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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
St. Johns Investment Management Company, LLC1$00.00%––
Financial Perspectives, Inc5,137$630.00%––
Exane Derivatives10$8150.00%––
Sound Income Strategies, LLC11$8970.00%––
James Investment Research Inc14$1.00K0.00%––
Regal Wealth Group, Inc.7$1.00K0.00%––
Center for Financial Planning, Inc.7$1.00K0.00%––
NFJ Investment Group, LLC8$1.00K0.00%––
AlphaMark Advisors, LLC25$2.00K0.00%––
Arlington Partners LLC20$2.00K0.00%––
Aua Capital Management, LLC28$2.00K0.00%––
Johnson Midwest Financial, LLC19$2.00K0.00%––
Grandview Asset Management LLC25$2.00K0.00%––
Wealth Advisory Solutions, LLC21,123$2.00K0.00%––
ShoreHaven Wealth Partners, LLC18$2.00K0.00%––
True Link Financial Advisors, LLC26$2.00K0.00%––
KB Financial Partners, LLC27$2.00K0.00%––
Allred Capital Management, LLC25$2.04K0.00%––
Delta Asset Management LLC39$3.00K0.00%––
Horrell Capital Management, Inc.34$3.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.38$3.00K0.00%––
Sawyer & Company, Inc31$3.00K0.00%––
Cedar Mountain Advisors, LLC42$3.00K0.00%––
Filbrandt Wealth Management, LLC39$3.00K0.00%––
Rock Creek Group, LP50$4.00K0.00%––
FAI Wealth Management55$4.00K0.00%––
Atlas Private Wealth Advisors48$4.00K0.00%––
Benjamin Edwards Inc62$5.00K0.00%––
Column Capital Advisors, LLC62$5.00K0.00%––
Ten Capital Wealth Advisors, LLC62$5.00K0.00%––
Pittenger & Anderson Inc68$6.00K0.00%––
Horan Securities, Inc.68$6.00K0.01%––
Selective Wealth Management, Inc.78$6.00K0.01%––
Resolute Partners Group96$6.00K0.00%––
Glen Eagle Advisors, LLC77$6.28K0.00%––
Wealthcare Capital Management LLC84$7.00K0.00%––
Human Investing LLC85$7.00K0.00%––
IMA Wealth, Inc.100$8.00K0.00%––
Perkins Coie Trust Co100$8.00K0.00%––
Moisand Fitzgerald Tamayo, LLC100$8.00K0.00%––
First Command Bank100$8.00K0.00%––
First Command Financial Services, Inc.100$8.00K0.00%––
SOA Wealth Advisors, LLC.100$8.00K0.00%––
IronBridge Private Wealth, LLC99$8.00K0.01%––
American State Bank (Iowa)105$8.56K0.01%––
Savior LLC111$9.00K0.01%––
American National Bank127$10.0K0.00%––
HighMark Wealth Management LLC122$10.0K0.01%––
Kelly Financial Services LLC125$10.2K0.01%––
Baldwin Brothers Inc138$11.0K0.00%––
Ironwood Financial, llc130$11.0K0.00%––
Northern Oak Wealth Management Inc150$12.0K0.00%––
Country Trust Bank150$12.0K0.00%––
Tortoise Investment Management, LLC150$12.0K0.00%––
Roble, Belko & Company, Inc142$12.0K0.00%––
Burleson & Company, LLC150$12.0K0.00%––
Princeton Global Asset Management LLC143$12.0K0.00%––
Flagship Private Wealth, LLC158$13.0K0.01%––
Atwood & Palmer Inc163$13.0K0.00%––
Bogart Wealth, LLC154$13.0K0.00%––
Global Retirement Partners, LLC157$13.0K0.00%––
Global Wealth Management Investment Advisory, Inc.157$13.0K0.00%––
Professional Financial Advisors, LLC154$13.0K0.01%––
Bellevue Asset Management, LLC161$13.0K0.01%––
Accel Wealth Management156$13.0K0.01%––
Lagoda Investment Management, L.P.170$14.0K0.01%––
Stonebridge Financial Planning Group, LLC175$14.0K0.01%––
Raffa Wealth Management, LLC172$14.1K0.00%––
Kings Point Capital Management182$15.0K0.00%––
CVA Family Office, LLC188$15.0K0.01%––
Wolff Wiese Magana LLC184$15.0K0.01%––
Assetmark, Inc197$16.0K0.00%––
Highlander Capital Management, LLC191$16.0K0.01%––
Independence Bank of Kentucky200$16.0K0.01%––
Total Clarity Wealth Management, Inc.200$16.0K0.01%––
Rockbridge Investment Management, LCC195$16.0K0.00%––
Earnest Partners LLC211$17.0K0.00%––
Webster Bank, N. A.210$17.0K0.00%––
Leelyn Smith, LLC215$17.0K0.01%––
First Bank & Trust219$18.0K0.01%––
TSFG, LLC225$18.0K0.01%––
TFC Financial Management215$18.0K0.01%––
First Horizon Corp239$19.0K0.00%––
Riverview Trust Co232$19.0K0.02%––
CSat Investment Advisory, L.P.242$20.0K0.02%––
JFS Wealth Advisors, LLC245$20.0K0.00%––
Fusion Family Wealth LLC250$20.0K0.00%––
Truvestments Capital LLC236$20.0K0.01%––
Charter Oak Capital Management, LLC250$20.0K0.00%––
Sun Life Financial INC253$21.0K0.00%––
Kistler-Tiffany Companies, LLC254$21.0K0.01%––
Rocky Mountain Advisers, LLC274$22.0K0.03%––
McCarthy Asset Management, Inc.270$22.0K0.02%––
Creative Financial Designs Inc279$23.0K0.00%––
Exchange Traded Concepts, LLC296$24.0K0.00%––
Mascoma Wealth Management LLC312$25.0K0.01%––
Ellis Investment Partners, LLC319$26.0K0.01%––
Meridian Wealth Partners, LLC321$26.0K0.01%––
Firestone Capital Management318$26.0K0.01%––
PrairieView Partners, LLC326$27.0K0.00%––