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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
CVA Family Office, LLC188$15.0K0.01%––
Wolff Wiese Magana LLC184$15.0K0.01%––
Raffa Wealth Management, LLC172$14.1K0.00%––
Lagoda Investment Management, L.P.170$14.0K0.01%––
Stonebridge Financial Planning Group, LLC175$14.0K0.01%––
Atwood & Palmer Inc163$13.0K0.00%––
Bogart Wealth, LLC154$13.0K0.00%––
Global Retirement Partners, LLC157$13.0K0.00%––
Global Wealth Management Investment Advisory, Inc.157$13.0K0.00%––
Professional Financial Advisors, LLC154$13.0K0.01%––
Bellevue Asset Management, LLC161$13.0K0.01%––
Accel Wealth Management156$13.0K0.01%––
Flagship Private Wealth, LLC158$13.0K0.01%––
Northern Oak Wealth Management Inc150$12.0K0.00%––
Country Trust Bank150$12.0K0.00%––
Tortoise Investment Management, LLC150$12.0K0.00%––
Roble, Belko & Company, Inc142$12.0K0.00%––
Burleson & Company, LLC150$12.0K0.00%––
Princeton Global Asset Management LLC143$12.0K0.00%––
Baldwin Brothers Inc138$11.0K0.00%––
Ironwood Financial, llc130$11.0K0.00%––
Kelly Financial Services LLC125$10.2K0.01%––
American National Bank127$10.0K0.00%––
HighMark Wealth Management LLC122$10.0K0.01%––
Savior LLC111$9.00K0.01%––
American State Bank (Iowa)105$8.56K0.01%––
IMA Wealth, Inc.100$8.00K0.00%––
Perkins Coie Trust Co100$8.00K0.00%––
Moisand Fitzgerald Tamayo, LLC100$8.00K0.00%––
First Command Bank100$8.00K0.00%––
First Command Financial Services, Inc.100$8.00K0.00%––
SOA Wealth Advisors, LLC.100$8.00K0.00%––
IronBridge Private Wealth, LLC99$8.00K0.01%––
Wealthcare Capital Management LLC84$7.00K0.00%––
Human Investing LLC85$7.00K0.00%––
Glen Eagle Advisors, LLC77$6.28K0.00%––
Pittenger & Anderson Inc68$6.00K0.00%––
Horan Securities, Inc.68$6.00K0.01%––
Selective Wealth Management, Inc.78$6.00K0.01%––
Resolute Partners Group96$6.00K0.00%––
Benjamin Edwards Inc62$5.00K0.00%––
Column Capital Advisors, LLC62$5.00K0.00%––
Ten Capital Wealth Advisors, LLC62$5.00K0.00%––
Rock Creek Group, LP50$4.00K0.00%––
FAI Wealth Management55$4.00K0.00%––
Atlas Private Wealth Advisors48$4.00K0.00%––
Delta Asset Management LLC39$3.00K0.00%––
Horrell Capital Management, Inc.34$3.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.38$3.00K0.00%––
Sawyer & Company, Inc31$3.00K0.00%––
Cedar Mountain Advisors, LLC42$3.00K0.00%––
Filbrandt Wealth Management, LLC39$3.00K0.00%––
Allred Capital Management, LLC25$2.04K0.00%––
AlphaMark Advisors, LLC25$2.00K0.00%––
Arlington Partners LLC20$2.00K0.00%––
Aua Capital Management, LLC28$2.00K0.00%––
Johnson Midwest Financial, LLC19$2.00K0.00%––
Grandview Asset Management LLC25$2.00K0.00%––
Wealth Advisory Solutions, LLC21,123$2.00K0.00%––
ShoreHaven Wealth Partners, LLC18$2.00K0.00%––
True Link Financial Advisors, LLC26$2.00K0.00%––
KB Financial Partners, LLC27$2.00K0.00%––
James Investment Research Inc14$1.00K0.00%––
Regal Wealth Group, Inc.7$1.00K0.00%––
Center for Financial Planning, Inc.7$1.00K0.00%––
NFJ Investment Group, LLC8$1.00K0.00%––
Sound Income Strategies, LLC11$8970.00%––
Exane Derivatives10$8150.00%––
Financial Perspectives, Inc5,137$630.00%––
St. Johns Investment Management Company, LLC1$00.00%––
Harel Insurance Investments & Financial Services Ltd.1,000––––
Westside Investment Management, Inc.1,487––––