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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
Bennicas & Associates, Inc.5,408$441.0K0.25%––
Garrison Point Advisors, LLC5,405$441.0K0.34%––
HighPoint Advisor Group LLC5,601$443.0K0.05%––
SeaCrest Wealth Management, LLC5,442$444.0K0.06%––
Prelude Capital Management, LLC5,469$446.0K0.03%––
Brandywine Oak Private Wealth LLC5,477$446.0K0.07%––
JustInvest LLC5,472$446.0K0.07%––
Procyon Private Wealth Partners, LLC5,465$446.0K0.20%––
Outfitter Financial LLC5,500$448.0K0.37%––
Patron Partners Advisors, LLC5,526$450.0K0.38%––
Erste Asset Management GmbH5,500$452.7K0.01%––
Personal Capital Advisors Corp5,555$453.0K0.00%––
Roman Butler Fullerton & Co5,745$454.0K0.23%––
Coastline Trust Co5,609$458.0K0.06%––
Intercontinental Wealth Advisors, LLC5,619$458.0K0.10%––
King Luther Capital Management Corp5,648$461.0K0.00%––
XTX Topco Ltd5,662$462.0K0.22%––
First Midwest Bank Trust Division5,679$463.0K0.06%––
Farmers & Merchants Trust Co of Chambersburg PA5,679$463.0K0.35%––
Your Advocates Ltd., LLP5,709$466.0K0.34%––
Essex Savings Bank5,617$467.0K0.20%––
Colony Group LLC5,760$470.0K0.01%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,762$470.0K0.04%––
Boston Private Wealth LLC5,761$470.0K0.01%––
Roberts Glore & Co Inc5,781$471.0K0.15%––
1st Source Bank5,800$473.0K0.03%––
Dearborn Partners LLC5,798$473.0K0.02%––
Weaver Consulting Group5,811$474.0K0.29%––
True North Advisors, LLC5,857$477.0K0.11%––
Retirement Group, LLC5,849$477.0K0.22%––
Trust Co of Toledo NA5,863$478.0K0.09%––
Covington Capital Management5,889$480.0K0.02%––
X-Square Capital, LLC5,881$480.0K0.22%––
Mather Group, LLC.5,895$481.0K0.01%––
Westhampton Capital, LLC5,893$481.0K0.33%––
Roof Eidam & Maycock5,910$482.0K0.19%––
Great Valley Advisor Group, Inc.5,942$484.0K0.05%––
Symphony Financial, Ltd. Co.5,990$484.0K0.13%––
Thomas White International Ltd5,950$485.0K0.07%––
Intrua Financial, LLC6,218$486.0K0.12%––
Greenleaf Trust5,978$487.0K0.01%––
Capital Asset Advisory Services LLC6,012$490.0K0.07%––
Heck Capital Advisors, LLC6,021$491.0K0.11%––
Buckingham Strategic Wealth, LLC6,033$492.0K0.02%––
Vaughan David Investments LLC6,085$496.0K0.02%––
EP Wealth Advisors, LLC6,089$496.0K0.02%––
Transform Wealth, LLC6,116$499.0K0.10%––
Baker Tilly Wealth Management, LLC6,121$499.0K0.10%––
Argent Trust Co6,150$501.0K0.04%––
Congress Park Capital LLC6,140$501.0K0.28%––
Wilkins Investment Counsel Inc6,170$503.0K0.13%––
Allen Capital Group, LLC6,168$503.0K0.11%––
Patten Group, Inc.6,168$503.0K0.16%––
Symmetry Partners, LLC6,174$503.0K0.04%––
RFG Advisory, LLC6,175$504.0K0.05%––
B. Riley Wealth Management, Inc.6,200$506.0K0.06%––
Clearstead Advisors, LLC6,231$508.0K0.04%––
Avantax Planning Partners, Inc.6,235$508.0K0.03%––
Cape Cod Five Cents Savings Bank6,242$509.0K0.06%––
Regent Investment Management LLC6,252$510.0K0.13%––
Hanson & Doremus Investment Management6,266$511.0K0.12%––
Institutional & Family Asset Management, LLC6,291$513.0K0.10%––
Wealth Alliance6,316$515.0K0.14%––
Miller Howard Investments Inc6,323$516.0K0.02%––
Seeyond6,362$518.0K0.05%––
American Portfolios Advisors6,355$518.2K0.02%––
Altium Wealth Management LLC6,359$519.0K0.04%––
Conning Inc.6,372$520.0K0.02%––
Belpointe Asset Management LLC6,384$521.0K0.04%––
Independent Advisor Alliance6,461$527.0K0.03%––
Swiss Life Asset Management Ltd6,484$528.4K0.01%––
U S Global Investors Inc6,500$530.0K0.02%––
Miller Investment Management, LP6,500$530.0K0.10%––
Navalign, LLC6,501$530.0K0.23%––
Harbor Investment Advisory, LLC6,510$531.0K0.08%––
Flputnam Investment Management Co6,558$535.0K0.02%––
Bank Hapoalim BM6,573$536.0K0.07%––
America First Investment Advisors, LLC6,580$537.0K0.16%––
Prospera Financial Services Inc6,589$537.0K0.03%––
MTM Investment Management, LLC6,590$537.0K0.30%––
Welch & Forbes LLC6,693$545.0K0.01%––
Peoples Bank6,775$552.0K0.30%––
J. W. Coons Advisors, LLC6,816$555.0K0.20%––
Fairfield, Bush & Co.6,820$556.0K0.16%––
Veriti Management LLC6,861$559.0K0.15%––
Independent Financial Group, LLC6,857$559.1K0.07%––
Weatherly Asset Management L. P.6,897$562.0K0.08%––
Campion Asset Management LLC6,892$562.0K0.42%––
Rikoon Group, LLC6,944$566.0K0.15%––
ARGI Investment Services, LLC6,999$571.0K0.02%––
Virtue Capital Management, LLC7,026$573.0K0.13%––
Linscomb & Williams, Inc.7,037$574.0K0.03%––
Palisade Asset Management, LLC7,065$576.0K0.07%––
FRG Family Wealth Advisors LLC7,061$576.0K0.12%––
AQR Capital Management LLC7,073$577.0K0.00%––
Bremer Bank National Association7,070$577.0K0.13%––
Godshalk Welsh Capital Management, Inc.7,100$579.0K0.40%––
Peoples Financial Services Corp.7,110$580.0K0.25%––
Fuller & Thaler Asset Management, Inc.7,116$580.0K0.00%––
Inscription Capital, LLC7,162$584.0K0.20%––