Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Hudson Bay Capital Management#301 · 57,418 sh | 57,418 | $9.7M | 0.03% | New |
| 302 | Edgestream Partners, L.P.#302 · 57,055 sh | 57,055 | $9.6M | 0.29% | New |
| 303 | NEW YORK LIFE INVESTMENT MANAGEMENT#303 · 55,869 sh | 55,869 | $9.4M | 0.07% | -0.2% |
| 304 | Telos Capital Management#304 · 55,644 sh | 55,644 | $9.4M | 0.83% | -2.0% |
| 305 | QRG CAPITAL MANAGEMENT#305 · 55,595 sh | 55,595 | $9.4M | 0.08% | +22.4% |
| 306 | Carlson Capital, L.P.#306 · 55,375 sh | 55,375 | $9.4M | 1.89% | +371.0% |
| 307 | First Fiduciary Investment Counsel#307 · 54,691 sh | 54,691 | $9.2M | 1.75% | -1.3% |
| 308 | Sumitomo Mitsui DS Asset Management Company, Ltd#308 · 54,278 sh | 54,278 | $9.2M | — | +4.7% |
| 309 | NISSAY ASSET MANAGEMENT /JAPAN#309 · 53,639 sh | 53,639 | $9.1M | 0.04% | +3.9% |
| 310 | SKBA CAPITAL MANAGEMENT#310 · 52,845 sh | 52,845 | $8.9M | 1.47% | -36.5% |
| 311 | WINTON GROUP Ltd#311 · 52,543 sh | 52,543 | $8.9M | 0.29% | New |
| 312 | J.W. COLE ADVISORS#312 · 52,353 sh | 52,353 | $8.9M | 0.15% | New |
| 313 | Man Group plc#313 · 52,190 sh | 52,190 | $8.8M | 0.01% | -14.1% |
| 314 | COMMERCE BANK#314 · 51,744 sh | 51,744 | $8.7M | 0.04% | -0.5% |
| 315 | BANK OF NOVA SCOTIA#315 · 51,322 sh | 51,322 | $8.7M | 0.01% | -45.8% |
| 316 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#316 · 51,126 sh | 51,126 | $8.6M | 0.03% | -0.3% |
| 317 | Hosking Partners LLP#317 · 50,924 sh | 50,924 | $8.6M | — | -1.3% |
| 318 | Federation des caisses Desjardins du Quebec#318 · 50,510 sh | 50,510 | $8.5M | 0.03% | +152.9% |
| 319 | RBF Capital#319 · 50,000 sh | 50,000 | $8.5M | 0.35% | 0.0% |
| 320 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#320 · 49,260 sh | 49,260 | $8.3M | 0.09% | +6.7% |
| 321 | Lido Advisors#321 · 49,178 sh | 49,178 | $8.3M | 0.02% | +18.6% |
| 322 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#322 · 49,059 sh | 49,059 | $8.3M | 0.06% | -5.6% |
| 323 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.#323 · 48,890 sh | 48,890 | $8.3M | 0.06% | -9.2% |
| 324 | Stablepoint Partners#324 · 48,662 sh | 48,662 | $8.2M | 1.14% | +0.1% |
| 325 | Royal Fund Management#325 · 48,623 sh | 48,623 | $8.2M | — | +5.0% |
| 326 | Stolper#326 · 48,609 sh | 48,609 | $8.2M | — | +11.2% |
| 327 | Generali Asset Management SPA SGR#327 · 48,418 sh | 48,418 | $8.2M | — | -9.2% |
| 328 | Aptus Capital Advisors#328 · 48,354 sh | 48,354 | $8.2M | 0.06% | +0.3% |
| 329 | LEAVELL INVESTMENT MANAGEMENT#329 · 48,112 sh | 48,112 | $8.1M | 0.30% | +1.8% |
| 330 | KORNITZER CAPITAL MANAGEMENT#330 · 47,977 sh | 47,977 | $8.1M | 0.17% | -0.6% |
| 331 | Disciplined Investments#331 · 47,936 sh | 47,936 | $8.1M | 2.62% | +12.0% |
| 332 | Engineers Gate Manager#332 · 47,859 sh | 47,859 | $8.1M | 0.10% | +194.9% |
