Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | MILLER WEALTH ADVISORS#1801 · 715 sh | 715 | $120.9K | 0.05% | 0.0% |
| 1802 | TOWER & INVESTMENT#1802 · 714 sh | 714 | $120.7K | 0.07% | 0.0% |
| 1803 | Piscataqua Savings Bank#1803 · 714 sh | 714 | $120.7K | — | 0.0% |
| 1804 | Tower View Wealth Management#1804 · 713 sh | 713 | $120.6K | — | +0.6% |
| 1805 | First Bancorp#1805 · 712 sh | 712 | $120.4K | — | New |
| 1806 | Front Row Advisors#1806 · 535 sh | 535 | $120.0K | 0.03% | 0.0% |
| 1807 | NBH Bank#1807 · 710 sh | 710 | $120.0K | 0.05% | — |
| 1808 | VAQUERO PRIVATE WEALTH, LTD#1808 · 709 sh | 709 | $119.9K | 0.02% | — |
| 1809 | Kentucky#1809 · 706 sh | 706 | $119.3K | — | +0.9% |
| 1810 | Riverview#1810 · 703 sh | 703 | $118.8K | 0.14% | 0.0% |
| 1811 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1811 · 689 sh | 689 | $116.5K | <0.01% | -6.3% |
| 1812 | TOTH FINANCIAL ADVISORY#1812 · 682 sh | 682 | $115.3K | — | -0.1% |
| 1813 | EVERMAY WEALTH MANAGEMENT#1813 · 670 sh | 670 | $113.3K | 0.01% | +34.0% |
| 1814 | Clearstead#1814 · 660 sh | 660 | $111.6K | 0.01% | 0.0% |
| 1815 | DecisionPoint Financial#1815 · 632 sh | 632 | $110.3K | 0.02% | +0.8% |
| 1816 | Signature Equity Partners#1816 · 633 sh | 633 | $107.0K | 0.05% | -3.9% |
| 1817 | Kimelman & Baird#1817 · 625 sh | 625 | $105.7K | <0.01% | 0.0% |
| 1818 | SOUTHERN MICHIGAN BANK &#1818 · 625 sh | 625 | $105.7K | — | 0.0% |
| 1819 | Main Street Group, LTD#1819 · 616 sh | 616 | $104.1K | 0.02% | 0.0% |
| 1820 | Key FInancial#1820 · 615 sh | 615 | $104.0K | 0.02% | -3.0% |
| 1821 | United Community Bank#1821 · 595 sh | 595 | $100.6K | 0.03% | -39.8% |
| 1822 | HAGER INVESTMENT MANAGEMENT SERVICES#1822 · 591 sh | 591 | $99.9K | 0.05% | -2.3% |
| 1823 | Greykasell Wealth Strategies#1823 · 588 sh | 588 | $99.3K | 0.04% | 0.0% |
| 1824 | Community Financial Services Group#1824 · 563 sh | 563 | $98.2K | — | 0.0% |
| 1825 | BAYBAN#1825 · 576 sh | 576 | $97.4K | 0.07% | +9.5% |
| 1826 | NorthAvenue#1826 · 575 sh | 575 | $97.2K | 0.07% | 0.0% |
| 1827 | JFS WEALTH ADVISORS#1827 · 572 sh | 572 | $96.7K | <0.01% | +1.6% |
| 1828 | WEST PACES ADVISORS#1828 · 564 sh | 564 | $95.3K | — | New |
| 1829 | Sarver Vrooman Wealth Advisors#1829 · 533 sh | 533 | $95.0K | — | 0.0% |
| 1830 | City State Bank#1830 · 561 sh | 561 | $94.8K | — | 0.0% |
| 1831 | Murphy & Mullick Capital Management#1831 · 557 sh | 557 | $94.2K | 0.06% | 0.0% |
| 1832 | McMillan Office#1832 · 552 sh | 552 | $93.3K | 0.01% | 0.0% |
| 1833 | MARK SHEPTOFF FINANCIAL PLANNING#1833 · 550 sh | 550 | $93.0K | 0.05% | 0.0% |
| 1834 | GILL CAPITAL PARTNERS#1834 · 542 sh | 542 | $91.6K | — | +100.0% |
