Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Financiere des Professionnels - Fonds d,investissement#601 · 14,361 sh | 14,361 | $2.4M | 0.14% | +267.0% |
| 602 | Campbell & Investment Adviser#602 · 14,350 sh | 14,350 | $2.4M | 0.13% | -77.8% |
| 603 | Parcion Private Wealth#603 · 14,333 sh | 14,333 | $2.4M | 0.13% | +11.7% |
| 604 | Segment Wealth Management#604 · 14,180 sh | 14,180 | $2.4M | — | +4.0% |
| 605 | Exeter Financial#605 · 14,085 sh | 14,085 | $2.4M | — | -3.4% |
| 606 | WILKINS INVESTMENT COUNSEL#606 · 14,068 sh | 14,068 | $2.4M | 0.32% | 0.0% |
| 607 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#607 · 14,059 sh | 14,059 | $2.4M | <0.01% | -3.3% |
| 608 | Parkside Financial Bank#608 · 14,034 sh | 14,034 | $2.4M | — | +286.8% |
| 609 | Harvest Portfolios Group#609 · 14,025 sh | 14,025 | $2.4M | 0.03% | +1.2% |
| 610 | BESSEMER GROUP#610 · 13,995 sh | 13,995 | $2.4M | <0.01% | +4.1% |
| 611 | Oak Thistle#611 · 13,979 sh | 13,979 | $2.4M | — | New |
| 612 | Arete Wealth Advisors#612 · 13,842 sh | 13,842 | $2.3M | 0.08% | New |
| 613 | XML Financial#613 · 13,825 sh | 13,825 | $2.3M | 0.17% | -10.2% |
| 614 | First National Advisers#614 · 13,775 sh | 13,775 | $2.3M | 0.33% | -6.0% |
| 615 | Ashton Thomas Private Wealth#615 · 13,743 sh | 13,743 | $2.3M | 0.05% | -0.3% |
| 616 | INFRASTRUCTURE CAPITAL ADVISORS#616 · 13,737 sh | 13,737 | $2.3M | 0.14% | -7.6% |
| 617 | LOGAN CAPITAL MANAGEMENT#617 · 13,715 sh | 13,715 | $2.3M | 0.09% | New |
| 618 | Avantax Planning Partners#618 · 13,692 sh | 13,692 | $2.3M | 0.06% | +0.4% |
| 619 | EVERETT HARRIS#619 · 13,632 sh | 13,632 | $2.3M | 0.03% | +1.4% |
| 620 | AXXCESS WEALTH MANAGEMENT#620 · 13,591 sh | 13,591 | $2.3M | — | -4.9% |
| 621 | GAMCO INVESTORS, ET AL#621 · 13,583 sh | 13,583 | $2.3M | 0.02% | -3.2% |
| 622 | Paragon Capital Management#622 · 13,327 sh | 13,327 | $2.3M | 1.04% | +0.7% |
| 623 | Marion Wealth Management#623 · 13,302 sh | 13,302 | $2.2M | — | -3.1% |
| 624 | Haverford#624 · 13,158 sh | 13,158 | $2.2M | 0.02% | -0.9% |
| 625 | TD PRIVATE CLIENT WEALTH#625 · 13,128 sh | 13,128 | $2.2M | 0.04% | -5.7% |
| 626 | MGO ONE SEVEN#626 · 13,074 sh | 13,074 | $2.2M | 0.04% | +4.8% |
| 627 | BURNEY#627 · 13,015 sh | 13,015 | $2.2M | — | +7.9% |
| 628 | SECURIAN ASSET MANAGEMENT#628 · 10,635 sh | 10,635 | $2.2M | 0.08% | -2.9% |
| 629 | Flavin Financial Services#629 · 12,996 sh | 12,996 | $2.2M | — | -0.3% |
| 630 | PFG Investments#630 · 12,942 sh | 12,942 | $2.2M | 0.08% | -4.8% |
| 631 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#631 · 12,855 sh | 12,855 | $2.2M | 0.03% | -0.3% |
| 632 | Sivia Capital Partners#632 · 12,829 sh | 12,829 | $2.2M | 0.26% | +84.3% |
| 633 | TWIN CAPITAL MANAGEMENT#633 · 12,805 sh | 12,805 | $2.2M | 0.24% | -24.2% |
