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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
Teacher Retirement System of Texas116,190$9.47M0.05%––
Creative Planning117,840$9.61M0.02%––
Ensign Peak Advisors, Inc118,518$9.66M0.02%––
First Trust Advisors LP119,625$9.75M0.01%––
Adams Natural Resources Fund, Inc.120,075$9.79M2.41%––
Arizona State Retirement System123,092$10.0M0.09%––
Schonfeld Strategic Advisors LLC125,000$10.2M0.14%––
PFS Investments Inc.125,942$10.3M0.26%––
Crossmark Global Holdings, Inc.126,594$10.3M0.26%––
American International Group, Inc.129,231$10.5M0.04%––
Prudential PLC133,200$10.9M0.08%––
Caisse de Depot Et Placement du Quebec133,245$10.9M0.02%––
Natixis Advisors, L.P.133,693$10.9M0.06%––
MML Investors Services, LLC136,190$11.1M0.11%––
Baird Financial Group, Inc.136,904$11.2M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.142,509$11.6M0.08%––
BNP Paribas Arbitrage, SA142,786$11.6M0.03%––
HighTower Advisors, LLC144,793$11.8M0.04%––
Vontobel Holding Ltd.144,373$11.8M0.09%––
Guggenheim Capital LLC145,775$11.9M0.08%––
Worldquant Millennium Advisors LLC145,903$11.9M0.25%––
Aviva PLC146,419$11.9M0.06%––
Associated Banc-Corp229,450$12.3M0.77%––
Schwerin Boyle Capital Management Inc152,028$12.4M1.10%––
TCTC Holdings, LLC152,334$12.4M0.59%––
Hyman Charles D153,739$12.5M0.92%––
United Services Automobile Association154,415$12.6M0.23%––
Fort Washington Investment Advisors Inc155,152$12.7M0.12%––
STRS Ohio155,613$12.7M0.05%––
Royal London Asset Management Ltd156,659$12.8M0.06%––
Retirement Systems of Alabama162,920$13.3M0.05%––
ZWJ Investment Counsel Inc171,901$14.0M0.86%––
State of Alaska, Department of Revenue173,878$14.2M0.15%––
Teachers Retirement System of the State of Kentucky175,351$14.3M0.14%––
Skba Capital Management LLC176,810$14.4M2.29%––
Hikari Power Ltd177,330$14.5M1.52%––
Janney Montgomery Scott LLC177,495$14.5M0.07%––
Korea Investment CORP178,775$14.6M0.05%––
Glenmede Trust Co NA179,493$14.6M0.08%––
Keybank National Association180,768$14.7M0.07%––
Gabelli Funds LLC181,700$14.8M0.10%––
Treasurer of the State of North Carolina184,585$15.1M0.09%––
South Dakota Investment Council192,302$15.7M0.26%––
Laurion Capital Management LP194,754$15.9M0.22%––
SG Americas Securities, LLC195,150$15.9M0.10%––
Putnam Investments LLC198,817$16.2M0.03%––
Commonwealth Equity Services, LLC198,887$16.2M0.05%––
InterOcean Capital Group, LLC199,891$16.3M0.92%––
Bokf, NA203,038$16.6M0.30%––
Asset Management One Co.,Ltd.207,151$16.9M0.07%––
Todd Asset Management LLC212,858$17.4M0.41%––
Pictet Asset Management Ltd214,444$17.5M0.02%––
Nisa Investment Advisors, LLC216,109$17.6M0.11%––
Stack Financial Management, Inc217,140$17.7M1.50%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.218,261$17.8M0.07%––
Ninety One UK Ltd220,687$18.0M0.05%––
Federated Hermes, Inc.223,455$18.2M0.04%––
Bridgeway Capital Management, LLC224,168$18.3M0.34%––
Deroy & Devereaux Private Investment Counsel Inc229,461$18.7M1.48%––
Rafferty Asset Management, LLC232,311$18.9M0.13%––
Employees Retirement System of Texas233,046$19.0M0.24%––
Clark Capital Management Group, Inc.233,912$19.1M0.29%––
Gateway Investment Advisers LLC243,691$19.9M0.22%––
SEI Investments Co246,429$19.9M0.05%––
US Bancorp244,543$19.9M0.04%––
LPL Financial LLC245,000$20.0M0.02%––
Toronto Dominion Bank247,368$20.2M0.04%––
Advisor Group Holdings, Inc.247,818$20.2M0.05%––
Rothschild & Co Asset Management US Inc.251,797$20.5M0.25%––
First Republic Investment Management, Inc.259,050$21.1M0.07%––
Great West Life Assurance Co262,904$21.3M0.05%––
State of New Jersey Common Pension Fund D266,740$21.8M0.08%––
Public Employees Retirement System of Ohio279,705$22.8M0.09%––
Arrowstreet Capital, Limited Partnership295,385$24.1M0.03%––
Chevy Chase Trust Holdings, Inc.296,057$24.1M0.09%––
Mariner, LLC297,450$24.3M0.17%––
Mitsubishi UFJ Trust & Banking Corp309,782$24.6M0.05%––
Stifel Financial Corp312,093$25.4M0.04%––
Voya Investment Management LLC312,125$25.5M0.05%––
Advisory Resource Group316,743$25.8M12.06%––
Susquehanna International Group, LLP328,144$26.8M0.03%––
Franklin Resources Inc338,611$27.6M0.01%––
State of Wisconsin Investment Board345,472$28.2M0.06%––
Davis R M Inc345,712$28.2M0.77%––
RNC Capital Management LLC356,502$29.1M1.64%––
GW Henssler & Associates Ltd359,082$29.3M2.09%––
Kayne Anderson Capital Advisors LP366,513$29.9M0.97%––
Key Group Holdings (Cayman), Ltd.367,473$30.0M3.77%––
Old Republic International Corporation372,500$30.4M0.72%––
AMF Pensionsforsakring AB374,414$30.6M0.23%––
Brandywine Global Investment Management, LLC388,093$31.6M0.24%––
American Century Companies Inc393,226$32.1M0.02%––
Prudential Financial Inc412,136$33.6M0.05%––
Grantham, Mayo, Van Otterloo & Co. LLC431,850$35.2M0.19%––
Raymond James Financial Services Advisors, Inc.444,678$36.3M0.08%––
TD Asset Management Inc452,172$36.9M0.04%––
CIBC World Markets Corp484,957$39.5M0.25%––
Standard Life Aberdeen plc486,118$39.6M0.09%––
Boston Partners489,306$39.9M0.05%––
Adage Capital Partners GP, L.L.C.489,701$39.9M0.08%––