| 1835 | Harbor Asset Planning#1835 · 533 sh | 533 | $90.2K | — | 0.0% |
| 1836 | JPL Wealth Management#1836 · 533 sh | 533 | $90.1K | 0.02% | +0.4% |
| 1837 | Steigerwald, Gordon & Koch#1837 · 531 sh | 531 | $89.8K | <0.01% | 0.0% |
| 1838 | Aventura Private Wealth#1838 · 521 sh | 521 | $88.1K | 0.03% | -0.2% |
| 1839 | OGOREK ANTHONY JOSEPH /NY#1839 · 516 sh | 516 | $87.0K | 0.02% | -8.3% |
| 1840 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1840 · 510 sh | 510 | $86.2K | 0.02% | +37.8% |
| 1841 | Silver Grove Financial Group#1841 · 500 sh | 500 | $84.6K | 0.05% | +7042.9% |
| 1842 | DUNCKER STREETT#1842 · 500 sh | 500 | $84.5K | 0.01% | 0.0% |
| 1843 | ACIMA PRIVATE WEALTH#1843 · 500 sh | 500 | $84.5K | — | 0.0% |
| 1844 | FLAGSHIP WEALTH ADVISORS#1844 · 500 sh | 500 | $84.5K | 0.02% | 0.0% |
| 1845 | VALLEY WEALTH MANAGERS#1845 · 500 sh | 500 | $84.5K | — | 0.0% |
| 1846 | Physician Wealth Advisors#1846 · 494 sh | 494 | $83.5K | — | +10.0% |
| 1847 | JNBA Financial Advisors#1847 · 489 sh | 489 | $82.7K | <0.01% | +4.7% |
| 1848 | PIN OAK INVESTMENT ADVISORS#1848 · 450 sh | 450 | $82.0K | 0.06% | 0.0% |
| 1849 | Morse Asset Management#1849 · 475 sh | 475 | $80.3K | 0.01% | +46.2% |
| 1850 | 1 NORTH WEALTH SERVICES#1850 · 474 sh | 474 | $80.1K | 0.03% | 0.0% |
| 1851 | Salomon & Ludwin#1851 · 456 sh | 456 | $79.6K | <0.01% | -3.0% |
| 1852 | Financially Speaking#1852 · 435 sh | 435 | $79.3K | 0.39% | 0.0% |
| 1853 | Catalyst Capital Advisors#1853 · 468 sh | 468 | $79.1K | <0.01% | New |
| 1854 | GW&K Investment Management#1854 · 464 sh | 464 | $78.0K | <0.01% | +41.5% |
| 1855 | WEBSTER BANK, N. A.#1855 · 458 sh | 458 | $77.4K | <0.01% | -8.6% |
| 1856 | Medallion Wealth Advisors#1856 · 449 sh | 449 | $76.0K | 0.02% | +0.7% |
| 1857 | EVOLUTION WEALTH MANAGEMENT#1857 · 439 sh | 439 | $74.3K | 0.04% | +35.5% |
| 1858 | GODSEY & GIBB#1858 · 435 sh | 435 | $73.5K | — | -9.0% |
| 1859 | THOMPSON INVESTMENT MANAGEMENT#1859 · 430 sh | 430 | $72.7K | — | +1333.3% |
| 1860 | Johnson Financial Group#1860 · 426 sh | 426 | $72.0K | <0.01% | -8.4% |
| 1861 | ACTION POINT FINANCIAL PLANNING#1861 · 433 sh | 433 | $72.0K | <0.01% | New |
| 1862 | Spire Wealth Management#1862 · 415 sh | 415 | $70.2K | <0.01% | -76.4% |
| 1863 | ALBION FINANCIAL GROUP#1863 · 409 sh | 409 | $69.1K | — | +317.3% |
| 1864 | FIRST HORIZON NATIONAL#1864 · 408 sh | 408 | $69.0K | — | -23.0% |
| 1865 | CBIZ Investment Advisory Services#1865 · 375 sh | 375 | $68.3K | <0.01% | 0.0% |
| 1866 | Financial Gravity Companies, (FGCO)#1866 · 397 sh | 397 | $67.1K | 0.01% | — |
| 1867 | Cornerstone Financial Management#1867 · 390 sh | 390 | $65.9K | 0.05% | +134.9% |
