Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Ancora Advisors#401 · 33,814 sh | 33,814 | $5.7M | 0.11% | -6.9% |
| 402 | Community Bank & , Waco, Texas#402 · 33,772 sh | 33,772 | $5.7M | — | -2.1% |
| 403 | Farther Finance Advisors#403 · 33,699 sh | 33,699 | $5.7M | — | +17.5% |
| 404 | OMERS ADMINISTRATION#404 · 33,427 sh | 33,427 | $5.7M | 0.03% | -7.5% |
| 405 | Alpha Omega Wealth Management#405 · 33,114 sh | 33,114 | $5.6M | — | -2.1% |
| 406 | PINNACLE ASSOCIATES LTD#406 · 33,020 sh | 33,020 | $5.6M | — | -1.2% |
| 407 | BTC Capital Management#407 · 32,961 sh | 32,961 | $5.6M | 0.34% | +28.5% |
| 408 | ABN AMRO INVESTMENT SOLUTIONS#408 · 32,899 sh | 32,899 | $5.6M | — | +36.8% |
| 409 | Toroso Investments#409 · 32,674 sh | 32,674 | $5.5M | <0.01% | +51.7% |
| 410 | MEYER HANDELMAN#410 · 32,672 sh | 32,672 | $5.5M | 0.16% | -1.2% |
| 411 | Compass Wealth Management#411 · 32,662 sh | 32,662 | $5.5M | — | -6.0% |
| 412 | Y-Intercept (Hong Kong) Ltd#412 · 32,400 sh | 32,400 | $5.5M | — | New |
| 413 | ALLSTATE#413 · 32,106 sh | 32,106 | $5.4M | 0.05% | -27.6% |
| 414 | GF FUND MANAGEMENT LTD.#414 · 31,898 sh | 31,898 | $5.4M | — | -70.6% |
| 415 | CHATHAM CAPITAL GROUP#415 · 31,690 sh | 31,690 | $5.4M | — | -1.8% |
| 416 | OPPENHEIMER#416 · 31,636 sh | 31,636 | $5.3M | — | -24.1% |
| 417 | Colonial Advisors#417 · 31,635 sh | 31,635 | $5.3M | 0.37% | -2.8% |
| 418 | INVESCO#418 · 31,618 sh | 31,618 | $5.3M | — | -9.0% |
| 419 | Miracle Mile Advisors#419 · 31,592 sh | 31,592 | $5.3M | 0.06% | -1.6% |
| 420 | Gladstone Institutional Advisory#420 · 31,383 sh | 31,383 | $5.3M | 0.17% | 0.0% |
| 421 | Catherine Avery Investment Management#421 · 31,061 sh | 31,061 | $5.3M | — | +0.2% |
| 422 | Canada Post Registered Pension Plan#422 · 31,057 sh | 31,057 | $5.3M | 0.18% | -0.8% |
| 423 | Glass Wealth Management#423 · 30,990 sh | 30,990 | $5.2M | 1.75% | +1.9% |
| 424 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#424 · 30,665 sh | 30,665 | $5.2M | 0.61% | +12.6% |
| 425 | Gulf International Bank (UK) Ltd#425 · 30,622 sh | 30,622 | $5.2M | — | -1.6% |
| 426 | OP Asset Management Ltd#426 · 30,581 sh | 30,581 | $5.2M | 0.06% | +4.4% |
| 427 | Scissortail Wealth Management#427 · 30,510 sh | 30,510 | $5.2M | 0.99% | -33.9% |
| 428 | RED CEDAR INVESTMENT MANAGEMENT#428 · 30,377 sh | 30,377 | $5.1M | 0.49% | +163.5% |
| 429 | Focus Partners Advisor Solutions#429 · 30,361 sh | 30,361 | $5.1M | 0.04% | -2.6% |
| 430 | Pacer Advisors#430 · 30,008 sh | 30,008 | $5.1M | 0.01% | -83.0% |
| 431 | First American Bank#431 · 29,326 sh | 29,326 | $5.0M | 0.28% | -2.1% |
| 432 | Verition Fund Management#432 · 29,304 sh | 29,304 | $5.0M | <0.01% | -33.6% |
| 433 | Vise Technologies#433 · 29,277 sh | 29,277 | $4.9M | 0.06% | +44.0% |