| 634 | PRIVATE MANAGEMENT GROUP#634 · 12,791 sh | 12,791 | $2.2M | 0.06% | -18.8% |
| 635 | ROWLANDMILLER & PARTNERS.ADV#635 · 12,788 sh | 12,788 | $2.2M | 0.39% | +0.9% |
| 636 | Valeo Financial Advisors#636 · 12,763 sh | 12,763 | $2.2M | — | +1.4% |
| 637 | CITIZENS FINANCIAL GROUP#637 · 12,693 sh | 12,693 | $2.1M | — | +8.9% |
| 638 | Longaeva Partners L.P.#638 · 12,619 sh | 12,619 | $2.1M | 0.05% | New |
| 639 | AR ASSET MANAGEMENT#639 · 12,600 sh | 12,600 | $2.1M | 0.39% | 0.0% |
| 640 | CI INVESTMENTS#640 · 12,538 sh | 12,538 | $2.1M | <0.01% | +225.9% |
| 641 | Bull Harbor Capital#641 · 12,532 sh | 12,532 | $2.1M | 0.41% | +20.2% |
| 642 | Meeder Advisory Services#642 · 12,488 sh | 12,488 | $2.1M | 0.08% | -8.1% |
| 643 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#643 · 12,398 sh | 12,398 | $2.1M | 0.01% | -37.1% |
| 644 | CWC Advisors#644 · 12,386 sh | 12,386 | $2.1M | — | -5.0% |
| 645 | Tweedy, Browne#645 · 12,282 sh | 12,282 | $2.1M | 0.16% | -0.7% |
| 646 | HANCOCK WHITNEY#646 · 12,265 sh | 12,265 | $2.1M | 0.03% | 0.0% |
| 647 | VIRGINIA RETIREMENT SYSTEMS ET Al#647 · 12,200 sh | 12,200 | $2.1M | <0.01% | 0.0% |
| 648 | Counterweight Ventures#648 · 12,076 sh | 12,076 | $2.0M | 1.02% | -4.5% |
| 649 | MUFG SECURITIES AMERICAS#649 · 12,076 sh | 12,076 | $2.0M | 0.10% | +8.3% |
| 650 | Dockside#650 · 12,036 sh | 12,036 | $2.0M | 0.48% | New |
| 651 | Global Retirement Partners#651 · 12,029 sh | 12,029 | $2.0M | 0.03% | — |
| 652 | Snowden Capital Advisors#652 · 12,024 sh | 12,024 | $2.0M | 0.05% | +10.4% |
| 653 | NICOLET BANKSHARES#653 · 11,630 sh | 11,630 | $2.0M | 0.06% | +0.8% |
| 654 | CARRET ASSET MANAGEMENT#654 · 12,001 sh | 12,001 | $2.0M | 0.18% | -0.6% |
| 655 | World Investment Advisors#655 · 11,181 sh | 11,181 | $2.0M | 0.03% | -4.2% |
| 656 | North Dakota State Investment Board#656 · 11,983 sh | 11,983 | $2.0M | 0.08% | +2.6% |
| 657 | Weaver C. Barksdale & Associates#657 · 11,869 sh | 11,869 | $2.0M | 1.80% | -0.1% |
| 658 | Sanibel Captiva Company#658 · 11,851 sh | 11,851 | $2.0M | 0.05% | +46.5% |
| 659 | Avidian Wealth Solutions#659 · 11,762 sh | 11,762 | $2.0M | — | +5.1% |
| 660 | Williams Jones Wealth Management#660 · 11,757 sh | 11,757 | $2.0M | 0.02% | +0.3% |
| 661 | River Wealth Advisors#661 · 11,727 sh | 11,727 | $2.0M | 0.21% | -1.5% |
| 662 | Hilltop National Bank#662 · 11,685 sh | 11,685 | $2.0M | — | +0.1% |
| 663 | Jacobi Capital Management#663 · 11,655 sh | 11,655 | $2.0M | 0.10% | +0.1% |
| 664 | Umpqua Bank#664 · 11,651 sh | 11,651 | $2.0M | 0.44% | +4.3% |
| 665 | Fisher Asset Management#665 · 11,604 sh | 11,604 | $2.0M | <0.01% | +12.8% |
| 666 | Private Capital Management#666 · 11,587 sh | 11,587 | $2.0M | 0.17% | -6.6% |
| 667 | Crescent Sterling, Ltd.#667 · 11,579 sh | 11,579 | $2.0M | — | -2.6% |
