Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Harvest Fund Management , Ltd#1001 · 4,338 sh | 4,338 | $733.0K | 0.02% | 0.0% |
| 1002 | Moment Partners#1002 · 4,327 sh | 4,327 | $731.5K | 0.13% | +1.9% |
| 1003 | Princeton Global Asset Management#1003 · 4,326 sh | 4,326 | $731.4K | — | +17.5% |
| 1004 | Nippon Life Global Investors Americas#1004 · 4,320 sh | 4,320 | $730.3K | 0.03% | -5.9% |
| 1005 | Lincoln Capital#1005 · 4,310 sh | 4,310 | $728.7K | — | -3.4% |
| 1006 | HANTZ FINANCIAL SERVICES#1006 · 4,306 sh | 4,306 | $728.0K | <0.01% | +77.3% |
| 1007 | HENNESSY ADVISORS#1007 · 4,282 sh | 4,282 | $723.9K | 0.02% | -10.8% |
| 1008 | MBL Wealth#1008 · 4,281 sh | 4,281 | $723.7K | — | +3.3% |
| 1009 | West Family Investments#1009 · 4,280 sh | 4,280 | $723.5K | 0.21% | New |
| 1010 | Aull & Monroe Investment Management#1010 · 4,270 sh | 4,270 | $721.8K | — | +0.8% |
| 1011 | SFMG#1011 · 4,265 sh | 4,265 | $720.9K | 0.04% | +10.5% |
| 1012 | Johnson & White Wealth Management#1012 · 4,235 sh | 4,235 | $715.9K | 0.27% | 0.0% |
| 1013 | Modera Wealth Management#1013 · 4,210 sh | 4,210 | $711.8K | <0.01% | +3.5% |
| 1014 | PDS Planning#1014 · 4,208 sh | 4,208 | $711.4K | 0.04% | +8.8% |
| 1015 | Caitong International Asset Management , Ltd#1015 · 4,205 sh | 4,205 | $710.9K | 0.10% | -64.5% |
| 1016 | RITHOLTZ WEALTH MANAGEMENT#1016 · 4,203 sh | 4,203 | $710.4K | 0.01% | +25.0% |
| 1017 | Jupiter Wealth Management#1017 · 4,200 sh | 4,200 | $710.0K | 0.28% | 0.0% |
| 1018 | Freestone Capital#1018 · 4,193 sh | 4,193 | $708.8K | 0.02% | +11.3% |
| 1019 | Jacobs Equity#1019 · 4,180 sh | 4,180 | $706.6K | 0.49% | +21.9% |
| 1020 | Alchemi Wealth#1020 · 4,178 sh | 4,178 | $706.5K | 0.33% | +0.6% |
| 1021 | Modern Wealth Management#1021 · 4,172 sh | 4,172 | $705.1K | <0.01% | +2.9% |
| 1022 | Basepoint Wealth#1022 · 4,165 sh | 4,165 | $704.0K | 0.40% | -4.1% |
| 1023 | TRED AVON FAMILY WEALTH#1023 · 4,144 sh | 4,144 | $700.5K | — | -1.0% |
| 1024 | Bank of Marin#1024 · 4,141 sh | 4,141 | $700.0K | 0.49% | -2.2% |
| 1025 | Burford Brothers#1025 · 4,140 sh | 4,140 | $699.8K | — | +0.3% |
| 1026 | SAM Advisors#1026 · 4,136 sh | 4,136 | $699.2K | 0.19% | 0.0% |
| 1027 | Armor Investment Advisors#1027 · 4,136 sh | 4,136 | $699.2K | 0.22% | -5.3% |
| 1028 | 1248 Management#1028 · 4,134 sh | 4,134 | $698.9K | 0.27% | +231.8% |
| 1029 | MEANS INVESTMENT#1029 · 4,118 sh | 4,118 | $696.1K | 0.05% | -2.9% |
| 1030 | DEARBORN PARTNERS#1030 · 3,819 sh | 3,819 | $695.7K | 0.04% | 0.0% |
| 1031 | LEUCADIA NATIONAL#1031 · 4,115 sh | 4,115 | $695.6K | <0.01% | -48.6% |
| 1032 | Catalyst Funds Management Pty Ltd#1032 · 4,100 sh | 4,100 | $693.1K | 0.04% | +148.8% |
| 1033 | Investment Research Partners#1033 · 4,082 sh | 4,082 | $690.1K | — | +29.3% |
