# PHILLIPS 66 (PSX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PSX/

- Reporting holders: 124
- Reported value: $212.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $53.7M | 210,381 | 0.5% | 3 |
| [CHICKASAW CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1276460-chickasaw-capital-management-llc/) | $33.1M | 129,559 | 1.2% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $20.8M | 81,433 | 0.5% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.3M | 36,575 | 0.1% | 16 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $7.6M | 29,682 | 0.9% | 23 |
| [O'Keefe Stevens Advisory, Inc.](https://holderbook.com/funds/1780565-o-keefe-stevens-advisory-inc/) | $7.4M | 28,851 | 1.5% | 36 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $5.0M | 19,686 | 0.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.7M | 18,535 | 0.2% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.2M | 15,064 | 0.1% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $3.5M | 13,829 | 0.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.3M | 13,109 | 0.1% | 32 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $3.3M | 13,039 | 0.7% | 1 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $2.8M | 10,990 | 1.1% | 27 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.6M | 10,132 | 0.1% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $2.4M | 9,362 | 0.2% | 32 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $2.4M | 9,261 | 0.3% | 17 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $2.0M | 8,007 | 1.8% | 1 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.4M | 5,587 | 0.1% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.3M | 5,106 | 0.2% | 27 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $1.3M | 5,030 | 0.7% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.3M | 4,668 | 0.0% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.2M | 4,816 | 0.1% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.2M | 4,749 | 0.2% | 17 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $1.2M | 4,670 | 0.3% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.2M | 4,549 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 124 | $212.1M |
| Q2 2026 | 2,117 | $60.5B |
| Q1 2026 | 2,130 | $60.7B |
| Q4 2025 | 1,914 | $41.0B |
| Q3 2025 | 1,855 | $42.9B |
| Q2 2025 | 1,780 | $38.6B |
| Q1 2025 | 1,805 | $38.6B |
| Q4 2024 | 1,786 | $35.6B |
| Q3 2024 | 1,783 | $41.0B |
| Q2 2024 | 1,797 | $45.7B |
| Q1 2024 | 1,892 | $56.4B |
| Q4 2023 | 1,810 | $46.6B |