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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
First Republic Investment Management, Inc.259,050$21.1M0.07%––
Rothschild & Co Asset Management US Inc.251,797$20.5M0.25%––
Advisor Group Holdings, Inc.247,818$20.2M0.05%––
Toronto Dominion Bank247,368$20.2M0.04%––
LPL Financial LLC245,000$20.0M0.02%––
US Bancorp244,543$19.9M0.04%––
SEI Investments Co246,429$19.9M0.05%––
Gateway Investment Advisers LLC243,691$19.9M0.22%––
Clark Capital Management Group, Inc.233,912$19.1M0.29%––
Employees Retirement System of Texas233,046$19.0M0.24%––
Rafferty Asset Management, LLC232,311$18.9M0.13%––
Deroy & Devereaux Private Investment Counsel Inc229,461$18.7M1.48%––
Bridgeway Capital Management, LLC224,168$18.3M0.34%––
Federated Hermes, Inc.223,455$18.2M0.04%––
Ninety One UK Ltd220,687$18.0M0.05%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.218,261$17.8M0.07%––
Stack Financial Management, Inc217,140$17.7M1.50%––
Nisa Investment Advisors, LLC216,109$17.6M0.11%––
Pictet Asset Management Ltd214,444$17.5M0.02%––
Todd Asset Management LLC212,858$17.4M0.41%––
Asset Management One Co.,Ltd.207,151$16.9M0.07%––
Bokf, NA203,038$16.6M0.30%––
InterOcean Capital Group, LLC199,891$16.3M0.92%––
Commonwealth Equity Services, LLC198,887$16.2M0.05%––
Putnam Investments LLC198,817$16.2M0.03%––
SG Americas Securities, LLC195,150$15.9M0.10%––
Laurion Capital Management LP194,754$15.9M0.22%––
South Dakota Investment Council192,302$15.7M0.26%––
Treasurer of the State of North Carolina184,585$15.1M0.09%––
Gabelli Funds LLC181,700$14.8M0.10%––
Keybank National Association180,768$14.7M0.07%––
Glenmede Trust Co NA179,493$14.6M0.08%––
Korea Investment CORP178,775$14.6M0.05%––
Janney Montgomery Scott LLC177,495$14.5M0.07%––
Hikari Power Ltd177,330$14.5M1.52%––
Skba Capital Management LLC176,810$14.4M2.29%––
Teachers Retirement System of the State of Kentucky175,351$14.3M0.14%––
State of Alaska, Department of Revenue173,878$14.2M0.15%––
ZWJ Investment Counsel Inc171,901$14.0M0.86%––
Retirement Systems of Alabama162,920$13.3M0.05%––
Royal London Asset Management Ltd156,659$12.8M0.06%––
STRS Ohio155,613$12.7M0.05%––
Fort Washington Investment Advisors Inc155,152$12.7M0.12%––
United Services Automobile Association154,415$12.6M0.23%––
Hyman Charles D153,739$12.5M0.92%––
TCTC Holdings, LLC152,334$12.4M0.59%––
Schwerin Boyle Capital Management Inc152,028$12.4M1.10%––
Associated Banc-Corp229,450$12.3M0.77%––
Aviva PLC146,419$11.9M0.06%––
Worldquant Millennium Advisors LLC145,903$11.9M0.25%––
Guggenheim Capital LLC145,775$11.9M0.08%––
Vontobel Holding Ltd.144,373$11.8M0.09%––
HighTower Advisors, LLC144,793$11.8M0.04%––
BNP Paribas Arbitrage, SA142,786$11.6M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.142,509$11.6M0.08%––
Baird Financial Group, Inc.136,904$11.2M0.03%––
MML Investors Services, LLC136,190$11.1M0.11%––
Natixis Advisors, L.P.133,693$10.9M0.06%––
Caisse de Depot Et Placement du Quebec133,245$10.9M0.02%––
Prudential PLC133,200$10.9M0.08%––
American International Group, Inc.129,231$10.5M0.04%––
Crossmark Global Holdings, Inc.126,594$10.3M0.26%––
PFS Investments Inc.125,942$10.3M0.26%––
Schonfeld Strategic Advisors LLC125,000$10.2M0.14%––
Arizona State Retirement System123,092$10.0M0.09%––
Adams Natural Resources Fund, Inc.120,075$9.79M2.41%––
First Trust Advisors LP119,625$9.75M0.01%––
Ensign Peak Advisors, Inc118,518$9.66M0.02%––
Creative Planning117,840$9.61M0.02%––
Teacher Retirement System of Texas116,190$9.47M0.05%––
AMP Capital Investors Ltd115,926$9.46M0.05%––
Lawson Kroeker Investment Management Inc115,863$9.45M3.23%––
American Assets Investment Management, LLC115,300$9.40M1.30%––
Bridgecreek Investment Management, LLC114,560$9.34M1.44%––
ProShare Advisors LLC114,141$9.31M0.03%––
Citadel Advisors LLC113,275$9.24M0.01%––
Gratus Capital LLC113,219$9.23M1.11%––
Wesbanco Bank Inc110,430$9.00M0.36%––
Boyer & Corporon Wealth Management, LLC110,262$8.99M2.65%––
Mercer Global Advisors Inc110,157$8.98M0.08%––
Perpetual Investment Management Ltd110,014$8.95M1.49%––
State of Michigan Retirement System109,602$8.94M0.06%––
Comerica Bank114,416$8.75M0.05%––
Eastern Bank106,765$8.71M0.47%––
Wallington Asset Management, LLC105,051$8.57M1.56%––
Bourgeon Capital Management LLC104,305$8.51M1.89%––
MetLife Investment Management104,088$8.49M0.08%––
Osborne Partners Capital Management, LLC103,099$8.41M0.77%––
CCM Investment Advisers LLC98,571$8.04M1.09%––
Advisors Asset Management, Inc.97,834$7.98M0.12%––
Tower Research Capital LLC (TRC)96,833$7.90M0.13%––
Heritage Investors Management Corp96,326$7.85M0.35%––
Janus Henderson Group PLC95,854$7.82M0.00%––
Nomura Asset Management Co Ltd94,764$7.73M0.05%––
Mattern Capital Management, LLC92,150$7.51M1.62%––
Icon Advisers Inc92,000$7.50M1.18%––
Shelton Capital Management90,654$7.39M0.26%––
Gulf International Bank (UK) Ltd89,962$7.33M0.10%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys89,903$7.33M0.09%––
Macquarie Group Ltd89,881$7.33M0.01%––