Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Hanson & Doremus Investment Management#1301 · 2,384 sh | 2,384 | $403.0K | — | 0.0% |
| 1302 | INTEGRITY ALLIANCE#1302 · 2,377 sh | 2,377 | $401.9K | 0.01% | +30.5% |
| 1303 | PFG Private Wealth Management#1303 · 2,376 sh | 2,376 | $401.7K | — | +3.0% |
| 1304 | Pure Financial Advisors#1304 · 2,371 sh | 2,371 | $400.8K | <0.01% | +0.8% |
| 1305 | 71 West Capital Partners#1305 · 2,365 sh | 2,365 | $399.8K | 0.01% | +49.1% |
| 1306 | Cross Staff Investments#1306 · 2,363 sh | 2,363 | $399.5K | — | 0.0% |
| 1307 | Deseret Mutual Benefit Administrators#1307 · 2,362 sh | 2,362 | $399.3K | 0.13% | -15.2% |
| 1308 | MARIETTA INVESTMENT PARTNERS#1308 · 2,360 sh | 2,360 | $399.0K | 0.07% | 0.0% |
| 1309 | Chronos Wealth Management#1309 · 2,359 sh | 2,359 | $398.8K | — | 0.0% |
| 1310 | Neo Ivy Capital Management#1310 · 2,359 sh | 2,359 | $398.8K | 0.09% | -55.0% |
| 1311 | Quent Capital#1311 · 2,358 sh | 2,358 | $398.7K | 0.02% | +29.1% |
| 1312 | SAX WEALTH ADVISORS#1312 · 2,184 sh | 2,184 | $397.9K | — | +20.6% |
| 1313 | Marble Wealth#1313 · 2,352 sh | 2,352 | $397.6K | 0.06% | +1.4% |
| 1314 | CFO4Life Group#1314 · 2,351 sh | 2,351 | $397.5K | 0.05% | -1.5% |
| 1315 | TRITONPOINT WEALTH#1315 · 2,345 sh | 2,345 | $396.5K | — | +16.4% |
| 1316 | 10Elms LLP#1316 · 2,337 sh | 2,337 | $395.1K | 0.17% | +72.6% |
| 1317 | Walker Asset Management#1317 · 2,336 sh | 2,336 | $394.9K | — | +0.6% |
| 1318 | Greenfield Savings Bank#1318 · 2,333 sh | 2,333 | $394.4K | — | 0.0% |
| 1319 | waypoint wealth counsel#1319 · 2,330 sh | 2,330 | $393.9K | — | -32.6% |
| 1320 | SUMMITRY#1320 · 2,322 sh | 2,322 | $392.5K | 0.01% | New |
| 1321 | Laurel Wealth Advisors#1321 · 2,320 sh | 2,320 | $392.2K | 0.04% | -1.7% |
| 1322 | Huntleigh Advisors#1322 · 2,318 sh | 2,318 | $391.8K | 0.05% | -88.9% |
| 1323 | Transamerica Financial Advisors#1323 · 2,310 sh | 2,310 | $390.6K | 0.03% | +12.8% |
| 1324 | Uniting Wealth Partners#1324 · 2,309 sh | 2,309 | $390.3K | 0.08% | -6.1% |
| 1325 | Legacy Capital Wealth Partners#1325 · 2,305 sh | 2,305 | $389.7K | — | -10.4% |
| 1326 | Quilter Plc#1326 · 2,302 sh | 2,302 | $389.2K | — | -2.2% |
| 1327 | JACOBS#1327 · 2,307 sh | 2,307 | $389.0K | — | -1.7% |
| 1328 | L2 Asset Management#1328 · 2,288 sh | 2,288 | $386.8K | 0.04% | +5.2% |
| 1329 | Disciplined Investors, L.L.C.#1329 · 2,287 sh | 2,287 | $386.7K | 0.19% | -1.1% |
| 1330 | Duncan Williams Asset Management#1330 · 2,287 sh | 2,287 | $386.6K | 0.09% | 0.0% |
| 1331 | CHELSEA COUNSEL#1331 · 2,285 sh | 2,285 | $386.3K | 0.16% | 0.0% |
| 1332 | Allegheny Financial Group LTD#1332 · 2,283 sh | 2,283 | $386.0K | 0.04% | -0.3% |
| 1333 | INSIGNEO ADVISORY SERVICES#1333 · 2,280 sh | 2,280 | $385.4K | 0.01% | New |
