Phillips 66 (PSX) — Institutional Holders, Q2 2026

2,116 institutional investment managers reported a PSX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $53.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PSX stock profile

PSX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

144

Added to

804

Trimmed

737

Sold out

159

Biggest buyers

BlackRockAdded · +2,088,264 sh+$353.0M
AQR CAPITAL MANAGEMENTAdded · +1,105,984 sh+$187.0M
Merewether Investment ManagementAdded · +885,051 sh+$149.6M
CITADEL ADVISORSAdded · +839,800 sh+$142.0M
NewEdge AdvisorsNew · +823,275 sh+$139.2M

Biggest sellers

HARRIS ASSOCIATES L PTrimmed · -7,376,537 sh-$1.2B
WELLS FARGO & COMPANYTrimmed · -1,308,614 sh-$221.2M
PRICE T ROWE ASSOCIATESTrimmed · -980,418 sh-$165.7M
UBS Group AGTrimmed · -748,780 sh-$126.6M
MILLENNIUM MANAGEMENTTrimmed · -731,981 sh-$123.7M

PSX 13F holders ranked 1–100 of 2,116

Institutional investors reporting a position in Phillips 66 on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 34,112,861 sh	34,112,861	$5.8B	0.09%	+6.5%
2	VANGUARD CAPITAL MANAGEMENT#2 · 26,183,335 sh	26,183,335	$4.4B	0.09%	+0.3%
3	STATE STREET#3 · 26,044,694 sh	26,044,694	$4.4B	0.13%	+1.1%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 22,214,319 sh	22,214,319	$3.8B	0.17%	+0.5%
5	Elliott Investment Management L.P.#5 · 19,251,000 sh	19,251,000	$3.3B	14.36%	0.0%
6	WELLS FARGO & COMPANY#6 · 12,479,393 sh	12,479,393	$2.1B	0.34%	-9.5%
7	GEODE CAPITAL MANAGEMENT#7 · 11,122,010 sh	11,122,010	$1.9B	0.10%	+4.4%
8	MORGAN STANLEY#8 · 7,206,592 sh	7,206,592	$1.2B	0.06%	+1.5%
9	Bank of New York Mellon#9 · 6,466,764 sh	6,466,764	$1.1B	0.18%	-6.0%
10	GOLDMAN SACHS GROUP#10 · 5,613,271 sh	5,613,271	$948.9M	0.08%	-1.9%
11	AQR CAPITAL MANAGEMENT#11 · 4,489,507 sh	4,489,507	$759.0M	0.26%	+32.7%
12	NORGES BANK#12 · 4,164,661 sh	4,164,661	$704.0M	0.07%	—
13	CHARLES SCHWAB INVESTMENT MANAGEMENT#13 · 4,088,240 sh	4,088,240	$691.1M	0.09%	+3.0%
14	PRICE T ROWE ASSOCIATES#14 · 3,795,912 sh	3,795,912	$641.7M	0.06%	-20.5%
15	Invesco Ltd.#15 · 3,741,815 sh	3,741,815	$632.6M	0.05%	-5.5%
16	FMR#16 · 3,728,108 sh	3,728,108	$630.2M	0.03%	-13.8%
17	NORTHERN#17 · 3,584,780 sh	3,584,780	$606.0M	0.07%	-2.5%
18	DIMENSIONAL FUND ADVISORS#18 · 3,106,122 sh	3,106,122	$525.2M	0.10%	+9.4%
19	Amundi#19 · 2,958,255 sh	2,958,255	$500.1M	0.12%	-19.3%
20	BANK OF AMERICA#20 · 2,780,067 sh	2,780,067	$470.0M	0.03%	-6.4%
21	UBS Group AG#21 · 2,400,725 sh	2,400,725	$405.8M	0.05%	-23.8%
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#22 · 2,361,396 sh	2,361,396	$399.2M	0.07%	+1.7%
23	VANGUARD FIDUCIARY#23 · 2,254,520 sh	2,254,520	$381.1M	0.08%	-0.7%
24	JPMORGAN CHASE#24 · 1,934,094 sh	1,934,094	$336.6M	0.02%	-13.6%
