Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | HAZLETT, BURT & WATSON#1101 · 3,561 sh | 3,561 | $603.0K | 0.16% | -2.8% |
| 1102 | Tripletail Wealth Management#1102 · 3,416 sh | 3,416 | $602.7K | 0.69% | -5.3% |
| 1103 | MOODY NATIONAL BANK DIVISION#1103 · 3,561 sh | 3,561 | $602.0K | — | +1.3% |
| 1104 | National Philanthropic#1104 · 3,557 sh | 3,557 | $601.3K | <0.01% | 0.0% |
| 1105 | Harbor Advisors#1105 · 3,541 sh | 3,541 | $598.6K | 0.08% | 0.0% |
| 1106 | SNOWWATER INVESTMENT PARTNERS#1106 · 3,532 sh | 3,532 | $597.1K | 0.41% | +0.6% |
| 1107 | RIVERSEDGE ADVISORS#1107 · 3,526 sh | 3,526 | $596.0K | — | +59.2% |
| 1108 | Empirical Asset Management#1108 · 3,514 sh | 3,514 | $594.1K | 0.13% | +184.1% |
| 1109 | Headlands Technologies#1109 · 3,513 sh | 3,513 | $593.9K | 0.06% | +158.7% |
| 1110 | COOKSON PEIRCE#1110 · 3,512 sh | 3,512 | $593.7K | 0.02% | +5.1% |
| 1111 | OXFORD ASSET MANAGEMENT LLP#1111 · 3,509 sh | 3,509 | $593.2K | 0.29% | +60.7% |
| 1112 | WOODMONT INVESTMENT COUNSEL#1112 · 3,508 sh | 3,508 | $593.0K | 0.03% | +0.6% |
| 1113 | SCHNIEDERS CAPITAL MANAGEMENT#1113 · 3,508 sh | 3,508 | $593.0K | 0.08% | 0.0% |
| 1114 | Waldron Private Wealth#1114 · 3,507 sh | 3,507 | $592.9K | 0.02% | +14.7% |
| 1115 | Riverwater Partners#1115 · 3,500 sh | 3,500 | $591.7K | 0.18% | -3.2% |
| 1116 | CRAWFORD INVESTMENT COUNSEL#1116 · 3,492 sh | 3,492 | $590.3K | <0.01% | +0.3% |
| 1117 | Fi3 FINANCIAL ADVISORS#1117 · 3,228 sh | 3,228 | $588.7K | 0.14% | +30.3% |
| 1118 | Capstone Wealth Management#1118 · 3,468 sh | 3,468 | $586.3K | 0.27% | New |
| 1119 | Mill Capital Management#1119 · 3,462 sh | 3,462 | $585.3K | — | 0.0% |
| 1120 | CWA Asset Management Group#1120 · 3,461 sh | 3,461 | $585.1K | — | +0.9% |
| 1121 | LexAurum Advisors#1121 · 3,451 sh | 3,451 | $583.4K | — | +0.2% |
| 1122 | 9823 Capital, L.P.#1122 · 3,438 sh | 3,438 | $581.2K | 0.39% | New |
| 1123 | Clifford Group#1123 · 3,427 sh | 3,427 | $579.4K | 0.40% | -7.9% |
| 1124 | Ethos Financial Group#1124 · 3,084 sh | 3,084 | $577.4K | 0.04% | 0.0% |
| 1125 | Second Line Capital#1125 · 3,415 sh | 3,415 | $577.3K | 0.11% | -0.7% |
| 1126 | Hamilton Capital#1126 · 3,409 sh | 3,409 | $576.3K | — | -12.1% |
| 1127 | Field & Main Bank#1127 · 3,407 sh | 3,407 | $576.0K | 0.12% | +3.2% |
| 1128 | Legacy Private#1128 · 3,405 sh | 3,405 | $575.6K | — | 0.0% |
| 1129 | Evergreen Wealth Solutions#1129 · 2,468 sh | 2,468 | $574.0K | 0.03% | -10.5% |
| 1130 | OLD POINT & FINANCIAL SERVICES N A#1130 · 3,375 sh | 3,375 | $570.5K | 0.17% | -2.2% |
| 1131 | HCR Wealth Advisors#1131 · 3,374 sh | 3,374 | $570.4K | — | +2.5% |
| 1132 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1132 · 3,372 sh | 3,372 | $570.0K | — | -0.4% |