| 333 | USS Investment Management Ltd#333 · 47,855 sh | 47,855 | $8.1M | 0.03% | -13.1% |
| 334 | THRIVENT FINANCIAL FOR LUTHERANS#334 · 47,784 sh | 47,784 | $8.1M | 0.01% | -3.1% |
| 335 | YOUSIF CAPITAL MANAGEMENT#335 · 47,469 sh | 47,469 | $8.0M | — | -8.6% |
| 336 | INTECH INVESTMENT MANAGEMENT#336 · 47,311 sh | 47,311 | $8.0M | 0.07% | +191.4% |
| 337 | Mirador Capital Partners#337 · 47,295 sh | 47,295 | $8.0M | — | +0.5% |
| 338 | Trajan Wealth#338 · 47,199 sh | 47,199 | $8.0M | 0.30% | +11.8% |
| 339 | MIRAE ASSET GLOBAL ETFS Ltd.#339 · 47,194 sh | 47,194 | $8.0M | <0.01% | +23.5% |
| 340 | Beacon Pointe Advisors#340 · 47,011 sh | 47,011 | $7.9M | 0.04% | +3.3% |
| 341 | Graham Capital Management, L.P.#341 · 46,428 sh | 46,428 | $7.8M | 0.14% | +414.1% |
| 342 | SevenBridge Financial Group#342 · 38,451 sh | 38,451 | $7.8M | — | 0.0% |
| 343 | SPIRIT OF AMERICA MANAGEMENT#343 · 45,436 sh | 45,436 | $7.7M | — | -6.3% |
| 344 | PINKERTON WEALTH#344 · 41,681 sh | 41,681 | $7.6M | 0.65% | -2.6% |
| 345 | PARK AVENUE SECURITIES#345 · 44,794 sh | 44,794 | $7.6M | — | +17.7% |
| 346 | UniSuper Management Pty Ltd#346 · 44,722 sh | 44,722 | $7.6M | — | +29.8% |
| 347 | SALEM INVESTMENT COUNSELORS#347 · 44,525 sh | 44,525 | $7.5M | — | -1.9% |
| 348 | WESBANCO BANK#348 · 44,446 sh | 44,446 | $7.5M | 0.19% | -1.0% |
| 349 | NOMURA#349 · 43,805 sh | 43,805 | $7.4M | <0.01% | +188.1% |
| 350 | SHERMAN PORFOLIOS#350 · 40,371 sh | 40,371 | $7.4M | 0.58% | -0.5% |
| 351 | Convergence Investment Partners#351 · 43,453 sh | 43,453 | $7.3M | 0.70% | +27.7% |
| 352 | Kingsview Wealth Management#352 · 43,343 sh | 43,343 | $7.3M | 0.09% | -0.9% |
| 353 | HITE Hedge Asset Management#353 · 43,113 sh | 43,113 | $7.3M | 0.40% | New |
| 354 | LEVEL FOUR ADVISORY SERVICES#354 · 42,529 sh | 42,529 | $7.2M | 0.20% | -3.3% |
| 355 | AlTi Global#355 · 42,506 sh | 42,506 | $7.2M | 0.15% | -0.3% |
| 356 | Canal Insurance#356 · 42,500 sh | 42,500 | $7.2M | — | 0.0% |
| 357 | ICON ADVISERS#357 · 42,417 sh | 42,417 | $7.2M | 1.35% | -20.6% |
| 358 | Sovereign Investment Advisors#358 · 42,129 sh | 42,129 | $7.1M | 1.34% | 0.0% |
| 359 | Merit Financial Group#359 · 42,079 sh | 42,079 | $7.1M | 0.04% | +17.7% |
| 360 | BARINGS#360 · 41,977 sh | 41,977 | $7.1M | — | New |
| 361 | Qsemble Capital Management#361 · 41,951 sh | 41,951 | $7.1M | 0.91% | +978.4% |
| 362 | Union Bankshares#362 · 41,769 sh | 41,769 | $7.1M | 0.12% | -3.0% |
| 363 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#363 · 41,320 sh | 41,320 | $7.0M | — | -3.6% |
| 364 | Arkadios Wealth Advisors#364 · 41,098 sh | 41,098 | $6.9M | 0.11% | -0.8% |
| 365 | KING LUTHER CAPITAL MANAGEMENT#365 · 41,070 sh | 41,070 | $6.9M | 0.03% | -0.8% |
| 366 | HB Wealth Management#366 · 41,017 sh | 41,017 | $6.9M | — | +7.7% |
| 367 | KBC Group NV#367 · 41,018 sh | 41,018 | $6.9M | — | +12.2% |
