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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
Gemmer Asset Management LLC964$79.0K0.01%––
Aspire Private Capital, LLC969$79.0K0.03%––
Valley National Advisers Inc955$78.0K0.02%––
Trust Co944$77.0K0.06%––
Green Harvest Asset Management LLC923$77.0K0.02%––
McIlrath & Eck, LLC919$75.0K0.03%––
Bedel Financial Consulting, Inc.909$74.0K0.03%––
CX Institutional905$74.0K0.01%––
Avion Wealth904$74.0K0.03%––
Stonebridge Capital Advisors LLC889$73.0K0.01%––
Atlas Capital Advisors LLC893$72.8K0.01%––
Private Capital Group, LLC840$68.0K0.02%––
Versant Capital Management, Inc833$68.0K0.02%––
Patriot Financial Group Insurance Agency, LLC812$66.0K0.02%––
MPS Loria Financial Planners, LLC819$66.0K0.03%––
Fiduciary Planning LLC804$66.0K0.10%––
Sterling Financial Planning, Inc.756$62.0K0.04%––
Elmwood Wealth Management, Inc.750$61.0K0.04%––
Evoke Wealth, LLC748$61.0K0.00%––
Reilly Financial Advisors, LLC737$60.0K0.01%––
Tradewinds Capital Management, LLC717$58.0K0.01%––
Hoey Investments, Inc715$58.0K0.02%––
Cypress Point Wealth Management, LLC717$58.0K0.06%––
Vigilant Capital Management, LLC700$57.0K0.01%––
Toth Financial Advisory Corp682$56.0K0.01%––
Pacifica Partners Inc.646$53.0K0.04%––
Graves-Light Private Wealth Management, Inc.624$51.0K0.01%––
Standard Family Office LLC630$51.0K0.01%––
Better Money Decisions, LLC623$51.0K0.05%––
Investment Research & Advisory Group, Inc.611$50.0K0.04%––
Syverson Strege & Co604$49.0K0.05%––
CNB Bank600$49.0K0.03%––
Capital Advisors, Ltd. LLC594$48.0K0.01%––
Concord Wealth Partners584$48.0K0.02%––
Plante Moran Financial Advisors, LLC574$47.0K0.01%––
Barnett & Company, Inc.575$47.0K0.03%––
Coastal Capital Group, Inc.571$47.0K0.01%––
Goodwin Investment Advisory582$47.0K0.06%––
Loomis Sayles & Co L P570$46.0K0.00%––
Key Financial Inc565$46.0K0.03%––
Lenox Wealth Advisors, LLC527$43.0K0.01%––
Certified Advisory Corp508$42.0K0.01%––
GPS Wealth Strategies Group, LLC516$42.0K0.01%––
Endurance Wealth Management, Inc.500$41.0K0.00%––
Baystate Wealth Management LLC507$41.0K0.00%––
FinTrust Capital Advisors, LLC500$41.0K0.01%––
Cypress Capital Management LLC (WY)500$41.0K0.04%––
Old North State Trust, LLC501$41.0K0.03%––
Waycross Partners, LLC500$41.0K0.02%––
Glassman Wealth Services495$40.0K0.01%––
D'Orazio & Associates, Inc.488$40.0K0.01%––
Archer Investment Corp479$39.1K0.02%––
Advocacy Wealth Management Services, LLC470$39.0K0.01%––
Oakworth Capital, Inc.477$39.0K0.00%––
Pin Oak Investment Advisors Inc469$38.0K0.03%––
Truehand, Inc460$38.0K0.02%––
Alpha DNA Investment Management LLC478$38.0K0.04%––
Kayne Anderson Rudnick Investment Management LLC450$37.0K0.00%––
Private Ocean, LLC440$36.0K0.01%––
Sugarloaf Wealth Management, LLC446$36.0K0.01%––
Lee Financial Co430$35.0K0.01%––
DB Wealth Management Group, LLC435$35.0K0.02%––
First Financial Corp420$34.0K0.02%––
Mark Sheptoff Financial Planning, LLC410$33.0K0.02%––
Harvest Fund Management Co., Ltd415$33.0K0.00%––
Gleason Group, Inc.402$33.0K0.01%––
Larson Financial Group LLC389$32.0K0.01%––
Klaas Financial Asset Advisors, LLC374$31.0K0.01%––
MV Capital Management, Inc.372$30.0K0.01%––
Manchester Financial Inc361$29.0K0.01%––
PrairieView Partners, LLC326$27.0K0.00%––
Ellis Investment Partners, LLC319$26.0K0.01%––
Meridian Wealth Partners, LLC321$26.0K0.01%––
Firestone Capital Management318$26.0K0.01%––
Mascoma Wealth Management LLC312$25.0K0.01%––
Exchange Traded Concepts, LLC296$24.0K0.00%––
Creative Financial Designs Inc279$23.0K0.00%––
Rocky Mountain Advisers, LLC274$22.0K0.03%––
McCarthy Asset Management, Inc.270$22.0K0.02%––
Sun Life Financial INC253$21.0K0.00%––
Kistler-Tiffany Companies, LLC254$21.0K0.01%––
CSat Investment Advisory, L.P.242$20.0K0.02%––
JFS Wealth Advisors, LLC245$20.0K0.00%––
Fusion Family Wealth LLC250$20.0K0.00%––
Truvestments Capital LLC236$20.0K0.01%––
Charter Oak Capital Management, LLC250$20.0K0.00%––
First Horizon Corp239$19.0K0.00%––
Riverview Trust Co232$19.0K0.02%––
First Bank & Trust219$18.0K0.01%––
TSFG, LLC225$18.0K0.01%––
TFC Financial Management215$18.0K0.01%––
Earnest Partners LLC211$17.0K0.00%––
Webster Bank, N. A.210$17.0K0.00%––
Leelyn Smith, LLC215$17.0K0.01%––
Assetmark, Inc197$16.0K0.00%––
Highlander Capital Management, LLC191$16.0K0.01%––
Independence Bank of Kentucky200$16.0K0.01%––
Total Clarity Wealth Management, Inc.200$16.0K0.01%––
Rockbridge Investment Management, LCC195$16.0K0.00%––
Kings Point Capital Management182$15.0K0.00%––