| 1133 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1133 · 3,369 sh | 3,369 | $569.7K | — | -55.8% |
| 1134 | CORBYN INVESTMENT MANAGEMENT#1134 · 3,369 sh | 3,369 | $569.5K | 0.16% | 0.0% |
| 1135 | Ronald Blue#1135 · 3,368 sh | 3,368 | $569.4K | — | -9.0% |
| 1136 | Uncommon Cents Investing#1136 · 3,362 sh | 3,362 | $568.3K | — | -0.6% |
| 1137 | Lionhunter Capital Management#1137 · 3,356 sh | 3,356 | $567.3K | 0.26% | — |
| 1138 | WEDGEWOOD INVESTORS#1138 · 3,350 sh | 3,350 | $566.3K | 0.58% | 0.0% |
| 1139 | Tanager Wealth Management LLP#1139 · 3,341 sh | 3,341 | $564.8K | — | +0.5% |
| 1140 | Rossmore Private Capital#1140 · 3,332 sh | 3,332 | $563.3K | 0.05% | 0.0% |
| 1141 | Forza Wealth Management#1141 · 3,330 sh | 3,330 | $562.9K | — | 0.0% |
| 1142 | Allen Investment Management#1142 · 3,318 sh | 3,318 | $560.9K | <0.01% | 0.0% |
| 1143 | FULTON BANK, N.A.#1143 · 3,308 sh | 3,308 | $559.2K | — | -17.1% |
| 1144 | BERKSHIRE ASSET MANAGEMENT#1144 · 3,304 sh | 3,304 | $558.5K | 0.02% | -11.3% |
| 1145 | COURIER CAPITAL#1145 · 3,277 sh | 3,277 | $554.0K | — | 0.0% |
| 1146 | ATTICUS WEALTH MANAGEMENT#1146 · 3,271 sh | 3,271 | $553.0K | — | -1.0% |
| 1147 | Numerai GP#1147 · 3,266 sh | 3,266 | $552.1K | 0.05% | New |
| 1148 | MSH Capital Advisors#1148 · 3,250 sh | 3,250 | $549.4K | 0.10% | -0.3% |
| 1149 | LVZ#1149 · 3,249 sh | 3,249 | $549.3K | — | -0.8% |
| 1150 | Obermeyer Wealth Partners#1150 · 3,235 sh | 3,235 | $546.9K | — | -1.0% |
| 1151 | HARBOR INVESTMENT ADVISORY#1151 · 3,235 sh | 3,235 | $546.9K | — | 0.0% |
| 1152 | Providence First#1152 · 3,231 sh | 3,231 | $546.2K | 0.15% | +67.4% |
| 1153 | Clear Trail Advisors#1153 · 3,226 sh | 3,226 | $545.4K | — | 0.0% |
| 1154 | FOSTER & MOTLEY#1154 · 3,225 sh | 3,225 | $545.0K | 0.03% | -0.3% |
| 1155 | IFG Advisory#1155 · 3,222 sh | 3,222 | $544.7K | 0.02% | New |
| 1156 | VAUGHAN DAVID INVESTMENTS#1156 · 3,215 sh | 3,215 | $543.0K | 0.01% | 0.0% |
| 1157 | LCNB#1157 · 3,209 sh | 3,209 | $542.5K | 0.17% | 0.0% |
| 1158 | OneAscent Financial Services#1158 · 3,202 sh | 3,202 | $541.3K | 0.03% | +0.8% |
| 1159 | Faithward Advisors#1159 · 3,187 sh | 3,187 | $538.8K | 0.07% | New |
| 1160 | GHP Investment Advisors#1160 · 3,182 sh | 3,182 | $537.9K | — | +1.6% |
| 1161 | Marin Bay Wealth Advisors#1161 · 3,170 sh | 3,170 | $536.0K | 0.29% | -3.2% |
| 1162 | SYM FINANCIAL#1162 · 3,168 sh | 3,168 | $535.5K | — | +22.6% |
| 1163 | Philadelphia Investment Partners#1163 · 2,299 sh | 2,299 | $534.8K | 0.33% | 0.0% |
| 1164 | Cyndeo Wealth Partners#1164 · 3,152 sh | 3,152 | $532.8K | — | -1.8% |
| 1165 | VISTA INVESTMENT PARTNERS#1165 · 3,129 sh | 3,129 | $529.0K | — | -2.2% |
| 1166 | Root Financial Partners#1166 · 3,124 sh | 3,124 | $528.2K | — | +9.3% |
| 1167 | Welch Group#1167 · 3,118 sh | 3,118 | $527.0K | 0.02% | -6.6% |
