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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
Manchester Financial Inc361$29.0K0.01%––
MV Capital Management, Inc.372$30.0K0.01%––
Klaas Financial Asset Advisors, LLC374$31.0K0.01%––
Larson Financial Group LLC389$32.0K0.01%––
Mark Sheptoff Financial Planning, LLC410$33.0K0.02%––
Harvest Fund Management Co., Ltd415$33.0K0.00%––
Gleason Group, Inc.402$33.0K0.01%––
First Financial Corp420$34.0K0.02%––
Lee Financial Co430$35.0K0.01%––
DB Wealth Management Group, LLC435$35.0K0.02%––
Private Ocean, LLC440$36.0K0.01%––
Sugarloaf Wealth Management, LLC446$36.0K0.01%––
Kayne Anderson Rudnick Investment Management LLC450$37.0K0.00%––
Pin Oak Investment Advisors Inc469$38.0K0.03%––
Truehand, Inc460$38.0K0.02%––
Alpha DNA Investment Management LLC478$38.0K0.04%––
Advocacy Wealth Management Services, LLC470$39.0K0.01%––
Oakworth Capital, Inc.477$39.0K0.00%––
Archer Investment Corp479$39.1K0.02%––
Glassman Wealth Services495$40.0K0.01%––
D'Orazio & Associates, Inc.488$40.0K0.01%––
Endurance Wealth Management, Inc.500$41.0K0.00%––
Baystate Wealth Management LLC507$41.0K0.00%––
FinTrust Capital Advisors, LLC500$41.0K0.01%––
Cypress Capital Management LLC (WY)500$41.0K0.04%––
Old North State Trust, LLC501$41.0K0.03%––
Waycross Partners, LLC500$41.0K0.02%––
Certified Advisory Corp508$42.0K0.01%––
GPS Wealth Strategies Group, LLC516$42.0K0.01%––
Lenox Wealth Advisors, LLC527$43.0K0.01%––
Loomis Sayles & Co L P570$46.0K0.00%––
Key Financial Inc565$46.0K0.03%––
Plante Moran Financial Advisors, LLC574$47.0K0.01%––
Barnett & Company, Inc.575$47.0K0.03%––
Coastal Capital Group, Inc.571$47.0K0.01%––
Goodwin Investment Advisory582$47.0K0.06%––
Capital Advisors, Ltd. LLC594$48.0K0.01%––
Concord Wealth Partners584$48.0K0.02%––
Syverson Strege & Co604$49.0K0.05%––
CNB Bank600$49.0K0.03%––
Investment Research & Advisory Group, Inc.611$50.0K0.04%––
Graves-Light Private Wealth Management, Inc.624$51.0K0.01%––
Standard Family Office LLC630$51.0K0.01%––
Better Money Decisions, LLC623$51.0K0.05%––
Pacifica Partners Inc.646$53.0K0.04%––
Toth Financial Advisory Corp682$56.0K0.01%––
Vigilant Capital Management, LLC700$57.0K0.01%––
Tradewinds Capital Management, LLC717$58.0K0.01%––
Hoey Investments, Inc715$58.0K0.02%––
Cypress Point Wealth Management, LLC717$58.0K0.06%––
Reilly Financial Advisors, LLC737$60.0K0.01%––
Elmwood Wealth Management, Inc.750$61.0K0.04%––
Evoke Wealth, LLC748$61.0K0.00%––
Sterling Financial Planning, Inc.756$62.0K0.04%––
Patriot Financial Group Insurance Agency, LLC812$66.0K0.02%––
MPS Loria Financial Planners, LLC819$66.0K0.03%––
Fiduciary Planning LLC804$66.0K0.10%––
Private Capital Group, LLC840$68.0K0.02%––
Versant Capital Management, Inc833$68.0K0.02%––
Atlas Capital Advisors LLC893$72.8K0.01%––
Stonebridge Capital Advisors LLC889$73.0K0.01%––
Bedel Financial Consulting, Inc.909$74.0K0.03%––
CX Institutional905$74.0K0.01%––
Avion Wealth904$74.0K0.03%––
McIlrath & Eck, LLC919$75.0K0.03%––
Trust Co944$77.0K0.06%––
Green Harvest Asset Management LLC923$77.0K0.02%––
Valley National Advisers Inc955$78.0K0.02%––
Gemmer Asset Management LLC964$79.0K0.01%––
Aspire Private Capital, LLC969$79.0K0.03%––
BDO Wealth Advisors, LLC999$81.0K0.01%––
TD Capital Management LLC1,000$82.0K0.01%––
Hudock, Inc.1,016$82.0K0.03%––
Trustcore Financial Services, LLC1,003$82.0K0.01%––
Global Financial Private Client, LLC987$82.1K0.06%––
Parkside Financial Bank & Trust1,028$83.0K0.03%––
Stonehage Fleming Financial Services Holdings Ltd1,025$84.0K0.00%––
Heritage Wealth Advisors1,067$87.0K0.01%––
Massmutual Trust Co FSB1,092$89.0K0.00%––
RWM Asset Management, LLC1,130$92.0K0.02%––
Centerpoint Advisors, LLC1,157$94.0K0.06%––
JJJ Advisors Inc.1,184$97.0K0.04%––
San Francisco Sentry Investment Group (Ca)1,199$98.0K0.04%––
Enterprise Trust & Investment Co1,200$98.0K0.04%––
First PREMIER Bank1,220$99.0K0.04%––
Piscataqua Savings Bank1,236$100.0K0.09%––
Optimum Investment Advisors1,238$101.0K0.03%––
Berman Capital Advisors, LLC1,256$101.0K0.02%––
Bellwether Advisors, LLC1,248$101.0K0.04%––
Hills Bank & Trust Co1,253$102.0K0.02%––
NuWave Investment Management, LLC1,276$104.0K0.13%––
Carolinas Wealth Consulting LLC1,280$104.0K0.03%––
Freedman Financial Associates, Inc.1,286$105.0K0.09%––
Sittner & Nelson, LLC1,310$107.0K0.08%––
Laffer Tengler Investments1,352$110.2K0.04%––
Asset Dedication, LLC1,380$111.0K0.03%––
Healthcare of Ontario Pension Plan Trust Fund1,362$111.0K0.00%––
Sterling Investment Advisors, Ltd.1,383$113.0K0.04%––
Newbridge Financial Services Group, Inc.1,408$115.0K0.08%––
Acadian Asset Management LLC1,429$117.0K0.00%––