Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | SAXON INTERESTS#1601 · 1,475 sh | 1,475 | $249.3K | — | -24.5% |
| 1602 | SEMPER AUGUSTUS INVESTMENTS GROUP#1602 · 1,472 sh | 1,472 | $248.8K | 0.03% | 0.0% |
| 1603 | Cambridge Financial Group#1603 · 1,471 sh | 1,471 | $248.7K | — | 0.0% |
| 1604 | Whetstone Capital Advisors#1604 · 1,469 sh | 1,469 | $248.3K | 0.07% | 0.0% |
| 1605 | Zhang Financial#1605 · 1,467 sh | 1,467 | $247.9K | <0.01% | +11.2% |
| 1606 | Sagewood Asset Management#1606 · 1,452 sh | 1,452 | $245.5K | 0.06% | +10.9% |
| 1607 | Astoria Portfolio Advisors#1607 · 1,448 sh | 1,448 | $244.8K | 0.04% | New |
| 1608 | PFG Advisors#1608 · 1,439 sh | 1,439 | $243.2K | — | -32.6% |
| 1609 | Kovitz Investment Group Partners#1609 · 1,437 sh | 1,437 | $243.0K | <0.01% | -7.9% |
| 1610 | Core Capital Management & Research#1610 · 1,000 sh | 1,000 | $242.9K | 0.13% | — |
| 1611 | JM2 Capital#1611 · 1,436 sh | 1,436 | $242.8K | — | +0.7% |
| 1612 | Purewater Capital#1612 · 1,433 sh | 1,433 | $242.3K | — | -0.3% |
| 1613 | Relyea Zuckerberg Hanson#1613 · 1,433 sh | 1,433 | $242.2K | — | +2.1% |
| 1614 | Jacobsen Capital Management#1614 · 1,429 sh | 1,429 | $241.6K | — | +0.1% |
| 1615 | PARTNERS WEALTH MANAGEMENT#1615 · 1,428 sh | 1,428 | $241.3K | 0.24% | -8.2% |
| 1616 | Asset One Wealth Management#1616 · 1,230 sh | 1,230 | $241.3K | 0.03% | New |
| 1617 | REGATTA CAPITAL GROUP#1617 · 1,427 sh | 1,427 | $241.2K | — | 0.0% |
| 1618 | of Kansas#1618 · 1,425 sh | 1,425 | $241.0K | 0.12% | +17.4% |
| 1619 | CWS Financial Advisors#1619 · 1,423 sh | 1,423 | $240.6K | — | 0.0% |
| 1620 | Endowment Wealth Management#1620 · 1,422 sh | 1,422 | $240.5K | 0.09% | -5.6% |
| 1621 | Coastline#1621 · 1,422 sh | 1,422 | $240.4K | — | 0.0% |
| 1622 | HUTCHINSON CAPITAL MANAGEMENT#1622 · 1,417 sh | 1,417 | $239.5K | 0.04% | +0.7% |
| 1623 | Acropolis Investment Management#1623 · 1,416 sh | 1,416 | $239.4K | — | +2.7% |
| 1624 | CHILTON CAPITAL MANAGEMENT#1624 · 1,414 sh | 1,414 | $239.0K | <0.01% | 0.0% |
| 1625 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#1625 · 1,407 sh | 1,407 | $237.9K | 0.04% | 0.0% |
| 1626 | TOMPKINS FINANCIAL#1626 · 1,406 sh | 1,406 | $237.7K | — | 0.0% |
| 1627 | Peoples Bank#1627 · 1,405 sh | 1,405 | $237.5K | — | 0.0% |
| 1628 | Biltmore Family Office#1628 · 1,403 sh | 1,403 | $237.1K | 0.03% | -15.4% |
| 1629 | Z3 Capital Partners#1629 · 1,402 sh | 1,402 | $237.0K | 0.05% | -1.2% |
| 1630 | Advyzon Investment Management#1630 · 1,402 sh | 1,402 | $236.9K | 0.02% | +13.5% |
| 1631 | Green Ridge Wealth Planning#1631 · 1,400 sh | 1,400 | $236.7K | — | 0.0% |
| 1632 | DV Trading#1632 · 1,400 sh | 1,400 | $236.7K | <0.01% | +7.7% |
| 1633 | Resolute Wealth Strategies#1633 · 1,396 sh | 1,396 | $235.9K | 0.09% | +8.5% |
