Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | BARRETT & COMPANY#2001 · 100 sh | 100 | $16.9K | — | 0.0% |
| 2002 | MJT & Associates Financial Advisory Group#2002 · 99 sh | 99 | $16.7K | — | 0.0% |
| 2003 | Western Pacific Wealth Management#2003 · 95 sh | 95 | $16.1K | — | 0.0% |
| 2004 | Cedar Mountain Advisors#2004 · 94 sh | 94 | $15.9K | — | 0.0% |
| 2005 | WPG Advisers#2005 · 92 sh | 92 | $15.6K | <0.01% | +12.2% |
| 2006 | West Branch Capital#2006 · 92 sh | 92 | $15.5K | — | 0.0% |
| 2007 | Strengthening Families & Communities#2007 · 90 sh | 90 | $15.3K | — | +18.4% |
| 2008 | SOA Wealth Advisors#2008 · 90 sh | 90 | $15.3K | <0.01% | 0.0% |
| 2009 | Premier Financial Group#2009 · 90 sh | 90 | $15.2K | <0.01% | New |
| 2010 | Synergy Investment Management#2010 · 73 sh | 73 | $15.1K | <0.01% | +711.1% |
| 2011 | Dogwood Wealth Management#2011 · 89 sh | 89 | $15.0K | <0.01% | -35.5% |
| 2012 | Financial Perspectives#2012 · 88 sh | 88 | $14.9K | <0.01% | 0.0% |
| 2013 | Principia Wealth Advisory#2013 · 88 sh | 88 | $14.9K | <0.01% | +4.8% |
| 2014 | IAG Wealth Partners#2014 · 85 sh | 85 | $14.4K | <0.01% | 0.0% |
| 2015 | MPWM ADVISORY SOLUTIONS#2015 · 84 sh | 84 | $14.2K | <0.01% | +1.2% |
| 2016 | Alpine Bank Wealth Management#2016 · 83 sh | 83 | $14.0K | — | New |
| 2017 | Wilkerson Advisory Group#2017 · 81 sh | 81 | $13.7K | — | -19.0% |
| 2018 | Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.#2018 · 80 sh | 80 | $13.5K | — | -38.5% |
| 2019 | Bay Harbor Wealth Management#2019 · 74 sh | 74 | $12.5K | <0.01% | +13.8% |
| 2020 | YANKCOM Partnership#2020 · 74 sh | 74 | $12.5K | — | 0.0% |
| 2021 | Hickory Point Bank#2021 · 74 sh | 74 | $12.5K | — | 0.0% |
| 2022 | Markowski Investments#2022 · 74 sh | 74 | $12.5K | <0.01% | — |
| 2023 | ZRC WEALTH MANAGEMENT#2023 · 71 sh | 71 | $12.0K | — | +97.2% |
| 2024 | Valued Wealth Advisors#2024 · 71 sh | 71 | $11.9K | <0.01% | +16.4% |
| 2025 | FIRST FINANCIAL#2025 · 69 sh | 69 | $11.7K | — | 0.0% |
| 2026 | RMG Wealth Management#2026 · 51 sh | 51 | $11.5K | — | 0.0% |
| 2027 | Bradley & Private Wealth Management#2027 · 67 sh | 67 | $11.3K | — | 0.0% |
| 2028 | PROSPERITY BANCSHARES#2028 · 66 sh | 66 | $11.2K | <0.01% | 0.0% |
| 2029 | Lavaca Capital#2029 · 66 sh | 66 | $11.2K | <0.01% | 0.0% |
| 2030 | ATWOOD & PALMER#2030 · 65 sh | 65 | $11.0K | — | +6400.0% |
| 2031 | Virginia Estate & Retirement Planning Advisors#2031 · 65 sh | 65 | $11.0K | — | 0.0% |
| 2032 | Leo H. Evart#2032 · 64 sh | 64 | $10.9K | <0.01% | 0.0% |
