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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
Hexagon Capital Partners LLC1,447$117.0K0.03%––
Carmichael Hill & Associates, Inc.1,447$118.0K0.07%––
WealthShield Partners, LLC1,454$119.0K0.02%––
Smithfield Trust Co1,472$120.0K0.01%––
Financial Management Professionals, Inc.1,475$120.0K0.03%––
HHM Wealth Advisors, LLC1,489$121.0K0.04%––
Edge Wealth Management LLC1,500$122.0K0.03%––
Front Row Advisors LLC1,504$123.0K0.06%––
Vestor Capital, LLC1,610$131.0K0.01%––
TCI Wealth Advisors, Inc.1,619$132.0K0.06%––
RMR Wealth Builders1,648$134.0K0.03%––
Security National Trust Co1,743$142.0K0.03%––
Clearview Wealth Advisors LLC1,880$153.0K0.10%––
Enterprise Financial Services Corp1,888$154.0K0.03%––
Duncker Streett & Co Inc1,915$156.0K0.03%––
Laurel Wealth Advisors LLC1,921$157.0K0.04%––
Jones Financial Companies LLLP1,968$160.0K0.00%––
Sutton Wealth Advisors Inc.1,974$161.0K0.06%––
Fieldpoint Private Securities, LLC1,987$162.0K0.04%––
Pinnacle Bancorp, Inc.1,996$163.0K0.08%––
Focused Wealth Management, Inc2,042$167.0K0.03%––
Tarbox Family Office, Inc.2,075$169.0K0.03%––
Liberty Wealth Management LLC2,513$169.0K0.08%––
Manchester Capital Management LLC2,273$185.0K0.03%––
Copeland Capital Management, LLC2,326$190.0K0.01%––
Wealthcare Advisory Partners LLC2,336$190.0K0.01%––
Bray Capital Advisors2,351$192.0K0.05%––
Close Asset Management Ltd2,356$192.0K0.01%––
Douglas Lane & Associates, LLC2,453$200.0K0.00%––
Occudo Quantitative Strategies LP2,458$200.0K0.04%––
Azimuth Capital Management LLC2,459$201.0K0.01%––
Mayflower Financial Advisors, LLC2,464$201.0K0.03%––
Denver Wealth Management, Inc.2,324$201.0K0.21%––
Anchor Investment Management, LLC2,472$201.6K0.03%––
Forte Capital LLC2,472$202.0K0.03%––
SCP Investment, LP2,480$202.0K0.06%––
Brighton Jones LLC2,492$203.0K0.01%––
Gradient Investments LLC2,502$204.0K0.01%––
GSB Wealth Management, LLC2,500$204.0K0.07%––
Next Capital Management LLC2,500$204.0K0.13%––
Cary Street Partner Investment Advisory LLC28,852$205.0K0.08%––
Convergence Investment Partners, LLC2,525$206.0K0.09%––
Plimoth Trust Co LLC2,526$206.0K0.06%––
Samalin Investment Counsel, LLC2,550$207.0K0.14%––
LeJeune Puetz Investment Counsel LLC2,537$207.0K0.08%––
Crawford Investment Counsel Inc2,556$208.0K0.00%––
Shufro Rose & Co LLC2,549$208.0K0.02%––
Dividend Assets Capital, LLC2,553$208.0K0.04%––
Canvas Wealth Advisors, LLC2,685$208.0K0.12%––
Beach Investment Counsel Inc2,560$209.0K0.02%––
CWS Financial Advisors, LLC2,566$209.0K0.09%––
Bradley Foster & Sargent Inc2,571$210.0K0.01%––
Norman Fields, Gottscho Capital Management, LLC2,575$210.0K0.09%––
Quadrant Capital Group LLC2,572$210.0K0.03%––
Good Life Advisors, LLC2,553$210.0K0.04%––
CFO4Life Group, LLC2,579$210.0K0.05%––
Meridian Wealth Advisors, LLC2,580$210.0K0.07%––
Acima Private Wealth, LLC2,600$212.0K0.10%––
Opus Capital Group, LLC2,619$214.0K0.05%––
Port Capital LLC2,627$214.0K0.01%––
Washington Trust Bank2,634$215.0K0.03%––
Fukoku Mutual Life Insurance Co2,650$216.0K0.02%––
Lindbrook Capital, LLC2,652$216.0K0.05%––
Transcend Wealth Collective, LLC2,655$217.0K0.03%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,668$218.0K0.00%––
Paragon Capital Management Ltd2,669$218.0K0.11%––
Busey Wealth Management2,690$219.0K0.01%––
Staley Capital Advisers Inc2,700$220.0K0.01%––
Ipswich Investment Management Co., Inc.2,700$220.0K0.06%––
JNBA Financial Advisors2,702$220.0K0.03%––
Plancorp, LLC2,702$220.0K0.05%––
Wealthstreet Investment Advisors, LLC2,711$221.0K0.02%––
Rossmore Private Capital2,705$221.0K0.04%––
Douglass Winthrop Advisors, LLC2,725$222.0K0.01%––
Chicago Partners Investment Group LLC2,906$222.0K0.02%––
Private Portfolio Partners LLC2,725$222.3K0.07%––
Horizon Investments, LLC2,737$223.0K0.01%––
Bank of Stockton2,755$224.0K0.07%––
Tributary Capital Management, LLC2,750$224.0K0.02%––
Obermeyer Wood Investment Counsel, LLLP2,761$225.0K0.01%––
NN Investment Partners Holdings N.V.2,773$226.0K0.00%––
Aries Wealth Management2,860$227.0K0.10%––
J.W. Cole Advisors, Inc.2,807$229.0K0.02%––
Cadinha & Co LLC2,815$230.0K0.03%––
Waldron Private Wealth LLC2,823$230.0K0.02%––
Monetary Management Group Inc2,827$231.0K0.07%––
First Financial Bank - Trust Division2,857$233.0K0.03%––
Cobblestone Capital Advisors LLC2,870$234.0K0.02%––
Signaturefd, LLC2,867$234.0K0.01%––
Pensionmark Financial Group, LLC2,771$234.0K0.06%––
HCR Wealth Advisors2,872$234.0K0.05%––
Measured Wealth Private Client Group, LLC2,868$234.0K0.08%––
Townsend Asset Management Corp2,893$236.0K0.15%––
LCNB Corp2,890$236.0K0.13%––
Trust Co of Vermont2,891$236.0K0.02%––
PFG Advisors2,898$236.0K0.03%––
Full Sail Capital, LLC2,937$237.0K0.02%––
Evergreen Capital Management LLC2,921$238.0K0.01%––
Lombard Odier Asset Management (Switzerland) SA2,930$239.0K0.02%––
Essex Financial Services, Inc.2,947$240.0K0.04%––