| 1634 | Optas#1634 · 1,393 sh | 1,393 | $235.5K | 0.03% | +7.6% |
| 1635 | Petersen Hastings Wealth Advisors#1635 · 1,390 sh | 1,390 | $235.0K | 0.02% | +0.3% |
| 1636 | CARDIFF PARK ADVISORS#1636 · 1,388 sh | 1,388 | $234.6K | 0.02% | 0.0% |
| 1637 | PRING TURNER CAPITAL GROUP#1637 · 1,141 sh | 1,141 | $234.6K | 0.13% | 0.0% |
| 1638 | Bullock Wealth Management Group#1638 · 1,344 sh | 1,344 | $234.6K | — | -1.9% |
| 1639 | Secure Asset Management#1639 · 1,384 sh | 1,384 | $234.0K | — | -1.6% |
| 1640 | Saiph Capital#1640 · 1,379 sh | 1,379 | $233.1K | 0.07% | New |
| 1641 | L. Roy Papp & Associates, LLP#1641 · 1,379 sh | 1,379 | $233.1K | — | 0.0% |
| 1642 | Henrickson Nauta Wealth Advisors#1642 · 1,375 sh | 1,375 | $232.4K | 0.06% | +0.4% |
| 1643 | Avion Wealth#1643 · 1,376 sh | 1,376 | $232.0K | 0.04% | +1.1% |
| 1644 | Heartland Bank#1644 · 1,371 sh | 1,371 | $231.8K | 0.05% | +2.5% |
| 1645 | JB Capital#1645 · 1,370 sh | 1,370 | $231.5K | — | -0.7% |
| 1646 | Summit Financial Wealth Advisors#1646 · 1,367 sh | 1,367 | $231.1K | — | -37.8% |
| 1647 | Ellis Investment Partners#1647 · 1,366 sh | 1,366 | $231.0K | — | +15.8% |
| 1648 | Azimuth Capital Investment Management#1648 · 1,366 sh | 1,366 | $230.9K | <0.01% | 0.0% |
| 1649 | ENTERPRISE FINANCIAL SERVICES#1649 · 1,360 sh | 1,360 | $229.9K | 0.09% | New |
| 1650 | Meridian Wealth Advisors#1650 · 1,359 sh | 1,359 | $229.7K | 0.03% | +7.1% |
| 1651 | EASTERN BANK#1651 · 1,356 sh | 1,356 | $229.2K | — | -0.4% |
| 1652 | JTC Employer Solutions Trusteee Ltd#1652 · 1,353 sh | 1,353 | $229.0K | 0.02% | 0.0% |
| 1653 | Charles Schwab#1653 · 1,354 sh | 1,354 | $229.0K | — | +14.8% |
| 1654 | MONEY CONCEPTS CAPITAL#1654 · 1,354 sh | 1,354 | $228.9K | 0.01% | +2.0% |
| 1655 | AdvisorNet Financial#1655 · 1,353 sh | 1,353 | $228.8K | — | +14.6% |
| 1656 | CM WEALTH ADVISORS#1656 · 1,353 sh | 1,353 | $228.7K | 0.04% | New |
| 1657 | Parisi Gray Wealth Management#1657 · 1,352 sh | 1,352 | $228.5K | — | -1.4% |
| 1658 | KLCM Advisors#1658 · 1,350 sh | 1,350 | $228.2K | 0.02% | 0.0% |
| 1659 | Hirtle Callaghan#1659 · 1,350 sh | 1,350 | $228.2K | <0.01% | 0.0% |
| 1660 | New Republic Capital#1660 · 1,349 sh | 1,349 | $228.0K | 0.05% | +13.4% |
| 1661 | Schrum Private Wealth Management#1661 · 1,542 sh | 1,542 | $226.2K | 0.23% | +25.6% |
| 1662 | WealthShield Partners#1662 · 1,336 sh | 1,336 | $225.9K | 0.03% | -51.9% |
| 1663 | Quarry#1663 · 1,333 sh | 1,333 | $225.3K | 0.02% | +96.3% |
| 1664 | VANCE WEALTH#1664 · 1,332 sh | 1,332 | $225.1K | 0.05% | -12.4% |
| 1665 | Expressive Wealth#1665 · 1,331 sh | 1,331 | $225.0K | 0.21% | +5.3% |
| 1666 | HENDLEY#1666 · 1,330 sh | 1,330 | $225.0K | 0.08% | 0.0% |
| 1667 | FIRST FOUNDATION ADVISORS#1667 · 1,331 sh | 1,331 | $225.0K | <0.01% | New |
