Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Annex Advisory Services#1201 · 2,877 sh | 2,877 | $486.4K | — | -20.3% |
| 1202 | NORTHWEST WEALTH MANAGEMENT#1202 · 2,874 sh | 2,874 | $485.8K | 0.06% | +1.6% |
| 1203 | North Star Investment Management#1203 · 2,865 sh | 2,865 | $484.4K | 0.03% | +0.2% |
| 1204 | GREENWOOD GEARHART#1204 · 2,863 sh | 2,863 | $484.0K | 0.02% | +59.8% |
| 1205 | WESTPAC BANKING#1205 · 2,860 sh | 2,860 | $483.5K | 0.03% | 0.0% |
| 1206 | HARRELL INVESTMENT PARTNERS#1206 · 2,858 sh | 2,858 | $483.1K | — | 0.0% |
| 1207 | Merrion Investment Management#1207 · 2,850 sh | 2,850 | $481.8K | — | 0.0% |
| 1208 | AGH Wealth Advisors#1208 · 2,846 sh | 2,846 | $481.1K | — | +0.7% |
| 1209 | Tennessee Valley Asset Management Partners#1209 · 2,839 sh | 2,839 | $480.0K | 0.05% | -4.7% |
| 1210 | Sterling Wealth Management#1210 · 2,830 sh | 2,830 | $478.4K | — | 0.0% |
| 1211 | Granite Group Advisors#1211 · 2,828 sh | 2,828 | $478.1K | — | 0.0% |
| 1212 | Hilton Head Capital Partners#1212 · 2,825 sh | 2,825 | $477.5K | — | -8.0% |
| 1213 | Triad Wealth Partners#1213 · 2,315 sh | 2,315 | $477.4K | — | -6.5% |
| 1214 | NorthRock Partners#1214 · 2,819 sh | 2,819 | $476.6K | <0.01% | -49.8% |
| 1215 | Plato Investment Management Ltd#1215 · 2,833 sh | 2,833 | $476.1K | 0.03% | +259.1% |
| 1216 | Stockman Wealth Management#1216 · 2,810 sh | 2,810 | $475.0K | 0.05% | -1.2% |
| 1217 | Beaton Management#1217 · 2,808 sh | 2,808 | $475.0K | 0.19% | 0.0% |
| 1218 | Magnus Financial Group#1218 · 2,810 sh | 2,810 | $475.0K | — | 0.0% |
| 1219 | PICTON MAHONEY ASSET MANAGEMENT#1219 · 2,807 sh | 2,807 | $474.5K | <0.01% | New |
| 1220 | Mayflower Financial Advisors#1220 · 2,803 sh | 2,803 | $473.8K | 0.04% | -1.3% |
| 1221 | McAdam#1221 · 2,789 sh | 2,789 | $471.5K | — | +24.5% |
| 1222 | FIRST NATIONAL BANK SIOUX FALLS#1222 · 2,885 sh | 2,885 | $471.2K | — | 0.0% |
| 1223 | Hills Bank#1223 · 2,781 sh | 2,781 | $470.1K | 0.02% | +13.5% |
| 1224 | THOMPSON SIEGEL & WALMSLEY#1224 · 2,776 sh | 2,776 | $469.0K | <0.01% | 0.0% |
| 1225 | Liberty Capital Management#1225 · 2,772 sh | 2,772 | $468.6K | 0.08% | — |
| 1226 | Versant Capital Management#1226 · 2,772 sh | 2,772 | $468.6K | — | +11.1% |
| 1227 | USA FINANCIAL FORMULAS#1227 · 2,765 sh | 2,765 | $467.4K | 0.09% | — |
| 1228 | Signal Advisors Wealth#1228 · 2,764 sh | 2,764 | $467.3K | — | +81.7% |
| 1229 | Hartford Financial Management#1229 · 2,762 sh | 2,762 | $467.0K | — | -2.5% |
| 1230 | DRW Securities#1230 · 2,764 sh | 2,764 | $465.3K | 0.01% | -90.0% |
| 1231 | Successful Portfolios#1231 · 2,451 sh | 2,451 | $463.8K | — | 0.0% |
| 1232 | Connecticut Wealth Management#1232 · 2,743 sh | 2,743 | $463.7K | — | 0.0% |
| 1233 | Crestwood Advisors Group#1233 · 2,735 sh | 2,735 | $462.4K | <0.01% | +16.8% |
