PSX — Phillips 66 Institutional Holders · Q3 2026

Name: Who Owns PSX? 129 Institutions Hold $218M (Q3 2026)
Creator: ko.io

Who owns Phillips 66 (PSX)? 129 institutions reported holding $218.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Artemis Investment Management LLP ($53.7M), Chickasaw Capital Management LLC ($33.1M), Venture Visionary Partners LLC ($20.8M).

Rank	Institution	Value	Shares	Change
1	Artemis Investment Management LLP	$53.7M	210,381	Added
2	CHICKASAW CAPITAL MANAGEMENT LLC	$33.1M	129,559	Trimmed
3	Venture Visionary Partners LLC	$20.8M	81,433	Trimmed
4	Farther Finance Advisors, LLC	$9.3M	36,575	Added
5	Mirador Capital Partners LP	$7.6M	29,682	Trimmed
6	O'Keefe Stevens Advisory, Inc.	$7.4M	28,851	Added
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$5.0M	19,686	Trimmed
8	GAMMA Investing LLC	$4.7M	18,535	Added
9	Wedmont Private Capital	$4.2M	15,064	Added
10	NEVILLE RODIE & SHAW INC	$4.1M	15,881	Hold
11	YHB Investment Advisors, Inc.	$3.5M	13,829	Trimmed
12	Valeo Financial Advisors, LLC	$3.3M	13,109	Added
13	Monument Capital Management	$3.3M	13,039	New
14	Exeter Financial, LLC	$2.8M	10,990	Trimmed
15	Avidian Wealth Enterprises, LLC	$2.6M	10,132	Trimmed
16	Bangor Savings Bank	$2.4M	9,362	Trimmed
17	Capital Advisors Wealth Management, LLC	$2.4M	9,261	Added
18	Retireful, LLC	$2.0M	8,007	New
19	CX Institutional	$1.7M	6,490	Added
20	Everhart Financial Group, Inc.	$1.4M	5,587	Added
21	Rosenberg Matthew Hamilton	$1.3M	5,106	Hold
22	Baring Financial LLC	$1.3M	5,030	Added
23	Apella Capital, LLC	$1.3M	4,668	Added
24	Wealth Enhancement Trust Services, Inc.	$1.2M	4,816	Trimmed
25	Montecito Bank & Trust	$1.2M	4,749	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30