Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 10)
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 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PSX 13F holders ranked 901–1,000 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Saturna Capital#901 · 5,794 sh | 5,794 | $979.5K | 0.01% | -30.5% |
| 902 | WHITTIER OF NEVADA#902 · 5,475 sh | 5,475 | $979.1K | 0.02% | 0.0% |
| 903 | EPG Wealth Management#903 · 5,773 sh | 5,773 | $976.0K | 0.23% | -2.9% |
| 904 | Perigon Wealth Management#904 · 5,738 sh | 5,738 | $970.0K | — | +1.3% |
| 905 | CERTUITY#905 · 5,706 sh | 5,706 | $964.6K | 0.05% | -0.4% |
| 906 | South Street Advisors#906 · 5,700 sh | 5,700 | $963.6K | 0.13% | -8.1% |
| 907 | Smithfield#907 · 5,714 sh | 5,714 | $963.0K | 0.04% | 0.0% |
| 908 | KEYNOTE FINANCIAL SERVICES#908 · 5,687 sh | 5,687 | $961.4K | 0.45% | -0.1% |
| 909 | Alphadyne Asset Management#909 · 5,642 sh | 5,642 | $953.8K | <0.01% | New |
| 910 | Baker Ellis Asset Management#910 · 5,635 sh | 5,635 | $952.5K | — | -0.4% |
| 911 | FAIRFIELD, BUSH#911 · 5,617 sh | 5,617 | $949.5K | 0.47% | +6.4% |
| 912 | BOOTHBAY FUND MANAGEMENT#912 · 5,615 sh | 5,615 | $949.2K | 0.01% | New |
| 913 | Abundance Wealth Counselors#913 · 5,606 sh | 5,606 | $947.7K | — | -27.8% |
| 914 | Probity Advisors#914 · 5,593 sh | 5,593 | $945.5K | — | -3.9% |
| 915 | HOWLAND CAPITAL MANAGEMENT#915 · 5,558 sh | 5,558 | $939.6K | — | +14.0% |
| 916 | SIGNATURE ESTATE & INVESTMENT ADVISORS#916 · 5,536 sh | 5,536 | $936.6K | — | +2.3% |
| 917 | WEATHERLY ASSET MANAGEMENT L. P.#917 · 5,522 sh | 5,522 | $933.5K | — | +4.5% |
| 918 | AIGEN INVESTMENT MANAGEMENT#918 · 5,522 sh | 5,522 | $933.5K | 0.26% | -38.2% |
| 919 | Atlas Legacy Advisors#919 · 5,585 sh | 5,585 | $932.1K | 0.14% | +7.6% |
| 920 | CFS Investment Advisory Services#920 · 5,226 sh | 5,226 | $922.0K | — | +0.5% |
| 921 | Sentinus#921 · 5,444 sh | 5,444 | $920.2K | 0.07% | +11.9% |
| 922 | Checchi Capital Advisers#922 · 5,442 sh | 5,442 | $920.0K | 0.04% | 0.0% |
| 923 | Everhart Financial Group#923 · 5,413 sh | 5,413 | $915.0K | — | +1.3% |
| 924 | BAR HARBOR WEALTH MANAGEMENT#924 · 5,409 sh | 5,409 | $914.4K | — | +21.9% |
| 925 | Davis Investment Partners#925 · 5,402 sh | 5,402 | $913.2K | 0.28% | +0.4% |
| 926 | SYON CAPITAL#926 · 5,392 sh | 5,392 | $911.5K | 0.04% | +5.5% |
| 927 | IMC-Chicago#927 · 5,384 sh | 5,384 | $910.2K | <0.01% | New |
| 928 | Belpointe Asset Management#928 · 5,352 sh | 5,352 | $904.8K | 0.03% | +5.1% |
| 929 | Advisor OS#929 · 5,343 sh | 5,343 | $903.2K | 0.06% | +9.8% |
| 930 | DOHENY ASSET MANAGEMENT#930 · 5,329 sh | 5,329 | $901.0K | 0.52% | 0.0% |
| 931 | QTR Family Wealth#931 · 5,322 sh | 5,322 | $899.6K | 0.31% | +14.1% |
| 932 | ENDEAVOR PRIVATE WEALTH#932 · 5,283 sh | 5,283 | $893.0K | 0.22% | -9.8% |
