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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
United Capital Financial Advisers, LLC50,076$4.08M0.02%––
Chatham Capital Group, Inc.50,287$4.10M0.86%––
Simmons Bank51,193$4.17M0.32%––
Cary Street Partners Asset Management LLC99,150$4.18M1.03%––
Commerce Bank51,456$4.20M0.03%––
People's United Financial, Inc.51,707$4.22M0.10%––
Cinctive Capital Management LP51,910$4.23M0.27%––
Alpha Omega Wealth Management LLC52,043$4.24M0.74%––
Bollard Group LLC52,176$4.25M0.15%––
Nkcfo LLC53,200$4.34M1.64%––
Metropolitan Life Insurance Co53,946$4.40M0.07%––
Markston International LLC54,114$4.41M0.50%––
Parallax Volatility Advisers, L.P.54,923$4.48M0.04%––
Buckingham Capital Management, Inc.55,424$4.52M0.76%––
Alley Co LLC55,489$4.53M0.89%––
Meyer Handelman Co55,797$4.55M0.19%––
Avantax Advisory Services, Inc.55,779$4.55M0.10%––
Segall Bryant & Hamill, LLC56,018$4.56M0.05%––
Mutual of America Capital Management LLC56,656$4.62M0.05%––
Country Club Trust Company, n.a.57,123$4.70M0.44%––
QS Investors, LLC58,220$4.75M0.06%––
Calamos Advisors LLC59,320$4.84M0.03%––
Pacific Heights Asset Management LLC60,000$4.89M0.45%––
Bridge Creek Capital Management LLC28,212$4.95M1.91%––
Aristotle Atlantic Partners, LLC60,829$4.96M0.36%––
Atlantic Union Bankshares Corp61,387$5.01M0.51%––
Kestra Advisory Services, LLC61,501$5.01M0.06%––
Viking Fund Management LLC61,800$5.04M1.50%––
Sitrin Capital Management LLC62,854$5.13M2.43%––
Tweedy, Browne Co LLC62,987$5.14M0.15%––
Montgomery Investment Management Inc63,152$5.15M1.97%––
Steward Partners Investment Advisory, LLC64,275$5.24M0.09%––
Adams Asset Advisors, LLC64,368$5.25M1.13%––
D.A. Davidson & Co.64,545$5.26M0.07%––
Illinois Municipal Retirement Fund65,459$5.34M0.23%––
Fifth Third Bancorp67,016$5.46M0.03%––
Kornitzer Capital Management Inc67,728$5.52M0.09%––
Marshall Wace, LLP67,974$5.54M0.03%––
Foundation Resource Management Inc69,025$5.63M1.34%––
Gamco Investors, Inc. Et Al69,077$5.63M0.05%––
Millennium Management LLC69,274$5.65M0.01%––
Greenwood Capital Associates LLC70,587$5.75M0.90%––
Great Lakes Advisors, LLC70,858$5.78M0.09%––
Alta Capital Management LLC70,862$5.78M0.18%––
British Columbia Investment Management Corp71,671$5.84M0.04%––
Texas Permanent School Fund72,939$5.95M0.07%––
RPG Investment Advisory, LLC72,994$5.95M1.07%––
Hendley & Co Inc73,277$5.97M2.08%––
Zurcher Kantonalbank (Zurich Cantonalbank)73,995$6.03M0.04%––
D L Carlson Investment Group Inc74,958$6.11M1.12%––
Robeco Institutional Asset Management B.V.75,787$6.18M0.02%––
Bryn Mawr Trust Co75,883$6.19M0.25%––
DT Investment Partners, LLC76,907$6.27M0.90%––
State of Tennessee, Treasury Department77,669$6.33M0.03%––
Stockman Wealth Management, Inc.77,918$6.35M1.77%––
Mackay Shields LLC79,185$6.46M0.05%––
USS Investment Management Ltd79,327$6.47M0.06%––
Duff & Phelps Investment Management Co80,250$6.54M0.09%––
Hi-Line Capital Management, LLC80,858$6.59M2.64%––
Richard C. Young & CO., LTD.81,714$6.66M0.88%––
Hikari Tsushin, Inc.81,844$6.67M0.90%––
First Fiduciary Investment Counsel, Inc.82,258$6.71M1.28%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main83,337$6.80M0.01%––
Utah Retirement Systems83,767$6.83M0.10%––
Motco84,289$6.87M0.49%––
Recurrent Investment Advisors LLC85,655$6.98M4.42%––
Oppenheimer Asset Management Inc.88,560$7.22M0.11%––
Geneos Wealth Management Inc.89,366$7.23M0.20%––
Raymond James Trust N.A.89,172$7.27M0.25%––
Spirit of America Management Corp89,832$7.33M1.73%––
Macquarie Group Ltd89,881$7.33M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys89,903$7.33M0.09%––
Gulf International Bank (UK) Ltd89,962$7.33M0.10%––
Shelton Capital Management90,654$7.39M0.26%––
Icon Advisers Inc92,000$7.50M1.18%––
Mattern Capital Management, LLC92,150$7.51M1.62%––
Nomura Asset Management Co Ltd94,764$7.73M0.05%––
Janus Henderson Group PLC95,854$7.82M0.00%––
Heritage Investors Management Corp96,326$7.85M0.35%––
Tower Research Capital LLC (TRC)96,833$7.90M0.13%––
Advisors Asset Management, Inc.97,834$7.98M0.12%––
CCM Investment Advisers LLC98,571$8.04M1.09%––
Osborne Partners Capital Management, LLC103,099$8.41M0.77%––
MetLife Investment Management104,088$8.49M0.08%––
Bourgeon Capital Management LLC104,305$8.51M1.89%––
Wallington Asset Management, LLC105,051$8.57M1.56%––
Eastern Bank106,765$8.71M0.47%––
Comerica Bank114,416$8.75M0.05%––
State of Michigan Retirement System109,602$8.94M0.06%––
Perpetual Investment Management Ltd110,014$8.95M1.49%––
Mercer Global Advisors Inc110,157$8.98M0.08%––
Boyer & Corporon Wealth Management, LLC110,262$8.99M2.65%––
Wesbanco Bank Inc110,430$9.00M0.36%––
Gratus Capital LLC113,219$9.23M1.11%––
Citadel Advisors LLC113,275$9.24M0.01%––
ProShare Advisors LLC114,141$9.31M0.03%––
Bridgecreek Investment Management, LLC114,560$9.34M1.44%––
American Assets Investment Management, LLC115,300$9.40M1.30%––
Lawson Kroeker Investment Management Inc115,863$9.45M3.23%––
AMP Capital Investors Ltd115,926$9.46M0.05%––