Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $25.0B

Institutions holding PSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,109	$53.5B
Q1 2026	2,132	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,796	$37.9B
Q4 2024	1,782	$34.9B
Q3 2024	1,775	$39.8B
Q2 2024	1,787	$44.2B
Q1 2024	1,879	$52.2B
Q4 2023	1,793	$43.7B
Q3 2023	1,664	$38.5B
Q2 2023	1,542	$30.9B
Q1 2023	1,573	$33.4B
Q4 2022	1,575	$35.1B
Q3 2022	1,419	$27.4B
Q2 2022	1,445	$28.3B
Q1 2022	1,451	$29.1B
Q4 2021	1,358	$22.2B
Q3 2021	1,239	$21.2B
Q2 2021	1,327	$26.3B
Q1 2021	1,272	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
World Asset Management Inc	27,913	$2.26M	0.20%	–	–
FIL Ltd	27,879	$2.27M	0.00%	–	–
Disciplined Investments, LLC	28,177	$2.30M	1.35%	–	–
Rothschild Investment Corp	28,404	$2.32M	0.20%	–	–
Kentucky Retirement Systems	28,400	$2.32M	0.11%	–	–
Resources Investment Advisors, LLC.	28,858	$2.35M	0.11%	–	–
First American Bank	28,966	$2.36M	0.15%	–	–
Central Trust Co	29,155	$2.38M	0.09%	–	–
Marco Investment Management LLC	29,514	$2.41M	0.31%	–	–
Parsons Capital Management Inc	29,808	$2.43M	0.20%	–	–
NewSquare Capital LLC	30,119	$2.46M	0.32%	–	–
Visionary Wealth Advisors	30,288	$2.47M	0.26%	–	–
Arrow Financial Corp	30,358	$2.48M	0.33%	–	–
Rockefeller Capital Management L.P.	30,629	$2.50M	0.02%	–	–
Strategic Financial Services, Inc,	30,862	$2.52M	0.21%	–	–
Carnegie Capital Asset Management, LLC	30,923	$2.52M	0.11%	–	–
Fluent Financial, LLC	36,323	$2.54M	1.33%	–	–
Hengehold Capital Management LLC	31,242	$2.55M	0.35%	–	–
Shorepoint Capital Partners LLC	31,282	$2.55M	1.36%	–	–
Panagora Asset Management Inc	31,305	$2.55M	0.01%	–	–
Prio Wealth Limited Partnership	31,343	$2.56M	0.09%	–	–
Park Avenue Securities LLC	31,522	$2.57M	0.06%	–	–
Elo Mutual Pension Insurance Co	31,513	$2.57M	0.09%	–	–
Kingsview Wealth Management, LLC	31,176	$2.59M	0.15%	–	–
Marathon Capital Management	31,895	$2.60M	0.69%	–	–
Unison Advisors LLC	32,410	$2.64M	0.51%	–	–
CIBC Private Wealth Group, LLC	32,456	$2.65M	0.01%	–	–
Compagnie Lombard Odier SCmA	32,448	$2.65M	0.06%	–	–
Salient Capital Advisors, LLC	32,477	$2.65M	0.13%	–	–
Canal Insurance CO	32,500	$2.65M	1.01%	–	–
Candriam Luxembourg S.C.A.	40,038	$2.69M	0.02%	–	–
Umb Bank N A	33,082	$2.70M	0.07%	–	–
Nachman Norwood & Parrott, Inc	33,156	$2.70M	0.30%	–	–
Atria Investments LLC	33,185	$2.71M	0.06%	–	–
Maryland State Retirement & Pension System	33,413	$2.72M	0.09%	–	–
Opus Investment Management Inc	33,489	$2.73M	0.40%	–	–
MD Financial Management Inc.	33,525	$2.73M	0.08%	–	–
Colonial Trust Advisors	34,158	$2.79M	0.37%	–	–
Northwest & Ethical Investments L.P.	34,820	$2.84M	0.10%	–	–
Regentatlantic Capital LLC	35,277	$2.88M	0.10%	–	–
McDonald Partners LLC	35,287	$2.88M	0.74%	–	–
Allianz Asset Management GmbH	35,369	$2.88M	0.00%	–	–
HITE Hedge Asset Management LLC	35,566	$2.90M	0.44%	–	–
Trustmark National Bank Trust Department	35,683	$2.91M	0.24%	–	–
