Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | SAPIENT CAPITAL#1701 · 1,251 sh | 1,251 | $211.5K | — | +3.0% |
| 1702 | SHUFRO ROSE#1702 · 1,250 sh | 1,250 | $211.3K | 0.01% | -19.4% |
| 1703 | LifeWealth Investments#1703 · 1,249 sh | 1,249 | $211.2K | — | +2.2% |
| 1704 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#1704 · 1,247 sh | 1,247 | $210.8K | — | New |
| 1705 | Private Wealth Asset Management#1705 · 1,246 sh | 1,246 | $210.7K | 0.02% | +4.0% |
| 1706 | Triumph Capital Management#1706 · 1,245 sh | 1,245 | $210.5K | — | -1.2% |
| 1707 | Prairie Wealth Advisors#1707 · 0 sh | 0 | $210.5K | 0.05% | New |
| 1708 | National Wealth Management Group#1708 · 1,244 sh | 1,244 | $210.2K | — | -4.0% |
| 1709 | Bluesphere Advisors#1709 · 1,239 sh | 1,239 | $209.5K | — | 0.0% |
| 1710 | Perfromance Wealth Partners#1710 · 1,238 sh | 1,238 | $209.3K | <0.01% | +1.4% |
| 1711 | Athena Wealth Management#1711 · 1,235 sh | 1,235 | $208.8K | — | -18.3% |
| 1712 | Cherry Creek Investment Advisors#1712 · 1,235 sh | 1,235 | $208.8K | — | 0.0% |
| 1713 | CALDWELL SUTTER CAPITAL#1713 · 1,234 sh | 1,234 | $208.7K | 0.08% | -0.4% |
| 1714 | Capital Investment Counsel#1714 · 1,234 sh | 1,234 | $208.6K | — | 0.0% |
| 1715 | NBT BANK N A#1715 · 1,234 sh | 1,234 | $208.6K | — | -12.7% |
| 1716 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1716 · 1,234 sh | 1,234 | $208.6K | 0.02% | -3.1% |
| 1717 | Ponta Wealth Partners#1717 · 1,233 sh | 1,233 | $208.4K | 0.11% | New |
| 1718 | CVA Family Office#1718 · 1,231 sh | 1,231 | $208.1K | 0.02% | -1.5% |
| 1719 | VALLEY NATIONAL ADVISERS#1719 · 1,225 sh | 1,225 | $207.1K | — | -0.3% |
| 1720 | WEALTH ALLIANCE#1720 · 1,222 sh | 1,222 | $206.6K | 0.02% | New |
| 1721 | SPIREPOINT PRIVATE CLIENT#1721 · 1,221 sh | 1,221 | $206.4K | 0.02% | 0.0% |
| 1722 | Capstone Financial Advisors#1722 · 1,221 sh | 1,221 | $206.4K | 0.01% | -0.2% |
| 1723 | Carson Advisory#1723 · 1,221 sh | 1,221 | $206.4K | 0.09% | +0.2% |
| 1724 | KAVAR CAPITAL PARTNERS GROUP#1724 · 1,220 sh | 1,220 | $206.2K | 0.03% | +1.8% |
| 1725 | BARLOW WEALTH PARTNERS#1725 · 1,092 sh | 1,092 | $205.1K | — | New |
| 1726 | Tempus Wealth Planning#1726 · 1,212 sh | 1,212 | $204.9K | — | -1.6% |
| 1727 | First Western Bank#1727 · 1,210 sh | 1,210 | $204.6K | 0.01% | -0.7% |
| 1728 | Hurlow Wealth Management Group#1728 · 1,209 sh | 1,209 | $204.4K | 0.04% | +0.2% |
| 1729 | ARGUS INVESTORS' COUNSEL#1729 · 1,203 sh | 1,203 | $203.4K | — | +0.6% |
| 1730 | BlackDiamond Wealth Management#1730 · 943 sh | 943 | $203.2K | 0.08% | New |
| 1731 | DUTCH ASSET#1731 · 1,202 sh | 1,202 | $203.2K | — | New |
| 1732 | Scarborough Advisors#1732 · 1,132 sh | 1,132 | $203.2K | — | +0.4% |
