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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
Loveless Wealth Management LLC3,610$294.0K0.19%––
West Paces Advisors Inc.3,597$293.3K0.12%––
Spinnaker Trust3,584$292.0K0.02%––
Sequoia Financial Advisors, LLC3,554$290.0K0.01%––
Sheaff Brock Investment Advisors, LLC3,561$290.0K0.03%––
Estabrook Capital Management3,551$289.5K0.04%––
Searle & Co.3,541$289.0K0.13%––
Harbor Advisors LLC3,541$289.0K0.06%––
IHT Wealth Management, LLC3,529$288.0K0.02%––
Woodward Diversified Capital, LLC3,535$288.0K0.17%––
Field & Main Bank3,525$287.0K0.21%––
Capital Investment Advisory Services, LLC3,522$287.0K0.04%––
Truadvice, LLC3,510$285.0K0.08%––
Capital One Financial Corp3,480$284.0K0.04%––
Capital Analysts, LLC3,480$283.0K0.02%––
Burke & Herbert Bank & Trust Co3,462$282.0K0.19%––
Sargent Bickham Lagudis LLC3,457$282.0K0.02%––
Relative Value Partners Group, LLC3,463$282.0K0.02%––
Yorktown Management & Research Co Inc3,450$281.0K0.23%––
Gamble Jones Investment Counsel3,440$280.0K0.02%––
Ausdal Financial Partners, Inc.3,432$280.0K0.05%––
Compton Capital Management Inc3,425$279.0K0.09%––
Tolleson Wealth Management, Inc.3,425$279.0K0.08%––
First Citizens Bank & Trust Co3,409$278.0K0.01%––
RMB Capital Management, LLC3,406$278.0K0.01%––
Probity Advisors, Inc.3,408$278.0K0.06%––
A.R.T. Advisors, LLC3,397$277.0K1.50%––
Birmingham Capital Management Co Inc3,386$276.0K0.10%––
Moneta Group Investment Advisors LLC3,385$276.0K0.01%––
Vanguard Capital Wealth Advisors3,444$275.6K0.23%––
Allen Investment Management LLC3,342$273.0K0.00%––
Beacon Pointe Advisors, LLC3,341$272.0K0.02%––
Prestige Wealth Management Group LLC3,340$272.0K0.07%––
Coldstream Capital Management Inc3,322$271.0K0.02%––
CIBC World Markets Inc.3,317$270.0K0.00%––
M&R Capital Management Inc3,275$267.0K0.07%––
Avestar Capital, LLC3,302$264.0K0.06%––
Jump Financial, LLC3,242$264.0K0.02%––
Davidson Trust Co3,236$263.0K0.22%––
Dakota Wealth Management3,210$262.0K0.03%––
Integrated Wealth Concepts LLC3,215$262.0K0.01%––
Cresset Asset Management, LLC3,208$262.0K0.00%––
JT Stratford LLC3,201$261.0K0.09%––
Equitable Holdings, Inc.3,186$260.0K0.01%––
Ameritas Investment Company, LLC3,178$259.1K0.02%––
First National Bank Sioux Falls3,175$259.0K0.46%––
Barrett Asset Management, LLC3,177$259.0K0.01%––
Financial Advocates Investment Management3,160$258.0K0.02%––
Old Point Trust & Financial Services N A3,150$257.0K0.12%––
United Bank3,149$257.0K0.04%––
First Horizon Advisors, Inc.3,158$257.0K0.01%––
Beaton Management Co. Inc.3,131$255.0K0.18%––
Whalerock Point Partners, LLC3,119$254.3K0.11%––
Brookstone Capital Management3,116$254.0K0.01%––
Global Trust Asset Management, LLC3,116$254.0K0.14%––
Zions Bancorporation, N.A.3,108$253.0K0.03%––
Montag A & Associates Inc3,093$252.0K0.01%––
Kanawha Capital Management LLC3,094$252.0K0.02%––
First City Capital Management, Inc.2,956$252.0K0.15%––
Allworth Financial LP3,025$247.0K0.01%––
Vantage Consulting Group Inc3,035$247.0K0.05%––
Wilbanks Smith & Thomas Asset Management LLC3,011$246.0K0.01%––
Financial Advisory Service, Inc.3,013$246.0K0.03%––
M Holdings Securities, Inc.3,010$245.0K0.02%––
Merrion Investment Management Co, LLC3,000$244.0K0.20%––
Mosaic Family Wealth, LLC2,991$244.0K0.08%––
Pflug Koory, LLC2,982$243.0K0.13%––
Leisure Capital Management2,967$242.0K0.15%––
Ssi Investment Management LLC2,955$241.0K0.02%––
Essex Financial Services, Inc.2,947$240.0K0.04%––
Mercer Capital Advisers, Inc.2,941$240.0K0.13%––
Lombard Odier Asset Management (Switzerland) SA2,930$239.0K0.02%––
Evergreen Capital Management LLC2,921$238.0K0.01%––
Full Sail Capital, LLC2,937$237.0K0.02%––
Townsend Asset Management Corp2,893$236.0K0.15%––
LCNB Corp2,890$236.0K0.13%––
Trust Co of Vermont2,891$236.0K0.02%––
PFG Advisors2,898$236.0K0.03%––
Cobblestone Capital Advisors LLC2,870$234.0K0.02%––
Signaturefd, LLC2,867$234.0K0.01%––
Pensionmark Financial Group, LLC2,771$234.0K0.06%––
HCR Wealth Advisors2,872$234.0K0.05%––
Measured Wealth Private Client Group, LLC2,868$234.0K0.08%––
First Financial Bank - Trust Division2,857$233.0K0.03%––
Monetary Management Group Inc2,827$231.0K0.07%––
Cadinha & Co LLC2,815$230.0K0.03%––
Waldron Private Wealth LLC2,823$230.0K0.02%––
J.W. Cole Advisors, Inc.2,807$229.0K0.02%––
Aries Wealth Management2,860$227.0K0.10%––
NN Investment Partners Holdings N.V.2,773$226.0K0.00%––
Obermeyer Wood Investment Counsel, LLLP2,761$225.0K0.01%––
Bank of Stockton2,755$224.0K0.07%––
Tributary Capital Management, LLC2,750$224.0K0.02%––
Horizon Investments, LLC2,737$223.0K0.01%––
Private Portfolio Partners LLC2,725$222.3K0.07%––
Douglass Winthrop Advisors, LLC2,725$222.0K0.01%––
Chicago Partners Investment Group LLC2,906$222.0K0.02%––
Wealthstreet Investment Advisors, LLC2,711$221.0K0.02%––
Rossmore Private Capital2,705$221.0K0.04%––
Staley Capital Advisers Inc2,700$220.0K0.01%––