Sompo Asset Management Co., Ltd.	35,715	$2.91M	0.66%	–	–
First National Bank of Omaha	35,878	$2.92M	0.15%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	36,164	$2.95M	0.08%	–	–
Oregon Public Employees Retirement Fund	36,312	$2.96M	0.04%	–	–
Norinchukin Bank, The	36,349	$2.96M	0.04%	–	–
Becker Capital Management Inc	36,553	$2.98M	0.13%	–	–
Cubist Systematic Strategies, LLC	36,558	$2.98M	0.04%	–	–
Northwestern Mutual Wealth Management Co	36,611	$2.99M	0.01%	–	–
Cerity Partners LLC	36,735	$3.00M	0.07%	–	–
FDx Advisors, Inc.	36,855	$3.00M	0.11%	–	–
Davenport & Co LLC	36,876	$3.01M	0.03%	–	–
Securian Asset Management, Inc	36,965	$3.01M	0.07%	–	–
Westpac Banking Corp	37,001	$3.02M	0.03%	–	–
Farmers & Merchants Investments Inc	37,331	$3.04M	0.15%	–	–
Cornerstone Wealth Group, LLC	39,967	$3.08M	0.63%	–	–
Stratos Wealth Advisors, LLC	37,842	$3.09M	0.33%	–	–
Heritage Trust Co	38,111	$3.11M	0.47%	–	–
Hantz Financial Services, Inc.	38,159	$3.11M	0.13%	–	–
Cushing Asset Management, LP	38,273	$3.12M	0.35%	–	–
Pinnacle Associates Ltd	38,376	$3.13M	0.06%	–	–
CIBC Asset Management Inc	38,415	$3.13M	0.01%	–	–
Capitolis Advisors LLC	38,419	$3.13M	0.05%	–	–
Paloma Partners Management Co	38,599	$3.15M	0.09%	–	–
Fiera Capital Corp	39,023	$3.18M	0.01%	–	–
Leavell Investment Management, Inc.	39,085	$3.19M	0.26%	–	–
Simplex Trading, LLC	39,957	$3.26M	0.18%	–	–
Stolper Co	39,963	$3.26M	1.68%	–	–
Rodgers Brothers Inc.	40,533	$3.31M	0.68%	–	–
Beacon Financial Group	44,841	$3.32M	0.52%	–	–
Point72 Hong Kong Ltd	40,777	$3.33M	0.27%	–	–
Schroder Investment Management Group	41,076	$3.35M	0.00%	–	–
Canada Pension Plan Investment Board	41,259	$3.36M	0.00%	–	–
Telos Capital Management, Inc.	41,328	$3.37M	0.48%	–	–
Public Sector Pension Investment Board	41,375	$3.37M	0.02%	–	–
Wintrust Investments LLC	41,705	$3.40M	0.35%	–	–
Qube Research & Technologies Ltd	41,879	$3.42M	0.06%	–	–
MUFG Americas Holdings Corp	42,109	$3.43M	0.07%	–	–
Cohen & Steers, Inc.	42,586	$3.47M	0.01%	–	–
Nissay Asset Management Corp	42,593	$3.47M	0.03%	–	–
Oppenheimer & Co Inc	42,600	$3.47M	0.07%	–	–
Jane Street Group, LLC	42,728	$3.48M	0.01%	–	–
Huntington National Bank	42,860	$3.50M	0.04%	–	–
HM Payson & Co	43,153	$3.52M	0.09%	–	–
FourThought Financial, LLC	43,317	$3.53M	0.51%	–	–
First National Bank of Mount Dora, Trust Investment Services	44,105	$3.60M	1.25%	–	–
Ancora Advisors, LLC	44,414	$3.62M	0.10%	–	–
Brown Advisory Inc	45,864	$3.74M	0.01%	–	–
APG Asset Management N.V.	54,993	$3.81M	0.01%	–	–
Providence Capital Advisors, LLC	47,131	$3.84M	1.40%	–	–
Chemung Canal Trust Co	47,240	$3.85M	0.77%	–	–
Clearbridge Investments, LLC	47,459	$3.87M	0.00%	–	–
IFM Investors Pty Ltd	47,654	$3.89M	0.10%	–	–
Hartford Investment Management Co	47,729	$3.89M	0.10%	–	–
Veritable, L.P.	48,075	$3.92M	0.07%	–	–
Advisory Services Network, LLC	48,452	$3.95M	0.15%	–	–
RBF Capital, LLC	50,000	$4.08M	0.26%	–	–