| 668 | PRINCIPAL SECURITIES#668 · 11,529 sh | 11,529 | $1.9M | 0.02% | -4.5% |
| 669 | Moors & Cabot#669 · 11,511 sh | 11,511 | $1.9M | 0.08% | +4.0% |
| 670 | Evercore Wealth Management#670 · 11,457 sh | 11,457 | $1.9M | 0.03% | -4.4% |
| 671 | Parallel Advisors#671 · 11,422 sh | 11,422 | $1.9M | 0.03% | +3.5% |
| 672 | BROWN BROTHERS HARRIMAN#672 · 11,290 sh | 11,290 | $1.9M | <0.01% | +66.1% |
| 673 | BOYD WATTERSON ASSET MANAGEMENT#673 · 11,152 sh | 11,152 | $1.9M | 0.51% | -0.8% |
| 674 | Fruth Investment Management#674 · 11,123 sh | 11,123 | $1.9M | — | -1.1% |
| 675 | Icon Wealth Advisors#675 · 11,117 sh | 11,117 | $1.9M | 0.11% | +7.0% |
| 676 | Inscription Capital#676 · 11,068 sh | 11,068 | $1.9M | 0.17% | +2.9% |
| 677 | Dynamic Advisor Solutions#677 · 11,026 sh | 11,026 | $1.9M | — | -1.7% |
| 678 | Pallas Capital Advisors#678 · 10,903 sh | 10,903 | $1.8M | 0.06% | +16.1% |
| 679 | MCF Advisors#679 · 10,840 sh | 10,840 | $1.8M | 0.07% | -0.7% |
| 680 | Sendero Wealth Management#680 · 10,801 sh | 10,801 | $1.8M | — | -42.2% |
| 681 | GREENLEAF#681 · 10,645 sh | 10,645 | $1.8M | 0.02% | -2.9% |
| 682 | Kentucky Retirement Systems Insurance Fund#682 · 10,558 sh | 10,558 | $1.8M | 0.11% | -1.6% |
| 683 | MONECO Advisors#683 · 10,499 sh | 10,499 | $1.8M | 0.11% | +23.7% |
| 684 | FIRST INTERSTATE BANK#684 · 10,477 sh | 10,477 | $1.8M | — | 0.0% |
| 685 | Atom Investors#685 · 10,400 sh | 10,400 | $1.8M | 0.16% | +10.4% |
| 686 | SHELTON CAPITAL MANAGEMENT#686 · 10,395 sh | 10,395 | $1.8M | 0.03% | -1.1% |
| 687 | Stratos Investment Management#687 · 10,316 sh | 10,316 | $1.7M | 0.06% | -67.4% |
| 688 | TICINO WEALTH#688 · 10,308 sh | 10,308 | $1.7M | — | -68.9% |
| 689 | Spears Abacus Advisors#689 · 10,300 sh | 10,300 | $1.7M | 0.03% | -0.7% |
| 690 | INDEPENDENT FINANCIAL GROUP#690 · 10,281 sh | 10,281 | $1.7M | — | +10.2% |
| 691 | BI Asset Management Fondsmaeglerselskab A/S#691 · 10,276 sh | 10,276 | $1.7M | — | -30.1% |
| 692 | THOROUGHBRED FINANCIAL SERVICES#692 · 10,266 sh | 10,266 | $1.7M | 0.08% | 0.0% |
| 693 | AIA Group Ltd#693 · 10,252 sh | 10,252 | $1.7M | 0.02% | -33.1% |
| 694 | Bragg Financial Advisors#694 · 10,202 sh | 10,202 | $1.7M | 0.05% | -1.2% |
| 695 | BEESE FULMER INVESTMENT MANAGEMENT#695 · 10,174 sh | 10,174 | $1.7M | — | +2.1% |
| 696 | Smith Group Asset Management#696 · 10,154 sh | 10,154 | $1.7M | 0.07% | 0.0% |
| 697 | Bangor Savings Bank#697 · 10,100 sh | 10,100 | $1.7M | — | -2.7% |
| 698 | Generali Investments CEE, investicni spolecnost, a.s.#698 · 10,100 sh | 10,100 | $1.7M | — | -31.4% |
| 699 | Verdence Capital Advisors#699 · 10,033 sh | 10,033 | $1.7M | — | -0.2% |
| 700 | DELTA FINANCIAL ADVISORS#700 · 9,959 sh | 9,959 | $1.7M | 0.40% | 0.0% |
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.