Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Polymer Capital Management (US)#501 · 21,157 sh | 21,157 | $3.6M | 0.47% | +290.1% |
| 502 | Quotient Wealth Partners#502 · 21,077 sh | 21,077 | $3.6M | 0.08% | -10.5% |
| 503 | MITCHELL & PAHL PRIVATE WEALTH#503 · 21,010 sh | 21,010 | $3.6M | — | +1.6% |
| 504 | Equitable#504 · 20,976 sh | 20,976 | $3.5M | 0.01% | -28.9% |
| 505 | TOKIO MARINE ASSET MANAGEMENT LTD#505 · 20,764 sh | 20,764 | $3.5M | — | -1.9% |
| 506 | Ameritas Investment Partners#506 · 20,673 sh | 20,673 | $3.5M | 0.09% | -1.8% |
| 507 | CreativeOne Wealth#507 · 20,615 sh | 20,615 | $3.5M | 0.08% | +218.9% |
| 508 | Argyle Capital Management#508 · 20,517 sh | 20,517 | $3.5M | 1.00% | -1.7% |
| 509 | Louisiana State Employees Retirement System#509 · 20,500 sh | 20,500 | $3.5M | — | 0.0% |
| 510 | FIRST NATIONAL BANK OF OMAHA#510 · 20,290 sh | 20,290 | $3.5M | 0.10% | -10.8% |
| 511 | Bank OZK#511 · 20,334 sh | 20,334 | $3.4M | 1.02% | +11.6% |
| 512 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#512 · 20,128 sh | 20,128 | $3.4M | 0.09% | +8.6% |
| 513 | Midwest#513 · 19,876 sh | 19,876 | $3.4M | — | 0.0% |
| 514 | PROFUND ADVISORS#514 · 19,875 sh | 19,875 | $3.4M | 0.09% | +4.3% |
| 515 | First Nebraska#515 · 19,782 sh | 19,782 | $3.3M | 0.27% | -0.1% |
| 516 | Schonfeld Strategic Advisors#516 · 19,761 sh | 19,761 | $3.3M | 0.01% | +403.9% |
| 517 | FERGUSON WELLMAN CAPITAL MANAGEMENT#517 · 19,742 sh | 19,742 | $3.3M | — | -2.0% |
| 518 | GERMAN AMERICAN BANCORP#518 · 19,720 sh | 19,720 | $3.3M | 0.25% | -24.2% |
| 519 | Legato Capital Management#519 · 19,681 sh | 19,681 | $3.3M | 0.28% | -1.6% |
| 520 | J. Goldman#520 · 19,663 sh | 19,663 | $3.3M | 0.09% | New |
| 521 | Sowell Financial Services#521 · 19,421 sh | 19,421 | $3.3M | — | +82.3% |
| 522 | Ramirez Asset Management#522 · 19,405 sh | 19,405 | $3.3M | 0.34% | -25.9% |
| 523 | CITY HOLDING#523 · 19,351 sh | 19,351 | $3.3M | — | +2.8% |
| 524 | SWS Partners#524 · 19,349 sh | 19,349 | $3.3M | — | +1.1% |
| 525 | IFP Advisors#525 · 19,223 sh | 19,223 | $3.2M | — | -2.5% |
| 526 | CULLEN/FROST BANKERS#526 · 19,213 sh | 19,213 | $3.2M | 0.03% | +2.3% |
| 527 | Atria Investments#527 · 19,061 sh | 19,061 | $3.2M | — | +3.5% |
| 528 | BECKER CAPITAL MANAGEMENT#528 · 19,043 sh | 19,043 | $3.2M | 0.09% | -0.8% |
| 529 | Prime Capital Investment Advisors#529 · 19,009 sh | 19,009 | $3.2M | — | -0.4% |
| 530 | Mediolanum International Funds Ltd#530 · 18,382 sh | 18,382 | $3.2M | 0.03% | -1.2% |
| 531 | Caldwell#531 · 18,852 sh | 18,852 | $3.2M | 0.26% | +1.5% |
| 532 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#532 · 18,230 sh | 18,230 | $3.2M | 0.19% | -5.9% |
| 533 | GC Wealth Management RIA#533 · 18,801 sh | 18,801 | $3.2M | 0.18% | +1.7% |