| 1868 | Manchester Capital Management#1868 · 387 sh | 387 | $65.4K | — | +13.5% |
| 1869 | Moisand Fitzgerald Tamayo#1869 · 385 sh | 385 | $65.1K | — | 0.0% |
| 1870 | SUMMIT SECURITIES GROUP#1870 · 373 sh | 373 | $63.1K | <0.01% | +465.2% |
| 1871 | BEACON INVESTMENT ADVISORY SERVICES#1871 · 370 sh | 370 | $62.5K | — | 0.0% |
| 1872 | Copia Wealth Management#1872 · 363 sh | 363 | $61.4K | 0.04% | 0.0% |
| 1873 | Battery Global Advisors#1873 · 358 sh | 358 | $60.5K | 0.03% | 0.0% |
| 1874 | Evolution Advisers#1874 · 355 sh | 355 | $60.0K | 0.02% | -4.8% |
| 1875 | Activest Wealth Management#1875 · 353 sh | 353 | $59.7K | — | -13.3% |
| 1876 | Jackson, Grant Investment Advisers#1876 · 350 sh | 350 | $59.2K | 0.02% | 0.0% |
| 1877 | Operose Advisors#1877 · 350 sh | 350 | $59.2K | 0.01% | +1.2% |
| 1878 | PITTENGER & ANDERSON#1878 · 342 sh | 342 | $57.8K | <0.01% | 0.0% |
| 1879 | Truvestments Capital#1879 · 340 sh | 340 | $57.5K | <0.01% | +98.8% |
| 1880 | New England Capital Financial Advisors#1880 · 331 sh | 331 | $55.9K | 0.01% | +0.6% |
| 1881 | Dynamic Wealth Strategies#1881 · 330 sh | 330 | $55.8K | — | 0.0% |
| 1882 | FINANCIAL CONSULATE#1882 · 329 sh | 329 | $55.6K | — | +5.1% |
| 1883 | BOK Financial Private Wealth#1883 · 328 sh | 328 | $55.4K | <0.01% | +15.5% |
| 1884 | EFG International AG#1884 · 325 sh | 325 | $54.9K | <0.01% | 0.0% |
| 1885 | Covestor Ltd#1885 · 319 sh | 319 | $54.0K | 0.03% | +107.1% |
| 1886 | Bell Investment Advisors#1886 · 314 sh | 314 | $53.1K | <0.01% | +46.0% |
| 1887 | Whipplewood Advisors#1887 · 310 sh | 310 | $52.4K | — | -21.7% |
| 1888 | MEEDER ASSET MANAGEMENT#1888 · 310 sh | 310 | $52.4K | <0.01% | -96.2% |
| 1889 | Quaker Wealth Management#1889 · 308 sh | 308 | $52.1K | — | 0.0% |
| 1890 | Forum Finance Group S.A.#1890 · 370 sh | 370 | $51.0K | 0.02% | New |
| 1891 | Fortitude Family Office#1891 · 300 sh | 300 | $50.7K | — | -2.6% |
| 1892 | Boreal Capital Management#1892 · 300 sh | 300 | $50.7K | 0.04% | 0.0% |
| 1893 | SRH ADVISORS#1893 · 299 sh | 299 | $50.5K | — | 0.0% |
| 1894 | Morton Brown Family Wealth#1894 · 289 sh | 289 | $48.9K | — | +2.5% |
| 1895 | N.E.W. Advisory Services#1895 · 288 sh | 288 | $48.8K | <0.01% | +0.7% |
| 1896 | Tacita Capital#1896 · 286 sh | 286 | $48.3K | 0.03% | 0.0% |
| 1897 | Crews Bank#1897 · 285 sh | 285 | $48.2K | <0.01% | 0.0% |
| 1898 | Owl Creek Wealth Partners#1898 · 283 sh | 283 | $47.8K | — | +7.6% |
| 1899 | STEPHENSON NATIONAL BANK#1899 · 276 sh | 276 | $46.7K | — | -16.6% |
| 1900 | Dorato Capital Management#1900 · 245 sh | 245 | $46.1K | — | 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.