| 368 | Kesler, Norman & Wride#368 · 40,989 sh | 40,989 | $6.9M | 1.10% | -0.4% |
| 369 | COLDSTREAM CAPITAL MANAGEMENT#369 · 40,911 sh | 40,911 | $6.9M | 0.09% | -1.4% |
| 370 | Vontobel Holding Ltd.#370 · 40,851 sh | 40,851 | $6.9M | — | -3.6% |
| 371 | Rodgers Brothers#371 · 40,548 sh | 40,548 | $6.9M | 0.67% | -3.3% |
| 372 | Heritage#372 · 40,526 sh | 40,526 | $6.9M | 0.59% | -0.6% |
| 373 | Waverly Advisors#373 · 40,457 sh | 40,457 | $6.8M | 0.04% | +17.8% |
| 374 | Texas Yale Capital#374 · 40,323 sh | 40,323 | $6.8M | 0.15% | 0.0% |
| 375 | Alley Investment Management Company#375 · 39,713 sh | 39,713 | $6.7M | 0.78% | -4.6% |
| 376 | State of Alaska, Department of Revenue#376 · 39,285 sh | 39,285 | $6.6M | — | -1.2% |
| 377 | CUTLER INVESTMENT COUNSEL#377 · 39,282 sh | 39,282 | $6.6M | 0.63% | 0.0% |
| 378 | Sequoia Financial Advisors#378 · 39,247 sh | 39,247 | $6.6M | 0.03% | +5.6% |
| 379 | Altrius Capital Management#379 · 38,879 sh | 38,879 | $6.6M | 1.25% | -1.2% |
| 380 | Jupiter Topco#380 · 38,743 sh | 38,743 | $6.5M | <0.01% | — |
| 381 | NewSquare Capital#381 · 38,405 sh | 38,405 | $6.5M | 0.48% | +5.8% |
| 382 | MidFirst Bank#382 · 38,348 sh | 38,348 | $6.5M | 0.46% | +1.0% |
| 383 | MONTGOMERY INVESTMENT MANAGEMENT#383 · 38,200 sh | 38,200 | $6.5M | — | -1.3% |
| 384 | HUNTINGTON NATIONAL BANK#384 · 37,951 sh | 37,951 | $6.4M | 0.03% | -4.5% |
| 385 | VIRGINIA WEALTH MANAGEMENT GROUP#385 · 37,694 sh | 37,694 | $6.4M | — | +0.1% |
| 386 | MATTERN CAPITAL MANAGEMENT#386 · 36,899 sh | 36,899 | $6.2M | 0.73% | -58.4% |
| 387 | Elo Mutual Pension Insurance#387 · 36,201 sh | 36,201 | $6.1M | 0.08% | +19.3% |
| 388 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#388 · 35,789 sh | 35,789 | $6.1M | <0.01% | -0.5% |
| 389 | MUFG Securities EMEA plc#389 · 35,693 sh | 35,693 | $6.0M | 0.06% | +116.1% |
| 390 | Pinnacle Financial Partners#390 · 35,628 sh | 35,628 | $6.0M | 0.04% | -2.5% |
| 391 | FARMERS & MERCHANTS INVESTMENTS#391 · 35,580 sh | 35,580 | $6.0M | — | 0.0% |
| 392 | UNITED CAPITAL FINANCIAL ADVISORS#392 · 35,317 sh | 35,317 | $6.0M | 0.03% | -1.7% |
| 393 | BRADY FAMILY WEALTH#393 · 35,188 sh | 35,188 | $5.9M | 1.72% | -2.8% |
| 394 | Entropy Technologies#394 · 34,912 sh | 34,912 | $5.9M | 0.23% | +88.2% |
| 395 | Dakota Wealth Management#395 · 34,804 sh | 34,804 | $5.9M | 0.11% | -2.6% |
| 396 | Independent Advisor Alliance#396 · 34,704 sh | 34,704 | $5.9M | 0.14% | +1.5% |
| 397 | NKCFO#397 · 34,475 sh | 34,475 | $5.8M | 1.77% | 0.0% |
| 398 | CARY STREET PARTNERS FINANCIAL#398 · 33,930 sh | 33,930 | $5.7M | 0.13% | -1.1% |
| 399 | Grantham, Mayo, Van Otterloo#399 · 33,887 sh | 33,887 | $5.7M | 0.01% | +485.4% |
| 400 | FIL Ltd#400 · 33,822 sh | 33,822 | $5.7M | <0.01% | +1048.1% |
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.