Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | SteelPeak Wealth#1501 · 1,746 sh | 1,746 | $295.2K | — | +1.0% |
| 1502 | LM Advisors#1502 · 1,742 sh | 1,742 | $295.0K | 0.03% | +449.5% |
| 1503 | Pinion Investment Advisors#1503 · 1,738 sh | 1,738 | $293.8K | 0.06% | +1.6% |
| 1504 | Next Capital Management#1504 · 1,738 sh | 1,738 | $293.8K | 0.08% | 0.0% |
| 1505 | Per Stirling Capital Management#1505 · 1,735 sh | 1,735 | $293.3K | 0.03% | +0.2% |
| 1506 | True North Advisors#1506 · 1,729 sh | 1,729 | $292.3K | — | -3.1% |
| 1507 | FIRST BUSINESS FINANCIAL SERVICES#1507 · 1,725 sh | 1,725 | $291.6K | 0.02% | +17.3% |
| 1508 | JAMISON PRIVATE WEALTH MANAGEMENT#1508 · 1,720 sh | 1,720 | $290.7K | — | +0.2% |
| 1509 | CENTAURUS FINANCIAL#1509 · 1,718 sh | 1,718 | $290.0K | 0.01% | +9.8% |
| 1510 | Northwest Quadrant Wealth Management#1510 · 1,710 sh | 1,710 | $289.1K | 0.05% | -1.0% |
| 1511 | Sentry#1511 · 1,710 sh | 1,710 | $289.1K | 0.08% | 0.0% |
| 1512 | Strait & Sound Wealth Management#1512 · 1,705 sh | 1,705 | $288.2K | 0.10% | +1.5% |
| 1513 | SkyOak Wealth#1513 · 1,703 sh | 1,703 | $287.9K | 0.05% | -6.8% |
| 1514 | SCS Capital Management#1514 · 1,700 sh | 1,700 | $287.5K | <0.01% | +0.6% |
| 1515 | Owlhouse Capital#1515 · 1,700 sh | 1,700 | $287.4K | 0.44% | New |
| 1516 | NLB Skladi, upravljanje premozenja, d.o.o.#1516 · 1,700 sh | 1,700 | $287.4K | — | 0.0% |
| 1517 | AMI INVESTMENT MANAGEMENT#1517 · 1,699 sh | 1,699 | $287.2K | 0.06% | -0.7% |
| 1518 | Athena Investment Management#1518 · 1,698 sh | 1,698 | $287.0K | 0.17% | -37.2% |
| 1519 | Crestmont Private Wealth#1519 · 1,697 sh | 1,697 | $286.9K | 0.08% | 0.0% |
| 1520 | VICUS CAPITAL#1520 · 1,694 sh | 1,694 | $286.3K | 0.02% | +25.3% |
| 1521 | BLB&B Advisors#1521 · 1,693 sh | 1,693 | $286.2K | 0.01% | +0.1% |
| 1522 | THREADGILL FINANCIAL#1522 · 1,693 sh | 1,693 | $286.2K | 0.12% | +3.5% |
| 1523 | 1900 WEALTH MANAGEMENT#1523 · 1,692 sh | 1,692 | $286.1K | — | New |
| 1524 | LRI Investments#1524 · 1,678 sh | 1,678 | $283.7K | 0.02% | -26.6% |
| 1525 | CAMBIENT FAMILY OFFICE#1525 · 1,677 sh | 1,677 | $283.5K | 0.03% | -6.6% |
| 1526 | Asset Advisors Investment Management#1526 · 1,673 sh | 1,673 | $282.8K | — | 0.0% |
| 1527 | Great Diamond Partners#1527 · 1,673 sh | 1,673 | $282.8K | — | 0.0% |
| 1528 | SageView Advisory Group#1528 · 1,669 sh | 1,669 | $282.0K | <0.01% | +10.2% |
| 1529 | Delta Investment Management#1529 · 1,667 sh | 1,667 | $281.8K | 0.05% | 0.0% |
| 1530 | Prestige Wealth Management Group#1530 · 1,665 sh | 1,665 | $281.5K | 0.05% | +163.0% |
| 1531 | WEBSTERROGERS FINANCIAL ADVISORS#1531 · 1,659 sh | 1,659 | $280.5K | 0.07% | 0.0% |
| 1532 | Aspire Private Capital#1532 · 1,656 sh | 1,656 | $279.9K | 0.06% | -2.9% |
| 1533 | Murphy Pohlad Asset Management#1533 · 1,650 sh | 1,650 | $278.9K | — | 0.0% |