| 1668 | InTrack Investment Management#1668 · 1,322 sh | 1,322 | $223.5K | — | -2.1% |
| 1669 | Aldebaran Financial#1669 · 1,320 sh | 1,320 | $223.1K | 0.18% | 0.0% |
| 1670 | Grove Bank#1670 · 1,317 sh | 1,317 | $222.6K | — | 0.0% |
| 1671 | Cypress Wealth Services#1671 · 1,314 sh | 1,314 | $222.2K | — | +3.8% |
| 1672 | LeConte Wealth Management#1672 · 1,314 sh | 1,314 | $222.1K | — | +19.6% |
| 1673 | Fermata Advisors#1673 · 1,312 sh | 1,312 | $221.8K | — | New |
| 1674 | SBI Securities , Ltd.#1674 · 1,312 sh | 1,312 | $221.8K | — | -0.7% |
| 1675 | Covenant Asset Management#1675 · 1,310 sh | 1,310 | $221.5K | — | 0.0% |
| 1676 | WENDELL DAVID ASSOCIATES#1676 · 1,305 sh | 1,305 | $221.0K | — | 0.0% |
| 1677 | NWF Advisory Services#1677 · 1,305 sh | 1,305 | $220.6K | — | -1.9% |
| 1678 | Canvas Wealth Advisors#1678 · 1,304 sh | 1,304 | $220.5K | 0.03% | +1.0% |
| 1679 | BSW Wealth Partners#1679 · 1,304 sh | 1,304 | $220.5K | 0.02% | -0.6% |
| 1680 | General Partner#1680 · 1,303 sh | 1,303 | $220.3K | — | 0.0% |
| 1681 | NOVEM GROUP#1681 · 1,301 sh | 1,301 | $220.0K | — | +2.7% |
| 1682 | EDMOND DE ROTHSCHILD HOLDING S.A.#1682 · 1,300 sh | 1,300 | $219.8K | <0.01% | 0.0% |
| 1683 | BXM Wealth#1683 · 1,300 sh | 1,300 | $219.8K | 0.12% | 0.0% |
| 1684 | StoneX Group#1684 · 1,296 sh | 1,296 | $219.1K | <0.01% | -47.4% |
| 1685 | Wellington Shields Capital Management#1685 · 1,292 sh | 1,292 | $218.4K | 0.03% | 0.0% |
| 1686 | AssuredPartners Investment Advisors#1686 · 1,289 sh | 1,289 | $217.9K | 0.02% | +2.7% |
| 1687 | WILLIAM BLAIR INVESTMENT MANAGEMENT#1687 · 1,285 sh | 1,285 | $217.2K | <0.01% | +1.2% |
| 1688 | FAMILY WEALTH PARTNERS#1688 · 1,284 sh | 1,284 | $217.1K | — | +16.7% |
| 1689 | Cornerstone Advisory#1689 · 1,283 sh | 1,283 | $216.9K | 0.02% | -1.6% |
| 1690 | Bay Rivers Group#1690 · 1,282 sh | 1,282 | $216.7K | 0.07% | New |
| 1691 | CMG Global#1691 · 1,278 sh | 1,278 | $216.0K | — | 0.0% |
| 1692 | Caitlin John#1692 · 1,278 sh | 1,278 | $216.0K | 0.12% | +9730.8% |
| 1693 | Paragon Capital Management Ltd#1693 · 1,277 sh | 1,277 | $215.9K | — | 0.0% |
| 1694 | Evelyn Partners Group Ltd#1694 · 1,270 sh | 1,270 | $214.7K | <0.01% | — |
| 1695 | Paragon Private Wealth Management#1695 · 1,270 sh | 1,270 | $214.6K | — | -9.3% |
| 1696 | TFB Advisors#1696 · 1,267 sh | 1,267 | $214.2K | 0.09% | New |
| 1697 | Arista Wealth Management#1697 · 1,263 sh | 1,263 | $213.5K | 0.02% | +0.9% |
| 1698 | Pointe Capital Management#1698 · 1,261 sh | 1,261 | $213.2K | 0.10% | +4.3% |
| 1699 | Lighthouse Financial#1699 · 1,255 sh | 1,255 | $212.2K | — | -0.2% |
| 1700 | TOWNSQUARE CAPITAL#1700 · 1,252 sh | 1,252 | $211.6K | 0.04% | +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.