| 1733 | Capital Asset Advisory Services#1733 · 1,202 sh | 1,202 | $203.2K | <0.01% | New |
| 1734 | Global Financial Private Client#1734 · 1,202 sh | 1,202 | $203.2K | — | +1.3% |
| 1735 | WealthBridge Capital Management#1735 · 1,201 sh | 1,201 | $203.0K | — | +9.1% |
| 1736 | MJP ASSOCIATES#1736 · 1,200 sh | 1,200 | $202.9K | 0.02% | -6.5% |
| 1737 | Meiji Yasuda Life Insurance#1737 · 1,200 sh | 1,200 | $202.9K | <0.01% | New |
| 1738 | CITY NATIONAL BANK OF FLORIDA#1738 · 1,200 sh | 1,200 | $202.9K | 0.09% | +1.8% |
| 1739 | CHARTER RESEARCH & INVESTMENT GROUP#1739 · 1,198 sh | 1,198 | $202.5K | 0.12% | 0.0% |
| 1740 | Sloy Dahl & Holst#1740 · 1,197 sh | 1,197 | $202.4K | — | 0.0% |
| 1741 | Financial Security Advisor#1741 · 1,196 sh | 1,196 | $202.2K | 0.03% | -9.8% |
| 1742 | Income Insurance Ltd#1742 · 1,195 sh | 1,195 | $202.0K | — | 0.0% |
| 1743 | Weinberger Asset Management#1743 · 954 sh | 954 | $201.9K | 0.06% | New |
| 1744 | SIGMA INVESTMENT COUNSELORS#1744 · 1,194 sh | 1,194 | $201.9K | <0.01% | +1.6% |
| 1745 | Safeguard Investment Advisory Group#1745 · 1,191 sh | 1,191 | $201.4K | 0.05% | +0.7% |
| 1746 | Gradient Investments#1746 · 1,191 sh | 1,191 | $201.3K | — | -1.3% |
| 1747 | BCS Wealth Management#1747 · 1,187 sh | 1,187 | $200.6K | 0.04% | -9.0% |
| 1748 | ABLE Financial Group#1748 · 1,186 sh | 1,186 | $200.5K | — | New |
| 1749 | Raleigh Capital Management#1749 · 1,185 sh | 1,185 | $200.3K | 0.06% | +6.2% |
| 1750 | CREATIVE FINANCIAL DESIGNS#1750 · 1,185 sh | 1,185 | $200.3K | <0.01% | +2.4% |
| 1751 | FOSTER DYKEMA CABOT & PARTNERS#1751 · 1,171 sh | 1,171 | $198.0K | 0.01% | 0.0% |
| 1752 | Capital Advisors, Ltd.#1752 · 1,145 sh | 1,145 | $194.0K | 0.02% | -1.7% |
| 1753 | Centennial Bank#1753 · 1,125 sh | 1,125 | $190.2K | 0.06% | 0.0% |
| 1754 | Hendershot Investments#1754 · 1,120 sh | 1,120 | $189.3K | 0.02% | 0.0% |
| 1755 | Lodestone Wealth Management#1755 · 1,107 sh | 1,107 | $187.2K | — | -8.0% |
| 1756 | Bank Julius Baer & Ltd, Zurich#1756 · 1,100 sh | 1,100 | $186.0K | <0.01% | 0.0% |
| 1757 | ST GERMAIN D J#1757 · 1,096 sh | 1,096 | $185.3K | <0.01% | 0.0% |
| 1758 | ONEFUND#1758 · 1,089 sh | 1,089 | $184.1K | 0.10% | -1.8% |
| 1759 | Asset Planning#1759 · 1,088 sh | 1,088 | $183.9K | — | +0.3% |
| 1760 | SITTNER & NELSON#1760 · 1,061 sh | 1,061 | $179.4K | 0.06% | 0.0% |
| 1761 | TFC Financial Management#1761 · 1,061 sh | 1,061 | $179.3K | — | +5.6% |
| 1762 | American Capital Advisory#1762 · 1,059 sh | 1,059 | $179.0K | 0.07% | -0.8% |
| 1763 | Security National Bank#1763 · 1,054 sh | 1,054 | $178.2K | — | 0.0% |
| 1764 | MOTCO#1764 · 1,034 sh | 1,034 | $174.8K | 0.01% | +11.7% |
| 1765 | Mechanics Financial#1765 · 1,000 sh | 1,000 | $169.1K | 0.06% | 0.0% |