| 1034 | SPINNAKER#1034 · 4,075 sh | 4,075 | $688.9K | 0.03% | +5.2% |
| 1035 | PEOPLES FINANCIAL SERVICES#1035 · 4,075 sh | 4,075 | $688.9K | — | 0.0% |
| 1036 | WHITTIER#1036 · 3,883 sh | 3,883 | $688.6K | <0.01% | +0.3% |
| 1037 | Argyle Capital Partners#1037 · 4,072 sh | 4,072 | $688.4K | — | 0.0% |
| 1038 | Nilsine Partners#1038 · 4,068 sh | 4,068 | $687.7K | 0.05% | +1.5% |
| 1039 | Marathon Strategic Advisors#1039 · 4,059 sh | 4,059 | $686.2K | — | 0.0% |
| 1040 | WHALEROCK POINT PARTNERS#1040 · 4,044 sh | 4,044 | $683.6K | 0.12% | 0.0% |
| 1041 | Palisade Asset Management#1041 · 4,035 sh | 4,035 | $682.1K | 0.06% | -0.6% |
| 1042 | Clearbridge Investments#1042 · 4,027 sh | 4,027 | $680.8K | <0.01% | -4.1% |
| 1043 | Cannon Financial Strategists#1043 · 4,024 sh | 4,024 | $680.3K | — | New |
| 1044 | ABNER HERRMAN & BROCK#1044 · 4,000 sh | 4,000 | $676.0K | — | 0.0% |
| 1045 | GW HENSSLER & ASSOCIATES LTD#1045 · 3,993 sh | 3,993 | $675.0K | — | +0.4% |
| 1046 | Frank, Rimerman Advisors#1046 · 3,993 sh | 3,993 | $675.0K | — | +1.2% |
| 1047 | Cushing Capital Partners#1047 · 3,977 sh | 3,977 | $672.2K | — | -1.6% |
| 1048 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1048 · 3,976 sh | 3,976 | $672.2K | <0.01% | -1.1% |
| 1049 | Sharp Financial Services#1049 · 3,966 sh | 3,966 | $670.4K | 0.31% | +27.0% |
| 1050 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1050 · 3,964 sh | 3,964 | $670.1K | — | -1.5% |
| 1051 | Three Seasons Wealth#1051 · 3,958 sh | 3,958 | $669.1K | 0.06% | 0.0% |
| 1052 | Southland Equity Partners#1052 · 3,942 sh | 3,942 | $666.5K | — | +0.5% |
| 1053 | Richwood Investment Advisors#1053 · 3,930 sh | 3,930 | $664.4K | 0.47% | -4.4% |
| 1054 | EntryPoint Capital#1054 · 3,898 sh | 3,898 | $659.0K | 0.16% | +136.4% |
| 1055 | JOHN G ULLMAN & ASSOCIATES#1055 · 3,897 sh | 3,897 | $658.8K | 0.08% | +1.2% |
| 1056 | EXCALIBUR MANAGEMENT#1056 · 3,887 sh | 3,887 | $657.1K | 0.22% | -0.9% |
| 1057 | Ballentine Partners#1057 · 3,883 sh | 3,883 | $656.4K | <0.01% | +11.7% |
| 1058 | ISLAY CAPITAL MANAGEMENT#1058 · 3,882 sh | 3,882 | $656.3K | — | -4.9% |
| 1059 | Gratus Wealth Advisors#1059 · 3,879 sh | 3,879 | $655.8K | — | +1.4% |
| 1060 | AFFINITY INVESTMENT ADVISORS#1060 · 3,870 sh | 3,870 | $654.2K | 0.33% | -38.8% |
| 1061 | Apella Capital#1061 · 3,656 sh | 3,656 | $653.9K | — | +3.6% |
| 1062 | Campion Asset Management#1062 · 3,867 sh | 3,867 | $653.7K | 0.40% | 0.0% |
| 1063 | Syntegra Private Wealth Group#1063 · 3,866 sh | 3,866 | $653.6K | — | +0.4% |
| 1064 | Clarity Financial#1064 · 3,861 sh | 3,861 | $652.6K | 0.06% | New |
| 1065 | DONALDSON CAPITAL MANAGEMENT#1065 · 3,857 sh | 3,857 | $652.1K | 0.02% | +167.7% |
| 1066 | Focus Financial Network#1066 · 3,854 sh | 3,854 | $651.5K | — | -0.5% |