25	Legal & General Group Plc#25 · 1,796,203 sh	1,796,203	$303.6M	0.06%	-9.8%
26	HARRIS ASSOCIATES L P#26 · 1,757,891 sh	1,757,891	$297.2M	0.39%	-80.8%
27	Nuveen#27 · 1,736,076 sh	1,736,076	$293.5M	0.07%	+1.8%
28	Boston Partners#28 · 1,690,972 sh	1,690,972	$286.1M	0.25%	+2.4%
29	DEUTSCHE BANK AG\#29 · 1,603,832 sh	1,603,832	$271.1M	0.08%	+21.4%
30	Neuberger Berman Group#30 · 1,547,269 sh	1,547,269	$262.1M	0.17%	+8.6%
31	ROYAL BANK OF CANADA#31 · 1,426,974 sh	1,426,974	$241.2M	0.04%	-4.2%
32	MACKENZIE FINANCIAL#32 · 1,410,114 sh	1,410,114	$238.4M	0.24%	+118.7%
33	RAYMOND JAMES FINANCIAL#33 · 1,385,609 sh	1,385,609	$234.2M	0.06%	-0.5%
34	CITADEL ADVISORS#34 · 1,363,770 sh	1,363,770	$230.5M	0.03%	+160.3%
35	HSBC PLC#35 · 1,338,613 sh	1,338,613	$227.9M	0.10%	+51.4%
36	Mariner#36 · 1,311,840 sh	1,311,840	$221.8M	0.23%	+7.3%
37	LOS ANGELES CAPITAL MANAGEMENT#37 · 1,248,269 sh	1,248,269	$211.0M	0.78%	+3.5%
38	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#38 · 1,193,125 sh	1,193,125	$201.7M	0.09%	+49.8%
39	WELLINGTON MANAGEMENT GROUP LLP#39 · 1,178,961 sh	1,178,961	$199.3M	0.03%	+30.3%
40	Swiss National Bank#40 · 1,130,950 sh	1,130,950	$191.2M	0.10%	-4.4%
41	VICTORY CAPITAL MANAGEMENT#41 · 1,103,316 sh	1,103,316	$186.5M	0.10%	+195.2%
42	MARSHALL WACE, LLP#42 · 1,086,732 sh	1,086,732	$183.7M	0.14%	+40.8%
43	ENVESTNET ASSET MANAGEMENT#43 · 1,008,833 sh	1,008,833	$170.5M	0.04%	-1.8%
44	Mitsubishi UFJ Asset Management , Ltd.#44 · 982,876 sh	982,876	$166.2M	0.09%	+7.2%
45	Merewether Investment Management#45 · 967,351 sh	967,351	$163.5M	3.08%	+1075.4%
46	JACOBS LEVY EQUITY MANAGEMENT#46 · 945,251 sh	945,251	$159.8M	0.57%	-8.2%
47	Qube Research & Technologies Ltd#47 · 943,033 sh	943,033	$159.4M	0.15%	+48.6%
48	Vanguard Global Advisers#48 · 891,113 sh	891,113	$150.6M	0.07%	-0.9%
49	LPL Financial#49 · 876,262 sh	876,262	$148.1M	0.03%	-1.3%
50	VANGUARD ASSET MANAGEMENT, Ltd#50 · 863,553 sh	863,553	$146.0M	0.10%	+14.1%
51	Sumitomo Mitsui#51 · 853,719 sh	853,719	$144.3M	0.08%	-1.0%
52	AMERIPRISE FINANCIAL#52 · 829,621 sh	829,621	$140.2M	0.03%	+46.7%
53	NewEdge Advisors#53 · 823,275 sh	823,275	$139.2M	0.41%	New
54	BNP PARIBAS FINANCIAL MARKETS#54 · 821,974 sh	821,974	$139.0M	0.05%	+40.5%
55	LSV ASSET MANAGEMENT#55 · 775,649 sh	775,649	$131.1M	0.24%	-1.9%
56	CANADA PENSION PLAN INVESTMENT BOARD#56 · 760,293 sh	760,293	$128.5M	0.07%	-23.9%
57	PNC FINANCIAL SERVICES GROUP#57 · 740,879 sh	740,879	$125.2M	0.06%	-1.8%
58	RHUMBLINE ADVISERS#58 · 736,736 sh	736,736	$124.5M	0.09%	-1.7%
59	TRUIST FINANCIAL#59 · 733,069 sh	733,069	$123.9M	0.15%	+5.0%
60	National Pension Service#60 · 732,811 sh	732,811	$123.9M	0.08%	+5.0%
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#61 · 725,889 sh	725,889	$122.7M	0.07%	+5.6%
