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Who Owns Phillips 66

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Phillips 66.

Who crossed 5% of PSX →
Managers holding
114
as of 2026-09-30
Reported value
$213.1M
summed across filings
Shares held
833K
Added vs trimmed
24 / 40
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Artemis Investment Management LLPCOM210.4K shadded$53.7M
CHICKASAW CAPITAL MANAGEMENT LLCCOM129.6K shtrimmed$33.1M
Venture Visionary Partners LLCCOM81.4K shtrimmed$20.8M
Farther Finance Advisors, LLCStock36.6K shadded$9.3M
Mirador Capital Partners LPCOM29.7K shtrimmed$7.6M
O'Keefe Stevens Advisory, Inc.COM28.9K shadded$7.4M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM19.7K shtrimmed$5M
GAMMA Investing LLCCommon Stock18.5K shadded$4.7M
Wedmont Private CapitalCOM15.1K shadded$4.2M
NEVILLE RODIE & SHAW INCCOM15.9K shheld$4.1M
YHB Investment Advisors, Inc.COM13.8K shtrimmed$3.5M
Valeo Financial Advisors, LLCStock13.1K shadded$3.3M
Monument Capital ManagementCOM13K sh—$3.3M
ALKEME WEALTH, LLCCOM11K shtrimmed$2.8M
Avidian Wealth Enterprises, LLCCOM10.1K shtrimmed$2.6M
Bangor Savings BankCOM9.4K shtrimmed$2.4M
Capital Advisors Wealth Management, LLCCOM9.3K shadded$2.4M
Retireful, LLCCOM8K sh—$2M
Everhart Financial Group, Inc.COM5.6K shadded$1.4M
Rosenberg Matthew HamiltonStock5.1K shheld$1.3M
Baring Financial LLCCOM5K shadded$1.3M
Apella Capital, LLCCOM4.7K shadded$1.3M
Wealth Enhancement Trust Services, Inc.COM4.8K shtrimmed$1.2M
Veracity Capital LLCCOM4.7K shtrimmed$1.2M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock4.5K shtrimmed$1.2M
Allen Mooney & Barnes Investment Advisors LLCStock4.5K shtrimmed$1.2M
Lincoln Capital LLCCOM4.3K shheld$1.1M
RIVERSEDGE ADVISORS, LLCCOM4.2K shadded$1.1M
Investors Research CorpCOM4.1K shtrimmed$1.1M
MOODY NATIONAL BANK TRUST DIVISIONCOM3.6K shadded$926.3K
Biltmore Wealth Management, LLCCOM3.6K shtrimmed$908K
Legacy Private Trust Co.COM3.4K shheld$869.3K
VISTA INVESTMENT PARTNERS LLCCOM3.1K shtrimmed$788.7K
Hamilton Capital, LLCCOM3K shtrimmed$772.2K
Persium Advisors, LLCCOM2.9K shheld$740.9K
Weaver Consulting GroupCOM2.6K shtrimmed$654.6K
Cooper Financial GroupCOM2.5K shtrimmed$648.7K
Successful Portfolios LLCCOM2.4K shtrimmed$647.4K
Greenfield Savings BankCOM2.3K shheld$595.6K
JACOBS & CO/CACOM2.3K shheld$589K
Breakwater Capital GroupCOM2.3K shtrimmed$575.7K
LAWOOD & COCommon Stock2.2K shheld$567.3K
Cadent Capital Advisors, LLCCOM2.2K shadded$555.2K
Worth Asset Management, LLCStock2.1K sh—$541.4K
Post Resch Tallon Group Inc.COM2.1K shheld$536.9K
Elm3 Financial Group, LLCCOM2.1K sh—$529.8K
Sound Income Strategies, LLCCOM1.9K shadded$529.7K
DAVIDSON TRUST COEquities2K shheld$513.4K
LifeGoal Investments, LLCCOM2K shadded$511.4K
CENTRAL BANK & TRUST COEquities2K shheld$508.1K
Douglas Lane & Associates, LLCCOMMON1.9K shheld$495.3K
Gallagher Capital Advisors, LLCCOM1.9K shtrimmed$476K
Plan A Wealth LLCCOM1.8K shtrimmed$460.3K
FINANCIAL MANAGEMENT NETWORK INCCOM1.5K shtrimmed$399.1K
