Phillips 66 (PSX) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 2,116
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Stegent Equity Advisors#801 · 7,589 sh | 7,589 | $1.3M | — | -3.8% |
| 802 | Cerro Pacific Wealth Advisors#802 · 7,573 sh | 7,573 | $1.3M | — | +1.0% |
| 803 | Bull Street Advisors#803 · 7,522 sh | 7,522 | $1.3M | — | 0.0% |
| 804 | San Luis Wealth Advisors#804 · 7,448 sh | 7,448 | $1.3M | — | -80.1% |
| 805 | DT Investment Partners#805 · 7,431 sh | 7,431 | $1.3M | — | 0.0% |
| 806 | Frec Markets#806 · 7,423 sh | 7,423 | $1.3M | 0.11% | +37.8% |
| 807 | NewEdge Wealth#807 · 7,376 sh | 7,376 | $1.2M | 0.01% | +10.8% |
| 808 | Aviance Capital Partners#808 · 7,374 sh | 7,374 | $1.2M | 0.13% | +11.7% |
| 809 | Coastal Bridge Advisors#809 · 7,364 sh | 7,364 | $1.2M | 0.08% | +16.4% |
| 810 | FIRST CITIZENS BANK#810 · 7,338 sh | 7,338 | $1.2M | — | +2.6% |
| 811 | Fiduciary Group#811 · 7,267 sh | 7,267 | $1.2M | 0.10% | -2.2% |
| 812 | Hilltop#812 · 7,261 sh | 7,261 | $1.2M | 0.10% | +6.0% |
| 813 | Purkiss Capital Advisors#813 · 7,242 sh | 7,242 | $1.2M | 0.47% | -12.8% |
| 814 | SBI Okasan Asset Management Ltd.#814 · 7,000 sh | 7,000 | $1.2M | 0.04% | 0.0% |
| 815 | Erste Asset Management GmbH#815 · 7,000 sh | 7,000 | $1.2M | <0.01% | -20.5% |
| 816 | RESOURCES MANAGEMENT /CT#816 · 7,178 sh | 7,178 | $1.2M | 0.15% | -0.7% |
| 817 | AMG National Bank#817 · 7,148 sh | 7,148 | $1.2M | 0.02% | +17.5% |
| 818 | WELCH & FORBES#818 · 7,131 sh | 7,131 | $1.2M | 0.01% | +6.3% |
| 819 | Barry Investment Advisors#819 · 7,127 sh | 7,127 | $1.2M | — | -9.3% |
| 820 | KINGSWOOD WEALTH ADVISORS#820 · 7,109 sh | 7,109 | $1.2M | — | +7.4% |
| 821 | Godshalk Welsh Capital Management#821 · 7,100 sh | 7,100 | $1.2M | 0.65% | 0.0% |
| 822 | Cladis Investment Advisory#822 · 7,079 sh | 7,079 | $1.2M | 0.56% | 0.0% |
| 823 | Ascent Group#823 · 7,047 sh | 7,047 | $1.2M | 0.04% | +81.5% |
| 824 | Strategic Advisors#824 · 7,023 sh | 7,023 | $1.2M | — | +0.1% |
| 825 | WealthTrust Axiom#825 · 6,969 sh | 6,969 | $1.2M | 0.26% | +1.3% |
| 826 | Compound Planning#826 · 6,956 sh | 6,956 | $1.2M | 0.03% | +15.0% |
| 827 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#827 · 6,893 sh | 6,893 | $1.2M | — | -0.2% |
| 828 | PERRYMAN FINANCIAL ADVISORY#828 · 6,891 sh | 6,891 | $1.2M | — | -0.7% |
| 829 | SummitTX Capital, L.P.#829 · 6,860 sh | 6,860 | $1.2M | 0.03% | New |
| 830 | B. Riley Wealth Advisors#830 · 6,649 sh | 6,649 | $1.2M | — | -3.1% |
| 831 | Boston Walden#831 · 6,835 sh | 6,835 | $1.2M | <0.01% | -0.4% |
| 832 | ASSETMARK#832 · 6,812 sh | 6,812 | $1.2M | — | -14.7% |
| 833 | COMMERZBANK AKTIENGESELLSCHAFT#833 · 6,789 sh | 6,789 | $1.1M | 0.02% | -3.9% |
