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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
Spirit of America Management Corp89,832$7.33M1.73%––
Raymond James Trust N.A.89,172$7.27M0.25%––
Geneos Wealth Management Inc.89,366$7.23M0.20%––
Oppenheimer Asset Management Inc.88,560$7.22M0.11%––
Recurrent Investment Advisors LLC85,655$6.98M4.42%––
Motco84,289$6.87M0.49%––
Utah Retirement Systems83,767$6.83M0.10%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main83,337$6.80M0.01%––
First Fiduciary Investment Counsel, Inc.82,258$6.71M1.28%––
Hikari Tsushin, Inc.81,844$6.67M0.90%––
Richard C. Young & CO., LTD.81,714$6.66M0.88%––
Hi-Line Capital Management, LLC80,858$6.59M2.64%––
Duff & Phelps Investment Management Co80,250$6.54M0.09%––
USS Investment Management Ltd79,327$6.47M0.06%––
Mackay Shields LLC79,185$6.46M0.05%––
Stockman Wealth Management, Inc.77,918$6.35M1.77%––
State of Tennessee, Treasury Department77,669$6.33M0.03%––
DT Investment Partners, LLC76,907$6.27M0.90%––
Bryn Mawr Trust Co75,883$6.19M0.25%––
Robeco Institutional Asset Management B.V.75,787$6.18M0.02%––
D L Carlson Investment Group Inc74,958$6.11M1.12%––
Zurcher Kantonalbank (Zurich Cantonalbank)73,995$6.03M0.04%––
Hendley & Co Inc73,277$5.97M2.08%––
RPG Investment Advisory, LLC72,994$5.95M1.07%––
Texas Permanent School Fund72,939$5.95M0.07%––
British Columbia Investment Management Corp71,671$5.84M0.04%––
Great Lakes Advisors, LLC70,858$5.78M0.09%––
Alta Capital Management LLC70,862$5.78M0.18%––
Greenwood Capital Associates LLC70,587$5.75M0.90%––
Millennium Management LLC69,274$5.65M0.01%––
Gamco Investors, Inc. Et Al69,077$5.63M0.05%––
Foundation Resource Management Inc69,025$5.63M1.34%––
Marshall Wace, LLP67,974$5.54M0.03%––
Kornitzer Capital Management Inc67,728$5.52M0.09%––
Fifth Third Bancorp67,016$5.46M0.03%––
Illinois Municipal Retirement Fund65,459$5.34M0.23%––
D.A. Davidson & Co.64,545$5.26M0.07%––
Adams Asset Advisors, LLC64,368$5.25M1.13%––
Steward Partners Investment Advisory, LLC64,275$5.24M0.09%––
Montgomery Investment Management Inc63,152$5.15M1.97%––
Tweedy, Browne Co LLC62,987$5.14M0.15%––
Sitrin Capital Management LLC62,854$5.13M2.43%––
Viking Fund Management LLC61,800$5.04M1.50%––
Kestra Advisory Services, LLC61,501$5.01M0.06%––
Atlantic Union Bankshares Corp61,387$5.01M0.51%––
Aristotle Atlantic Partners, LLC60,829$4.96M0.36%––
Bridge Creek Capital Management LLC28,212$4.95M1.91%––
Pacific Heights Asset Management LLC60,000$4.89M0.45%––
Calamos Advisors LLC59,320$4.84M0.03%––
QS Investors, LLC58,220$4.75M0.06%––
Country Club Trust Company, n.a.57,123$4.70M0.44%––
Mutual of America Capital Management LLC56,656$4.62M0.05%––
Segall Bryant & Hamill, LLC56,018$4.56M0.05%––
Avantax Advisory Services, Inc.55,779$4.55M0.10%––
Meyer Handelman Co55,797$4.55M0.19%––
Alley Co LLC55,489$4.53M0.89%––
Buckingham Capital Management, Inc.55,424$4.52M0.76%––
Parallax Volatility Advisers, L.P.54,923$4.48M0.04%––
Markston International LLC54,114$4.41M0.50%––
Metropolitan Life Insurance Co53,946$4.40M0.07%––
Nkcfo LLC53,200$4.34M1.64%––
Bollard Group LLC52,176$4.25M0.15%––
Alpha Omega Wealth Management LLC52,043$4.24M0.74%––
Cinctive Capital Management LP51,910$4.23M0.27%––
People's United Financial, Inc.51,707$4.22M0.10%––
Commerce Bank51,456$4.20M0.03%––
Cary Street Partners Asset Management LLC99,150$4.18M1.03%––
Simmons Bank51,193$4.17M0.32%––
Chatham Capital Group, Inc.50,287$4.10M0.86%––
United Capital Financial Advisers, LLC50,076$4.08M0.02%––
RBF Capital, LLC50,000$4.08M0.26%––
Advisory Services Network, LLC48,452$3.95M0.15%––
Veritable, L.P.48,075$3.92M0.07%––
Hartford Investment Management Co47,729$3.89M0.10%––
IFM Investors Pty Ltd47,654$3.89M0.10%––
Clearbridge Investments, LLC47,459$3.87M0.00%––
Chemung Canal Trust Co47,240$3.85M0.77%––
Providence Capital Advisors, LLC47,131$3.84M1.40%––
APG Asset Management N.V.54,993$3.81M0.01%––
Brown Advisory Inc45,864$3.74M0.01%––
Ancora Advisors, LLC44,414$3.62M0.10%––
First National Bank of Mount Dora, Trust Investment Services44,105$3.60M1.25%––
FourThought Financial, LLC43,317$3.53M0.51%––
HM Payson & Co43,153$3.52M0.09%––
Huntington National Bank42,860$3.50M0.04%––
Jane Street Group, LLC42,728$3.48M0.01%––
Oppenheimer & Co Inc42,600$3.47M0.07%––
Nissay Asset Management Corp42,593$3.47M0.03%––
Cohen & Steers, Inc.42,586$3.47M0.01%––
MUFG Americas Holdings Corp42,109$3.43M0.07%––
Qube Research & Technologies Ltd41,879$3.42M0.06%––
Wintrust Investments LLC41,705$3.40M0.35%––
Public Sector Pension Investment Board41,375$3.37M0.02%––
Telos Capital Management, Inc.41,328$3.37M0.48%––
Canada Pension Plan Investment Board41,259$3.36M0.00%––
Schroder Investment Management Group41,076$3.35M0.00%––
Point72 Hong Kong Ltd40,777$3.33M0.27%––
Beacon Financial Group44,841$3.32M0.52%––
Rodgers Brothers Inc.40,533$3.31M0.68%––
Stolper Co39,963$3.26M1.68%––