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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
Kestra Private Wealth Services, LLC10,610$865.0K0.06%––
Granite Investment Advisors, LLC10,774$879.0K0.15%––
Greytown Advisors Inc.10,804$881.0K0.48%––
Penobscot Investment Management Company, Inc.10,834$883.0K0.14%––
Stephens Inc10,851$885.0K0.01%––
MAI Capital Management10,947$893.0K0.02%––
Cetera Investment Advisers11,034$900.0K0.02%––
Jeppson Wealth Management, LLC11,135$907.0K0.54%––
Capital Advisors Inc11,130$908.0K0.03%––
Kesler, Norman & Wride, LLC11,169$911.0K0.23%––
Haverford Trust Co11,183$912.0K0.01%––
Squarepoint Ops LLC11,189$912.0K0.01%––
Valmark Advisers, Inc.11,261$918.0K0.02%––
Silvercrest Asset Management Group LLC11,306$922.0K0.01%––
Cipher Capital LP11,309$922.0K0.11%––
Smith, Moore & Co.11,382$928.0K0.15%––
Redpoint Investment Management Pty Ltd11,597$946.0K0.08%––
First Mercantile Trust Co11,650$951.0K0.11%––
Guyasuta Investment Advisors Inc11,687$953.0K0.07%––
Hudson Valley Investment Advisors Inc11,738$957.0K0.17%––
South State Corp.11,746$958.0K0.09%––
Bragg Financial Advisors, Inc11,777$960.0K0.06%––
Exeter Financial, LLC11,800$962.0K0.61%––
Resource Management, LLC11,813$963.0K0.12%––
Mitchell & Pahl Private Wealth, LLC11,855$967.0K0.75%––
V Wealth Advisors LLC11,863$968.0K0.18%––
Pavion Blue Capital, LLC12,066$984.0K0.65%––
Bangor Savings Bank12,079$985.0K0.12%––
GWM Advisors LLC12,155$991.0K0.03%––
Fiduciary Trust Co12,218$997.0K0.02%––
CWM, LLC11,614$997.0K0.01%––
IFP Advisors, Inc12,301$1.00M0.02%––
Boyd Watterson Asset Management LLC12,461$1.02M0.44%––
Bristol John W & Co Inc12,500$1.02M0.02%––
Spire Wealth Management12,528$1.02M0.03%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH12,529$1.02M0.10%––
Stock Yards Bank & Trust Co12,562$1.02M0.07%––
Los Angeles Capital Management LLC12,563$1.02M0.00%––
Cypress Capital Group12,619$1.03M0.15%––
Fruth Investment Management12,695$1.03M0.32%––
Barry Investment Advisors, LLC12,777$1.04M0.29%––
Hoylecohen, LLC12,816$1.04M0.11%––
Mairs & Power Inc12,866$1.05M0.01%––
Bank Julius Baer & Co. Ltd, Zurich12,901$1.05M0.01%––
Kentucky Retirement Systems Insurance Trust Fund12,946$1.06M0.11%––
Community Bank, N.A.13,075$1.07M0.13%––
Lowe Brockenbrough & Co Inc13,109$1.07M0.10%––
Tokio Marine Asset Management Co Ltd13,227$1.08M0.11%––
Sigma Planning Corp13,268$1.08M0.03%––
Credit Agricole S A13,309$1.08M0.04%––
Venture Visionary Partners LLC13,366$1.09M0.09%––
Boston Trust Walden Corp13,370$1.09M0.01%––
Wealthfront Advisers LLC13,457$1.10M0.01%––
LS Investment Advisors, LLC13,525$1.10M0.06%––
Bartlett & Co. Wealth Management LLC13,720$1.12M0.02%––
Bartlett & Co. LLC13,720$1.12M0.02%––
Silvant Capital Management LLC13,810$1.13M0.19%––
Mattern Wealth Management LLC13,863$1.13M0.40%––
Logan Capital Management Inc13,987$1.14M0.06%––
BBR Partners, LLC14,021$1.14M0.09%––
Palladium Partners LLC14,028$1.14M0.06%––
Bailard, Inc.14,118$1.15M0.04%––
Synovus Financial Corp14,481$1.17M0.01%––
Armor Investment Advisors, LLC14,463$1.18M0.77%––
Frontier Wealth Management LLC14,650$1.20M0.09%––
OPSEU Pension Plan Trust Fund14,826$1.20M0.31%––
National Asset Management, Inc.14,685$1.20M0.04%––
Teza Capital Management LLC14,746$1.20M0.24%––
Connecticut Wealth Management, LLC14,736$1.20M0.11%––
Mirador Capital Partners LP14,783$1.21M0.31%––
Longfellow Investment Management Co LLC14,803$1.21M0.15%––
IBM Retirement Fund14,829$1.21M0.09%––
Wealth Alliance Advisory Group, LLC14,869$1.21M0.62%––
Stratos Wealth Partners, LTD.14,918$1.22M0.03%––
Hancock Whitney Corp15,074$1.23M0.04%––
Strategic Advisors LLC15,166$1.24M0.36%––
BP PLC15,255$1.24M0.04%––
Telemus Capital, LLC15,170$1.25M0.09%––
Cowa, LLC50,317$1.25M0.75%––
Cetera Advisors LLC15,322$1.25M0.03%––
Virtu Financial LLC15,475$1.26M0.09%––
Sonora Investment Management, LLC15,543$1.27M0.10%––
Central Bank & Trust Co15,684$1.28M0.22%––
Cigna Investments Inc15,755$1.28M0.09%––
TownSquare Capital, LLC15,915$1.30M0.05%––
Harbour Investment Management LLC16,090$1.31M0.70%––
First Quadrant L P16,144$1.32M0.14%––
Community Bank & Trust, Waco, Texas16,299$1.33M0.45%––
Tower Bridge Advisors16,493$1.34M0.10%––
First Hawaiian Bank16,633$1.36M0.06%––
Lee Danner & Bass Inc16,673$1.36M0.13%––
Evercore Wealth Management, LLC16,807$1.37M0.03%––
Mackenzie Financial Corp16,819$1.37M0.00%––
Wedbush Securities Inc16,874$1.38M0.08%––
Greylin Investment Mangement Inc16,985$1.39M0.29%––
Northside Capital Management, LLC16,983$1.39M0.38%––
Intrust Bank NA17,002$1.39M0.20%––
Fma Advisory Inc17,053$1.39M0.43%––
Terry L. Blaker17,224$1.40M0.09%––
Citizens Business Bank17,245$1.41M0.20%––