| 2033 | Pacifica Partners#2033 · 60 sh | 60 | $10.6K | — | 0.0% |
| 2034 | Atlantic Edge Private Wealth Management#2034 · 60 sh | 60 | $10.1K | — | 0.0% |
| 2035 | Westend Capital Management#2035 · 59 sh | 59 | $10.0K | <0.01% | -27.2% |
| 2036 | Center for Financial Planning#2036 · 57 sh | 57 | $9.6K | — | 0.0% |
| 2037 | High Note Wealth#2037 · 56 sh | 56 | $9.5K | <0.01% | -46.2% |
| 2038 | HighMark Wealth Management#2038 · 56 sh | 56 | $9.5K | <0.01% | +64.7% |
| 2039 | OLD SECOND NATIONAL BANK OF AURORA#2039 · 55 sh | 55 | $9.3K | — | 0.0% |
| 2040 | ENTRUST FINANCIAL#2040 · 55 sh | 55 | $9.2K | <0.01% | 0.0% |
| 2041 | Oakmont Advisory Group#2041 · 54 sh | 54 | $9.1K | <0.01% | New |
| 2042 | Planning Strategies#2042 · 53 sh | 53 | $9.0K | — | — |
| 2043 | AMERIFLEX GROUP#2043 · 52 sh | 52 | $8.8K | <0.01% | +160.0% |
| 2044 | KERR FINANCIAL PLANNING#2044 · 52 sh | 52 | $8.7K | <0.01% | 0.0% |
| 2045 | Noble Wealth Management PBC#2045 · 51 sh | 51 | $8.6K | — | 0.0% |
| 2046 | Kilter Group#2046 · 51 sh | 51 | $8.6K | <0.01% | +75.9% |
| 2047 | Align Financial#2047 · 50 sh | 50 | $8.5K | — | 0.0% |
| 2048 | Bullseye Investment Management#2048 · 50 sh | 50 | $8.5K | <0.01% | +100.0% |
| 2049 | Kroeger Financial Partners#2049 · 50 sh | 50 | $8.5K | — | — |
| 2050 | Marquette Asset Management#2050 · 46 sh | 46 | $7.8K | — | 0.0% |
| 2051 | Abound Wealth Management#2051 · 45 sh | 45 | $7.6K | — | -45.8% |
| 2052 | MARYLAND CAPITAL ADVISORS#2052 · 44 sh | 44 | $7.4K | — | — |
| 2053 | Financial Network Wealth Advisors#2053 · 44 sh | 44 | $7.4K | <0.01% | +4.8% |
| 2054 | Elevated Capital Advisors#2054 · 40 sh | 40 | $6.8K | <0.01% | 0.0% |
| 2055 | RICHARDSON FINANCIAL SERVICES#2055 · 40 sh | 40 | $6.8K | <0.01% | +300.0% |
| 2056 | United Financial Planning Group#2056 · 39 sh | 39 | $6.6K | <0.01% | 0.0% |
| 2057 | Osbon Capital Management#2057 · 38 sh | 38 | $6.5K | <0.01% | 0.0% |
| 2058 | Prudent Man Investment Management#2058 · 50 sh | 50 | $6.5K | <0.01% | 0.0% |
| 2059 | DiNuzzo Private Wealth#2059 · 37 sh | 37 | $6.3K | — | 0.0% |
| 2060 | Montgomery Financial Services#2060 · 37 sh | 37 | $6.2K | <0.01% | — |
| 2061 | DELTA ASSET MANAGEMENT#2061 · 36 sh | 36 | $6.1K | <0.01% | New |
| 2062 | POM Investment Strategies#2062 · 35 sh | 35 | $5.9K | — | -89.6% |
| 2063 | FIDUCIARY ADVISORS#2063 · 35 sh | 35 | $5.9K | — | 0.0% |
| 2064 | Horrell Capital Management#2064 · 34 sh | 34 | $5.7K | — | 0.0% |
| 2065 | Tradewinds Capital Management#2065 · 34 sh | 34 | $5.7K | — | 0.0% |
| 2066 | Tidemark#2066 · 33 sh | 33 | $5.6K | <0.01% | 0.0% |
