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 |
|---|---|---|---|---|---|
| Savvy Advisors, Inc. | 7,593 | $1.28M | 0.03% | +125+1.7% | Added |
| Stegent Equity Advisors, Inc. | 7,589 | $1.28M | 0.92% | −300−3.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,573 | $1.28M | 0.29% | +78+1.0% | Added |
| Bull Street Advisors, LLC | 7,522 | $1.27M | 0.58% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 7,448 | $1.26M | 0.19% | −29,927−80.1% | Reduced |
| DT Investment Partners, LLC | 7,431 | $1.26M | 0.09% | 00.0% | Unchanged |
| Frec Markets, Inc. | 7,423 | $1.25M | 0.11% | +2,038+37.8% | Added |
| NewEdge Wealth, LLC | 7,376 | $1.25M | 0.01% | +717+10.8% | Added |
| Aviance Capital Partners, LLC | 7,374 | $1.25M | 0.13% | +770+11.7% | Added |
| Coastal Bridge Advisors, LLC | 7,364 | $1.24M | 0.08% | +1,039+16.4% | Added |
| First Citizens Bank & Trust Co | 7,338 | $1.24M | 0.02% | +188+2.6% | Added |
| Fiduciary Group LLC | 7,267 | $1.23M | 0.10% | −167−2.2% | Reduced |
| Hilltop Holdings Inc. | 7,261 | $1.23M | 0.10% | +412+6.0% | Added |
| Purkiss Capital Advisors LLC | 7,242 | $1.22M | 0.47% | −1,061−12.8% | Reduced |
| Erste Asset Management GmbH | 7,000 | $1.22M | 0.01% | −1,800−20.5% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 7,000 | $1.22M | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 7,178 | $1.21M | 0.15% | −50−0.7% | Reduced |
| AMG National Trust Bank | 7,148 | $1.21M | 0.02% | +1,066+17.5% | Added |
| Welch & Forbes LLC | 7,131 | $1.21M | 0.01% | +424+6.3% | Added |
| Barry Investment Advisors, LLC | 7,127 | $1.20M | 0.25% | −733−9.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,109 | $1.20M | 0.05% | +490+7.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,100 | $1.20M | 0.65% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,079 | $1.20M | 0.56% | +10.0% | Added |
| Ascent Group, LLC | 7,047 | $1.19M | 0.04% | +3,164+81.5% | Added |
| Strategic Advisors LLC | 7,023 | $1.19M | 0.26% | +4+0.1% | Added |
| Parkside Financial Bank & Trust | 7,017 | $1.19M | 0.08% | +3,389+93.4% | Added |
| WealthTrust Axiom LLC | 6,969 | $1.18M | 0.26% | +89+1.3% | Added |
| Atomi Financial Group, Inc. | 6,956 | $1.18M | 0.03% | +909+15.0% | Added |
| Hunter Associates Investment Management LLC | 6,893 | $1.17M | 0.13% | −16−0.2% | Reduced |
| Perryman Financial Advisory Inc | 6,891 | $1.16M | 0.16% | −52−0.7% | Reduced |
| SummitTX Capital, L.P. | 6,860 | $1.16M | 0.03% | +6,860 | New |
| National Asset Management, Inc. | 6,649 | $1.16M | 0.06% | −212−3.1% | Reduced |
| Boston Trust Walden Corp | 6,835 | $1.16M | 0.01% | −25−0.4% | Reduced |
| Assetmark, Inc | 6,812 | $1.15M | 0.00% | −1,177−14.7% | Reduced |
| Commerzbank Aktiengesellschaft | 6,789 | $1.15M | 0.02% | −272−3.9% | Reduced |
| Prairie Advisory, LLC | 6,779 | $1.15M | 0.28% | +6,779 | New |
| Retirement Investment Advisors, Inc. | 5,772 | $1.14M | 0.08% | −915−13.7% | Reduced |
| TCW Group Inc | 6,768 | $1.14M | 0.01% | +119+1.8% | Added |
| Mather Group, LLC. | 6,722 | $1.14M | 0.01% | +1,916+39.9% | Added |
| Corsicana & Co. | 6,692 | $1.13M | 0.55% | −295−4.2% | Reduced |
| Drucker Wealth 3.0, LLC | 6,655 | $1.12M | 0.18% | −30.0% | Reduced |
| Simplicity Wealth,LLC | 6,639 | $1.12M | 0.04% | +833+14.3% | Added |
| Compass Capital Corp | 5,139 | $1.12M | 0.36% | −61−1.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,596 | $1.12M | 0.17% | −194−2.9% | Reduced |
| America First Investment Advisors, LLC | 6,580 | $1.11M | 0.21% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,577 | $1.11M | 0.08% | +123+1.9% | Added |
| Mairs & Power Inc | 6,554 | $1.11M | 0.01% | −50−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 6,553 | $1.11M | 0.10% | −526−7.4% | Reduced |
| Bradley Foster & Sargent Inc | 6,525 | $1.10M | 0.02% | −79−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,512 | $1.10M | 0.22% | −71−1.1% | Reduced |
