Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Parallax Volatility Advisers, L.P.#1401 · 2,031 sh | 2,031 | $343.3K | <0.01% | -73.1% |
| 1402 | WBI INVESTMENTS#1402 · 2,030 sh | 2,030 | $343.2K | 0.09% | -30.8% |
| 1403 | CAPE COD FIVE CENTS SAVINGS BANK#1403 · 2,029 sh | 2,029 | $343.0K | 0.03% | — |
| 1404 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#1404 · 2,024 sh | 2,024 | $342.2K | — | -4.2% |
| 1405 | Curated Wealth Partners#1405 · 2,023 sh | 2,023 | $342.0K | — | +67.3% |
| 1406 | Consolidated Planning#1406 · 2,015 sh | 2,015 | $340.6K | — | -6.7% |
| 1407 | DAVIDSON#1407 · 2,011 sh | 2,011 | $340.0K | — | 0.0% |
| 1408 | Gilliland Jeter Wealth Management#1408 · 2,010 sh | 2,010 | $339.8K | 0.09% | -1.0% |
| 1409 | LeClair Wealth Partners#1409 · 2,005 sh | 2,005 | $338.9K | 0.18% | New |
| 1410 | Callahan Advisors#1410 · 2,000 sh | 2,000 | $338.1K | 0.03% | -12.9% |
| 1411 | Highlander Partners, L.P.#1411 · 2,000 sh | 2,000 | $338.1K | 0.11% | 0.0% |
| 1412 | SUMMIT WEALTH GROUP#1412 · 1,997 sh | 1,997 | $337.5K | 0.03% | +6.1% |
| 1413 | CENTRAL BANK#1413 · 1,990 sh | 1,990 | $336.4K | — | 0.0% |
| 1414 | Broderick Brian C#1414 · 1,990 sh | 1,990 | $336.4K | 0.05% | 0.0% |
| 1415 | NovaPoint Capital#1415 · 1,985 sh | 1,985 | $335.6K | — | New |
| 1416 | Farmers & Merchants of Chambersburg PA#1416 · 1,984 sh | 1,984 | $335.0K | — | -14.3% |
| 1417 | MONETARY MANAGEMENT GROUP#1417 · 1,980 sh | 1,980 | $334.7K | 0.07% | 0.0% |
| 1418 | Basecamp Wealth Advisors#1418 · 1,980 sh | 1,980 | $334.7K | 0.06% | -0.6% |
| 1419 | VERUS CAPITAL PARTNERS#1419 · 1,980 sh | 1,980 | $334.7K | 0.02% | +6.9% |
| 1420 | FULLER & THALER ASSET MANAGEMENT#1420 · 1,976 sh | 1,976 | $334.0K | <0.01% | 0.0% |
| 1421 | Tulsa Wealth Advisors#1421 · 1,975 sh | 1,975 | $333.9K | 0.05% | -35.1% |
| 1422 | Turtle Creek Wealth Advisors#1422 · 1,973 sh | 1,973 | $333.5K | — | +4.4% |
| 1423 | VEGA INVESTMENT SOLUTIONS#1423 · 1,900 sh | 1,900 | $332.6K | 0.05% | New |
| 1424 | KNIGHTSBRIDGE ASSET MANAGEMENT#1424 · 2,573 sh | 2,573 | $332.0K | 0.05% | -6.2% |
| 1425 | Benchmark Financial#1425 · 1,961 sh | 1,961 | $331.5K | — | 0.0% |
| 1426 | Abacus Planning Group#1426 · 1,958 sh | 1,958 | $331.0K | 0.04% | +1.9% |
| 1427 | BURKE & HERBERT BANK#1427 · 1,957 sh | 1,957 | $330.8K | 0.08% | -7.8% |
| 1428 | Intrinsic Value Partners#1428 · 1,957 sh | 1,957 | $330.8K | 0.23% | 0.0% |
| 1429 | TOWNSEND ASSET MANAGEMENT /NC#1429 · 1,956 sh | 1,956 | $330.7K | 0.11% | +0.2% |
| 1430 | Sather Financial Group#1430 · 1,955 sh | 1,955 | $330.5K | 0.02% | +20.3% |
| 1431 | PETTYJOHN, WOOD & WHITE#1431 · 1,945 sh | 1,945 | $328.8K | 0.05% | -1.8% |
| 1432 | Douglas Lane & Associates#1432 · 1,940 sh | 1,940 | $328.0K | — | -20.8% |
| 1433 | SJS Investment Consulting#1433 · 1,937 sh | 1,937 | $327.4K | — | +2.0% |