| 1234 | MCDANIEL TERRY#1234 · 2,730 sh | 2,730 | $461.5K | 0.04% | 0.0% |
| 1235 | RMR Wealth Builders#1235 · 2,723 sh | 2,723 | $460.3K | — | -31.1% |
| 1236 | Oakworth Capital#1236 · 2,690 sh | 2,690 | $457.8K | — | 0.0% |
| 1237 | Net Worth Advisory Group#1237 · 2,706 sh | 2,706 | $457.5K | — | +52.5% |
| 1238 | MONTAG A & ASSOCIATES#1238 · 2,696 sh | 2,696 | $455.8K | 0.02% | 0.0% |
| 1239 | NORTHCAPE WEALTH MANAGEMENT#1239 · 2,696 sh | 2,696 | $455.8K | 0.12% | 0.0% |
| 1240 | Oslo Pensjonsforsikring AS#1240 · 2,686 sh | 2,686 | $454.1K | — | -7.1% |
| 1241 | M3 Advisory Group#1241 · 2,677 sh | 2,677 | $452.5K | 0.23% | +0.2% |
| 1242 | TritonPoint Partners#1242 · 2,675 sh | 2,675 | $452.3K | 0.04% | New |
| 1243 | Plan Group Financial#1243 · 2,675 sh | 2,675 | $452.2K | — | +29.6% |
| 1244 | Forum Financial Management#1244 · 2,668 sh | 2,668 | $451.0K | — | -1.7% |
| 1245 | Howard Capital Management#1245 · 2,660 sh | 2,660 | $449.7K | — | +79.6% |
| 1246 | Weaver Consulting Group#1246 · 2,651 sh | 2,651 | $448.2K | — | -1.9% |
| 1247 | Canal Capital Management#1247 · 2,646 sh | 2,646 | $447.3K | 0.05% | 0.0% |
| 1248 | Aristotle Capital Management#1248 · 2,631 sh | 2,631 | $444.8K | <0.01% | -1.4% |
| 1249 | Diversified Enterprises#1249 · 2,628 sh | 2,628 | $444.3K | — | +1.0% |
| 1250 | E&G Advisors#1250 · 2,610 sh | 2,610 | $441.2K | — | -0.8% |
| 1251 | GABLES CAPITAL MANAGEMENT#1251 · 2,602 sh | 2,602 | $439.9K | 0.16% | +13.0% |
| 1252 | SEAMOUNT FINANCIAL GROUP#1252 · 2,602 sh | 2,602 | $439.9K | — | 0.0% |
| 1253 | Baldwin Investment Management#1253 · 2,600 sh | 2,600 | $439.5K | 0.04% | 0.0% |
| 1254 | DODGE & COX#1254 · 2,600 sh | 2,600 | $439.5K | <0.01% | 0.0% |
| 1255 | CAXTON ASSOCIATES LLP#1255 · 2,590 sh | 2,590 | $437.8K | <0.01% | +1.0% |
| 1256 | Lantern Wealth Advisors#1256 · 2,588 sh | 2,588 | $437.6K | — | -6.3% |
| 1257 | MOSAIC FAMILY WEALTH PARTNERS#1257 · 2,588 sh | 2,588 | $437.5K | 0.03% | +19.6% |
| 1258 | Wick Capital Partners#1258 · 2,577 sh | 2,577 | $435.6K | 0.07% | +22.1% |
| 1259 | Point#1259 · 2,577 sh | 2,577 | $435.6K | 0.04% | -8.1% |
| 1260 | Supplemental Annuity Collective of NJ#1260 · 2,572 sh | 2,572 | $434.8K | 0.11% | -5.7% |
| 1261 | Wakefield Asset Management LLLP#1261 · 2,568 sh | 2,568 | $434.1K | 0.10% | 0.0% |
| 1262 | SNS Financial Group#1262 · 2,561 sh | 2,561 | $432.9K | <0.01% | New |
| 1263 | Stratos Wealth Advisors#1263 · 2,560 sh | 2,560 | $432.9K | 0.02% | +3.0% |
| 1264 | Keebeck Wealth Management#1264 · 2,557 sh | 2,557 | $432.3K | 0.04% | +17.5% |
| 1265 | Cooper Financial Group#1265 · 2,551 sh | 2,551 | $431.3K | — | +21.6% |
| 1266 | Meiji Yasuda Asset Management Ltd.#1266 · 2,548 sh | 2,548 | $430.7K | 0.02% | +16.8% |
| 1267 | Red Door Wealth Management#1267 · 2,544 sh | 2,544 | $430.1K | 0.04% | +12.6% |