| Miller Investment Management, LP | 6,500 | $1.10M | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,490 | $1.10M | 0.05% | −12−0.2% | Reduced |
| Sagespring Wealth Partners, LLC | 6,477 | $1.09M | 0.02% | +45+0.7% | Added |
| Flagship Harbor Advisors, LLC | 6,471 | $1.09M | 0.04% | −207−3.1% | Reduced |
| Allen Capital Group, LLC | 6,465 | $1.09M | 0.09% | −36−0.6% | Reduced |
| Trust Co of Vermont | 6,454 | $1.09M | 0.04% | +6,454 | New |
| Old North State Trust, LLC | 6,443 | $1.09M | 0.56% | +356+5.8% | Added |
| Caerus Investment Advisors, LLC | 6,420 | $1.09M | 0.37% | +493+8.3% | Added |
| Generali Investments, Management Co LLC | 6,419 | $1.09M | 0.24% | −1,346−17.3% | Reduced |
| Essex Financial Services, Inc. | 6,401 | $1.08M | 0.05% | +38+0.6% | Added |
| ArrowMark Colorado Holdings LLC | 6,400 | $1.08M | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,358 | $1.07M | 0.01% | +595+10.3% | Added |
| Dorsey & Whitney Trust CO LLC | 6,335 | $1.07M | 0.05% | −34−0.5% | Reduced |
| 1st Source Bank | 6,321 | $1.07M | 0.05% | −300−4.5% | Reduced |
| Regal Investment Advisors LLC | 6,307 | $1.07M | 0.06% | +290+4.8% | Added |
| First National Trust Co | 6,307 | $1.07M | 0.04% | −250−3.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,305 | $1.07M | 0.03% | −3,329−34.6% | Reduced |
| Kuhn & Co Investment Counsel | 6,302 | $1.07M | 0.62% | +8+0.1% | Added |
| Norden Group LLC | 6,295 | $1.06M | 0.09% | +444+7.6% | Added |
| Peoples Bank | 6,262 | $1.06M | 0.54% | −12−0.2% | Reduced |
| American Financial Group Inc | 6,250 | $1.06M | 0.37% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 6,248 | $1.06M | 0.01% | +6,248 | New |
| Retirement Planning Co of New England, Inc. | 6,225 | $1.05M | 0.38% | −203−3.2% | Reduced |
| J. Safra Sarasin Holding AG | 5,776 | $1.05M | 0.02% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 6,218 | $1.05M | 0.05% | −10,381−62.5% | Reduced |
| Fiduciary Alliance LLC | 6,208 | $1.05M | 0.07% | +78+1.3% | Added |
| Private Trust Co NA | 6,194 | $1.05M | 0.08% | −106−1.7% | Reduced |
| Tyche Wealth Partners LLC | 6,186 | $1.05M | 0.15% | +30.0% | Added |
| Heck Capital Advisors, LLC | 6,141 | $1.04M | 0.06% | +44+0.7% | Added |
| Kovack Advisors, Inc. | 6,023 | $1.03M | 0.05% | −98−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 6,094 | $1.03M | 0.01% | −469−7.1% | Reduced |
| Symphony Financial, Ltd. Co. | 5,919 | $1.02M | 0.11% | −299−4.8% | Reduced |
| Csenge Advisory Group | 6,031 | $1.02M | 0.04% | −94−1.5% | Reduced |
| Alta Capital Management LLC | 6,020 | $1.02M | 0.08% | −484−7.4% | Reduced |
| Heritage Wealth Management, Inc. | 6,020 | $1.02M | 0.25% | +6,020 | New |
| Valmark Advisers, Inc. | 6,019 | $1.02M | 0.01% | +22+0.4% | Added |
| Angeles Wealth Management, LLC | 6,004 | $1.01M | 0.05% | +95+1.6% | Added |
| Concentric Capital Strategies, LP | 5,965 | $1.01M | 0.06% | +5,965 | New |
| Financial Advisory Service, Inc. | 5,964 | $1.01M | 0.05% | +8+0.1% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $1.00M | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,937 | $1.00M | 0.06% | +297+5.3% | Added |
| Whitener Capital Management, Inc. | 5,934 | $1.00M | 0.21% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,926 | $1.00M | 0.02% | −1,555−20.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,914 | $999.8K | 0.05% | +802+15.7% | Added |
| Westbourne Investment Advisors, Inc. | 5,877 | $993.5K | 0.27% | +151+2.6% | Added |
| Arvest Bank Trust Division | 5,871 | $992.5K | 0.05% | −2,000−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,859 | $990.5K | 0.02% | −6,980−54.4% | Reduced |
| Strategic Financial Services, Inc, | 5,857 | $990.1K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 5,839 | $987.0K | 0.03% | −268−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 4,651 | $984.5K | 0.20% | −286−5.8% | Reduced |