| 834 | PRAIRIE ADVISORY#834 · 6,779 sh | 6,779 | $1.1M | — | — |
| 835 | Retirement Investment Advisors#835 · 5,772 sh | 5,772 | $1.1M | — | -13.7% |
| 836 | TCW GROUP#836 · 6,768 sh | 6,768 | $1.1M | <0.01% | +1.8% |
| 837 | MATHER GROUP#837 · 6,722 sh | 6,722 | $1.1M | — | +39.9% |
| 838 | Corsicana#838 · 6,692 sh | 6,692 | $1.1M | 0.55% | -4.2% |
| 839 | Drucker Wealth 3.0#839 · 6,655 sh | 6,655 | $1.1M | 0.18% | 0.0% |
| 840 | Simplicity Wealth#840 · 6,639 sh | 6,639 | $1.1M | — | +14.3% |
| 841 | COMPASS CAPITAL /MA#841 · 5,139 sh | 5,139 | $1.1M | 0.36% | -1.2% |
| 842 | Garrett Wealth Advisory Group#842 · 6,596 sh | 6,596 | $1.1M | — | -2.9% |
| 843 | America First Investment Advisors#843 · 6,580 sh | 6,580 | $1.1M | 0.21% | 0.0% |
| 844 | Penobscot Investment Management Company#844 · 6,577 sh | 6,577 | $1.1M | — | +1.9% |
| 845 | MAIRS & POWER#845 · 6,554 sh | 6,554 | $1.1M | 0.01% | -0.8% |
| 846 | Institute for Wealth Management#846 · 6,553 sh | 6,553 | $1.1M | 0.10% | -7.4% |
| 847 | BRADLEY FOSTER & SARGENT#847 · 6,525 sh | 6,525 | $1.1M | 0.02% | -1.2% |
| 848 | First National Bank of Mount Dora, Investment Services#848 · 6,512 sh | 6,512 | $1.1M | — | -1.1% |
| 849 | Miller Investment Management#849 · 6,500 sh | 6,500 | $1.1M | 0.10% | 0.0% |
| 850 | Cornerstone Wealth Management#850 · 6,490 sh | 6,490 | $1.1M | 0.05% | -0.2% |
| 851 | SAGESPRING WEALTH PARTNERS#851 · 6,477 sh | 6,477 | $1.1M | — | +0.7% |
| 852 | FLAGSHIP HARBOR ADVISORS#852 · 6,471 sh | 6,471 | $1.1M | — | -3.1% |
| 853 | Allen Capital Group#853 · 6,465 sh | 6,465 | $1.1M | 0.09% | -0.6% |
| 854 | OF VERMONT#854 · 6,454 sh | 6,454 | $1.1M | — | — |
| 855 | Old North State#855 · 6,443 sh | 6,443 | $1.1M | 0.56% | +5.8% |
| 856 | Caerus Investment Advisors#856 · 6,420 sh | 6,420 | $1.1M | 0.36% | +8.3% |
| 857 | Generali Investments, Management#857 · 6,419 sh | 6,419 | $1.1M | — | -17.3% |
| 858 | Essex Financial Services#858 · 6,401 sh | 6,401 | $1.1M | 0.05% | +0.6% |
| 859 | ArrowMark Colorado#859 · 6,400 sh | 6,400 | $1.1M | 0.04% | 0.0% |
| 860 | RWA WEALTH PARTNERS#860 · 6,358 sh | 6,358 | $1.1M | 0.01% | +10.3% |
| 861 | Dorsey & Whitney#861 · 6,335 sh | 6,335 | $1.1M | 0.05% | -0.5% |
| 862 | 1ST SOURCE BANK#862 · 6,321 sh | 6,321 | $1.1M | 0.05% | -4.5% |
| 863 | Regal Investment Advisors#863 · 6,307 sh | 6,307 | $1.1M | 0.06% | +4.8% |
| 864 | FIRST NATIONAL#864 · 6,307 sh | 6,307 | $1.1M | 0.04% | -3.8% |
| 865 | Hennion & Walsh Asset Management#865 · 6,305 sh | 6,305 | $1.1M | — | -34.6% |
| 866 | Kuhn & Investment Counsel#866 · 6,302 sh | 6,302 | $1.1M | 0.62% | +0.1% |
| 867 | NORDEN GROUP#867 · 6,295 sh | 6,295 | $1.1M | — | +7.6% |