| 1334 | Proficio Capital Partners#1334 · 2,273 sh | 2,273 | $384.3K | 0.01% | New |
| 1335 | Beaumont Financial Advisors#1335 · 2,270 sh | 2,270 | $383.7K | — | +3.4% |
| 1336 | Portside Wealth Group#1336 · 2,265 sh | 2,265 | $382.9K | — | +6.5% |
| 1337 | DENVER WEALTH MANAGEMENT#1337 · 2,257 sh | 2,257 | $381.5K | 0.11% | +0.6% |
| 1338 | Live Oak Private Wealth#1338 · 2,254 sh | 2,254 | $381.0K | 0.05% | 0.0% |
| 1339 | Ruggaard & Associates#1339 · 2,254 sh | 2,254 | $381.0K | 0.14% | -11.0% |
| 1340 | GeoWealth Management#1340 · 2,252 sh | 2,252 | $380.9K | 0.01% | +48.6% |
| 1341 | Eddie Patel#1341 · 2,251 sh | 2,251 | $380.6K | 0.23% | New |
| 1342 | SmartHarvest Portfolios#1342 · 2,251 sh | 2,251 | $380.5K | — | -1.7% |
| 1343 | Ocean Capital Management#1343 · 2,250 sh | 2,250 | $380.3K | 0.07% | +0.2% |
| 1344 | Stokes Family Office#1344 · 2,247 sh | 2,247 | $379.8K | 0.04% | -7.2% |
| 1345 | ADKINS SEALE CAPITAL MANAGEMENT#1345 · 2,246 sh | 2,246 | $379.7K | 0.34% | 0.0% |
| 1346 | Werba Rubin Papier Wealth Management#1346 · 2,244 sh | 2,244 | $379.3K | 0.05% | -4.9% |
| 1347 | BNB Wealth Management#1347 · 2,242 sh | 2,242 | $379.0K | 0.21% | -9.3% |
| 1348 | LAWOOD#1348 · 2,222 sh | 2,222 | $375.6K | — | 0.0% |
| 1349 | MV CAPITAL MANAGEMENT#1349 · 2,217 sh | 2,217 | $374.8K | 0.03% | -0.4% |
| 1350 | Berger Financial Group#1350 · 2,211 sh | 2,211 | $373.8K | 0.02% | +0.1% |
| 1351 | First Financial Bank - Division#1351 · 2,205 sh | 2,205 | $372.8K | — | +1.3% |
| 1352 | Flatrock Wealth Partners#1352 · 2,197 sh | 2,197 | $371.3K | 0.15% | +11.0% |
| 1353 | Founders Financial Alliance#1353 · 2,194 sh | 2,194 | $370.8K | 0.05% | +7.0% |
| 1354 | VeraBank, N.A.#1354 · 2,191 sh | 2,191 | $370.4K | 0.06% | 0.0% |
| 1355 | Sterling Investment Advisors, Ltd.#1355 · 2,189 sh | 2,189 | $370.1K | — | -9.7% |
| 1356 | Zullo Investment Group#1356 · 2,185 sh | 2,185 | $369.4K | — | -6.3% |
| 1357 | Cadent Capital Advisors#1357 · 2,169 sh | 2,169 | $366.7K | — | -4.7% |
| 1358 | FLYWHEEL PRIVATE WEALTH#1358 · 2,168 sh | 2,168 | $366.5K | 0.18% | -4.6% |
| 1359 | SVB WEALTH#1359 · 2,164 sh | 2,164 | $365.9K | 0.02% | -16.4% |
| 1360 | Sandy Cove Advisors#1360 · 2,159 sh | 2,159 | $365.0K | 0.09% | +6.2% |
| 1361 | Vanguard Capital Wealth Advisors#1361 · 2,156 sh | 2,156 | $364.5K | — | -0.8% |
| 1362 | Tributary Capital Management#1362 · 2,155 sh | 2,155 | $364.3K | 0.03% | 0.0% |
| 1363 | Bison Wealth#1363 · 2,050 sh | 2,050 | $363.4K | — | +4.4% |
| 1364 | Allegiance Financial Group Advisory Services#1364 · 2,146 sh | 2,146 | $362.8K | 0.06% | +42.3% |
| 1365 | Newman Dignan & Sheerar#1365 · 2,142 sh | 2,142 | $362.1K | — | -0.2% |
| 1366 | Goelzer Investment Management#1366 · 2,139 sh | 2,139 | $361.6K | — | 0.0% |
| 1367 | CrossGen Wealth#1367 · 2,137 sh | 2,137 | $361.3K | 0.28% | +0.3% |
