Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Convergence Financial#701 · 9,958 sh | 9,958 | $1.7M | 0.13% | +69.2% |
| 702 | Harfst & Associates#702 · 9,952 sh | 9,952 | $1.7M | — | -0.7% |
| 703 | MITCHELL MCLEOD PUGH & WILLIAMS#703 · 9,945 sh | 9,945 | $1.7M | 0.21% | +15.7% |
| 704 | DANSKE BANK A/S#704 · 9,939 sh | 9,939 | $1.7M | <0.01% | +2.1% |
| 705 | Wealthspire Advisors#705 · 9,905 sh | 9,905 | $1.7M | <0.01% | +31.4% |
| 706 | Clearstead Advisors#706 · 9,870 sh | 9,870 | $1.7M | 0.02% | -7.4% |
| 707 | Callan Family Office#707 · 9,814 sh | 9,814 | $1.7M | 0.03% | +1.7% |
| 708 | TODD ASSET MANAGEMENT#708 · 9,811 sh | 9,811 | $1.7M | — | 0.0% |
| 709 | CULLINAN ASSOCIATES#709 · 9,762 sh | 9,762 | $1.7M | 0.12% | +1.3% |
| 710 | Summit Place Financial Advisors#710 · 9,741 sh | 9,741 | $1.6M | — | +1.2% |
| 711 | JEPPSON WEALTH MANAGEMENT#711 · 9,731 sh | 9,731 | $1.6M | — | -0.4% |
| 712 | SMITH, MOORE#712 · 9,730 sh | 9,730 | $1.6M | 0.11% | -0.4% |
| 713 | CFM WEALTH PARTNERS#713 · 9,623 sh | 9,623 | $1.6M | 0.21% | 0.0% |
| 714 | Wahed Invest#714 · 9,541 sh | 9,541 | $1.6M | 0.17% | -3.5% |
| 715 | Donoghue Forlines#715 · 9,527 sh | 9,527 | $1.6M | 0.42% | -3.1% |
| 716 | Impact Capital Partners#716 · 9,511 sh | 9,511 | $1.6M | — | +4.6% |
| 717 | RMB Capital Management#717 · 9,506 sh | 9,506 | $1.6M | 0.02% | -3.4% |
| 718 | EXCHANGE TRADED CONCEPTS#718 · 9,487 sh | 9,487 | $1.6M | <0.01% | +22.6% |
| 719 | CIDEL ASSET MANAGEMENT#719 · 9,467 sh | 9,467 | $1.6M | 0.08% | -3.3% |
| 720 | Interval Partners#720 · 9,464 sh | 9,464 | $1.6M | 0.04% | +37.4% |
| 721 | Fideuram Asset Management (Ireland) dac#721 · 9,540 sh | 9,540 | $1.6M | 0.03% | +1679.9% |
| 722 | QUADRANT CAPITAL GROUP#722 · 9,414 sh | 9,414 | $1.6M | — | -50.1% |
| 723 | BEACON INVESTMENT ADVISORS#723 · 9,401 sh | 9,401 | $1.6M | 0.50% | +0.2% |
| 724 | Cercano Management#724 · 9,396 sh | 9,396 | $1.6M | 0.15% | 0.0% |
| 725 | SIGNATUREFD#725 · 9,368 sh | 9,368 | $1.6M | — | +4.8% |
| 726 | Lebenthal Global Advisors#726 · 9,367 sh | 9,367 | $1.6M | 0.21% | +4.6% |
| 727 | JBR Financial Management#727 · 9,293 sh | 9,293 | $1.6M | — | +12.7% |
| 728 | Nelson, Van Denburg & Campbell Wealth Management Group#728 · 9,269 sh | 9,269 | $1.6M | — | -6.5% |
| 729 | Raiffeisen Bank International AG#729 · 9,000 sh | 9,000 | $1.6M | 0.02% | 0.0% |
| 730 | EVERGREEN CAPITAL MANAGEMENT#730 · 9,160 sh | 9,160 | $1.5M | — | -3.4% |
| 731 | Oakmont Investment Advisors#731 · 9,109 sh | 9,109 | $1.5M | — | +1.4% |
| 732 | Capital Advisors Wealth Management#732 · 9,097 sh | 9,097 | $1.5M | — | +0.9% |