| 534 | HBK Sorce Advisory#534 · 15,670 sh | 15,670 | $3.2M | 0.06% | -3.0% |
| 535 | AGMAN CAPITAL#535 · 183,634 sh | 183,634 | $3.2M | 2.00% | +832.1% |
| 536 | SILVERCREST ASSET MANAGEMENT GROUP#536 · 18,724 sh | 18,724 | $3.2M | 0.02% | -4.0% |
| 537 | Geneos Wealth Management#537 · 18,422 sh | 18,422 | $3.1M | 0.06% | +0.3% |
| 538 | Diversified#538 · 18,408 sh | 18,408 | $3.1M | 0.05% | -16.8% |
| 539 | MCDONALD PARTNERS#539 · 18,065 sh | 18,065 | $3.1M | 0.74% | -59.9% |
| 540 | AlphaCore Capital#540 · 17,816 sh | 17,816 | $3.0M | 0.06% | +80.3% |
| 541 | Laird Norton Wetherby Company#541 · 17,789 sh | 17,789 | $3.0M | 0.06% | -4.1% |
| 542 | BARTLETT & WEALTH MANAGEMENT#542 · 17,768 sh | 17,768 | $3.0M | 0.04% | +1.1% |
| 543 | Apollon Wealth Management#543 · 17,760 sh | 17,760 | $3.0M | — | +31.4% |
| 544 | Ethic#544 · 17,736 sh | 17,736 | $3.0M | 0.04% | +3.1% |
| 545 | Caprock Group#545 · 17,508 sh | 17,508 | $3.0M | 0.06% | +1.4% |
| 546 | Stratos Wealth Partners, LTD.#546 · 17,499 sh | 17,499 | $3.0M | 0.03% | -8.4% |
| 547 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT#547 · 17,433 sh | 17,433 | $2.9M | 0.72% | -2.9% |
| 548 | Mutual Advisors#548 · 17,281 sh | 17,281 | $2.9M | 0.06% | +1.8% |
| 549 | GAMMA Investing#549 · 17,206 sh | 17,206 | $2.9M | — | +7.0% |
| 550 | Wilmington Savings Fund Society, FSB#550 · 17,162 sh | 17,162 | $2.9M | — | +0.1% |
| 551 | CLIFFORD SWAN INVESTMENT COUNSEL#551 · 17,152 sh | 17,152 | $2.9M | 0.09% | -0.6% |
| 552 | Koshinski Asset Management#552 · 17,066 sh | 17,066 | $2.9M | 0.15% | +3.5% |
| 553 | Dai-ichi Life Insurance Company, Ltd#553 · 17,016 sh | 17,016 | $2.9M | 0.07% | 0.0% |
| 554 | Procyon Advisors#554 · 16,964 sh | 16,964 | $2.9M | — | -2.7% |
| 555 | OPUS INVESTMENT MANAGEMENT#555 · 16,900 sh | 16,900 | $2.9M | 1.56% | 0.0% |
| 556 | Northside Capital Management#556 · 16,725 sh | 16,725 | $2.8M | — | 0.0% |
| 557 | Great Lakes Retirement#557 · 16,661 sh | 16,661 | $2.8M | — | +4.2% |
| 558 | Cresset Asset Management#558 · 16,577 sh | 16,577 | $2.8M | 0.01% | -6.1% |
| 559 | PATTEN & PATTEN#559 · 16,558 sh | 16,558 | $2.8M | — | +1.2% |
| 560 | Brookstone Capital Management#560 · 16,449 sh | 16,449 | $2.8M | — | -4.0% |
| 561 | Envestnet Portfolio Solutions#561 · 16,403 sh | 16,403 | $2.8M | 0.01% | +1.4% |
| 562 | Foundations Investment Advisors#562 · 16,236 sh | 16,236 | $2.7M | 0.03% | +1.8% |
| 563 | IHT Wealth Management#563 · 16,201 sh | 16,201 | $2.7M | 0.06% | -44.7% |
| 564 | AUXIER ASSET MANAGEMENT#564 · 16,174 sh | 16,174 | $2.7M | 0.37% | -2.8% |
| 565 | Pathway Financial Advisers#565 · 16,140 sh | 16,140 | $2.7M | 0.69% | +0.7% |
| 566 | CAPITAL ADVISORS#566 · 16,130 sh | 16,130 | $2.7M | 0.04% | +0.4% |
| 567 | BIRCH FINANCIAL GROUP#567 · 16,126 sh | 16,126 | $2.7M | — | 0.0% |
