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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
Mercer Capital Advisers, Inc.2,941$240.0K0.13%––
Ssi Investment Management LLC2,955$241.0K0.02%––
Leisure Capital Management2,967$242.0K0.15%––
Pflug Koory, LLC2,982$243.0K0.13%––
Merrion Investment Management Co, LLC3,000$244.0K0.20%––
Mosaic Family Wealth, LLC2,991$244.0K0.08%––
M Holdings Securities, Inc.3,010$245.0K0.02%––
Wilbanks Smith & Thomas Asset Management LLC3,011$246.0K0.01%––
Financial Advisory Service, Inc.3,013$246.0K0.03%––
Allworth Financial LP3,025$247.0K0.01%––
Vantage Consulting Group Inc3,035$247.0K0.05%––
Montag A & Associates Inc3,093$252.0K0.01%––
Kanawha Capital Management LLC3,094$252.0K0.02%––
First City Capital Management, Inc.2,956$252.0K0.15%––
Zions Bancorporation, N.A.3,108$253.0K0.03%––
Brookstone Capital Management3,116$254.0K0.01%––
Global Trust Asset Management, LLC3,116$254.0K0.14%––
Whalerock Point Partners, LLC3,119$254.3K0.11%––
Beaton Management Co. Inc.3,131$255.0K0.18%––
Old Point Trust & Financial Services N A3,150$257.0K0.12%––
United Bank3,149$257.0K0.04%––
First Horizon Advisors, Inc.3,158$257.0K0.01%––
Financial Advocates Investment Management3,160$258.0K0.02%––
First National Bank Sioux Falls3,175$259.0K0.46%––
Barrett Asset Management, LLC3,177$259.0K0.01%––
Ameritas Investment Company, LLC3,178$259.1K0.02%––
Equitable Holdings, Inc.3,186$260.0K0.01%––
JT Stratford LLC3,201$261.0K0.09%––
Dakota Wealth Management3,210$262.0K0.03%––
Integrated Wealth Concepts LLC3,215$262.0K0.01%––
Cresset Asset Management, LLC3,208$262.0K0.00%––
Davidson Trust Co3,236$263.0K0.22%––
Avestar Capital, LLC3,302$264.0K0.06%––
Jump Financial, LLC3,242$264.0K0.02%––
M&R Capital Management Inc3,275$267.0K0.07%––
CIBC World Markets Inc.3,317$270.0K0.00%––
Coldstream Capital Management Inc3,322$271.0K0.02%––
Beacon Pointe Advisors, LLC3,341$272.0K0.02%––
Prestige Wealth Management Group LLC3,340$272.0K0.07%––
Allen Investment Management LLC3,342$273.0K0.00%––
Vanguard Capital Wealth Advisors3,444$275.6K0.23%––
Birmingham Capital Management Co Inc3,386$276.0K0.10%––
Moneta Group Investment Advisors LLC3,385$276.0K0.01%––
A.R.T. Advisors, LLC3,397$277.0K1.50%––
First Citizens Bank & Trust Co3,409$278.0K0.01%––
RMB Capital Management, LLC3,406$278.0K0.01%––
Probity Advisors, Inc.3,408$278.0K0.06%––
Compton Capital Management Inc3,425$279.0K0.09%––
Tolleson Wealth Management, Inc.3,425$279.0K0.08%––
Gamble Jones Investment Counsel3,440$280.0K0.02%––
Ausdal Financial Partners, Inc.3,432$280.0K0.05%––
Yorktown Management & Research Co Inc3,450$281.0K0.23%––
Burke & Herbert Bank & Trust Co3,462$282.0K0.19%––
Sargent Bickham Lagudis LLC3,457$282.0K0.02%––
Relative Value Partners Group, LLC3,463$282.0K0.02%––
Capital Analysts, LLC3,480$283.0K0.02%––
Capital One Financial Corp3,480$284.0K0.04%––
Truadvice, LLC3,510$285.0K0.08%––
Field & Main Bank3,525$287.0K0.21%––
Capital Investment Advisory Services, LLC3,522$287.0K0.04%––
IHT Wealth Management, LLC3,529$288.0K0.02%––
Woodward Diversified Capital, LLC3,535$288.0K0.17%––
Searle & Co.3,541$289.0K0.13%––
Harbor Advisors LLC3,541$289.0K0.06%––
Estabrook Capital Management3,551$289.5K0.04%––
Sequoia Financial Advisors, LLC3,554$290.0K0.01%––
Sheaff Brock Investment Advisors, LLC3,561$290.0K0.03%––
Spinnaker Trust3,584$292.0K0.02%––
West Paces Advisors Inc.3,597$293.3K0.12%––
Dodge & Cox3,600$294.0K0.00%––
Loveless Wealth Management LLC3,610$294.0K0.19%––
Capital Investment Advisors, LLC3,613$295.0K0.01%––
First National Bank of South Miami3,619$295.0K0.23%––
Mount Yale Investment Advisors, LLC3,648$297.0K0.04%––
Salem Investment Counselors Inc3,655$298.0K0.02%––
Strategy Asset Managers LLC3,653$298.0K0.07%––
Voya Financial Advisors, Inc.3,622$298.0K0.01%––
BKD Wealth Advisors, LLC3,684$300.0K0.01%––
McDaniel Terry & Co3,688$301.0K0.04%––
Sullivan, Bruyette, Speros & Blaney, LLC3,705$302.0K0.01%––
Federation des caisses Desjardins du Quebec3,727$303.9K0.00%––
Dorsey & Whitney Trust CO LLC3,748$305.0K0.03%––
Corbyn Investment Management Inc3,750$306.0K0.12%––
Goodman Financial Corp3,747$306.0K0.10%––
Delta Investment Management, LLC3,750$306.0K0.10%––
Whitener Capital Management, Inc.3,774$307.0K0.13%––
Pinnacle Financial Partners Inc3,928$307.0K0.01%––
Empirical Finance, LLC4,391$307.0K0.05%––
Vestmark Advisory Solutions, Inc.3,764$307.0K0.03%––
Vectors Research Management, LLC3,781$308.0K0.08%––
HNP Capital LLC3,781$308.0K0.09%––
Brown Brothers Harriman & Co3,795$309.0K0.00%––
American Research & Management Co.3,784$309.0K0.07%––
Investors Asset Management of Georgia Inc3,802$310.0K0.18%––
Grace Capital3,800$310.0K0.20%––
Bennett Selby Investments LP3,802$310.0K0.24%––
Wade G W & Inc3,828$312.0K0.02%––
Joel Isaacson & Co., LLC3,851$314.0K0.03%––
Trust Co of Oklahoma3,852$314.1K0.11%––
Crescent Capital Consulting, LLC3,882$315.0K0.07%––