| 1268 | ROMAN BUTLER FULLERTON#1268 · 2,162 sh | 2,162 | $429.7K | — | -11.2% |
| 1269 | Kera Capital Partners#1269 · 2,534 sh | 2,534 | $428.4K | 0.04% | -2.3% |
| 1270 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#1270 · 2,525 sh | 2,525 | $426.9K | — | 0.0% |
| 1271 | Fortune Financial Advisors#1271 · 2,520 sh | 2,520 | $426.0K | 0.18% | 0.0% |
| 1272 | JT Stratford#1272 · 2,515 sh | 2,515 | $425.2K | 0.05% | +2.7% |
| 1273 | MASTERINVEST Kapitalanlage GmbH#1273 · 2,513 sh | 2,513 | $424.8K | 0.04% | -9.8% |
| 1274 | Strategies Wealth Advisors#1274 · 2,511 sh | 2,511 | $424.5K | 0.04% | -3.1% |
| 1275 | CoreFirst Bank#1275 · 2,508 sh | 2,508 | $424.0K | 0.21% | 0.0% |
| 1276 | Ipswich Investment Management#1276 · 2,500 sh | 2,500 | $422.6K | — | 0.0% |
| 1277 | AlphaGrep UK Ltd#1277 · 2,499 sh | 2,499 | $422.5K | 0.13% | -26.8% |
| 1278 | Jaffetilchin Investment Partners#1278 · 2,498 sh | 2,498 | $422.3K | 0.02% | +27.1% |
| 1279 | BANYAN CAPITAL MANAGEMENT#1279 · 2,495 sh | 2,495 | $421.8K | 0.18% | 0.0% |
| 1280 | PATRICK M SWEENEY & ASSOCIATES#1280 · 2,487 sh | 2,487 | $420.4K | — | 0.0% |
| 1281 | OF OKLAHOMA#1281 · 2,483 sh | 2,483 | $419.8K | — | -1.6% |
| 1282 | Stiles Financial Services#1282 · 2,481 sh | 2,481 | $419.3K | 0.11% | -8.6% |
| 1283 | 55 North Private Wealth#1283 · 2,472 sh | 2,472 | $417.9K | — | +2.3% |
| 1284 | Kohmann Bosshard Financial Services#1284 · 2,468 sh | 2,468 | $417.2K | 0.04% | 0.0% |
| 1285 | Sound View Wealth Advisors Group#1285 · 2,466 sh | 2,466 | $416.9K | 0.03% | -3.0% |
| 1286 | MIRABELLA FINANCIAL SERVICES LLP#1286 · 2,463 sh | 2,463 | $416.4K | 0.04% | +97.8% |
| 1287 | Vanguard National#1287 · 2,463 sh | 2,463 | $416.4K | 0.02% | -15.3% |
| 1288 | Pinnacle Bancorp#1288 · 2,446 sh | 2,446 | $413.5K | — | 0.0% |
| 1289 | Avestar Capital#1289 · 2,446 sh | 2,446 | $413.5K | 0.02% | -2.7% |
| 1290 | TD Capital Management#1290 · 2,444 sh | 2,444 | $413.1K | 0.03% | 0.0% |
| 1291 | Argentarii#1291 · 1,838 sh | 1,838 | $412.4K | 0.12% | -1.4% |
| 1292 | Capital Advantage#1292 · 2,437 sh | 2,437 | $412.0K | — | 0.0% |
| 1293 | Fortis Capital Advisors#1293 · 2,433 sh | 2,433 | $411.3K | 0.05% | +12.7% |
| 1294 | RD Lewis#1294 · 1,863 sh | 1,863 | $410.6K | 0.30% | +25.8% |
| 1295 | LETSON INVESTMENT MANAGEMENT#1295 · 2,429 sh | 2,429 | $410.6K | 0.15% | 0.0% |
| 1296 | Fort Sheridan Advisors#1296 · 2,426 sh | 2,426 | $410.0K | 0.04% | 0.0% |
| 1297 | Blue Edge Capital#1297 · 2,423 sh | 2,423 | $409.7K | 0.05% | -26.6% |
| 1298 | Principal Street Partners#1298 · 2,408 sh | 2,408 | $407.1K | 0.06% | 0.0% |
| 1299 | Breakwater Capital Group#1299 · 2,402 sh | 2,402 | $406.1K | — | -0.4% |
| 1300 | Klingman & Associates#1300 · 2,395 sh | 2,395 | $404.9K | — | +1.8% |
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.