| 1168 | Clear Harbor Asset Management#1168 · 3,117 sh | 3,117 | $526.9K | 0.03% | -18.0% |
| 1169 | Robertson Stephens Wealth Management#1169 · 3,102 sh | 3,102 | $524.4K | — | +7.0% |
| 1170 | Measured Risk Portfolios#1170 · 3,090 sh | 3,090 | $522.3K | — | 0.0% |
| 1171 | Calamos Wealth Management#1171 · 3,084 sh | 3,084 | $521.4K | 0.02% | +2.0% |
| 1172 | Roundview Capital#1172 · 3,075 sh | 3,075 | $519.8K | 0.03% | -0.4% |
| 1173 | RM Financial Services#1173 · 3,075 sh | 3,075 | $519.8K | 0.39% | 0.0% |
| 1174 | Strategic Wealth Partners, Ltd.#1174 · 3,065 sh | 3,065 | $518.1K | 0.03% | -13.5% |
| 1175 | Runnymede Capital Advisors#1175 · 3,056 sh | 3,056 | $516.6K | 0.31% | 0.0% |
| 1176 | Plancorp#1176 · 2,604 sh | 2,604 | $516.3K | 0.01% | -1.6% |
| 1177 | NWAM#1177 · 3,047 sh | 3,047 | $515.2K | 0.03% | -25.4% |
| 1178 | Retirement Planning Group#1178 · 3,043 sh | 3,043 | $514.4K | — | -11.3% |
| 1179 | VAN STRUM & TOWNE#1179 · 3,031 sh | 3,031 | $512.4K | 0.14% | 0.0% |
| 1180 | Linscomb Wealth#1180 · 3,012 sh | 3,012 | $509.2K | 0.02% | -54.2% |
| 1181 | Avail Investment Partners#1181 · 3,009 sh | 3,009 | $508.7K | — | +41.9% |
| 1182 | Waterloo Capital, L.P.#1182 · 3,001 sh | 3,001 | $507.3K | 0.03% | -6.9% |
| 1183 | KANAWHA CAPITAL MANAGEMENT#1183 · 2,995 sh | 2,995 | $506.3K | — | 0.0% |
| 1184 | Clark Capital Management Group#1184 · 2,994 sh | 2,994 | $506.1K | <0.01% | -3.3% |
| 1185 | Vectors Research Management#1185 · 2,985 sh | 2,985 | $504.6K | 0.13% | 0.0% |
| 1186 | PLIMOTH#1186 · 2,984 sh | 2,984 | $504.4K | — | 0.0% |
| 1187 | Aries Wealth Management#1187 · 2,973 sh | 2,973 | $502.6K | — | 0.0% |
| 1188 | UNIVEST FINANCIAL#1188 · 2,971 sh | 2,971 | $502.2K | 0.02% | +0.5% |
| 1189 | Magnetar Financial#1189 · 2,969 sh | 2,969 | $501.9K | <0.01% | New |
| 1190 | WAYCROSS PARTNERS#1190 · 2,965 sh | 2,965 | $501.2K | 0.04% | 0.0% |
| 1191 | LAZARD ASSET MANAGEMENT#1191 · 2,954 sh | 2,954 | $499.4K | <0.01% | +129.7% |
| 1192 | Independence Bank of Kentucky#1192 · 2,938 sh | 2,938 | $496.7K | — | -9.3% |
| 1193 | Thomasville National Bank#1193 · 2,934 sh | 2,934 | $496.0K | 0.03% | — |
| 1194 | Estabrook Capital Management#1194 · 2,929 sh | 2,929 | $495.1K | 0.07% | -2.6% |
| 1195 | Teamwork Financial Advisors#1195 · 2,926 sh | 2,926 | $494.7K | — | +0.1% |
| 1196 | MTM Investment Management#1196 · 2,912 sh | 2,912 | $492.3K | 0.14% | -3.3% |
| 1197 | Cambria Investment Management, L.P.#1197 · 2,911 sh | 2,911 | $492.1K | 0.02% | New |
| 1198 | Abel Hall#1198 · 2,906 sh | 2,906 | $491.3K | — | -1.0% |
| 1199 | Persium Advisors#1199 · 2,902 sh | 2,902 | $490.6K | — | 0.0% |
| 1200 | REUTER JAMES WEALTH MANAGEMENT#1200 · 2,890 sh | 2,890 | $488.6K | — | -0.2% |
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.