| 434 | Carnegie Investment Counsel#434 · 29,270 sh | 29,270 | $4.9M | — | -2.9% |
| 435 | PARSONS CAPITAL MANAGEMENT#435 · 29,260 sh | 29,260 | $4.9M | 0.22% | -21.6% |
| 436 | Private Advisor Group#436 · 29,249 sh | 29,249 | $4.9M | 0.02% | -11.6% |
| 437 | Norinchukin Bank, The#437 · 28,984 sh | 28,984 | $4.9M | 0.05% | -0.2% |
| 438 | UMB Bank, n.a.#438 · 28,711 sh | 28,711 | $4.9M | 0.06% | +0.4% |
| 439 | Prospera Financial Services#439 · 28,487 sh | 28,487 | $4.8M | 0.07% | -17.2% |
| 440 | OneDigital Investment Advisors#440 · 28,469 sh | 28,469 | $4.8M | 0.04% | +2.4% |
| 441 | WEDBUSH SECURITIES#441 · 28,386 sh | 28,386 | $4.8M | — | -0.5% |
| 442 | Cardinal Capital Management#442 · 28,388 sh | 28,388 | $4.8M | — | -0.5% |
| 443 | NATIONS FINANCIAL GROUP , /IA#443 · 28,087 sh | 28,087 | $4.7M | 0.23% | +1.3% |
| 444 | Saudi Central Bank#444 · 28,069 sh | 28,069 | $4.7M | 0.06% | +88.7% |
| 445 | Colonial / SC#445 · 26,644 sh | 26,644 | $4.5M | 0.57% | -3.2% |
| 446 | O'Keefe Stevens Advisory#446 · 26,568 sh | 26,568 | $4.5M | — | +5.1% |
| 447 | ELLERSON GROUP#447 · 26,452 sh | 26,452 | $4.5M | 2.64% | -1.5% |
| 448 | HM PAYSON#448 · 26,440 sh | 26,440 | $4.5M | 0.06% | -29.7% |
| 449 | FIRST FINANCIAL BANKSHARES#449 · 26,396 sh | 26,396 | $4.5M | 0.08% | -3.0% |
| 450 | Principle Wealth Partners#450 · 26,244 sh | 26,244 | $4.4M | 0.22% | +0.1% |
| 451 | BENJAMIN EDWARDS#451 · 26,111 sh | 26,111 | $4.4M | 0.04% | -15.6% |
| 452 | Quantbot Technologies#452 · 26,093 sh | 26,093 | $4.4M | 0.17% | New |
| 453 | WESTWOOD GROUP#453 · 25,906 sh | 25,906 | $4.4M | 0.03% | +49.1% |
| 454 | Summit Trail Advisors#454 · 25,770 sh | 25,770 | $4.4M | 0.05% | +1.6% |
| 455 | BEACON FINANCIAL GROUP#455 · 25,598 sh | 25,598 | $4.3M | — | -1.6% |
| 456 | Bleakley Financial Group#456 · 25,546 sh | 25,546 | $4.3M | 0.06% | +67.4% |
| 457 | Investment Management of Ontario#457 · 25,535 sh | 25,535 | $4.3M | 0.05% | -11.4% |
| 458 | Citizens National Bank Department#458 · 25,521 sh | 25,521 | $4.3M | 0.63% | -1.4% |
| 459 | Kentucky Retirement Systems#459 · 25,441 sh | 25,441 | $4.3M | 0.11% | -48.6% |
| 460 | ALPS ADVISORS#460 · 25,390 sh | 25,390 | $4.3M | 0.02% | +784.7% |
| 461 | PRAXIS INVESTMENT MANAGEMENT#461 · 25,043 sh | 25,043 | $4.2M | 0.22% | 0.0% |
| 462 | Rockline Wealth Management#462 · 25,026 sh | 25,026 | $4.2M | — | +0.4% |
| 463 | SCHRODER INVESTMENT MANAGEMENT GROUP#463 · 25,021 sh | 25,021 | $4.2M | <0.01% | -50.7% |
| 464 | Americana Partners#464 · 24,961 sh | 24,961 | $4.2M | 0.10% | -1.5% |
| 465 | Integrated Wealth Concepts#465 · 24,933 sh | 24,933 | $4.2M | 0.02% | +3.5% |
| 466 | CENTRAL#466 · 24,923 sh | 24,923 | $4.2M | 0.08% | -0.5% |