| 568 | Banque Cantonale Vaudoise#568 · 16,082 sh | 16,082 | $2.7M | 0.11% | +73.3% |
| 569 | Keystone Wealth Services#569 · 16,016 sh | 16,016 | $2.7M | 0.50% | +1.2% |
| 570 | TBH Global Asset Management#570 · 15,987 sh | 15,987 | $2.7M | 0.50% | -1.2% |
| 571 | NEVILLE RODIE & SHAW#571 · 15,881 sh | 15,881 | $2.7M | — | -0.3% |
| 572 | STOCK YARDS BANK#572 · 15,864 sh | 15,864 | $2.7M | 0.08% | -2.6% |
| 573 | Herold Advisors#573 · 15,842 sh | 15,842 | $2.7M | — | -1.7% |
| 574 | Krilogy Financial#574 · 15,828 sh | 15,828 | $2.7M | — | +22.5% |
| 575 | Vestmark Advisory Solutions#575 · 15,805 sh | 15,805 | $2.7M | 0.03% | +16.0% |
| 576 | William B. Walkup & Associates#576 · 15,792 sh | 15,792 | $2.7M | 1.29% | +0.8% |
| 577 | Mount Yale Investment Advisors#577 · 15,699 sh | 15,699 | $2.7M | 0.05% | +5.7% |
| 578 | Summit Financial#578 · 15,563 sh | 15,563 | $2.6M | 0.03% | +6.2% |
| 579 | Independent Solutions Wealth Management#579 · 15,558 sh | 15,558 | $2.6M | 0.34% | +1.2% |
| 580 | TRANSCEND WEALTH COLLECTIVE#580 · 15,463 sh | 15,463 | $2.6M | 0.18% | +135.3% |
| 581 | Mesirow Financial Investment Management#581 · 15,456 sh | 15,456 | $2.6M | 0.04% | -49.8% |
| 582 | Cherokee Insurance#582 · 15,450 sh | 15,450 | $2.6M | 1.01% | -14.9% |
| 583 | Empirical Finance#583 · 15,385 sh | 15,385 | $2.6M | 0.11% | +3.0% |
| 584 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#584 · 15,360 sh | 15,360 | $2.6M | 0.09% | New |
| 585 | FLPUTNAM INVESTMENT MANAGEMENT#585 · 15,288 sh | 15,288 | $2.6M | 0.03% | -1.2% |
| 586 | Western Wealth Management#586 · 15,166 sh | 15,166 | $2.6M | 0.08% | -0.2% |
| 587 | MISSION WEALTH MANAGEMENT#587 · 15,142 sh | 15,142 | $2.6M | — | +132.2% |
| 588 | Mattern Wealth Management#588 · 15,103 sh | 15,103 | $2.6M | 0.42% | -0.3% |
| 589 | AE Wealth Management#589 · 15,102 sh | 15,102 | $2.6M | 0.01% | -0.7% |
| 590 | Lighthouse Investment Partners#590 · 15,097 sh | 15,097 | $2.6M | 0.07% | -77.6% |
| 591 | Horizon Investments#591 · 15,090 sh | 15,090 | $2.6M | 0.03% | -80.2% |
| 592 | Curbstone Financial Management#592 · 15,054 sh | 15,054 | $2.5M | — | +4.2% |
| 593 | REGIONS FINANCIAL#593 · 15,034 sh | 15,034 | $2.5M | 0.02% | -3.9% |
| 594 | GREAT VALLEY ADVISOR GROUP#594 · 14,955 sh | 14,955 | $2.5M | 0.04% | +0.7% |
| 595 | STEPHENS#595 · 14,776 sh | 14,776 | $2.5M | 0.03% | +2.2% |
| 596 | SouthState Bank#596 · 14,700 sh | 14,700 | $2.5M | 0.10% | +2.9% |
| 597 | Flagship Capital Management#597 · 14,582 sh | 14,582 | $2.5M | — | 0.0% |
| 598 | DARK FOREST CAPITAL MANAGEMENT#598 · 14,517 sh | 14,517 | $2.5M | 0.16% | -13.7% |
| 599 | YHB Investment Advisors#599 · 14,371 sh | 14,371 | $2.4M | — | +0.3% |
| 600 | Wedmont Private Capital#600 · 12,894 sh | 12,894 | $2.4M | — | +1.4% |
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.