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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 9,959 | $1.68M | 0.40% | +10.0% | Added |
| Convergence Financial, LLC | 9,958 | $1.68M | 0.13% | +4,071+69.2% | Added |
| Harfst & Associates, Inc. | 9,952 | $1.68M | 0.26% | −66−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,945 | $1.68M | 0.21% | +1,346+15.7% | Added |
| Danske Bank A/S | 9,939 | $1.68M | 0.00% | +200+2.1% | Added |
| Wealthspire Advisors, LLC | 9,905 | $1.67M | 0.01% | +2,368+31.4% | Added |
| Clearstead Advisors, LLC | 9,870 | $1.67M | 0.02% | −794−7.4% | Reduced |
| Callan Family Office, LLC | 9,814 | $1.66M | 0.03% | +168+1.7% | Added |
| Todd Asset Management LLC | 9,811 | $1.66M | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,762 | $1.65M | 0.12% | +123+1.3% | Added |
| Summit Place Financial Advisors, LLC | 9,741 | $1.65M | 0.72% | +115+1.2% | Added |
| Jeppson Wealth Management, LLC | 9,731 | $1.65M | 0.48% | −43−0.4% | Reduced |
| Smith, Moore & Co. | 9,730 | $1.64M | 0.11% | −43−0.4% | Reduced |
| CFM Wealth Partners LLC | 9,623 | $1.63M | 0.21% | 00.0% | Unchanged |
| Wahed Invest LLC | 9,541 | $1.61M | 0.17% | −343−3.5% | Reduced |
| Donoghue Forlines LLC | 9,527 | $1.61M | 0.42% | −302−3.1% | Reduced |
| Impact Capital Partners LLC | 9,511 | $1.61M | 0.44% | +414+4.6% | Added |
| RMB Capital Management, LLC | 9,506 | $1.61M | 0.02% | −331−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 9,487 | $1.60M | 0.01% | +1,746+22.6% | Added |
| Cidel Asset Management Inc | 9,467 | $1.60M | 0.08% | −325−3.3% | Reduced |
| Interval Partners, LP | 9,464 | $1.60M | 0.05% | +2,578+37.4% | Added |
| Fideuram Asset Management (Ireland) dac | 9,540 | $1.60M | 0.03% | +9,004+1,679.9% | Added |
| Quadrant Capital Group LLC | 9,414 | $1.59M | 0.04% | −18−0.2% | Reduced |
| Beacon Investment Advisors LLC | 9,401 | $1.59M | 0.50% | +15+0.2% | Added |
| Cercano Management LLC | 9,396 | $1.59M | 0.21% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,368 | $1.58M | 0.02% | +428+4.8% | Added |
| Lebenthal Global Advisors, LLC | 9,367 | $1.58M | 0.21% | +408+4.6% | Added |
| JBR Co Financial Management Inc | 9,293 | $1.57M | 0.57% | +1,045+12.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,269 | $1.57M | 0.04% | −642−6.5% | Reduced |
| Raiffeisen Bank International AG | 9,000 | $1.57M | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,160 | $1.55M | 0.03% | −325−3.4% | Reduced |
| Oakmont Investment Advisors, Inc. | 9,109 | $1.54M | 1.07% | +128+1.4% | Added |
| Capital Advisors Wealth Management, LLC | 9,097 | $1.54M | 0.18% | +80+0.9% | Added |
| Terry L. Blaker | 9,097 | $1.54M | 0.05% | −360−3.8% | Reduced |
| Bellecapital International Ltd. | 9,091 | $1.54M | 0.25% | +411+4.7% | Added |
| Wimmer Associates 1, LLC | 9,073 | $1.53M | 0.69% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 7,366 | $1.53M | 0.03% | −398−5.1% | Reduced |
| Diversify Advisory Services, LLC | 7,366 | $1.53M | 0.03% | +7,366 | New |
| Poehling Capital Management, LLC | 9,017 | $1.52M | 0.33% | −106−1.2% | Reduced |
| Pavion Blue Capital, LLC | 8,927 | $1.51M | 0.61% | +10.0% | Added |
| AA Financial Advisors, LLC | 8,925 | $1.51M | 0.18% | +258+3.0% | Added |
| Fifth Third Wealth Advisors LLC | 8,925 | $1.51M | 0.04% | −219−2.4% | Reduced |
| Petros Family Wealth, LLC | 8,918 | $1.51M | 0.92% | +276+3.2% | Added |
| Ingalls & Snyder LLC | 8,915 | $1.51M | 0.04% | 00.0% | Unchanged |
| Tower Bridge Advisors | 8,897 | $1.50M | 0.14% | −402−4.3% | Reduced |
| Ilex Capital Partners (UK) LLP | 8,864 | $1.50M | 0.03% | +8,864 | New |
| EverSource Wealth Advisors, LLC | 8,851 | $1.50M | 0.05% | −3,595−28.9% | Reduced |
| Sigma Planning Corp | 8,813 | $1.49M | 0.04% | +40+0.5% | Added |
| Levin Capital Strategies, L.P. | 8,762 | $1.48M | 0.10% | +8,762 | New |
