Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | TSFG#1901 · 273 sh | 273 | $46.0K | — | 0.0% |
| 1902 | Crewe Advisors#1902 · 272 sh | 272 | $46.0K | <0.01% | +248.7% |
| 1903 | Signature Resources Capital Management#1903 · 272 sh | 272 | $46.0K | — | 0.0% |
| 1904 | SFAM#1904 · 267 sh | 267 | $45.1K | 0.04% | 0.0% |
| 1905 | Rakuten Securities#1905 · 265 sh | 265 | $44.8K | 0.01% | +2.7% |
| 1906 | Cornerstone Planning Group#1906 · 210 sh | 210 | $44.4K | — | +8.8% |
| 1907 | Stone House Investment Management#1907 · 261 sh | 261 | $44.0K | — | +6.5% |
| 1908 | COUNTRY BANK#1908 · 260 sh | 260 | $44.0K | <0.01% | 0.0% |
| 1909 | Gen-Wealth Partners#1909 · 259 sh | 259 | $43.8K | 0.01% | +4.9% |
| 1910 | Cornerstone National Bank#1910 · 250 sh | 250 | $43.6K | — | 0.0% |
| 1911 | Graney & King#1911 · 258 sh | 258 | $43.6K | 0.02% | +0.8% |
| 1912 | CNB Bank#1912 · 257 sh | 257 | $43.4K | 0.02% | 0.0% |
| 1913 | PETERSON WEALTH MANAGEMENT#1913 · 250 sh | 250 | $42.3K | 0.02% | 0.0% |
| 1914 | ROGCO#1914 · 250 sh | 250 | $42.3K | 0.01% | 0.0% |
| 1915 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#1915 · 250 sh | 250 | $42.3K | 0.02% | New |
| 1916 | StrongBox Wealth#1916 · 250 sh | 250 | $42.3K | 0.01% | New |
| 1917 | Hoese & LLP#1917 · 250 sh | 250 | $42.3K | — | New |
| 1918 | Smallwood Wealth Investment Management#1918 · 248 sh | 248 | $41.9K | 0.02% | +0.8% |
| 1919 | BALYASNY ASSET MANAGEMENT L.P.#1919 · 239 sh | 239 | $40.4K | <0.01% | -98.4% |
| 1920 | Fourth Dimension Wealth#1920 · 225 sh | 225 | $38.0K | 0.01% | +12.5% |
| 1921 | Nova Wealth Management#1921 · 218 sh | 218 | $36.9K | 0.02% | +27.5% |
| 1922 | Bank#1922 · 217 sh | 217 | $36.7K | — | 0.0% |
| 1923 | Founders Capital Management#1923 · 215 sh | 215 | $36.3K | — | 0.0% |
| 1924 | Perkins Coie#1924 · 215 sh | 215 | $36.3K | — | 0.0% |
| 1925 | WOLFF WIESE MAGANA#1925 · 214 sh | 214 | $36.2K | — | 0.0% |
| 1926 | KEB ASSET MANAGEMENT#1926 · 214 sh | 214 | $36.2K | <0.01% | New |
| 1927 | Bruce G. Allen Investments#1927 · 210 sh | 210 | $35.5K | 0.02% | 0.0% |
| 1928 | Navigoe#1928 · 209 sh | 209 | $35.0K | 0.02% | +4.5% |
| 1929 | GoalVest Advisory#1929 · 200 sh | 200 | $33.8K | — | 0.0% |
| 1930 | Delos Wealth Advisors#1930 · 200 sh | 200 | $33.8K | 0.02% | 0.0% |
| 1931 | Accordant Advisory Group#1931 · 200 sh | 200 | $33.8K | 0.02% | 0.0% |
| 1932 | Robinswood Financial#1932 · 200 sh | 200 | $33.8K | — | New |
| 1933 | Coston, McIsaac & Partners#1933 · 200 sh | 200 | $33.0K | <0.01% | 0.0% |
| 1934 | Vision Retirement#1934 · 190 sh | 190 | $32.1K | <0.01% | 0.0% |
