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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
Ipswich Investment Management Co., Inc.2,700$220.0K0.06%––
JNBA Financial Advisors2,702$220.0K0.03%––
Plancorp, LLC2,702$220.0K0.05%––
Busey Wealth Management2,690$219.0K0.01%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,668$218.0K0.00%––
Paragon Capital Management Ltd2,669$218.0K0.11%––
Transcend Wealth Collective, LLC2,655$217.0K0.03%––
Fukoku Mutual Life Insurance Co2,650$216.0K0.02%––
Lindbrook Capital, LLC2,652$216.0K0.05%––
Washington Trust Bank2,634$215.0K0.03%––
Opus Capital Group, LLC2,619$214.0K0.05%––
Port Capital LLC2,627$214.0K0.01%––
Acima Private Wealth, LLC2,600$212.0K0.10%––
Bradley Foster & Sargent Inc2,571$210.0K0.01%––
Norman Fields, Gottscho Capital Management, LLC2,575$210.0K0.09%––
Quadrant Capital Group LLC2,572$210.0K0.03%––
Good Life Advisors, LLC2,553$210.0K0.04%––
CFO4Life Group, LLC2,579$210.0K0.05%––
Meridian Wealth Advisors, LLC2,580$210.0K0.07%––
Beach Investment Counsel Inc2,560$209.0K0.02%––
CWS Financial Advisors, LLC2,566$209.0K0.09%––
Crawford Investment Counsel Inc2,556$208.0K0.00%––
Shufro Rose & Co LLC2,549$208.0K0.02%––
Dividend Assets Capital, LLC2,553$208.0K0.04%––
Canvas Wealth Advisors, LLC2,685$208.0K0.12%––
Samalin Investment Counsel, LLC2,550$207.0K0.14%––
LeJeune Puetz Investment Counsel LLC2,537$207.0K0.08%––
Convergence Investment Partners, LLC2,525$206.0K0.09%––
Plimoth Trust Co LLC2,526$206.0K0.06%––
Cary Street Partner Investment Advisory LLC28,852$205.0K0.08%––
Gradient Investments LLC2,502$204.0K0.01%––
GSB Wealth Management, LLC2,500$204.0K0.07%––
Next Capital Management LLC2,500$204.0K0.13%––
Brighton Jones LLC2,492$203.0K0.01%––
Forte Capital LLC2,472$202.0K0.03%––
SCP Investment, LP2,480$202.0K0.06%––
Anchor Investment Management, LLC2,472$201.6K0.03%––
Azimuth Capital Management LLC2,459$201.0K0.01%––
Mayflower Financial Advisors, LLC2,464$201.0K0.03%––
Denver Wealth Management, Inc.2,324$201.0K0.21%––
Douglas Lane & Associates, LLC2,453$200.0K0.00%––
Occudo Quantitative Strategies LP2,458$200.0K0.04%––
Bray Capital Advisors2,351$192.0K0.05%––
Close Asset Management Ltd2,356$192.0K0.01%––
Copeland Capital Management, LLC2,326$190.0K0.01%––
Wealthcare Advisory Partners LLC2,336$190.0K0.01%––
Manchester Capital Management LLC2,273$185.0K0.03%––
Tarbox Family Office, Inc.2,075$169.0K0.03%––
Liberty Wealth Management LLC2,513$169.0K0.08%––
Focused Wealth Management, Inc2,042$167.0K0.03%––
Pinnacle Bancorp, Inc.1,996$163.0K0.08%––
Fieldpoint Private Securities, LLC1,987$162.0K0.04%––
Sutton Wealth Advisors Inc.1,974$161.0K0.06%––
Jones Financial Companies LLLP1,968$160.0K0.00%––
Laurel Wealth Advisors LLC1,921$157.0K0.04%––
Duncker Streett & Co Inc1,915$156.0K0.03%––
Enterprise Financial Services Corp1,888$154.0K0.03%––
Clearview Wealth Advisors LLC1,880$153.0K0.10%––
Security National Trust Co1,743$142.0K0.03%––
RMR Wealth Builders1,648$134.0K0.03%––
TCI Wealth Advisors, Inc.1,619$132.0K0.06%––
Vestor Capital, LLC1,610$131.0K0.01%––
Front Row Advisors LLC1,504$123.0K0.06%––
Edge Wealth Management LLC1,500$122.0K0.03%––
HHM Wealth Advisors, LLC1,489$121.0K0.04%––
Smithfield Trust Co1,472$120.0K0.01%––
Financial Management Professionals, Inc.1,475$120.0K0.03%––
WealthShield Partners, LLC1,454$119.0K0.02%––
Carmichael Hill & Associates, Inc.1,447$118.0K0.07%––
Acadian Asset Management LLC1,429$117.0K0.00%––
Hexagon Capital Partners LLC1,447$117.0K0.03%––
Newbridge Financial Services Group, Inc.1,408$115.0K0.08%––
Sterling Investment Advisors, Ltd.1,383$113.0K0.04%––
Asset Dedication, LLC1,380$111.0K0.03%––
Healthcare of Ontario Pension Plan Trust Fund1,362$111.0K0.00%––
Laffer Tengler Investments1,352$110.2K0.04%––
Sittner & Nelson, LLC1,310$107.0K0.08%––
Freedman Financial Associates, Inc.1,286$105.0K0.09%––
NuWave Investment Management, LLC1,276$104.0K0.13%––
Carolinas Wealth Consulting LLC1,280$104.0K0.03%––
Hills Bank & Trust Co1,253$102.0K0.02%––
Optimum Investment Advisors1,238$101.0K0.03%––
Berman Capital Advisors, LLC1,256$101.0K0.02%––
Bellwether Advisors, LLC1,248$101.0K0.04%––
Piscataqua Savings Bank1,236$100.0K0.09%––
First PREMIER Bank1,220$99.0K0.04%––
San Francisco Sentry Investment Group (Ca)1,199$98.0K0.04%––
Enterprise Trust & Investment Co1,200$98.0K0.04%––
JJJ Advisors Inc.1,184$97.0K0.04%––
Centerpoint Advisors, LLC1,157$94.0K0.06%––
RWM Asset Management, LLC1,130$92.0K0.02%––
Massmutual Trust Co FSB1,092$89.0K0.00%––
Heritage Wealth Advisors1,067$87.0K0.01%––
Stonehage Fleming Financial Services Holdings Ltd1,025$84.0K0.00%––
Parkside Financial Bank & Trust1,028$83.0K0.03%––
Global Financial Private Client, LLC987$82.1K0.06%––
TD Capital Management LLC1,000$82.0K0.01%––
Hudock, Inc.1,016$82.0K0.03%––
Trustcore Financial Services, LLC1,003$82.0K0.01%––
BDO Wealth Advisors, LLC999$81.0K0.01%––