62	BANK OF MONTREAL#62 · 690,089 sh	690,089	$116.7M	0.04%	-5.0%
63	BARROW HANLEY MEWHINNEY & STRAUSS#63 · 656,397 sh	656,397	$111.0M	0.34%	-33.1%
64	FRANKLIN RESOURCES#64 · 645,982 sh	645,982	$109.2M	0.02%	-3.0%
65	Point72 Asset Management, L.P.#65 · 632,300 sh	632,300	$106.9M	0.12%	New
66	Corient Private Wealth#66 · 628,169 sh	628,169	$106.2M	0.15%	-11.1%
67	CITIGROUP#67 · 626,219 sh	626,219	$105.9M	0.04%	+63.4%
68	ALLIANCEBERNSTEIN L.P.#68 · 570,173 sh	570,173	$103.9M	0.03%	+2.7%
69	NATIONAL BANK OF CANADA#69 · 611,599 sh	611,599	$103.4M	0.07%	+109.9%
70	Russell Investments Group, Ltd.#70 · 600,166 sh	600,166	$101.6M	0.09%	-7.6%
71	ADAGE CAPITAL PARTNERS GP, L.L.C.#71 · 572,301 sh	572,301	$96.7M	0.14%	-26.7%
72	Focus Partners Wealth#72 · 566,960 sh	566,960	$95.8M	0.10%	+5.4%
73	TWO SIGMA INVESTMENTS#73 · 550,361 sh	550,361	$93.0M	0.07%	New
74	Squarepoint Ops#74 · 542,563 sh	542,563	$91.7M	0.10%	-3.5%
75	BARCLAYS PLC#75 · 518,620 sh	518,620	$87.7M	0.02%	-31.7%
76	JANE STREET GROUP#76 · 517,595 sh	517,595	$87.5M	<0.01%	+1803.5%
77	ACADIAN ASSET MANAGEMENT#77 · 502,791 sh	502,791	$85.0M	0.10%	-28.5%
78	M&T BANK#78 · 470,824 sh	470,824	$79.6M	0.23%	-1.1%
79	SG Americas Securities#79 · 469,325 sh	469,325	$79.3M	0.04%	+977.6%
80	MILLENNIUM MANAGEMENT#80 · 462,062 sh	462,062	$78.1M	0.03%	-61.3%
81	PRINCIPAL FINANCIAL GROUP#81 · 455,645 sh	455,645	$77.0M	0.04%	-3.1%
82	AMERICAN CENTURY COMPANIES#82 · 453,394 sh	453,394	$76.6M	0.03%	-33.8%
83	BAHL & GAYNOR#83 · 448,919 sh	448,919	$75.9M	0.35%	-0.9%
84	FAYEZ SAROFIM#84 · 429,784 sh	429,784	$72.7M	0.17%	-8.5%
85	FEDERATED HERMES#85 · 425,101 sh	425,101	$71.9M	0.10%	+24.0%
86	Recurrent Investment Advisors#86 · 403,016 sh	403,016	$68.1M	4.23%	-2.7%
87	TD ASSET MANAGEMENT#87 · 399,740 sh	399,740	$67.6M	0.06%	+24.1%
88	AVIVA PLC#88 · 391,997 sh	391,997	$66.3M	0.10%	+3.1%
89	HEALTHCARE OF ONTARIO PENSION PLAN FUND#89 · 354,166 sh	354,166	$59.9M	0.08%	+1299.5%
90	Quantinno Capital Management#90 · 347,169 sh	347,169	$58.7M	0.07%	+17.9%
91	Alyeska Investment Group, L.P.#91 · 345,112 sh	345,112	$58.3M	0.15%	+227.1%
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#92 · 344,136 sh	344,136	$58.2M	0.10%	-3.2%
93	HighTower Advisors#93 · 337,441 sh	337,441	$57.0M	0.06%	+0.3%
94	Empower Advisory Group#94 · 335,903 sh	335,903	$56.8M	0.14%	New
95	Creative Planning#95 · 334,458 sh	334,458	$56.5M	0.03%	+8.9%
96	CAPITOLIS LIQUID GLOBAL MARKETS#96 · 317,000 sh	317,000	$53.6M	0.23%	New
97	RNC CAPITAL MANAGEMENT#97 · 315,716 sh	315,716	$53.4M	2.20%	+0.1%
98	DAVIS R M#98 · 313,812 sh	313,812	$53.0M	0.84%	-1.5%
99	FIRST ADVISORS#99 · 313,477 sh	313,477	$53.0M	0.03%	+13.0%
100	Walleye Capital#100 · 312,437 sh	312,437	$52.8M	0.19%	+1255.5%

