Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $25.0B

Institutions holding PSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,109	$53.5B
Q1 2026	2,132	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,796	$37.9B
Q4 2024	1,782	$34.9B
Q3 2024	1,775	$39.8B
Q2 2024	1,787	$44.2B
Q1 2024	1,879	$52.2B
Q4 2023	1,793	$43.7B
Q3 2023	1,664	$38.5B
Q2 2023	1,542	$30.9B
Q1 2023	1,573	$33.4B
Q4 2022	1,575	$35.1B
Q3 2022	1,419	$27.4B
Q2 2022	1,445	$28.3B
Q1 2022	1,451	$29.1B
Q4 2021	1,358	$22.2B
Q3 2021	1,239	$21.2B
Q2 2021	1,327	$26.3B
Q1 2021	1,272	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Everett Harris & Co	17,270	$1.41M	0.02%	–	–
Curbstone Financial Management Corp	17,492	$1.43M	0.28%	–	–
CFM Wealth Partners LLC	17,518	$1.43M	0.43%	–	–
Bowling Portfolio Management LLC	17,560	$1.43M	0.34%	–	–
Moser Wealth Advisors, LLC	17,594	$1.44M	1.01%	–	–
Dowling & Yahnke LLC	17,802	$1.45M	0.10%	–	–
Tocqueville Asset Management L.P.	17,851	$1.46M	0.02%	–	–
Corient Capital Partners, LLC	18,258	$1.49M	0.13%	–	–
Shell Asset Management Co	18,277	$1.49M	0.03%	–	–
Winton Group Ltd	18,284	$1.49M	0.09%	–	–
NJ State Employees Deferred Compensation Plan	18,300	$1.49M	0.21%	–	–
Patten & Patten Inc	18,315	$1.49M	0.12%	–	–
Clifford Swan Investment Counsel LLC	18,392	$1.50M	0.06%	–	–
Advisor Partners LLC	18,427	$1.50M	0.11%	–	–
SWS Partners	18,554	$1.51M	1.04%	–	–
Cardinal Capital Management	18,569	$1.51M	0.33%	–	–
Mirae Asset Global Investments Co., Ltd.	18,565	$1.51M	0.01%	–	–
Auxier Asset Management	18,662	$1.52M	0.26%	–	–
Fernwood Investment Management, LLC	18,709	$1.53M	0.56%	–	–
Icon Wealth Partners, LLC	18,758	$1.53M	0.19%	–	–
HBK Sorce Advisory LLC	18,918	$1.54M	0.09%	–	–
Nomura Holdings Inc	19,046	$1.55M	0.01%	–	–
Financial Counselors Inc	19,204	$1.57M	0.04%	–	–
Tdam USA Inc.	19,228	$1.57M	0.10%	–	–
Koshinski Asset Management, Inc.	19,350	$1.58M	0.17%	–	–
Sowell Financial Services LLC	18,513	$1.58M	0.06%	–	–
Carret Asset Management, LLC	19,523	$1.59M	0.20%	–	–
Usca Ria LLC	19,549	$1.59M	0.10%	–	–
Charter Trust Co	19,731	$1.61M	0.16%	–	–
Northwestern Mutual Investment Management Company, LLC	19,802	$1.61M	0.03%	–	–
Tiaa, FSB	19,821	$1.62M	0.01%	–	–
Nikko Asset Management Americas, Inc.	19,827	$1.62M	0.01%	–	–
Somerset Trust Co	20,019	$1.63M	0.70%	–	–
Seven Eight Capital, LP	23,600	$1.65M	0.38%	–	–
Ingalls & Snyder LLC	20,357	$1.66M	0.08%	–	–
Cheviot Value Management, LLC	20,358	$1.66M	0.46%	–	–
Edmond de Rothschild Holding S.A.	20,385	$1.66M	0.05%	–	–
B. Metzler seel. Sohn & Co. Holding AG	20,406	$1.66M	0.03%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	20,563	$1.68M	0.03%	–	–
Northeast Financial Consultants Inc	20,720	$1.69M	0.13%	–	–
Xponance, Inc.	20,766	$1.69M	0.04%	–	–
Green Square Capital Advisors LLC	20,769	$1.69M	0.55%	–	–
Pinebridge Investments, L.P.	20,771	$1.69M	0.02%	–	–
Castleark Management LLC	20,900	$1.70M	0.06%	–	–
Hartford Financial Management Inc.	20,927	$1.71M	0.42%	–	–
