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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
Waddell & Reed Financial Inc499,146$40.7M0.08%––
New York State Teachers Retirement System511,047$41.7M0.09%––
Zacks Investment Management511,063$41.7M0.74%––
Bank of Nova Scotia517,341$42.2M0.08%––
Manufacturers Life Insurance Company, The531,288$43.3M0.04%––
Avalon Investment & Advisory534,550$43.6M1.00%––
Barclays PLC557,382$45.5M0.04%––
M&T Bank Corp563,171$45.9M0.20%––
Fayez Sarofim & Co566,163$46.2M0.17%––
AXA S.A.568,189$46.3M0.14%––
National Pension Service598,506$48.8M0.10%––
State Board of Administration of Florida Retirement System606,406$49.4M0.10%––
KBC Group NV616,690$50.3M0.20%––
Raymond James & Associates644,614$52.6M0.05%––
Principal Financial Group Inc644,630$52.6M0.04%––
RR Partners LP667,968$54.5M6.62%––
Russell Investments Group, Ltd.698,093$57.2M0.10%––
Price T Rowe Associates Inc702,551$57.3M0.01%––
Nan Shan Life Insurance Co., Ltd.719,771$58.7M1.14%––
Truist Financial Corp741,453$60.5M0.11%––
New York State Common Retirement Fund743,741$60.6M0.07%––
DekaBank Deutsche Girozentrale735,700$60.8M0.20%––
The PNC Financial Services Group, Inc.784,671$64.0M0.06%––
California State Teachers Retirement System791,751$64.6M0.09%––
HSBC Holdings PLC860,977$70.4M0.09%––
Alliancebernstein L.P.866,241$70.6M0.03%––
Credit Suisse AG889,638$72.5M0.05%––
Rhumbline Advisers907,928$74.0M0.10%––
Victory Capital Management Inc912,518$74.4M0.08%––
California Public Employees Retirement System1,000,335$81.6M0.06%––
Envestnet Asset Management Inc1,033,743$84.3M0.05%––
Bahl & Gaynor Inc1,043,718$85.1M0.54%––
Goldman Sachs Group Inc1,045,489$85.2M0.03%––
Public Employees Retirement Association of Colorado1,049,557$85.6M0.40%––
Citigroup Inc1,055,046$86.0M0.08%––
Neuberger Berman Group LLC1,070,565$87.1M0.08%––
Royal Bank of Canada1,118,272$91.2M0.03%––
D. E. Shaw & Co., Inc.1,145,785$93.4M0.11%––
Deutsche Bank AG1,246,311$101.6M0.05%––
Epoch Investment Partners, Inc.1,318,903$107.5M0.50%––
Sumitomo Mitsui Trust Holdings, Inc.1,412,170$115.1M0.07%––
Swiss National Bank1,678,630$136.9M0.09%––
Bank of Montreal2,078,450$163.0M0.11%––
UBS Asset Management Americas Inc2,149,332$175.3M0.08%––
Eaton Vance Management2,257,520$184.1M0.27%––
Amundi Asset Management US, Inc.2,494,017$203.4M0.16%––
Invesco Ltd.2,582,934$210.6M0.06%––
Charles Schwab Investment Management Inc2,599,222$211.9M0.08%––
Parametric Portfolio Associates LLC2,903,026$236.7M0.14%––
Ameriprise Financial Inc2,915,912$237.8M0.08%––
LSV Asset Management3,050,862$248.8M0.42%––
Legal & General Group Plc3,222,883$262.8M0.10%––
Dimensional Fund Advisors LP3,278,076$267.3M0.09%––
Nuveen Asset Management, LLC3,592,702$292.9M0.09%––
UBS Group AG3,915,470$319.3M0.14%––
Bank of New York Mellon Corp4,079,319$332.6M0.07%––
Morgan Stanley4,390,126$358.0M0.05%––
Norges Bank4,492,819$366.3M0.08%––
Northern Trust Corp5,144,444$419.5M0.08%––
JPMorgan Chase & Co5,251,551$428.2M0.06%––
Geode Capital Management, LLC6,349,572$516.1M0.08%––
Bank of America Corp6,565,071$535.3M0.06%––
Aristotle Capital Management, LLC8,294,082$676.3M1.38%––
Barrow Hanley Mewhinney & Strauss LLC8,667,866$706.8M2.25%––
FMR LLC8,905,589$726.2M0.06%––
Wellington Management Group LLP10,630,922$866.8M0.15%––
Wells Fargo & Company15,702,240$1.28B0.30%––
State Street Corp29,082,129$2.37B0.14%––
BlackRock Inc.33,415,052$2.72B0.08%––
Vanguard Group Inc42,950,183$3.50B0.09%––
Harel Insurance Investments & Financial Services Ltd.1,000––––
Westside Investment Management, Inc.1,487––––