | −313−2.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,558 | $1.78M | 0.11% | −170−1.6% | Reduced |
| MONECO Advisors, LLC | 10,499 | $1.77M | 0.11% | +2,009+23.7% | Added |
| First Interstate Bank | 10,477 | $1.77M | 0.09% | 00.0% | Unchanged |
| Atom Investors LP | 10,400 | $1.76M | 0.16% | +976+10.4% | Added |
| Shelton Capital Management | 10,395 | $1.76M | 0.03% | −113−1.1% | Reduced |
| Fundamentun, LLC | 10,316 | $1.74M | 0.06% | −21,356−67.4% | Reduced |
| Ticino Wealth | 10,308 | $1.74M | 0.55% | −22,886−68.9% | Reduced |
| Spears Abacus Advisors LLC | 10,300 | $1.74M | 0.03% | −70−0.7% | Reduced |
| Independent Financial Group, LLC | 10,281 | $1.74M | 0.03% | −473−4.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,276 | $1.74M | 0.01% | −4,434−30.1% | Reduced |
| Thoroughbred Financial Services, LLC | 10,266 | $1.74M | 0.08% | 00.0% | Unchanged |
| AIA Group Ltd | 10,252 | $1.73M | 0.02% | −5,062−33.1% | Reduced |
| Bragg Financial Advisors, Inc | 10,202 | $1.72M | 0.05% | −126−1.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 10,174 | $1.72M | 0.10% | +211+2.1% | Added |
| Smith Group Asset Management, LLC | 10,154 | $1.72M | 0.07% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,100 | $1.71M | 0.08% | −4,620−31.4% | Reduced |
| Bangor Savings Bank | 10,100 | $1.71M | 0.13% | −279−2.7% | Reduced |
| Verdence Capital Advisors LLC | 10,033 | $1.70M | 0.09% | −25−0.2% | Reduced |