| 2067 | Monetary Solutions, Ltd#2067 · 31 sh | 31 | $5.2K | — | 0.0% |
| 2068 | Penserra Capital Management#2068 · 33 sh | 33 | $5.0K | 0.00% | 0.0% |
| 2069 | HORIZON FINANCIAL SERVICES#2069 · 28 sh | 28 | $4.7K | <0.01% | New |
| 2070 | CGC Financial Services#2070 · 28 sh | 28 | $4.7K | — | 0.0% |
| 2071 | Hughes Financial Services#2071 · 28 sh | 28 | $4.7K | <0.01% | +133.3% |
| 2072 | HFM Investment Advisors#2072 · 27 sh | 27 | $4.6K | <0.01% | +107.7% |
| 2073 | Spurstone Advisory Services#2073 · 25 sh | 25 | $4.4K | 0.06% | 0.0% |
| 2074 | WealthCollab#2074 · 24 sh | 24 | $4.1K | <0.01% | 0.0% |
| 2075 | Carolina Wealth Advisors#2075 · 23 sh | 23 | $3.9K | — | 0.0% |
| 2076 | Dunhill Financial#2076 · 22 sh | 22 | $3.8K | <0.01% | +10.0% |
| 2077 | Torren Management#2077 · 22 sh | 22 | $3.8K | <0.01% | 0.0% |
| 2078 | TrueNorth#2078 · 20 sh | 20 | $3.4K | <0.01% | +81.8% |
| 2079 | BFSG#2079 · 20 sh | 20 | $3.4K | <0.01% | 0.0% |
| 2080 | Retirement Wealth Solutions#2080 · 19 sh | 19 | $3.2K | — | 0.0% |
| 2081 | Nalls Sherbakoff Group#2081 · 17 sh | 17 | $2.9K | <0.01% | 0.0% |
| 2082 | IMG Wealth Management#2082 · 17 sh | 17 | $2.9K | — | New |
| 2083 | Washington Advisors#2083 · 16 sh | 16 | $2.7K | — | 0.0% |
| 2084 | Sunrise Financial Services#2084 · 16 sh | 16 | $2.7K | — | -51.5% |
| 2085 | HRT FINANCIAL#2085 · 14,800 sh | 14,800 | $2.5K | 0.00% | -78.7% |
| 2086 | DHJJ Financial Advisors, Ltd.#2086 · 14 sh | 14 | $2.4K | — | 0.0% |
| 2087 | 1015 Capital Partners#2087 · 13 sh | 13 | $2.2K | <0.01% | 0.0% |
| 2088 | Winthrop Capital Management#2088 · 13 sh | 13 | $2.0K | <0.01% | New |
| 2089 | Fortis Group Advisors#2089 · 11 sh | 11 | $1.9K | <0.01% | New |
| 2090 | Advocate Investing Services#2090 · 11 sh | 11 | $1.9K | — | 0.0% |
| 2091 | Davis Capital Management#2091 · 10 sh | 10 | $1.7K | — | +233.3% |
| 2092 | Aspect Partners#2092 · 10 sh | 10 | $1.7K | — | 0.0% |
| 2093 | PayPay Securities#2093 · 9 sh | 9 | $1.5K | — | -84.7% |
| 2094 | Decker Retirement Planning#2094 · 8 sh | 8 | $1.4K | — | New |
| 2095 | Kings Path Partners#2095 · 8 sh | 8 | $1.4K | — | New |
| 2096 | Seneschal Advisors#2096 · 6 sh | 6 | $1.0K | <0.01% | 0.0% |
| 2097 | Mascoma Wealth Management#2097 · 6 sh | 6 | $1.0K | — | -14.3% |
| 2098 | Provenance Wealth Advisors#2098 · 6 sh | 6 | $1.0K | <0.01% | New |
| 2099 | Halbert, Hargrove/Russell#2099 · 6 sh | 6 | $949.00 | — | New |
| 2100 | Spectrum Wealth Advisory Group#2100 · 5 sh | 5 | $851.00 | <0.01% | 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.