Funds that sold out of PSX in Q2 2026 (159)

Held PSX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PSX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Holocene Advisors382,100 sh	382,100	$69.6M
SIR Capital Management, L.P.149,104 sh	149,104	$27.2M
NATIXIS52,438 sh	52,438	$9.6M
Providence Capital Advisors46,500 sh	46,500	$8.5M
iA Global Asset Management34,170 sh	34,170	$6.2M
READYSTATE ASSET MANAGEMENT32,406 sh	32,406	$5.9M
D. E. Shaw29,386 sh	29,386	$5.4M
Jump Financial25,013 sh	25,013	$4.6M
KMG FIDUCIARY PARTNERS21,413 sh	21,413	$3.9M
Q3 Asset Management19,648 sh	19,648	$3.6M
Machina Capital S.A.S.17,282 sh	17,282	$3.1M
PFW Advisors16,771 sh	16,771	$3.1M
Nicholson Wealth Management Group12,905 sh	12,905	$2.4M
Genus Capital Management12,725 sh	12,725	$2.3M
Life Cycle Investment Partners Ltd12,024 sh	12,024	$2.2M
Encore Global Management11,000 sh	11,000	$2.0M
MONETTA FINANCIAL SERVICES10,100 sh	10,100	$1.8M
Union Bancaire Privee, UBP SA10,936 sh	10,936	$1.8M
HIGHLAND CAPITAL MANAGEMENT9,716 sh	9,716	$1.8M
LRT Capital Management8,422 sh	8,422	$1.5M
Blue Sparrow7,410 sh	7,410	$1.3M
Point Nemo Capital7,181 sh	7,181	$1.3M
Dynamic Technology Lab Private Ltd6,401 sh	6,401	$1.2M
Colter Lewis Investment Partners6,277 sh	6,277	$1.1M
Enclave Advisors6,256 sh	6,256	$1.1M
EVOKE WEALTH5,988 sh	5,988	$1.1M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.5,928 sh	5,928	$1.1M
State of Wyoming4,833 sh	4,833	$880.5K
Tradewinds4,838 sh	4,838	$852.5K
Golden State Equity Partners4,653 sh	4,653	$847.8K
Empire Financial Management Company4,276 sh	4,276	$779.1K
Randall & Associates Wealth Management3,816 sh	3,816	$695.2K
Leonteq Securities AG3,611 sh	3,611	$657.9K
Patriot Financial Group Insurance Agency3,424 sh	3,424	$623.8K
GenTrust3,398 sh	3,398	$619.0K
Bridgefront Capital3,352 sh	3,352	$610.7K
STRATEGY ASSET MANAGERS3,307 sh	3,307	$602.4K
Impact Partnership Wealth3,292 sh	3,292	$599.8K
Volterra Technologies3,281 sh	3,281	$597.7K
Close Asset Management Ltd3,200 sh	3,200	$583.0K
Sustainable Insight Capital Management3,000 sh	3,000	$546.5K
LMR Partners LLP2,884 sh	2,884	$525.4K
Oasis Advisors2,862 sh	2,862	$521.8K
CAPSTONE INVESTMENT ADVISORS2,500 sh	2,500	$455.4K
Quinn Opportunity Partners2,500 sh	2,500	$455.4K
EARNED WEALTH ADVISORS2,410 sh	2,410	$439.1K
FOUNDERS FINANCIAL SECURITIES2,654 sh	2,654	$427.5K
Phoenix Financial Ltd.2,347 sh	2,347	$427.3K
Blackhawk Capital Partners2,315 sh	2,315	$421.7K