| 1434 | Meixler Investment Management, Ltd.#1434 · 1,936 sh | 1,936 | $327.3K | 0.18% | -3.5% |
| 1435 | LVW Advisors#1435 · 1,933 sh | 1,933 | $326.8K | — | -9.8% |
| 1436 | BKM Wealth Management#1436 · 1,933 sh | 1,933 | $326.8K | — | -1.2% |
| 1437 | TRILLIUM ASSET MANAGEMENT#1437 · 1,930 sh | 1,930 | $326.3K | 0.01% | 0.0% |
| 1438 | Moss Adams Wealth Advisors#1438 · 1,923 sh | 1,923 | $325.0K | 0.02% | +2.8% |
| 1439 | CONNING#1439 · 1,920 sh | 1,920 | $324.6K | <0.01% | -21.7% |
| 1440 | OSTRUM ASSET MANAGEMENT#1440 · 1,918 sh | 1,918 | $324.2K | 0.02% | 0.0% |
| 1441 | Beirne Wealth Consulting Services#1441 · 1,913 sh | 1,913 | $323.4K | — | 0.0% |
| 1442 | Financial Advisors Network#1442 · 1,911 sh | 1,911 | $323.0K | 0.04% | +11.5% |
| 1443 | Westover Capital Advisors#1443 · 1,909 sh | 1,909 | $322.7K | — | New |
| 1444 | CHIRON CAPITAL MANAGEMENT#1444 · 1,905 sh | 1,905 | $322.0K | — | -5.0% |
| 1445 | Indiana & Investment Management#1445 · 1,900 sh | 1,900 | $321.2K | — | 0.0% |
| 1446 | PRELUDE CAPITAL MANAGEMENT#1446 · 1,899 sh | 1,899 | $321.0K | 0.02% | +47.2% |
| 1447 | TCI Wealth Advisors#1447 · 1,898 sh | 1,898 | $320.9K | 0.01% | +14.3% |
| 1448 | Signet Private Wealth#1448 · 1,894 sh | 1,894 | $320.2K | 0.26% | 0.0% |
| 1449 | Greenfield Seitz Capital Management#1449 · 1,894 sh | 1,894 | $320.2K | 0.10% | -7.3% |
| 1450 | Merrithew & Thorsten#1450 · 1,889 sh | 1,889 | $319.0K | 0.27% | +0.7% |
| 1451 | Hexagon Capital Partners#1451 · 1,886 sh | 1,886 | $318.9K | 0.04% | +0.5% |
| 1452 | Columbia Asset Management#1452 · 1,878 sh | 1,878 | $317.5K | — | 0.0% |
| 1453 | Summit Asset Management#1453 · 1,878 sh | 1,878 | $317.4K | 0.04% | +0.1% |
| 1454 | WBH ADVISORY#1454 · 1,873 sh | 1,873 | $316.6K | 0.02% | -5.1% |
| 1455 | OF VIRGINIA#1455 · 1,871 sh | 1,871 | $316.3K | — | 0.0% |
| 1456 | Gallagher Capital Advisors#1456 · 1,871 sh | 1,871 | $316.3K | — | +0.2% |
| 1457 | HHM Wealth Advisors#1457 · 1,868 sh | 1,868 | $315.8K | 0.03% | +2.4% |
| 1458 | Family Management#1458 · 1,868 sh | 1,868 | $315.8K | 0.03% | +16.7% |
| 1459 | McGowan Group Asset Management#1459 · 1,866 sh | 1,866 | $315.5K | 0.04% | -3.1% |
| 1460 | Tranquility Partners#1460 · 1,866 sh | 1,866 | $315.4K | — | 0.0% |
| 1461 | Rehmann Capital Advisory Group#1461 · 1,859 sh | 1,859 | $314.4K | 0.01% | -0.1% |
| 1462 | X-Square Capital#1462 · 1,859 sh | 1,859 | $314.0K | 0.08% | +3.2% |
| 1463 | Alan B. Lancz & Associates#1463 · 1,857 sh | 1,857 | $313.9K | 0.27% | 0.0% |
| 1464 | TRB Wealth Management#1464 · 1,857 sh | 1,857 | $313.9K | 0.04% | +18.7% |
| 1465 | WASHINGTON#1465 · 1,855 sh | 1,855 | $313.6K | — | 0.0% |
| 1466 | Fulcrum Asset Management LLP#1466 · 1,799 sh | 1,799 | $313.1K | 0.03% | -93.5% |
| 1467 | SILVER OAK SECURITIES#1467 · 1,850 sh | 1,850 | $312.7K | 0.02% | +3.8% |