| 1766 | Bravera Wealth#1766 · 1,000 sh | 1,000 | $169.1K | 0.06% | 0.0% |
| 1767 | ARMSTRONG ADVISORY GROUP#1767 · 993 sh | 993 | $167.9K | — | 0.0% |
| 1768 | Trust Co#1768 · 985 sh | 985 | $166.5K | — | -40.7% |
| 1769 | Napier Financial#1769 · 972 sh | 972 | $164.3K | 0.03% | +14.4% |
| 1770 | CARY STREET PARTNERS INVESTMENT ADVISORY#1770 · 965 sh | 965 | $163.1K | 0.03% | +8.7% |
| 1771 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1771 · 963 sh | 963 | $162.8K | <0.01% | -2.9% |
| 1772 | NBC SECURITIES#1772 · 960 sh | 960 | $162.3K | — | +0.4% |
| 1773 | Tanglewood Legacy Advisors#1773 · 950 sh | 950 | $160.6K | 0.05% | 0.0% |
| 1774 | Beaird Harris Wealth Management#1774 · 939 sh | 939 | $158.8K | <0.01% | +27.1% |
| 1775 | BIRCHBROOK#1775 · 935 sh | 935 | $158.1K | — | -0.1% |
| 1776 | Financial Management Professionals#1776 · 920 sh | 920 | $155.5K | — | +20.3% |
| 1777 | BROADWATER CAPITAL MANAGEMENT#1777 · 900 sh | 900 | $152.1K | 0.11% | 0.0% |
| 1778 | Asset Dedication#1778 · 898 sh | 898 | $151.8K | <0.01% | +5.5% |
| 1779 | CoreCap Advisors#1779 · 885 sh | 885 | $149.6K | — | -54.8% |
| 1780 | Burk#1780 · 872 sh | 872 | $147.4K | 0.05% | 0.0% |
| 1781 | AMERICAN NATIONAL BANK#1781 · 868 sh | 868 | $146.7K | — | 0.0% |
| 1782 | VSM Wealth Advisory#1782 · 833 sh | 833 | $140.8K | 0.04% | +0.1% |
| 1783 | TrustBank#1783 · 826 sh | 826 | $139.6K | — | -2.4% |
| 1784 | Rialto Wealth Management#1784 · 800 sh | 800 | $135.3K | 0.03% | +3.6% |
| 1785 | PFS Partners#1785 · 792 sh | 792 | $133.9K | — | +0.4% |
| 1786 | BROWN, LISLE/CUMMINGS#1786 · 780 sh | 780 | $131.8K | — | +0.9% |
| 1787 | Regatta Research & Money Management#1787 · 776 sh | 776 | $131.1K | 0.12% | — |
| 1788 | First Command Advisory Services#1788 · 775 sh | 775 | $131.0K | <0.01% | +58.2% |
| 1789 | Gleason Group#1789 · 771 sh | 771 | $130.4K | — | +5.3% |
| 1790 | Archer Investment#1790 · 759 sh | 759 | $128.4K | 0.03% | -13.7% |
| 1791 | SHP Wealth Management#1791 · 745 sh | 745 | $126.0K | <0.01% | +2.3% |
| 1792 | Compagnie Lombard Odier SCmA#1792 · 742 sh | 742 | $125.4K | <0.01% | -33.3% |
| 1793 | Buck Wealth Strategies#1793 · 741 sh | 741 | $125.3K | 0.01% | New |
| 1794 | Eurizon SLJ Capital Ltd#1794 · 741 sh | 741 | $125.3K | 0.05% | 0.0% |
| 1795 | Golden State Wealth Management#1795 · 739 sh | 739 | $125.0K | 0.01% | +4.5% |
| 1796 | SIMPLEX TRADING#1796 · 737 sh | 737 | $124.6K | <0.01% | New |
| 1797 | Clark Wealth Partners#1797 · 730 sh | 730 | $123.4K | — | +0.7% |
| 1798 | Glen Eagle Advisors#1798 · 728 sh | 728 | $123.1K | 0.02% | 0.0% |
| 1799 | Guardian Partners#1799 · 725 sh | 725 | $122.6K | — | New |
| 1800 | Park Place Capital#1800 · 722 sh | 722 | $122.1K | 0.02% | 0.0% |
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.