| 1935 | Global Asset Management#1935 · 189 sh | 189 | $31.9K | — | -65.1% |
| 1936 | Silvant Capital Management#1936 · 186 sh | 186 | $31.4K | <0.01% | 0.0% |
| 1937 | Cape Investment Advisory#1937 · 186 sh | 186 | $31.4K | — | New |
| 1938 | Fedenia Advisers#1938 · 186 sh | 186 | $31.4K | — | New |
| 1939 | HOEY INVESTMENTS#1939 · 184 sh | 184 | $31.1K | <0.01% | 0.0% |
| 1940 | Private Wealth Management Group#1940 · 183 sh | 183 | $30.9K | — | -41.5% |
| 1941 | E Fund Management (Hong Kong) , Ltd.#1941 · 182 sh | 182 | $30.8K | 0.01% | -92.0% |
| 1942 | Wellington Grp#1942 · 168 sh | 168 | $30.6K | <0.01% | 0.0% |
| 1943 | J.Safra Asset Management#1943 · 178 sh | 178 | $30.1K | <0.01% | 0.0% |
| 1944 | Barnes Dennig Private Wealth Management#1944 · 178 sh | 178 | $30.1K | 0.02% | 0.0% |
| 1945 | First PREMIER Bank#1945 · 176 sh | 176 | $30.0K | — | 0.0% |
| 1946 | High Point Wealth Management#1946 · 174 sh | 174 | $29.4K | 0.02% | +1.2% |
| 1947 | Concord Wealth Partners#1947 · 173 sh | 173 | $29.3K | <0.01% | New |
| 1948 | Byrne Asset Management#1948 · 173 sh | 173 | $29.2K | — | 0.0% |
| 1949 | Commonwealth Retirement Investments#1949 · 172 sh | 172 | $29.1K | — | New |
| 1950 | South Dakota Investment Council#1950 · 169 sh | 169 | $29.0K | <0.01% | -86.1% |
| 1951 | KELLEHER FINANCIAL ADVISORS#1951 · 171 sh | 171 | $28.9K | <0.01% | New |
| 1952 | Walsh & Associates#1952 · 170 sh | 170 | $28.7K | 0.02% | 0.0% |
| 1953 | Kemnay Advisory Services#1953 · 169 sh | 169 | $28.6K | <0.01% | +9.0% |
| 1954 | FIRST UNITED BANK#1954 · 165 sh | 165 | $27.9K | — | 0.0% |
| 1955 | COMPASS FINANCIAL MANAGEMENT#1955 · 157 sh | 157 | $27.5K | <0.01% | — |
| 1956 | Advantage#1956 · 162 sh | 162 | $27.4K | — | 0.0% |
| 1957 | Ares Financial Consulting#1957 · 157 sh | 157 | $26.5K | — | +14.6% |
| 1958 | AXS Investments#1958 · 156 sh | 156 | $26.4K | <0.01% | -13.3% |
| 1959 | BURKETT FINANCIAL SERVICES#1959 · 154 sh | 154 | $26.1K | — | +0.7% |
| 1960 | Axiom Investment Management#1960 · 150 sh | 150 | $25.4K | 0.02% | 0.0% |
| 1961 | Fairscale Capital#1961 · 150 sh | 150 | $25.3K | 0.02% | +0.7% |
| 1962 | Sachetta#1962 · 147 sh | 147 | $24.9K | 0.01% | +18.5% |
| 1963 | Newbridge Financial Services Group#1963 · 146 sh | 146 | $24.7K | — | 0.0% |
| 1964 | Strategic Investment Solutions#1964 · 145 sh | 145 | $24.6K | <0.01% | -5.8% |
| 1965 | Joseph Group Capital Management#1965 · 144 sh | 144 | $24.3K | <0.01% | +29.7% |
| 1966 | Creative Capital Management Investments#1966 · 143 sh | 143 | $24.2K | <0.01% | +43.0% |
| 1967 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1967 · 142 sh | 142 | $24.0K | <0.01% | -11.2% |