| 467 | Mader & Shannon Wealth Management#467 · 24,917 sh | 24,917 | $4.2M | 1.97% | +2.0% |
| 468 | Chicago Partners Investment Group#468 · 19,950 sh | 19,950 | $4.1M | — | +31.2% |
| 469 | Metis Global Partners#469 · 24,328 sh | 24,328 | $4.1M | 0.09% | -3.3% |
| 470 | MH & ASSOCIATES SECURITIES MANAGEMENT#470 · 24,208 sh | 24,208 | $4.1M | 3.67% | -0.4% |
| 471 | Franklin, Parlapiano, Turner & Welch#471 · 24,155 sh | 24,155 | $4.1M | 0.92% | 0.0% |
| 472 | BRIGHTON JONES#472 · 24,019 sh | 24,019 | $4.1M | 0.08% | +13.8% |
| 473 | Orion Porfolio Solutions#473 · 24,008 sh | 24,008 | $4.1M | 0.03% | -1.8% |
| 474 | Candriam S.C.A.#474 · 23,832 sh | 23,832 | $4.0M | 0.02% | +0.8% |
| 475 | Martin Capital Partners#475 · 23,709 sh | 23,709 | $4.0M | — | -29.7% |
| 476 | AZZAD ASSET MANAGEMENT#476 · 23,705 sh | 23,705 | $4.0M | 0.35% | +2.6% |
| 477 | CCM INVESTMENT ADVISERS#477 · 23,702 sh | 23,702 | $4.0M | 0.31% | -54.6% |
| 478 | Sciencast Management#478 · 23,610 sh | 23,610 | $4.0M | 0.83% | New |
| 479 | JOHNSON INVESTMENT COUNSEL#479 · 23,545 sh | 23,545 | $4.0M | 0.03% | -0.8% |
| 480 | Mubadala Investment PJSC#480 · 23,405 sh | 23,405 | $4.0M | 0.01% | New |
| 481 | Brevan Howard Capital Management#481 · 23,372 sh | 23,372 | $4.0M | 0.03% | -6.1% |
| 482 | NorthCrest Asset Manangement#482 · 20,800 sh | 20,800 | $3.9M | — | +3.3% |
| 483 | Allworth Financial#483 · 23,029 sh | 23,029 | $3.9M | 0.02% | -62.8% |
| 484 | Unison Advisors#484 · 23,005 sh | 23,005 | $3.9M | 0.27% | New |
| 485 | CHOREO#485 · 22,990 sh | 22,990 | $3.9M | 0.04% | -2.9% |
| 486 | EP Wealth Advisors#486 · 22,857 sh | 22,857 | $3.9M | 0.01% | +29.6% |
| 487 | Crossmark Global#487 · 22,812 sh | 22,812 | $3.9M | — | +3.0% |
| 488 | New Age Alpha Advisors#488 · 22,447 sh | 22,447 | $3.8M | 0.16% | +29.1% |
| 489 | BAXTER BROS#489 · 22,439 sh | 22,439 | $3.8M | 0.44% | -1.8% |
| 490 | Vident Advisory#490 · 22,352 sh | 22,352 | $3.8M | 0.03% | +7.1% |
| 491 | EQUITABLE#491 · 22,145 sh | 22,145 | $3.7M | — | -0.9% |
| 492 | HARTFORD INVESTMENT MANAGEMENT#492 · 22,129 sh | 22,129 | $3.7M | 0.11% | -3.4% |
| 493 | DAVENPORT#493 · 21,915 sh | 21,915 | $3.7M | — | -14.8% |
| 494 | WISCONSIN CAPITAL MANAGEMENT#494 · 21,909 sh | 21,909 | $3.7M | 1.76% | +1.0% |
| 495 | Cheviot Value Management#495 · 21,875 sh | 21,875 | $3.7M | 0.38% | -2.1% |
| 496 | TOCQUEVILLE ASSET MANAGEMENT L.P.#496 · 21,777 sh | 21,777 | $3.7M | 0.05% | -0.2% |
| 497 | DCM Advisors#497 · 21,757 sh | 21,757 | $3.7M | 1.45% | +4.4% |
| 498 | Community Bank, N.A.#498 · 21,311 sh | 21,311 | $3.6M | 0.39% | -2.8% |
| 499 | Somerset#499 · 21,301 sh | 21,301 | $3.6M | — | +0.3% |
| 500 | GATEWAY INVESTMENT ADVISERS#500 · 21,187 sh | 21,187 | $3.6M | — | +16.1% |
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.