| 733 | FIRST MERCHANTS#733 · 9,097 sh | 9,097 | $1.5M | — | -3.8% |
| 734 | Bellecapital International Ltd.#734 · 9,091 sh | 9,091 | $1.5M | — | -3.2% |
| 735 | WIMMER ASSOCIATES 1#735 · 9,073 sh | 9,073 | $1.5M | 0.69% | 0.0% |
| 736 | Diversify Advisory Services#736 · 7,366 sh | 7,366 | $1.5M | — | New |
| 737 | DIVERSIFY WEALTH MANAGEMENT#737 · 7,366 sh | 7,366 | $1.5M | — | -5.1% |
| 738 | Poehling Capital Management#738 · 9,017 sh | 9,017 | $1.5M | — | -1.2% |
| 739 | Pavion Blue Capital#739 · 8,927 sh | 8,927 | $1.5M | 0.61% | 0.0% |
| 740 | AA Financial Advisors#740 · 8,925 sh | 8,925 | $1.5M | — | +3.0% |
| 741 | Fifth Third Wealth Advisors#741 · 8,925 sh | 8,925 | $1.5M | — | -2.4% |
| 742 | Petros Family Wealth#742 · 8,918 sh | 8,918 | $1.5M | 0.92% | +3.2% |
| 743 | INGALLS & SNYDER#743 · 8,915 sh | 8,915 | $1.5M | 0.04% | 0.0% |
| 744 | TOWER BRIDGE ADVISORS#744 · 8,897 sh | 8,897 | $1.5M | 0.14% | -4.3% |
| 745 | Ilex Capital Partners (UK) LLP#745 · 8,864 sh | 8,864 | $1.5M | 0.03% | New |
| 746 | EverSource Wealth Advisors#746 · 8,851 sh | 8,851 | $1.5M | 0.05% | -8.6% |
| 747 | Sigma Planning#747 · 8,813 sh | 8,813 | $1.5M | — | +0.5% |
| 748 | LEVIN CAPITAL STRATEGIES, L.P.#748 · 8,762 sh | 8,762 | $1.5M | 0.10% | New |
| 749 | FIDUCIARY#749 · 8,716 sh | 8,716 | $1.5M | 0.02% | -0.5% |
| 750 | FourThought Financial Partners#750 · 8,701 sh | 8,701 | $1.5M | 0.11% | +2.6% |
| 751 | ALPINE WOODS CAPITAL INVESTORS#751 · 8,644 sh | 8,644 | $1.5M | 0.32% | -6.5% |
| 752 | LOWE BROCKENBROUGH#752 · 8,603 sh | 8,603 | $1.5M | 0.06% | 0.0% |
| 753 | ADIRONDACK#753 · 8,577 sh | 8,577 | $1.4M | — | -1.0% |
| 754 | Mystic Asset Management#754 · 8,573 sh | 8,573 | $1.4M | — | +0.6% |
| 755 | LEE DANNER & BASS#755 · 8,567 sh | 8,567 | $1.4M | 0.08% | -0.1% |
| 756 | GRIMES & WEALTH MANAGEMENT#756 · 8,551 sh | 8,551 | $1.4M | 0.03% | +0.2% |
| 757 | Voleon Capital Management#757 · 8,512 sh | 8,512 | $1.4M | 0.03% | +36.9% |
| 758 | GUYASUTA INVESTMENT ADVISORS#758 · 8,493 sh | 8,493 | $1.4M | — | -4.6% |
| 759 | Intrua Financial#759 · 8,430 sh | 8,430 | $1.4M | 0.13% | -2.2% |
| 760 | HARBOUR INVESTMENT MANAGEMENT#760 · 8,428 sh | 8,428 | $1.4M | 0.74% | -1.5% |
| 761 | FOX RUN MANAGEMENT, L.L.C.#761 · 8,422 sh | 8,422 | $1.4M | 0.24% | New |
| 762 | WADDELL & ASSOCIATES#762 · 8,407 sh | 8,407 | $1.4M | 0.07% | +10.9% |
| 763 | OLD NATIONAL BANCORP#763 · 8,403 sh | 8,403 | $1.4M | — | -77.6% |
| 764 | RiverFront Investment Group#764 · 8,395 sh | 8,395 | $1.4M | 0.02% | +75.7% |
| 765 | Confluence Wealth Services#765 · 8,394 sh | 8,394 | $1.4M | 0.04% | +27.2% |
| 766 | Naviter Wealth#766 · 8,311 sh | 8,311 | $1.4M | 0.13% | +1.4% |