EASTERN BANKCOM1.5K shadded$389.6K
Bank of New HampshireCOM1.5K shtrimmed$384.8K
Hardin Capital Partners, LLCCOM1.5K shtrimmed$375.6K
Green Ridge Wealth Planning LLCCOM1.4K shheld$357.5K
Acropolis Investment Management, LLCCOM1.4K shheld$352.1K
Bullock Wealth Management GroupStock1.3K shtrimmed$348.9K
Peoples Bank/KSCommon Stock1.4K shtrimmed$345.9K
Grove Bank & TrustCOM1.3K shheld$336.2K
SAPIENT CAPITAL LLCCOM1.3K shadded$332.9K
General Partner, Inc.CL1.3K shheld$332.7K
Stokes Capital Advisors, LLCCOM1.3K shtrimmed$331.9K
Paragon Capital Management LtdCOM1.3K shheld$326K
TOMPKINS FINANCIAL CORPCOM1.2K shtrimmed$317.6K
ARGUS INVESTORS' COUNSEL, INC.COM1.2K shtrimmed$302.8K
Kure Advisory, LLCCOM1.2K shadded$299.1K
Sunburst Financial Group, LLCCOM1.1K shadded$284.9K
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCOM1.1K shtrimmed$282K
INSPIRION WEALTH ADVISORS, LLCCOM1.1K shtrimmed$280.8K
Martin Capital Partners, LLCCOM1.1K shtrimmed$277.5K
Vann Equity Management LLCCOM1.1K shtrimmed$276.8K
PARK NATIONAL CORP /OH/Com1.1K shtrimmed$276K
Athena Wealth Management, LLCCOM1K shtrimmed$265.1K
CHAPIN DAVIS, INC.COM1K sh—$260.7K
Bath Savings Trust CoCommon Stock1K sh—$255.6K
Roth Financial Partners LLCCOM1K sh—$255.3K
CoreCap Advisors, LLCStock995 shadded$254.2K
City Center Advisors, LLCCOM985 sh—$251.5K
Trust CoStock985 shheld$251.4K
Cambridge Financial Group, LLCCOM1.5K shheld$248.7K
Midwest Financial Partners Investments, Inc.COM953 sh—$243.3K
AMERICAN NATIONAL BANK & TRUSTCOM929 shadded$237.2K
RVW Wealth, LLCCOM928 sh—$236.9K
TITLEIST ASSET MANAGEMENT, LLCCOM905 shtrimmed$231.1K
ARMSTRONG ADVISORY GROUP, INCCOM893 shtrimmed$228K
Balefire, LLCCOM869 sh—$221.9K
RFG - Bristol Wealth Advisors, LLCCOM850 sh—$217K
Gradient Investments LLCCOM843 shtrimmed$215.2K
KFA Private Wealth Group, LLCCOM810 sh—$207.1K
TrueWealth Advisors, LLCCOM803 sh—$204.9K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM798 sh—$203.7K
TOTH FINANCIAL ADVISORY CORPCOM682 shheld$174.1K
VALLEY WEALTH MANAGERS, INC.Stock500 shheld$127.7K
ACIMA PRIVATE WEALTH, LLCStock500 shheld$127.7K
GK Wealth Management LLCCOM384 sh—$98.2K
STEPH & COCOM276 shheld$70.5K
Dorato Capital ManagementCOM245 shheld$66.5K
Bank & Trust CoCOM217 shheld$55.4K
Byrne Asset Management LLCCOM173 shheld$45.7K
Olistico Wealth, LLCStock119 shheld$30.4K
FIRST COMMUNITY TRUST NACOM111 shheld$28.3K
MJT & Associates Financial Advisory Group, Inc.Stock82 shtrimmed$20.9K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM82 sh—$20.9K
ELEVATION WEALTH PARTNERS, LLCCOM73 shadded$18.6K
ATWOOD & PALMER INCCOM65 shheld$16.6K
Pacifica Partners Inc.COM60 shheld$15.9K
Marquette Asset Management, LLCCOM46 shheld$11.7K
Horrell Capital Management, Inc.COM34 shheld$8.7K
Retirement Wealth Solutions LLCCOM26 shadded$6.6K
Davis Capital ManagementStock13 shadded$3.3K
GILPIN WEALTH MANAGEMENT, LLCCOM1 sh—$256

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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