Captrust Financial Advisors	20,954	$1.71M	0.02%	–	–
Fundamentun, LLC	21,004	$1.71M	0.54%	–	–
Neville Rodie & Shaw Inc	21,372	$1.74M	0.14%	–	–
AE Wealth Management LLC	21,456	$1.75M	0.02%	–	–
Murphy Pohlad Asset Management LLC	21,525	$1.75M	0.77%	–	–
First Nebraska Trust Co	21,636	$1.76M	0.24%	–	–
Thrivent Financial for Lutherans	21,661	$1.77M	0.00%	–	–
Arvest Bank Trust Division	21,787	$1.78M	0.10%	–	–
PEAK6 Investments LLC	22,033	$1.80M	0.05%	–	–
Cetera Advisor Networks LLC	22,061	$1.80M	0.04%	–	–
River Wealth Advisors LLC	22,188	$1.81M	0.34%	–	–
Daiwa Securities Group Inc.	22,254	$1.81M	0.01%	–	–
TD Private Client Wealth LLC	22,422	$1.83M	0.09%	–	–
City Holding Co	22,578	$1.84M	0.35%	–	–
Budros, Ruhlin & Roe, Inc.	22,589	$1.84M	0.22%	–	–
Baxter Bros Inc	22,617	$1.84M	0.32%	–	–
Wilen Investment Management Corp.	22,916	$1.86M	1.64%	–	–
Torray LLC	22,884	$1.87M	0.29%	–	–
Argyle Capital Management Inc.	23,085	$1.88M	0.63%	–	–
Miracle Mile Advisors, LLC	23,107	$1.88M	0.11%	–	–
Exencial Wealth Advisors, LLC	23,166	$1.89M	0.11%	–	–
Garrison Asset Management, LLC	23,312	$1.90M	1.21%	–	–
Profund Advisors LLC	23,378	$1.91M	0.07%	–	–
Citizens National Bank Trust Department	23,396	$1.91M	0.58%	–	–
Quadrature Capital Ltd	23,465	$1.91M	0.09%	–	–
O'Shaughnessy Asset Management, LLC	23,564	$1.92M	0.04%	–	–
Brinker Capital Investments, LLC	23,565	$1.92M	0.03%	–	–
Van Eck Associates Corp	23,605	$1.93M	0.01%	–	–
German American Bancorp, Inc.	23,630	$1.93M	0.33%	–	–
Amalgamated Bank	23,850	$1.95M	0.07%	–	–
Orleans Capital Management Corp	23,925	$1.95M	1.33%	–	–
Pacer Advisors, Inc.	23,952	$1.95M	0.03%	–	–
Deane Retirement Strategies, Inc.	23,950	$1.99M	1.07%	–	–
Blair William & Co	24,576	$2.00M	0.01%	–	–
Franklin, Parlapiano, Turner & Welch, LLC	24,772	$2.02M	0.68%	–	–
Cullen/Frost Bankers, Inc.	24,963	$2.04M	0.04%	–	–
Gladstone Institutional Advisory LLC	25,138	$2.05M	0.32%	–	–
Level Four Advisory Services, LLC	25,382	$2.07M	0.16%	–	–
Pineno Levin & Ford Asset Management, Inc.	25,519	$2.08M	0.71%	–	–
MACRO Consulting Group	25,603	$2.09M	1.13%	–	–
Private Advisor Group, LLC	25,705	$2.10M	0.02%	–	–
Regions Financial Corp	25,856	$2.11M	0.02%	–	–
Pinkerton Retirement Specialists, LLC	26,042	$2.12M	0.45%	–	–
Benjamin F. Edwards & Company, Inc.	26,435	$2.16M	0.12%	–	–
Thompson Siegel & Walmsley LLC	26,490	$2.16M	0.03%	–	–
Ferguson Wellman Capital Management, Inc	26,540	$2.16M	0.08%	–	–
Principle Wealth Partners LLC	26,559	$2.17M	0.26%	–	–
Johnson Investment Counsel Inc	26,909	$2.19M	0.03%	–	–
Ameritas Investment Partners, Inc.	29,823	$2.20M	0.08%	–	–
Poehling Capital Management, LLC	27,051	$2.21M	0.77%	–	–
Louisiana State Employees Retirement System	27,100	$2.21M	0.06%	–	–
O'Keefe Stevens Advisory, Inc.	27,966	$2.24M	1.40%	–	–
Varma Mutual Pension Insurance Co	27,544	$2.25M	0.03%	–	–
New Mexico Educational Retirement Board	27,628	$2.25M	0.09%	–	–
SevenBridge Financial Group, LLC	27,666	$2.26M	0.82%	–	–