| 868 | PEOPLES BANK#868 · 6,262 sh | 6,262 | $1.1M | — | -0.2% |
| 869 | AMERICAN FINANCIAL GROUP#869 · 6,250 sh | 6,250 | $1.1M | 0.37% | 0.0% |
| 870 | Employees Retirement System of Texas#870 · 6,248 sh | 6,248 | $1.1M | <0.01% | New |
| 871 | Retirement Planning of New England#871 · 6,225 sh | 6,225 | $1.1M | — | -3.2% |
| 872 | J. Safra Sarasin Holding AG#872 · 5,776 sh | 5,776 | $1.1M | — | 0.0% |
| 873 | Osmosis Investment Management UK Ltd#873 · 6,218 sh | 6,218 | $1.1M | 0.05% | -62.5% |
| 874 | Fiduciary Alliance#874 · 6,208 sh | 6,208 | $1.0M | — | +1.3% |
| 875 | PRIVATE NA#875 · 6,194 sh | 6,194 | $1.0M | — | -1.7% |
| 876 | Tyche Wealth Partners#876 · 6,186 sh | 6,186 | $1.0M | 0.15% | 0.0% |
| 877 | Heck Capital Advisors#877 · 6,141 sh | 6,141 | $1.0M | — | +0.7% |
| 878 | Kovack Advisors#878 · 6,023 sh | 6,023 | $1.0M | 0.05% | -1.6% |
| 879 | PEAPACK GLADSTONE FINANCIAL#879 · 6,094 sh | 6,094 | $1.0M | 0.01% | -7.1% |
| 880 | Symphony Financial, Ltd.#880 · 5,919 sh | 5,919 | $1.0M | — | -4.8% |
| 881 | Csenge Advisory Group#881 · 6,031 sh | 6,031 | $1.0M | 0.04% | -1.5% |
| 882 | ALTA CAPITAL MANAGEMENT#882 · 6,020 sh | 6,020 | $1.0M | — | -7.4% |
| 883 | Heritage Wealth Management#883 · 6,020 sh | 6,020 | $1.0M | 0.25% | New |
| 884 | Valmark Advisers#884 · 6,019 sh | 6,019 | $1.0M | 0.01% | +0.4% |
| 885 | ANGELES WEALTH MANAGEMENT#885 · 6,004 sh | 6,004 | $1.0M | — | +1.6% |
| 886 | Concentric Capital Strategies#886 · 5,965 sh | 5,965 | $1.0M | 0.06% | New |
| 887 | FAS Wealth Partners#887 · 5,964 sh | 5,964 | $1.0M | 0.05% | +0.1% |
| 888 | Matthew Goff Investment Advisor#888 · 5,938 sh | 5,938 | $1.0M | — | 0.0% |
| 889 | Soltis Investment Advisors#889 · 5,937 sh | 5,937 | $1.0M | 0.06% | +5.3% |
| 890 | WHITENER CAPITAL MANAGEMENT#890 · 5,934 sh | 5,934 | $1.0M | — | 0.0% |
| 891 | OVERSEA-CHINESE BANKING Ltd#891 · 5,926 sh | 5,926 | $1.0M | 0.02% | -20.8% |
| 892 | Texas Capital Bank Wealth Management Services#892 · 5,914 sh | 5,914 | $999.8K | 0.05% | +15.7% |
| 893 | Westbourne Investment Advisors#893 · 5,877 sh | 5,877 | $993.5K | — | +2.6% |
| 894 | Arvest Bank Division#894 · 5,871 sh | 5,871 | $992.5K | 0.05% | -25.4% |
| 895 | Tower Research Capital (TRC)#895 · 5,859 sh | 5,859 | $990.5K | 0.02% | -54.4% |
| 896 | Strategic Financial Services#896 · 5,857 sh | 5,857 | $990.1K | 0.04% | 0.0% |
| 897 | CX Institutional#897 · 5,839 sh | 5,839 | $987.0K | — | -4.4% |
| 898 | FIRST NATIONAL BANK & OF NEWTOWN#898 · 4,651 sh | 4,651 | $984.5K | 0.20% | -5.8% |
| 899 | Perpetual Ltd#899 · 5,805 sh | 5,805 | $981.3K | — | -0.6% |
| 900 | Aaron Wealth Advisors#900 · 5,803 sh | 5,803 | $981.0K | — | +4.1% |
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.