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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
Brewin Dolphin Ltd7,165$584.2K0.03%––
Leonteq Securities AG7,184$585.8K0.04%––
Ballew Advisors, Inc7,040$586.0K0.22%––
AdvisorNet Financial, Inc7,214$588.0K0.04%––
BerganKDV Wealth Management, LLC7,220$589.0K0.08%––
Comerica Securities,inc.7,230$590.0K0.04%––
Karpas Strategies, LLC7,262$592.0K0.22%––
IndexIQ Advisors LLC7,292$594.0K0.02%––
Allstate Corp7,326$597.0K0.02%––
Sandy Spring Bank7,323$598.0K0.03%––
Aull & Monroe Investment Management Corp7,352$599.0K0.29%––
Cullinan Associates Inc7,374$601.0K0.03%––
Peapack Gladstone Financial Corp7,401$603.0K0.02%––
Adell Harriman & Carpenter Inc7,397$603.2K0.07%––
Institute for Wealth Management, LLC.7,460$608.0K0.12%––
Harbour Investments, Inc.7,473$609.0K0.02%––
Cypress Capital Management LLC7,466$609.0K0.08%––
Carroll Financial Associates, Inc.7,478$609.0K0.04%––
First Manhattan Co7,542$614.0K0.00%––
Hunter Associates Investment Management LLC7,539$615.0K0.14%––
Fiduciary Group LLC7,604$615.0K0.07%––
APCM Wealth Management for Individuals7,629$622.0K0.12%––
First National Trust Co7,717$629.0K0.04%––
Johnson Financial Group, Inc.7,730$631.0K0.04%––
Bank Ozk7,738$631.0K0.29%––
Childress Capital Advisors, LLC7,796$635.0K0.29%––
Employers Holdings, Inc.7,811$637.0K0.38%––
Blueshift Asset Management, LLC7,834$639.0K0.07%––
Glenview Trust Co7,845$640.0K0.03%––
Lazard Asset Management LLC7,928$645.0K0.00%––
Pinnacle Wealth Planning Services, Inc.7,919$645.0K0.17%––
Aigen Investment Management, LP7,952$648.0K0.09%––
International Assets Investment Management, LLC14,489$651.0K0.06%––
Verity Asset Management, Inc.8,033$655.0K0.39%––
Rowland & Co Investment Counsel8,096$660.2K0.17%––
Vestcor Inc8,132$663.0K0.02%––
Bull Street Advisors, LLC8,151$665.0K0.38%––
Wimmer Associates 1, LLC8,171$666.0K0.36%––
Golden State Equity Partners8,167$666.0K0.38%––
Matthew Goff Investment Advisor, LLC8,191$668.0K0.19%––
Stableford Capital II LLC8,235$671.0K0.34%––
Pacific Global Investment Management CO8,291$676.0K0.14%––
American National Insurance Co8,300$677.0K0.03%––
Agf Investments Inc.8,319$678.0K0.01%––
YHB Investment Advisors, Inc.8,614$678.0K0.06%––
Adirondack Trust Co8,406$685.0K0.36%––
Baker Ellis Asset Management LLC8,460$690.0K0.15%––
Old Dominion Capital Management Inc8,491$692.0K0.16%––
Hilltop Holdings Inc.8,540$696.0K0.09%––
TCF National Bank8,554$698.0K0.08%––
North Star Investment Management Corp.8,621$703.0K0.07%––
Heron Financial Group, LLC8,482$705.0K0.43%––
WealthTrust Axiom LLC8,673$707.0K0.24%––
Moors & Cabot, Inc.8,826$717.0K0.05%––
Boenning & Scattergood, Inc.8,821$719.0K0.14%––
Dynamic Advisor Solutions LLC8,841$721.0K0.07%––
Jacobi Capital Management LLC8,905$726.0K0.11%––
Sunbelt Securities, Inc.8,922$727.0K0.14%––
Edge Capital Group, LLC8,925$728.0K0.06%––
Hennion & Walsh Asset Management, Inc.8,957$730.0K0.04%––
Lido Advisors, LLC8,962$731.0K0.02%––
CoreCommodity Management, LLC8,982$732.0K0.31%––
Caldwell Trust Co9,015$735.1K0.10%––
Moody National Bank Trust Division9,018$736.0K0.02%––
Tennessee Valley Asset Management Partners9,035$737.0K0.19%––
Wetherby Asset Management Inc9,055$739.0K0.06%––
Lincoln National Corp9,079$740.0K0.02%––
Ferris Capital, LLC9,111$743.0K0.19%––
Parcion Private Wealth LLC9,109$743.0K0.08%––
Delta Financial Advisors LLC9,198$750.0K0.35%––
Foster & Motley Inc9,250$754.0K0.07%––
Eudaimonia Partners, LLC9,310$760.0K0.16%––
Parallel Advisors, LLC9,393$766.0K0.04%––
Tiedemann Advisors, LLC9,427$769.0K0.03%––
Energy Opportunities Capital Management, LLC9,500$775.0K1.95%––
Landsberg, Bennett, & Dubbaneh LLC9,330$776.0K0.11%––
Islay Capital Management, LLC9,560$780.0K0.64%––
Doheny Asset Management9,582$781.0K0.53%––
First National Bank & Trust Co of Newtown9,574$781.0K0.17%––
AMG National Trust Bank9,595$782.0K0.03%––
Ar Asset Management Inc9,600$783.0K0.23%––
Brown Advisory Securities, LLC9,612$784.0K0.13%––
Investors Research Corp9,723$793.0K0.30%––
Avidian Wealth Solutions, LLC9,789$798.0K0.07%––
Bessemer Group Inc9,855$804.0K0.00%––
Stillwater Investment Management, LLC9,875$805.0K0.23%––
Banque Cantonale Vaudoise9,902$808.0K0.04%––
Wealthspire Advisors, LLC9,971$813.0K0.02%––
Westwood Holdings Group Inc.9,984$815.0K0.01%––
Resources Management Corp10,005$816.0K0.12%––
Trilogy Capital Inc.10,085$822.0K0.06%––
Paragon Capital Management LLC10,926$836.0K0.42%––
Covenant Partners, LLC10,312$841.0K0.33%––
Optimal Asset Management, Inc.10,321$842.0K0.11%––
Strategic Wealth Partners, Ltd.10,369$845.0K0.34%––
Burney Co10,411$849.0K0.04%––
Meeder Asset Management Inc10,450$852.0K0.04%––
Cannell Peter B & Co Inc10,479$854.0K0.03%––
Bank of Hawaii10,594$864.0K0.05%––
Weik Capital Management10,595$864.0K0.37%––