| 1534 | IVC Wealth Advisors#1534 · 1,648 sh | 1,648 | $278.6K | — | -1.7% |
| 1535 | Embree Financial Group#1535 · 1,647 sh | 1,647 | $278.4K | — | +0.8% |
| 1536 | CULLEN INVESTMENT GROUP, LTD.#1536 · 1,644 sh | 1,644 | $277.8K | — | +0.2% |
| 1537 | Marshall & Sterling Wealth Advisors#1537 · 1,639 sh | 1,639 | $277.1K | 0.16% | 0.0% |
| 1538 | ATLAS CAPITAL ADVISORS#1538 · 1,638 sh | 1,638 | $276.9K | 0.03% | 0.0% |
| 1539 | Wealthcare Capital Partners#1539 · 1,638 sh | 1,638 | $276.8K | — | +1.8% |
| 1540 | True Wealth Design#1540 · 1,637 sh | 1,637 | $276.7K | — | +28.5% |
| 1541 | Defiance ETFs#1541 · 1,585 sh | 1,585 | $276.6K | <0.01% | +17.8% |
| 1542 | Cherry Tree Wealth Management#1542 · 1,629 sh | 1,629 | $275.4K | — | 0.0% |
| 1543 | Commonwealth Financial Services#1543 · 1,627 sh | 1,627 | $275.0K | — | -1.8% |
| 1544 | Schear Investment Advisers#1544 · 1,626 sh | 1,626 | $274.9K | — | +35.0% |
| 1545 | EWA#1545 · 1,625 sh | 1,625 | $274.8K | 0.05% | +7.0% |
| 1546 | WEALTHSPAN PARTNERS#1546 · 1,625 sh | 1,625 | $274.7K | 0.09% | 0.0% |
| 1547 | Powers Advisory Group#1547 · 1,625 sh | 1,625 | $274.7K | — | -13.3% |
| 1548 | Key Client Fiduciary Advisors#1548 · 1,624 sh | 1,624 | $274.6K | — | +3.5% |
| 1549 | CRA Financial Services#1549 · 1,618 sh | 1,618 | $273.5K | — | +2.7% |
| 1550 | Measured Wealth Private Client Group#1550 · 1,617 sh | 1,617 | $273.4K | 0.07% | 0.0% |
| 1551 | Elyxium Wealth#1551 · 1,615 sh | 1,615 | $273.0K | — | New |
| 1552 | CarsonAllaria Wealth Management, Ltd.#1552 · 1,613 sh | 1,613 | $272.6K | 0.12% | -3.4% |
| 1553 | Verity Asset Management#1553 · 1,611 sh | 1,611 | $272.3K | 0.10% | +12.2% |
| 1554 | Continuum Advisory#1554 · 1,610 sh | 1,610 | $272.2K | 0.02% | +2.0% |
| 1555 | Independent Wealth Network#1555 · 1,605 sh | 1,605 | $271.3K | — | +1.8% |
| 1556 | apricus wealth#1556 · 1,600 sh | 1,600 | $270.5K | — | -15.8% |
| 1557 | Fragasso Group#1557 · 1,600 sh | 1,600 | $270.5K | — | New |
| 1558 | Sovereign Financial Group#1558 · 1,595 sh | 1,595 | $269.6K | 0.04% | +0.1% |
| 1559 | Westside Investment Management#1559 · 1,594 sh | 1,594 | $269.5K | 0.04% | +0.6% |
| 1560 | M1 Capital Management#1560 · 1,593 sh | 1,593 | $269.3K | 0.10% | -2.0% |
| 1561 | Choate Investment Advisors#1561 · 1,592 sh | 1,592 | $269.1K | <0.01% | -0.3% |
| 1562 | Almanack Investment Partners#1562 · 1,591 sh | 1,591 | $269.0K | 0.03% | New |
| 1563 | LifeGoal Investments#1563 · 1,586 sh | 1,586 | $268.1K | — | +34.9% |
| 1564 | PGIM Custom Harvest#1564 · 1,585 sh | 1,585 | $267.9K | <0.01% | +5.7% |
| 1565 | Octavia Wealth Advisors#1565 · 1,581 sh | 1,581 | $267.3K | 0.02% | New |
| 1566 | Hardin Capital Partners#1566 · 1,571 sh | 1,571 | $267.0K | — | 0.0% |