| 933 | Pinnacle Wealth Management Advisory Group#933 · 5,273 sh | 5,273 | $891.4K | — | -3.3% |
| 934 | Aster Capital Management (DIFC) Ltd#934 · 5,246 sh | 5,246 | $886.8K | 0.19% | +2590.3% |
| 935 | BWM Planning#935 · 5,240 sh | 5,240 | $885.8K | 0.21% | -44.9% |
| 936 | Integrated Advisors Network#936 · 5,236 sh | 5,236 | $885.1K | — | -1.7% |
| 937 | Rathbones Group PLC#937 · 5,226 sh | 5,226 | $883.5K | <0.01% | -7.2% |
| 938 | Westhampton Capital#938 · 5,190 sh | 5,190 | $877.4K | 0.36% | 0.0% |
| 939 | CHICAGO NA#939 · 5,180 sh | 5,180 | $875.7K | 0.13% | -29.6% |
| 940 | Pine Valley Investments Ltd Liability#940 · 5,171 sh | 5,171 | $874.2K | 0.03% | 0.0% |
| 941 | OF TOLEDO NA#941 · 5,170 sh | 5,170 | $874.0K | — | -2.2% |
| 942 | Essex Savings Bank#942 · 5,164 sh | 5,164 | $873.0K | — | -4.4% |
| 943 | Cornerstone Wealth Group#943 · 5,162 sh | 5,162 | $872.7K | 0.05% | +2.9% |
| 944 | MCCARTER PRIVATE WEALTH SERVICES#944 · 5,161 sh | 5,161 | $872.5K | — | +2.6% |
| 945 | W.G. Shaheen & Associates DBA Whitney#945 · 5,155 sh | 5,155 | $871.5K | 0.06% | 0.0% |
| 946 | BRIDGES INVESTMENT MANAGEMENT#946 · 5,152 sh | 5,152 | $870.9K | 0.01% | +2.1% |
| 947 | Wealth Enhancement Services#947 · 5,126 sh | 5,126 | $866.6K | — | -22.5% |
| 948 | Nikko Asset Management Americas#948 · 5,117 sh | 5,117 | $864.7K | 0.01% | -36.2% |
| 949 | Rosenberg Matthew Hamilton#949 · 5,106 sh | 5,106 | $863.2K | — | 0.0% |
| 950 | Allen Mooney & Barnes Investment Advisors#950 · 5,104 sh | 5,104 | $862.8K | — | -2.0% |
| 951 | Worth Financial Advisory Group#951 · 5,085 sh | 5,085 | $859.6K | — | New |
| 952 | Montecito Bank#952 · 5,084 sh | 5,084 | $859.5K | — | +1.7% |
| 953 | Larson Financial Group#953 · 5,060 sh | 5,060 | $855.4K | 0.02% | +2.4% |
| 954 | Lombard Odier Asset Management (Switzerland) SA#954 · 5,056 sh | 5,056 | $854.7K | 0.03% | -10.6% |
| 955 | Valley Brook Capital Group#955 · 5,055 sh | 5,055 | $854.5K | — | 0.0% |
| 956 | Baring Financial#956 · 5,027 sh | 5,027 | $849.9K | — | -3.5% |
| 957 | CHILTON INVESTMENT#957 · 5,015 sh | 5,015 | $847.8K | 0.02% | +36.8% |
| 958 | AUGUSTINE ASSET MANAGEMENT#958 · 5,013 sh | 5,013 | $847.4K | — | -0.6% |
| 959 | Premier Path Wealth Partners#959 · 5,006 sh | 5,006 | $846.3K | — | +1.9% |
| 960 | Cito Capital Group#960 · 5,000 sh | 5,000 | $845.0K | 0.23% | 0.0% |
| 961 | REXFORD CAPITAL#961 · 4,998 sh | 4,998 | $844.9K | 0.52% | -1.1% |
| 962 | Smartleaf Asset Management#962 · 4,826 sh | 4,826 | $840.0K | 0.03% | 0.0% |
| 963 | Autumn Glory Partners#963 · 4,943 sh | 4,943 | $835.6K | — | 0.0% |
| 964 | Venturi Wealth Management#964 · 4,944 sh | 4,944 | $835.6K | 0.03% | +9.6% |
| 965 | CSS#965 · 4,930 sh | 4,930 | $833.4K | 0.03% | +0.8% |
| 966 | KCM INVESTMENT ADVISORS#966 · 4,918 sh | 4,918 | $831.3K | — | -2.9% |
