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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
Kovack Advisors, Inc.3,882$317.0K0.04%––
Wedgewood Investors Inc3,899$318.0K0.40%––
Atlas Private Wealth Management3,913$319.0K0.20%––
Checchi Capital Advisers, LLC3,982$325.0K0.04%––
Wealthsource Partners, LLC3,983$325.0K0.03%––
Jupiter Asset Management Ltd3,994$326.0K0.00%––
John G Ullman & Associates Inc4,010$327.0K0.04%––
Whittier Trust Co4,020$328.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,068$331.0K0.04%––
Gables Capital Management Inc.4,077$332.0K0.18%––
Scotia Capital Inc.4,105$335.0K0.00%––
Arden Trust Co4,101$335.0K0.06%––
Freestone Capital Holdings, LLC4,169$340.0K0.02%––
IFG Advisory, LLC4,185$341.0K0.04%––
Excalibur Management Corp4,198$342.0K0.17%––
Two Sigma Securities, LLC4,209$343.0K0.08%––
PDS Planning, Inc4,216$344.0K0.10%––
GHP Investment Advisors, Inc.4,223$344.0K0.03%––
Blue Edge Capital, LLC4,231$345.0K0.08%––
LVM Capital Management Ltd4,225$345.0K0.06%––
Mission Wealth Management, LP4,279$349.0K0.02%––
Successful Portfolios LLC4,293$350.0K0.23%––
Mitchell McLeod Pugh & Williams Inc4,297$351.0K0.15%––
Mid Atlantic Financial Management Inc4,338$354.0K0.03%––
Stevens Capital Management LP4,343$354.0K0.19%––
Means Investment Co., Inc.4,353$355.0K0.08%––
KCM Investment Advisors LLC4,355$355.0K0.02%––
Roundview Capital LLC4,384$357.0K0.04%––
Park National Corp4,410$359.0K0.02%––
Westbourne Investment Advisors, Inc.4,401$359.0K0.18%––
Camelot Portfolios, LLC4,412$360.0K0.15%––
WBH Advisory Inc4,444$362.0K0.06%––
Meiji Yasuda Asset Management Co Ltd.4,434$362.0K0.03%––
Covenant Multifamily Offices, LLC4,455$363.0K0.07%––
Sentry Investment Management LLC4,461$364.0K0.10%––
Sage Rhino Capital LLC4,514$368.0K0.12%––
Town & Country Bank & Trust CO dba First Bankers Trust CO4,529$369.0K0.15%––
Homrich & Berg4,530$369.0K0.01%––
Folger Nolan Fleming Douglas Capital Management, Inc4,542$370.0K0.04%––
WP Advisors, LLC4,561$372.0K0.16%––
Aldebaran Financial Inc.4,575$373.0K0.35%––
Buckley Wealth Management, LLC4,575$373.0K0.14%––
Change Path, LLC4,572$373.0K0.03%––
Segment Wealth Management, LLC4,584$374.0K0.05%––
Jackson Hole Capital Partners, LLC4,588$374.0K0.15%––
Pitcairn Co4,602$375.0K0.03%––
Gries Financial LLC4,448$375.0K0.12%––
Quilter Plc4,587$375.0K0.01%––
Private Trust Co NA4,631$377.0K0.06%––
Cornerstone Wealth Management, LLC4,618$377.0K0.04%––
Farmers & Merchants Trust Co of Long Beach4,622$377.0K0.13%––
S.A. Mason LLC4,639$378.0K0.28%––
Washington Trust Co4,645$379.0K0.01%––
SignalPoint Asset Management, LLC4,674$381.0K0.13%––
HYA Advisors, Inc4,707$384.0K0.18%––
Austin Private Wealth, LLC4,733$386.0K0.10%––
Ontario Teachers Pension Plan Board4,752$387.0K0.00%––
Easterly Investment Partners LLC4,742$387.0K0.05%––
Rosenberg Matthew Hamilton4,781$390.0K0.22%––
Gofen & Glossberg LLC4,791$391.0K0.01%––
Acropolis Investment Management, LLC4,799$391.0K0.04%––
Clear Street Markets LLC4,800$391.0K0.12%––
Csenge Advisory Group5,030$397.0K0.04%––
Savant Capital, LLC4,908$400.0K0.02%––
Dai-Ichi Life Insurance Company, Ltd4,901$400.0K0.01%––
Ambassador Advisors, LLC4,917$401.0K0.09%––
Valeo Financial Advisors, LLC4,940$403.0K0.02%––
Snowden Capital Advisors LLC4,972$405.4K0.02%––
Laurel Wealth Advisors, Inc.4,985$406.0K0.06%––
Gilbert & Cook, Inc.5,009$408.0K0.08%––
Inlet Private Wealth, LLC5,000$408.0K0.12%––
Columbia Trust Co 010120165,019$408.0K0.25%––
Mutual Advisors, LLC5,016$409.0K0.03%––
Capstone Triton Financial Group, LLC5,021$409.0K0.27%––
Fisher Asset Management, LLC5,035$411.0K0.00%––
Centiva Capital, LP5,071$413.0K0.06%––
VisionPoint Advisory Group, LLC5,080$414.0K0.20%––
Charles Schwab Trust Co4,978$414.0K0.09%––
Arete Wealth Advisors, LLC5,077$415.0K0.05%––
MCF Advisors LLC5,086$415.0K0.05%––
Financial Synergies Wealth Advisors, Inc.5,107$416.4K0.06%––
Whittier Trust Co of Nevada Inc5,176$422.0K0.02%––
CoreFirst Bank & Trust5,189$423.0K0.29%––
FineMark National Bank & Trust5,205$424.0K0.02%––
Prentice Wealth Management LLC5,199$424.0K0.24%––
NEXT Financial Group, Inc5,218$425.0K0.04%––
Lincoln Capital LLC5,207$425.0K0.13%––
Centaurus Financial, Inc.5,239$427.0K0.04%––
Dorchester Wealth Management Co5,235$427.0K0.11%––
Harbor Financial Services, LLC5,254$428.0K0.20%––
Cambridge Trust Co5,293$432.0K0.02%––
BBVA USA Bancshares, Inc.5,311$433.0K0.02%––
Ashton Thomas Private Wealth, LLC5,313$433.2K0.07%––
Arkadios Wealth Advisors5,324$434.0K0.07%––
Shepherd Kaplan Krochuk, LLC5,350$436.0K0.17%––
Orion Portfolio Solutions, LLC5,345$436.0K0.02%––
Valley Brook Capital Group5,361$437.0K0.40%––
Altfest L J & Co Inc5,379$439.0K0.10%––
Proequities, Inc.5,379$439.0K0.03%––
Clarius Group, LLC5,394$440.0K0.04%––