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Phillips 66

PSX
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001534701

In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).

13F holders, Q1 2021

Institutional positions in Phillips 66 as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,272
No complete 13F data for Q4 2020
Shares held
307.1M
No complete 13F data for Q4 2020
Total value
$25.0B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,272 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ1 2021: $25.0B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Phillips 66.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PSX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc42,950,183$3.50B0.09%––
BlackRock Inc.33,415,052$2.72B0.08%––
State Street Corp29,082,129$2.37B0.14%––
Wells Fargo & Company15,702,240$1.28B0.30%––
Wellington Management Group LLP10,630,922$866.8M0.15%––
FMR LLC8,905,589$726.2M0.06%––
Barrow Hanley Mewhinney & Strauss LLC8,667,866$706.8M2.25%––
Aristotle Capital Management, LLC8,294,082$676.3M1.38%––
Bank of America Corp6,565,071$535.3M0.06%––
Geode Capital Management, LLC6,349,572$516.1M0.08%––
JPMorgan Chase & Co5,251,551$428.2M0.06%––
Northern Trust Corp5,144,444$419.5M0.08%––
Norges Bank4,492,819$366.3M0.08%––
Morgan Stanley4,390,126$358.0M0.05%––
Bank of New York Mellon Corp4,079,319$332.6M0.07%––
UBS Group AG3,915,470$319.3M0.14%––
Nuveen Asset Management, LLC3,592,702$292.9M0.09%––
Dimensional Fund Advisors LP3,278,076$267.3M0.09%––
Legal & General Group Plc3,222,883$262.8M0.10%––
LSV Asset Management3,050,862$248.8M0.42%––
Ameriprise Financial Inc2,915,912$237.8M0.08%––
Parametric Portfolio Associates LLC2,903,026$236.7M0.14%––
Charles Schwab Investment Management Inc2,599,222$211.9M0.08%––
Invesco Ltd.2,582,934$210.6M0.06%––
Amundi Asset Management US, Inc.2,494,017$203.4M0.16%––
Eaton Vance Management2,257,520$184.1M0.27%––
UBS Asset Management Americas Inc2,149,332$175.3M0.08%––
Bank of Montreal2,078,450$163.0M0.11%––
Swiss National Bank1,678,630$136.9M0.09%––
Sumitomo Mitsui Trust Holdings, Inc.1,412,170$115.1M0.07%––
Epoch Investment Partners, Inc.1,318,903$107.5M0.50%––
Deutsche Bank AG1,246,311$101.6M0.05%––
D. E. Shaw & Co., Inc.1,145,785$93.4M0.11%––
Royal Bank of Canada1,118,272$91.2M0.03%––
Neuberger Berman Group LLC1,070,565$87.1M0.08%––
Citigroup Inc1,055,046$86.0M0.08%––
Public Employees Retirement Association of Colorado1,049,557$85.6M0.40%––
Goldman Sachs Group Inc1,045,489$85.2M0.03%––
Bahl & Gaynor Inc1,043,718$85.1M0.54%––
Envestnet Asset Management Inc1,033,743$84.3M0.05%––
California Public Employees Retirement System1,000,335$81.6M0.06%––
Victory Capital Management Inc912,518$74.4M0.08%––
Rhumbline Advisers907,928$74.0M0.10%––
Credit Suisse AG889,638$72.5M0.05%––
Alliancebernstein L.P.866,241$70.6M0.03%––
HSBC Holdings PLC860,977$70.4M0.09%––
California State Teachers Retirement System791,751$64.6M0.09%––
The PNC Financial Services Group, Inc.784,671$64.0M0.06%––
DekaBank Deutsche Girozentrale735,700$60.8M0.20%––
New York State Common Retirement Fund743,741$60.6M0.07%––
Truist Financial Corp741,453$60.5M0.11%––
Nan Shan Life Insurance Co., Ltd.719,771$58.7M1.14%––
Price T Rowe Associates Inc702,551$57.3M0.01%––
Russell Investments Group, Ltd.698,093$57.2M0.10%––
RR Partners LP667,968$54.5M6.62%––
Principal Financial Group Inc644,630$52.6M0.04%––
Raymond James & Associates644,614$52.6M0.05%––
KBC Group NV616,690$50.3M0.20%––
State Board of Administration of Florida Retirement System606,406$49.4M0.10%––
National Pension Service598,506$48.8M0.10%––
AXA S.A.568,189$46.3M0.14%––
Fayez Sarofim & Co566,163$46.2M0.17%––
M&T Bank Corp563,171$45.9M0.20%––
Barclays PLC557,382$45.5M0.04%––
Avalon Investment & Advisory534,550$43.6M1.00%––
Manufacturers Life Insurance Company, The531,288$43.3M0.04%––
Bank of Nova Scotia517,341$42.2M0.08%––
Zacks Investment Management511,063$41.7M0.74%––
New York State Teachers Retirement System511,047$41.7M0.09%––
Waddell & Reed Financial Inc499,146$40.7M0.08%––
Adage Capital Partners GP, L.L.C.489,701$39.9M0.08%––
Boston Partners489,306$39.9M0.05%––
Standard Life Aberdeen plc486,118$39.6M0.09%––
CIBC World Markets Corp484,957$39.5M0.25%––
TD Asset Management Inc452,172$36.9M0.04%––
Raymond James Financial Services Advisors, Inc.444,678$36.3M0.08%––
Grantham, Mayo, Van Otterloo & Co. LLC431,850$35.2M0.19%––
Prudential Financial Inc412,136$33.6M0.05%––
American Century Companies Inc393,226$32.1M0.02%––
Brandywine Global Investment Management, LLC388,093$31.6M0.24%––
AMF Pensionsforsakring AB374,414$30.6M0.23%––
Old Republic International Corporation372,500$30.4M0.72%––
Key Group Holdings (Cayman), Ltd.367,473$30.0M3.77%––
Kayne Anderson Capital Advisors LP366,513$29.9M0.97%––
GW Henssler & Associates Ltd359,082$29.3M2.09%––
RNC Capital Management LLC356,502$29.1M1.64%––
Davis R M Inc345,712$28.2M0.77%––
State of Wisconsin Investment Board345,472$28.2M0.06%––
Franklin Resources Inc338,611$27.6M0.01%––
Susquehanna International Group, LLP328,144$26.8M0.03%––
Advisory Resource Group316,743$25.8M12.06%––
Voya Investment Management LLC312,125$25.5M0.05%––
Stifel Financial Corp312,093$25.4M0.04%––
Mitsubishi UFJ Trust & Banking Corp309,782$24.6M0.05%––
Mariner, LLC297,450$24.3M0.17%––
Chevy Chase Trust Holdings, Inc.296,057$24.1M0.09%––
Arrowstreet Capital, Limited Partnership295,385$24.1M0.03%––
Public Employees Retirement System of Ohio279,705$22.8M0.09%––
State of New Jersey Common Pension Fund D266,740$21.8M0.08%––
Great West Life Assurance Co262,904$21.3M0.05%––