| 967 | Baker Avenue Asset Management#967 · 4,899 sh | 4,899 | $828.2K | 0.02% | +5.0% |
| 968 | DRIVE WEALTH MANAGEMENT#968 · 4,836 sh | 4,836 | $817.6K | 0.15% | +20.7% |
| 969 | Gryphon Financial Partners#969 · 4,836 sh | 4,836 | $817.5K | 0.07% | +1.8% |
| 970 | GARRISON POINT ADVISORS#970 · 4,828 sh | 4,828 | $816.2K | 0.33% | -3.1% |
| 971 | SIG BROKERAGE#971 · 4,758 sh | 4,758 | $804.3K | 0.02% | +273.8% |
| 972 | JACKSON THORNTON WEALTH MANAGEMENT#972 · 4,751 sh | 4,751 | $803.2K | 0.06% | +13.8% |
| 973 | 111 Capital#973 · 4,748 sh | 4,748 | $802.6K | 0.14% | +35.2% |
| 974 | MassMutual Private Wealth & , FSB#974 · 4,721 sh | 4,721 | $798.1K | — | +0.9% |
| 975 | Veracity Capital#975 · 4,693 sh | 4,693 | $793.3K | — | +3.2% |
| 976 | Corps Capital Advisors#976 · 4,684 sh | 4,684 | $791.8K | 0.64% | 0.0% |
| 977 | LVM CAPITAL MANAGEMENT LTD#977 · 4,676 sh | 4,676 | $790.0K | — | 0.0% |
| 978 | Pinnacle Wealth Planning Services#978 · 4,652 sh | 4,652 | $786.4K | 0.07% | -0.1% |
| 979 | Philip James Wealth Mangement#979 · 4,652 sh | 4,652 | $786.4K | 0.09% | -20.1% |
| 980 | Investors Research#980 · 4,650 sh | 4,650 | $786.1K | — | -0.9% |
| 981 | Siemens Fonds Invest GmbH#981 · 4,649 sh | 4,649 | $785.9K | 0.04% | +86.8% |
| 982 | Essential Partners#982 · 4,643 sh | 4,643 | $784.9K | — | +19.9% |
| 983 | TIAA Wealth Investment Management#983 · 4,611 sh | 4,611 | $779.6K | <0.01% | +6.0% |
| 984 | Veratis Advisors#984 · 4,597 sh | 4,597 | $777.1K | 0.55% | — |
| 985 | Arkfeld Wealth Strategies, L.L.C.#985 · 4,361 sh | 4,361 | $773.4K | — | -3.8% |
| 986 | 5T Wealth#986 · 4,574 sh | 4,574 | $773.1K | 0.29% | -1.0% |
| 987 | BANK OF HAWAII#987 · 4,566 sh | 4,566 | $771.9K | 0.04% | -15.4% |
| 988 | Redwood Investment Management#988 · 4,543 sh | 4,543 | $768.0K | 0.08% | New |
| 989 | Rossby Financial, LCC#989 · 4,530 sh | 4,530 | $765.8K | 0.14% | +8.7% |
| 990 | EVERPAR ADVISORS#990 · 4,480 sh | 4,480 | $757.3K | 0.22% | -13.2% |
| 991 | Wealth Advisory Solutions#991 · 4,479 sh | 4,479 | $757.2K | — | 0.0% |
| 992 | Forvis Mazars Wealth Advisors#992 · 4,479 sh | 4,479 | $757.1K | — | +21.2% |
| 993 | Roehl & Yi Investment Advisors#993 · 4,452 sh | 4,452 | $752.6K | 0.25% | -19.1% |
| 994 | MANGROVE PARTNERS IM#994 · 4,447 sh | 4,447 | $751.8K | 0.05% | 0.0% |
| 995 | Peregrine Asset Advisers#995 · 4,444 sh | 4,444 | $751.3K | 0.16% | 0.0% |
| 996 | NVWM#996 · 4,441 sh | 4,441 | $750.7K | — | -0.6% |
| 997 | Wealthcare Advisory Partners#997 · 4,438 sh | 4,438 | $750.2K | — | -51.4% |
| 998 | GWN SECURITIES#998 · 4,388 sh | 4,388 | $741.8K | 0.12% | +0.5% |
| 999 | Falcon Wealth Planning#999 · 4,347 sh | 4,347 | $734.9K | 0.05% | +83.8% |
| 1000 | Joel Isaacson#1000 · 4,344 sh | 4,344 | $734.3K | 0.02% | -11.1% |
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.