Chicago Capital2,017 sh	2,017	$367.5K
OAKLAND FINANCIAL2,000 sh	2,000	$364.4K
49 WEALTH MANAGEMENT1,995 sh	1,995	$363.4K
Wolfstich Capital1,891 sh	1,891	$349.5K
a16z Perennial Management, L.P.1,815 sh	1,815	$330.7K
CAPITAL CITY1,705 sh	1,705	$310.6K
OAK HARBOR WEALTH PARTNERS1,602 sh	1,602	$291.9K
PATTON FUND MANAGEMENT1,584 sh	1,584	$288.6K
SlateStone Wealth1,570 sh	1,570	$286.0K
GTS SECURITIES1,540 sh	1,540	$280.6K
Three Magnolias Financial Advisors1,524 sh	1,524	$277.6K
Intellus Advisors1,474 sh	1,474	$268.5K
Gateway Wealth Partners1,455 sh	1,455	$264.9K
Synergy Financial Group, LTD1,449 sh	1,449	$264.0K
Richmond Investment Services1,449 sh	1,449	$264.0K
Kestra Investment Management1,428 sh	1,428	$260.2K
Hobart Private Capital1,419 sh	1,419	$258.5K
Addison Advisors1,384 sh	1,384	$252.1K
Chesley Taft & Associates1,383 sh	1,383	$252.0K
iSAM Funds (UK) Ltd1,358 sh	1,358	$247.4K
Tuttle Capital Management1,344 sh	1,344	$244.8K
TITLEIST ASSET MANAGEMENT1,340 sh	1,340	$244.1K
Accelerate Investment Advisors1,319 sh	1,319	$240.3K
WETZEL INVESTMENT ADVISORS1,294 sh	1,294	$235.7K
Encompass More Asset Management1,294 sh	1,294	$235.7K
Tradition Wealth Management1,290 sh	1,290	$235.1K
GRIFFIN ASSET MANAGEMENT1,273 sh	1,273	$231.9K
MOR Wealth Management1,268 sh	1,268	$231.0K
HENGEHOLD CAPITAL MANAGEMENT1,260 sh	1,260	$229.5K
Pinnacle West Asset Management1,250 sh	1,250	$228.0K
Hardy Reed1,231 sh	1,231	$224.3K
Willis Johnson & Associates1,228 sh	1,228	$223.7K
Ariadne Wealth Management1,224 sh	1,224	$223.0K
CALIBER WEALTH MANAGEMENT, / KS1,219 sh	1,219	$222.1K
Accent Capital Management1,264 sh	1,264	$217.1K
Cypress Point Wealth Management1,182 sh	1,182	$215.3K
Next Level Private1,177 sh	1,177	$214.4K
Clearwater Capital Advisors1,174 sh	1,174	$213.8K
Realta Investment Advisors1,170 sh	1,170	$213.2K
Kure Advisory1,169 sh	1,169	$213.0K
Vann Equity Management1,167 sh	1,167	$212.5K
INVESTMENT HOUSE1,163 sh	1,163	$211.9K
SANDERS MORRIS HARRIS1,162 sh	1,162	$211.7K
Addison Capital1,159 sh	1,159	$211.2K
Farmers & Merchants of Long Beach1,159 sh	1,159	$211.1K
Orange Investment Advisors1,158 sh	1,158	$211.0K
LaSalle St. Investment Advisors1,156 sh	1,156	$210.8K
DUMONT & BLAKE INVESTMENT ADVISORS1,153 sh	1,153	$210.1K
Northstar Group1,151 sh	1,151	$209.7K
LAKE STREET PRIVATE WEALTH1,151 sh	1,151	$209.6K
SMART Wealth1,148 sh	1,148	$209.1K

And 59 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.