| 1368 | CATALYST FINANCIAL PARTNERS#1368 · 2,133 sh | 2,133 | $360.6K | 0.04% | -29.5% |
| 1369 | Capital Analysts#1369 · 2,127 sh | 2,127 | $360.0K | <0.01% | +0.1% |
| 1370 | Prosperity Consulting Group#1370 · 2,123 sh | 2,123 | $358.9K | 0.01% | +11.1% |
| 1371 | ASHTON THOMAS SECURITIES#1371 · 2,134 sh | 2,134 | $358.6K | — | +4.9% |
| 1372 | Leisure Capital Management#1372 · 2,121 sh | 2,121 | $358.6K | 0.11% | 0.0% |
| 1373 | NORTH STAR ASSET MANAGEMENT#1373 · 2,112 sh | 2,112 | $357.0K | 0.01% | 0.0% |
| 1374 | Register Financial Advisors#1374 · 2,111 sh | 2,111 | $356.9K | — | +0.4% |
| 1375 | WATERS PARKERSON#1375 · 2,111 sh | 2,111 | $356.9K | 0.02% | +2.4% |
| 1376 | Financial Engines Advisors L.L.C.#1376 · 2,108 sh | 2,108 | $356.4K | <0.01% | +6.2% |
| 1377 | Goodman Financial#1377 · 2,106 sh | 2,106 | $356.0K | 0.06% | -14.6% |
| 1378 | Port Capital#1378 · 2,103 sh | 2,103 | $355.5K | 0.01% | -5.8% |
| 1379 | Post Resch Tallon Group#1379 · 2,103 sh | 2,103 | $355.5K | — | -0.3% |
| 1380 | STONERIDGE INVESTMENT PARTNERS#1380 · 1,679 sh | 1,679 | $355.0K | 0.23% | 0.0% |
| 1381 | BIP Wealth#1381 · 2,099 sh | 2,099 | $354.8K | — | New |
| 1382 | Pflug Koory#1382 · 2,094 sh | 2,094 | $354.1K | — | 0.0% |
| 1383 | Anchor Investment Management#1383 · 2,094 sh | 2,094 | $354.0K | 0.03% | 0.0% |
| 1384 | New World Advisors#1384 · 2,086 sh | 2,086 | $352.6K | 0.06% | New |
| 1385 | BROOKS, MOORE & ASSOCIATES#1385 · 2,085 sh | 2,085 | $352.5K | 0.16% | 0.0% |
| 1386 | Manske Wealth Management#1386 · 2,079 sh | 2,079 | $351.5K | — | -16.3% |
| 1387 | Cassaday & Wealth Management#1387 · 2,078 sh | 2,078 | $351.3K | — | -0.7% |
| 1388 | OPTIMA CAPITAL#1388 · 2,077 sh | 2,077 | $351.2K | 0.14% | +0.8% |
| 1389 | R Squared Ltd#1389 · 2,076 sh | 2,076 | $350.9K | 0.18% | New |
| 1390 | SeaCrest Wealth Management#1390 · 2,070 sh | 2,070 | $350.0K | — | -15.9% |
| 1391 | Nemes Rush Group#1391 · 2,069 sh | 2,069 | $349.8K | 0.03% | +1.6% |
| 1392 | Facet Wealth#1392 · 2,068 sh | 2,068 | $349.6K | <0.01% | +34.6% |
| 1393 | Trivium Point Advisory#1393 · 2,066 sh | 2,066 | $349.3K | 0.03% | -1.9% |
| 1394 | Old Port Advisors#1394 · 2,063 sh | 2,063 | $348.8K | — | +1.1% |
| 1395 | Farringdon Capital, Ltd.#1395 · 2,058 sh | 2,058 | $347.9K | 0.17% | -89.5% |
| 1396 | RICHARDS, MERRILL & PETERSON#1396 · 2,045 sh | 2,045 | $345.7K | — | 0.0% |
| 1397 | Defender Capital#1397 · 2,036 sh | 2,036 | $344.2K | — | 0.0% |
| 1398 | Spinnaker Investment Group#1398 · 2,036 sh | 2,036 | $344.2K | — | New |
| 1399 | CABOT WEALTH MANAGEMENT#1399 · 2,035 sh | 2,035 | $344.0K | 0.04% | 0.0% |
| 1400 | Teza Capital Management#1400 · 2,032 sh | 2,032 | $343.5K | — | +33.5% |
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.