| 1468 | FINANCIAL MANAGEMENT NETWORK#1468 · 1,498 sh | 1,498 | $312.0K | — | -1.3% |
| 1469 | Glass Jacobson Investment Advisors#1469 · 1,842 sh | 1,842 | $311.3K | — | +111.2% |
| 1470 | LBMC INVESTMENT ADVISORS#1470 · 1,840 sh | 1,840 | $311.0K | 0.02% | -27.5% |
| 1471 | KEATING INVESTMENT COUNSELORS#1471 · 1,837 sh | 1,837 | $310.5K | — | -9.8% |
| 1472 | Wellington Shields#1472 · 1,832 sh | 1,832 | $309.7K | 0.07% | 0.0% |
| 1473 | Gaddis Premier Wealth Advisors#1473 · 1,829 sh | 1,829 | $309.3K | 0.19% | 0.0% |
| 1474 | Trueblood Wealth Management#1474 · 1,829 sh | 1,829 | $309.2K | — | +0.3% |
| 1475 | Town & Country Bank & dba First Bankers#1475 · 1,823 sh | 1,823 | $308.2K | 0.10% | -11.9% |
| 1476 | Plan A Wealth#1476 · 1,823 sh | 1,823 | $308.2K | — | -31.6% |
| 1477 | Wolff Financial Management#1477 · 1,815 sh | 1,815 | $306.8K | — | 0.0% |
| 1478 | INCEPTIONR#1478 · 1,814 sh | 1,814 | $306.7K | 0.08% | New |
| 1479 | Sound Income Strategies#1479 · 1,810 sh | 1,810 | $306.0K | — | +18.7% |
| 1480 | NAPLES GLOBAL ADVISORS#1480 · 1,809 sh | 1,809 | $305.9K | 0.02% | +1.1% |
| 1481 | Wealth Management Associates#1481 · 1,809 sh | 1,809 | $305.8K | 0.08% | -75.4% |
| 1482 | JMAC ENTERPRISES#1482 · 1,805 sh | 1,805 | $305.1K | 0.05% | 0.0% |
| 1483 | Pinnacle Family Advisors#1483 · 1,802 sh | 1,802 | $304.7K | 0.13% | +0.6% |
| 1484 | Peterson Wealth Services#1484 · 1,799 sh | 1,799 | $304.2K | — | -0.4% |
| 1485 | DIVIDEND ASSETS CAPITAL#1485 · 1,797 sh | 1,797 | $303.8K | 0.06% | -27.9% |
| 1486 | Silver Coast Investments#1486 · 1,795 sh | 1,795 | $303.4K | 0.09% | 0.0% |
| 1487 | QUANTUM FINANCIAL PARTNERS#1487 · 1,795 sh | 1,795 | $303.4K | — | — |
| 1488 | VIAWEALTH#1488 · 1,795 sh | 1,795 | $303.4K | 0.15% | +0.1% |
| 1489 | PURSUIT WEALTH STRATEGIES#1489 · 1,794 sh | 1,794 | $303.3K | 0.39% | -0.5% |
| 1490 | Radnor Capital Management#1490 · 1,792 sh | 1,792 | $302.9K | — | 0.0% |
| 1491 | Stonebrook Private#1491 · 1,789 sh | 1,789 | $302.4K | 0.06% | +38.6% |
| 1492 | Keating Financial Advisory Services#1492 · 1,787 sh | 1,787 | $302.2K | 0.04% | +4.0% |
| 1493 | Warwick Investment Management#1493 · 1,786 sh | 1,786 | $301.9K | — | +7.7% |
| 1494 | Riverbend Wealth Management#1494 · 1,775 sh | 1,775 | $300.0K | — | -51.5% |
| 1495 | Traynor Capital Management#1495 · 1,774 sh | 1,774 | $299.9K | 0.01% | -1.0% |
| 1496 | Signature Wealth Management Partners#1496 · 1,765 sh | 1,765 | $298.4K | — | 0.0% |
| 1497 | Tarbox Group#1497 · 1,763 sh | 1,763 | $298.0K | — | 0.0% |
| 1498 | STEVENS CAPITAL MANAGEMENT#1498 · 1,760 sh | 1,760 | $298.0K | 0.07% | -10.1% |
| 1499 | WEIK CAPITAL MANAGEMENT#1499 · 1,760 sh | 1,760 | $297.5K | 0.11% | -5.4% |
| 1500 | Perennial Investment Advisors#1500 · 1,753 sh | 1,753 | $296.3K | 0.02% | +1.7% |
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.