| Fiduciary Trust Co | 8,716 | $1.47M | 0.02% | −45−0.5% | Reduced |
| FourThought Financial Partners, LLC | 8,701 | $1.47M | 0.11% | +219+2.6% | Added |
| Alpine Woods Capital Investors, LLC | 8,644 | $1.46M | 0.33% | −598−6.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,603 | $1.45M | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,577 | $1.45M | 0.43% | −83−1.0% | Reduced |
| Mystic Asset Management, Inc. | 8,573 | $1.45M | 0.31% | +55+0.6% | Added |
| Lee Danner & Bass Inc | 8,567 | $1.45M | 0.08% | −6−0.1% | Reduced |
| Grimes & Company, Inc. | 8,551 | $1.45M | 0.03% | +13+0.2% | Added |
| Voleon Capital Management LP | 8,512 | $1.44M | 0.03% | +2,296+36.9% | Added |
| Guyasuta Investment Advisors Inc | 8,493 | $1.44M | 0.07% | −409−4.6% | Reduced |
| Intrua Financial, LLC | 8,430 | $1.43M | 0.13% | −186−2.2% | Reduced |
| Harbour Investment Management LLC | 8,428 | $1.42M | 0.74% | −130−1.5% | Reduced |
| Fox Run Management, L.L.C. | 8,422 | $1.42M | 0.24% | +8,422 | New |
| Waddell & Associates, LLC | 8,407 | $1.42M | 0.07% | +828+10.9% | Added |
| Old National Bancorp | 8,403 | $1.42M | 0.03% | −29,172−77.6% | Reduced |
| RiverFront Investment Group, LLC | 8,395 | $1.42M | 0.02% | +3,616+75.7% | Added |
| Confluence Wealth Services, Inc. | 8,394 | $1.42M | 0.04% | +1,793+27.2% | Added |
| Naviter Wealth, LLC | 8,311 | $1.40M | 0.13% | +112+1.4% | Added |
| V-Square Quantitative Management LLC | 8,303 | $1.40M | 0.13% | +95+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,263 | $1.40M | 0.21% | +8+0.1% | Added |
| Navalign, LLC | 8,260 | $1.40M | 0.33% | −27−0.3% | Reduced |
| Prudential PLC | 8,243 | $1.39M | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 8,224 | $1.39M | 0.08% | +2,438+42.1% | Added |
| Uhlmann Price Securities, LLC | 8,201 | $1.39M | 0.05% | −280−3.3% | Reduced |
| SCP Investment, LP | 8,188 | $1.38M | 1.28% | +500+6.5% | Added |
| Argent Trust Co | 8,185 | $1.38M | 0.04% | −76−0.9% | Reduced |
| Intrust Bank NA | 8,165 | $1.38M | 0.10% | −2,354−22.4% | Reduced |
| Harbour Investments, Inc. | 8,157 | $1.38M | 0.02% | −2,198−21.2% | Reduced |
| Virtue Asset Management LLC | 8,147 | $1.38M | 0.97% | −1,138−12.3% | Reduced |
| Groupama Asset Managment | 7,950 | $1.37M | 0.02% | +237+3.1% | Added |
| Ausdal Financial Partners, Inc. | 8,120 | $1.37M | 0.05% | +2,083+34.5% | Added |
| Two Sigma Securities, LLC | 8,059 | $1.36M | 0.12% | +6,035+298.2% | Added |
| VestGen Advisors, LLC | 8,037 | $1.36M | 0.04% | −1,790−18.2% | Reduced |
| Optiver Holding B.V. | 8,023 | $1.36M | 0.02% | +6,443+407.8% | Added |
| Searle & Co. | 8,017 | $1.36M | 0.30% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 7,993 | $1.35M | 0.08% | −1,347−14.4% | Reduced |
| Westmount Partners, LLC | 7,987 | $1.35M | 0.30% | +51+0.6% | Added |
| Virtu Financial LLC | 7,964 | $1.35M | 0.04% | −1,569−16.5% | Reduced |
| Cowa, LLC | 7,868 | $1.33M | 0.33% | +20.0% | Added |
| Wealth Alliance Advisory Group, LLC | 7,854 | $1.33M | 0.19% | +32+0.4% | Added |
| Glenview Trust Co | 7,790 | $1.32M | 0.02% | +201+2.6% | Added |
| Moneta Group Investment Advisors LLC | 7,766 | $1.31M | 0.01% | +529+7.3% | Added |
| Van Hulzen Asset Management, LLC | 7,737 | $1.31M | 0.09% | −77−1.0% | Reduced |
| Vestcor Inc | 7,727 | $1.31M | 0.03% | −659−7.9% | Reduced |
| Cozad Asset Management Inc | 7,693 | $1.30M | 0.08% | +550+7.7% | Added |
| Tema ETFs LLC | 7,651 | $1.29M | 0.04% | +725+10.5% | Added |
| Eagle Global Advisors LLC | 7,636 | $1.29M | 0.04% | +7+0.1% | Added |
| Elevatus Welath Management | 7,621 | $1.29M | 0.31% | +5,185+212.8% | Added |
| RFG Advisory, LLC | 7,609 | $1.29M | 0.02% | −7,381−49.2% | Reduced |
| Patten Group, Inc. | 7,607 | $1.29M | 0.20% | +66+0.9% | Added |
| Denali Advisors LLC | 7,605 | $1.29M | 0.13% | +203+2.7% | Added |