| 1968 | Plante Moran Financial Advisors#1968 · 142 sh | 142 | $24.0K | <0.01% | -67.8% |
| 1969 | Roble, Belko & Company#1969 · 141 sh | 141 | $24.0K | <0.01% | 0.0% |
| 1970 | Bogart Wealth#1970 · 141 sh | 141 | $23.9K | <0.01% | +14.6% |
| 1971 | Beacon Financial Strategies#1971 · 138 sh | 138 | $23.3K | — | 0.0% |
| 1972 | PlanVest Financial#1972 · 137 sh | 137 | $23.2K | 0.02% | 0.0% |
| 1973 | James T. Borello RIA#1973 · 135 sh | 135 | $22.8K | — | +11.6% |
| 1974 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1974 · 132 sh | 132 | $22.3K | <0.01% | -29.4% |
| 1975 | Axxion S.A.#1975 · 132 sh | 132 | $22.3K | — | — |
| 1976 | Heritage Wealth Advisors#1976 · 131 sh | 131 | $22.1K | <0.01% | 0.0% |
| 1977 | Arlington#1977 · 129 sh | 129 | $21.8K | — | +57.3% |
| 1978 | S&T BANK#1978 · 128 sh | 128 | $21.6K | <0.01% | +0.8% |
| 1979 | Downshift Financial#1979 · 127 sh | 127 | $21.5K | — | New |
| 1980 | SECURITY NATIONAL BANK OF SO DAK#1980 · 124 sh | 124 | $21.0K | <0.01% | New |
| 1981 | 3 FACTOR INDEXING#1981 · 123 sh | 123 | $20.8K | — | 0.0% |
| 1982 | Millstone Evans Group#1982 · 121 sh | 121 | $20.5K | 0.01% | -74.8% |
| 1983 | Olistico Wealth#1983 · 119 sh | 119 | $20.1K | — | 0.0% |
| 1984 | MCGUIRE CAPITAL ADVISORS#1984 · 118 sh | 118 | $19.9K | 0.01% | -92.6% |
| 1985 | MANNING & NAPIER ADVISORS#1985 · 114 sh | 114 | $19.8K | <0.01% | New |
| 1986 | ARVEST INVESTMENTS#1986 · 117 sh | 117 | $19.8K | — | New |
| 1987 | Richardson Capital Management#1987 · 115 sh | 115 | $19.4K | — | 0.0% |
| 1988 | HIGHLINE WEALTH PARTNERS#1988 · 114 sh | 114 | $19.3K | — | +62.9% |
| 1989 | Midwest Capital Advisors#1989 · 114 sh | 114 | $19.3K | <0.01% | 0.0% |
| 1990 | Bare Financial Services#1990 · 113 sh | 113 | $19.1K | <0.01% | +63.8% |
| 1991 | LGT Financial Advisors#1991 · 112 sh | 112 | $19.0K | 0.10% | 0.0% |
| 1992 | MARSHALL INVESTMENT MANAGEMENT#1992 · 112 sh | 112 | $18.9K | <0.01% | New |
| 1993 | FIRST COMMUNITY NA#1993 · 111 sh | 111 | $18.8K | — | 0.0% |
| 1994 | Roxbury Financial#1994 · 110 sh | 110 | $18.6K | — | +0.9% |
| 1995 | First Pacific Financial#1995 · 110 sh | 110 | $18.6K | — | -14.1% |
| 1996 | Aberdeen Wealth Management#1996 · 108 sh | 108 | $18.3K | <0.01% | New |
| 1997 | RAFFA WEALTH MANAGEMENT#1997 · 105 sh | 105 | $17.8K | <0.01% | +7.1% |
| 1998 | LifeSteps Financial#1998 · 100 sh | 100 | $16.9K | — | New |
| 1999 | TIAA , NATIONAL ASSOCIATION#1999 · 100 sh | 100 | $16.9K | <0.01% | -63.0% |
| 2000 | PENSION & WEALTH MANAGEMENT ADVISORS#2000 · 100 sh | 100 | $16.9K | — | New |
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.