| 767 | V-Square Quantitative Management#767 · 8,303 sh | 8,303 | $1.4M | — | +1.2% |
| 768 | Annis Gardner Whiting Capital Advisors#768 · 8,263 sh | 8,263 | $1.4M | 0.21% | +0.1% |
| 769 | Navalign#769 · 8,260 sh | 8,260 | $1.4M | 0.33% | -0.3% |
| 770 | PRUDENTIAL PLC#770 · 8,243 sh | 8,243 | $1.4M | <0.01% | 0.0% |
| 771 | Fidelis Capital Partners#771 · 8,224 sh | 8,224 | $1.4M | 0.08% | +42.1% |
| 772 | UHLMANN PRICE SECURITIES#772 · 8,201 sh | 8,201 | $1.4M | 0.05% | -3.3% |
| 773 | SCP Investment#773 · 8,188 sh | 8,188 | $1.4M | 1.28% | +6.5% |
| 774 | Argent#774 · 8,185 sh | 8,185 | $1.4M | 0.04% | -0.9% |
| 775 | Glenview#775 · 7,589 sh | 7,589 | $1.4M | 0.02% | 0.0% |
| 776 | INTRUST BANK NA#776 · 8,165 sh | 8,165 | $1.4M | 0.10% | -22.4% |
| 777 | HARBOUR INVESTMENTS#777 · 8,157 sh | 8,157 | $1.4M | 0.02% | -21.2% |
| 778 | VIRTUE ASSET MANAGEMENT#778 · 8,147 sh | 8,147 | $1.4M | — | -12.3% |
| 779 | GROUPAMA ASSET MANAGMENT#779 · 7,950 sh | 7,950 | $1.4M | 0.02% | +3.1% |
| 780 | Ausdal Financial Partners#780 · 8,120 sh | 8,120 | $1.4M | 0.05% | +34.5% |
| 781 | TWO SIGMA SECURITIES#781 · 8,059 sh | 8,059 | $1.4M | 0.12% | +298.2% |
| 782 | VestGen Advisors#782 · 8,037 sh | 8,037 | $1.4M | 0.04% | -18.2% |
| 783 | Optiver Holding B.V.#783 · 8,023 sh | 8,023 | $1.4M | <0.01% | +407.8% |
| 784 | SEARLE#784 · 8,017 sh | 8,017 | $1.4M | 0.30% | 0.0% |
| 785 | EVOLVE PRIVATE WEALTH#785 · 7,993 sh | 7,993 | $1.4M | 0.08% | -14.4% |
| 786 | Westmount Partners#786 · 7,987 sh | 7,987 | $1.4M | 0.30% | +0.6% |
| 787 | Virtu Financial#787 · 7,964 sh | 7,964 | $1.3M | 0.04% | -16.5% |
| 788 | COWA#788 · 7,868 sh | 7,868 | $1.3M | 0.33% | 0.0% |
| 789 | Wealth Alliance Advisory Group#789 · 7,854 sh | 7,854 | $1.3M | — | +0.4% |
| 790 | MONETA GROUP INVESTMENT ADVISORS#790 · 7,766 sh | 7,766 | $1.3M | <0.01% | +7.3% |
| 791 | Van Hulzen Asset Management#791 · 7,737 sh | 7,737 | $1.3M | 0.09% | -1.0% |
| 792 | Vestcor#792 · 7,727 sh | 7,727 | $1.3M | 0.03% | -7.9% |
| 793 | COZAD ASSET MANAGEMENT#793 · 7,693 sh | 7,693 | $1.3M | 0.08% | +7.7% |
| 794 | TEMA ETFS#794 · 7,651 sh | 7,651 | $1.3M | — | +10.5% |
| 795 | EAGLE GLOBAL ADVISORS#795 · 7,636 sh | 7,636 | $1.3M | 0.04% | +0.1% |
| 796 | ELEVATUS WELATH MANAGEMENT#796 · 7,621 sh | 7,621 | $1.3M | — | +212.8% |
| 797 | RFG Advisory#797 · 7,609 sh | 7,609 | $1.3M | 0.02% | -49.2% |
| 798 | Patten Group#798 · 7,607 sh | 7,607 | $1.3M | — | +0.9% |
| 799 | DENALI ADVISORS#799 · 7,605 sh | 7,605 | $1.3M | 0.13% | +2.7% |
| 800 | Savvy Advisors#800 · 7,593 sh | 7,593 | $1.3M | 0.03% | +1.7% |
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.