| 1567 | FUKOKU MUTUAL LIFE INSURANCE#1567 · 1,579 sh | 1,579 | $266.9K | 0.02% | -1.3% |
| 1568 | Bond & Devick Financial Network#1568 · 1,576 sh | 1,576 | $266.4K | — | 0.0% |
| 1569 | Stokes Capital Advisors#1569 · 1,575 sh | 1,575 | $266.3K | — | New |
| 1570 | BIRMINGHAM CAPITAL MANAGEMENT#1570 · 1,573 sh | 1,573 | $266.0K | 0.10% | 0.0% |
| 1571 | E Fund Management , Ltd.#1571 · 1,567 sh | 1,567 | $264.9K | <0.01% | -57.8% |
| 1572 | Traveka Wealth#1572 · 1,565 sh | 1,565 | $264.6K | — | +2.0% |
| 1573 | WEST MICHIGAN ADVISORS#1573 · 1,452 sh | 1,452 | $264.5K | 0.06% | 0.0% |
| 1574 | Brookwood Investment Group#1574 · 1,561 sh | 1,561 | $263.9K | 0.03% | -27.3% |
| 1575 | Novak & Powell Financial Services#1575 · 1,560 sh | 1,560 | $263.8K | 0.12% | -3.7% |
| 1576 | CHILDRESS CAPITAL ADVISORS#1576 · 1,558 sh | 1,558 | $263.4K | 0.04% | -5.0% |
| 1577 | INVESTMENT PARTNERS, LTD.#1577 · 1,554 sh | 1,554 | $262.8K | 0.08% | +0.2% |
| 1578 | ALLIANZ SE#1578 · 1,550 sh | 1,550 | $262.0K | <0.01% | New |
| 1579 | ATALANTA SOSNOFF CAPITAL#1579 · 1,548 sh | 1,548 | $261.7K | <0.01% | -38.8% |
| 1580 | Arbor Investment Advisors#1580 · 1,547 sh | 1,547 | $261.5K | — | 0.0% |
| 1581 | Resonant Capital Advisors#1581 · 1,546 sh | 1,546 | $261.4K | — | +3.0% |
| 1582 | Alta Advisers Ltd#1582 · 1,545 sh | 1,545 | $261.2K | 0.06% | 0.0% |
| 1583 | Claro Advisors#1583 · 1,531 sh | 1,531 | $258.8K | 0.03% | +5.0% |
| 1584 | Cromwell#1584 · 1,529 sh | 1,529 | $258.5K | 0.12% | +4.4% |
| 1585 | Loudon Investment Management#1585 · 1,527 sh | 1,527 | $258.1K | 0.13% | 0.0% |
| 1586 | CAHILL FINANCIAL ADVISORS#1586 · 1,519 sh | 1,519 | $256.7K | 0.02% | +0.7% |
| 1587 | Foster Group#1587 · 1,518 sh | 1,518 | $256.6K | — | -48.5% |
| 1588 | Bank of New Hampshire#1588 · 1,517 sh | 1,517 | $256.4K | — | -2.3% |
| 1589 | Fiduciary Planning#1589 · 1,516 sh | 1,516 | $256.3K | — | 0.0% |
| 1590 | LIBERTY WEALTH MANAGEMENT#1590 · 1,398 sh | 1,398 | $254.6K | 0.03% | 0.0% |
| 1591 | STALEY CAPITAL ADVISERS#1591 · 1,500 sh | 1,500 | $253.6K | <0.01% | 0.0% |
| 1592 | Apriem Advisors#1592 · 1,500 sh | 1,500 | $253.6K | 0.02% | 0.0% |
| 1593 | Edge Wealth Management#1593 · 1,500 sh | 1,500 | $253.6K | — | 0.0% |
| 1594 | Blackston Financial Advisory Group#1594 · 1,499 sh | 1,499 | $253.4K | 0.14% | +2.3% |
| 1595 | CALTON & ASSOCIATES#1595 · 1,499 sh | 1,499 | $253.3K | 0.04% | New |
| 1596 | HighPoint Advisor Group#1596 · 1,497 sh | 1,497 | $253.1K | <0.01% | +11.2% |
| 1597 | Fielder Capital Group#1597 · 1,496 sh | 1,496 | $252.9K | 0.05% | +0.3% |
| 1598 | SEVEN MILE ADVISORY#1598 · 1,495 sh | 1,495 | $252.7K | — | -7.9% |
| 1599 | Sovran Advisors#1599 · 1,226 sh | 1,226 | $252.4K | 0.02% | New |
| 1600 | COFG Advisors#1600 · 1,484 sh | 1,484 | $250.8K | 0.04% | +1.6% |
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.