| 1067 | Keel Point#1067 · 3,845 sh | 3,845 | $650.1K | 0.04% | +4.1% |
| 1068 | Roof Eidam Maycock Peralta#1068 · 3,843 sh | 3,843 | $649.7K | — | 0.0% |
| 1069 | Guardian Wealth Management#1069 · 3,828 sh | 3,828 | $647.2K | 0.32% | +0.4% |
| 1070 | MONTCHANIN ASSET MANAGEMENT#1070 · 3,830 sh | 3,830 | $647.0K | 0.66% | 0.0% |
| 1071 | Nicholas Hoffman & Company#1071 · 3,823 sh | 3,823 | $646.3K | 0.01% | +15.2% |
| 1072 | Biltmore Wealth Management#1072 · 3,820 sh | 3,820 | $645.8K | — | -3.8% |
| 1073 | HBW Advisory Services#1073 · 3,819 sh | 3,819 | $645.6K | — | +63.3% |
| 1074 | Capital Investment Advisors#1074 · 3,818 sh | 3,818 | $645.5K | — | -11.8% |
| 1075 | ROBERTS GLORE#1075 · 3,806 sh | 3,806 | $643.4K | 0.16% | 0.0% |
| 1076 | Meridian Wealth Management#1076 · 3,804 sh | 3,804 | $643.0K | 0.02% | +22.0% |
| 1077 | Ameritas Advisory Services#1077 · 3,800 sh | 3,800 | $642.4K | 0.01% | +96.7% |
| 1078 | WP Advisors#1078 · 3,796 sh | 3,796 | $641.7K | — | -14.0% |
| 1079 | PERSONAL CFO SOLUTIONS#1079 · 3,786 sh | 3,786 | $639.9K | 0.09% | +1.0% |
| 1080 | PATRON PARTNERS#1080 · 3,781 sh | 3,781 | $639.2K | 0.25% | -7.0% |
| 1081 | Busey Wealth Management#1081 · 3,757 sh | 3,757 | $635.1K | — | -8.0% |
| 1082 | MAINSAIL ASSET MANAGEMENT#1082 · 3,069 sh | 3,069 | $634.8K | — | +125.3% |
| 1083 | Advisory Alpha#1083 · 3,753 sh | 3,753 | $634.8K | 0.02% | +9.9% |
| 1084 | Capital Investment Advisory Services#1084 · 3,743 sh | 3,743 | $632.8K | 0.04% | +0.6% |
| 1085 | CADINHA#1085 · 3,733 sh | 3,733 | $631.1K | — | +0.3% |
| 1086 | BRIA Capital Group#1086 · 3,733 sh | 3,733 | $631.1K | — | New |
| 1087 | CIGNA INVESTMENTS#1087 · 3,724 sh | 3,724 | $629.0K | — | -2.6% |
| 1088 | BRANDYWINE OAK PRIVATE WEALTH#1088 · 3,718 sh | 3,718 | $628.4K | — | +13.8% |
| 1089 | Lummis Asset Management#1089 · 3,011 sh | 3,011 | $627.9K | 0.38% | 0.0% |
| 1090 | Journey Advisory Group#1090 · 3,705 sh | 3,705 | $626.3K | 0.05% | +6.7% |
| 1091 | Indivisible Partners#1091 · 3,703 sh | 3,703 | $625.9K | — | +15.9% |
| 1092 | TRUSTMARK NATIONAL BANK DEPARTMENT#1092 · 3,695 sh | 3,695 | $624.6K | 0.04% | 0.0% |
| 1093 | MASTER'S WEALTH MANAGEMENT#1093 · 3,682 sh | 3,682 | $622.5K | — | +3.9% |
| 1094 | Legacy Financial Advisors#1094 · 3,678 sh | 3,678 | $621.8K | 0.08% | -57.0% |
| 1095 | Accurate Wealth Management#1095 · 3,293 sh | 3,293 | $620.4K | — | +10.6% |
| 1096 | Demars Financial Group#1096 · 3,635 sh | 3,635 | $614.5K | — | 0.0% |
| 1097 | S.A. Mason#1097 · 3,629 sh | 3,629 | $613.5K | — | 0.0% |
| 1098 | BETO FINANCIAL GROUP#1098 · 2,923 sh | 2,923 | $610.3K | 0.32% | +0.4% |
| 1099 | Ballew Advisors#1099 · 3,456 sh | 3,456 | $609.8K | — | 0.0% |
| 1100 | Aprio Wealth Management#1100 · 3,593 sh | 3,593 | $607.4K | 0.03% | -1.0% |
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.