Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $25.0B

Institutions holding PSX and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,109	$53.5B
Q1 2026	2,132	$57.0B
Q4 2025	1,904	$39.9B
Q3 2025	1,838	$41.6B
Q2 2025	1,765	$37.4B
Q1 2025	1,796	$37.9B
Q4 2024	1,782	$34.9B
Q3 2024	1,775	$39.8B
Q2 2024	1,787	$44.2B
Q1 2024	1,879	$52.2B
Q4 2023	1,793	$43.7B
Q3 2023	1,664	$38.5B
Q2 2023	1,542	$30.9B
Q1 2023	1,573	$33.4B
Q4 2022	1,575	$35.1B
Q3 2022	1,419	$27.4B
Q2 2022	1,445	$28.3B
Q1 2022	1,451	$29.1B
Q4 2021	1,358	$22.2B
Q3 2021	1,239	$21.2B
Q2 2021	1,327	$26.3B
Q1 2021	1,272	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Simplex Trading, LLC	39,957	$3.26M	0.18%	–	–
Leavell Investment Management, Inc.	39,085	$3.19M	0.26%	–	–
Fiera Capital Corp	39,023	$3.18M	0.01%	–	–
Paloma Partners Management Co	38,599	$3.15M	0.09%	–	–
Capitolis Advisors LLC	38,419	$3.13M	0.05%	–	–
CIBC Asset Management Inc	38,415	$3.13M	0.01%	–	–
Pinnacle Associates Ltd	38,376	$3.13M	0.06%	–	–
Cushing Asset Management, LP	38,273	$3.12M	0.35%	–	–
Hantz Financial Services, Inc.	38,159	$3.11M	0.13%	–	–
Heritage Trust Co	38,111	$3.11M	0.47%	–	–
Stratos Wealth Advisors, LLC	37,842	$3.09M	0.33%	–	–
Cornerstone Wealth Group, LLC	39,967	$3.08M	0.63%	–	–
Farmers & Merchants Investments Inc	37,331	$3.04M	0.15%	–	–
Westpac Banking Corp	37,001	$3.02M	0.03%	–	–
Securian Asset Management, Inc	36,965	$3.01M	0.07%	–	–
Davenport & Co LLC	36,876	$3.01M	0.03%	–	–
FDx Advisors, Inc.	36,855	$3.00M	0.11%	–	–
Cerity Partners LLC	36,735	$3.00M	0.07%	–	–
Northwestern Mutual Wealth Management Co	36,611	$2.99M	0.01%	–	–
Becker Capital Management Inc	36,553	$2.98M	0.13%	–	–
Cubist Systematic Strategies, LLC	36,558	$2.98M	0.04%	–	–
Norinchukin Bank, The	36,349	$2.96M	0.04%	–	–
Oregon Public Employees Retirement Fund	36,312	$2.96M	0.04%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	36,164	$2.95M	0.08%	–	–
First National Bank of Omaha	35,878	$2.92M	0.15%	–	–
Sompo Asset Management Co., Ltd.	35,715	$2.91M	0.66%	–	–
Trustmark National Bank Trust Department	35,683	$2.91M	0.24%	–	–
HITE Hedge Asset Management LLC	35,566	$2.90M	0.44%	–	–
Allianz Asset Management GmbH	35,369	$2.88M	0.00%	–	–
McDonald Partners LLC	35,287	$2.88M	0.74%	–	–
Regentatlantic Capital LLC	35,277	$2.88M	0.10%	–	–
Northwest & Ethical Investments L.P.	34,820	$2.84M	0.10%	–	–
Colonial Trust Advisors	34,158	$2.79M	0.37%	–	–
MD Financial Management Inc.	33,525	$2.73M	0.08%	–	–
Opus Investment Management Inc	33,489	$2.73M	0.40%	–	–
Maryland State Retirement & Pension System	33,413	$2.72M	0.09%	–	–
Atria Investments LLC	33,185	$2.71M	0.06%	–	–
Nachman Norwood & Parrott, Inc	33,156	$2.70M	0.30%	–	–
Umb Bank N A	33,082	$2.70M	0.07%	–	–
Candriam Luxembourg S.C.A.	40,038	$2.69M	0.02%	–	–
Canal Insurance CO	32,500	$2.65M	1.01%	–	–
Salient Capital Advisors, LLC	32,477	$2.65M	0.13%	–	–
Compagnie Lombard Odier SCmA	32,448	$2.65M	0.06%	–	–
CIBC Private Wealth Group, LLC	32,456	$2.65M	0.01%	–	–
Unison Advisors LLC	32,410	$2.64M	0.51%	–	–
Marathon Capital Management	31,895	$2.60M	0.69%	–	–
Kingsview Wealth Management, LLC	31,176	$2.59M	0.15%	–	–
Park Avenue Securities LLC	31,522	$2.57M	0.06%	–	–
Elo Mutual Pension Insurance Co	31,513	$2.57M	0.09%	–	–
Prio Wealth Limited Partnership	31,343	$2.56M	0.09%	–	–
Panagora Asset Management Inc	31,305	$2.55M	0.01%	–	–
Shorepoint Capital Partners LLC	31,282	$2.55M	1.36%	–	–
Hengehold Capital Management LLC	31,242	$2.55M	0.35%	–	–
Fluent Financial, LLC	36,323	$2.54M	1.33%	–	–
Carnegie Capital Asset Management, LLC	30,923	$2.52M	0.11%	–	–
Strategic Financial Services, Inc,	30,862	$2.52M	0.21%	–	–
Rockefeller Capital Management L.P.	30,629	$2.50M	0.02%	–	–
Arrow Financial Corp	30,358	$2.48M	0.33%	–	–
Visionary Wealth Advisors	30,288	$2.47M	0.26%	–	–
NewSquare Capital LLC	30,119	$2.46M	0.32%	–	–
Parsons Capital Management Inc	29,808	$2.43M	0.20%	–	–
Marco Investment Management LLC	29,514	$2.41M	0.31%	–	–
Central Trust Co	29,155	$2.38M	0.09%	–	–
First American Bank	28,966	$2.36M	0.15%	–	–
Resources Investment Advisors, LLC.	28,858	$2.35M	0.11%	–	–
Rothschild Investment Corp	28,404	$2.32M	0.20%	–	–
Kentucky Retirement Systems	28,400	$2.32M	0.11%	–	–
Disciplined Investments, LLC	28,177	$2.30M	1.35%	–	–
FIL Ltd	27,879	$2.27M	0.00%	–	–
World Asset Management Inc	27,913	$2.26M	0.20%	–	–
SevenBridge Financial Group, LLC	27,666	$2.26M	0.82%	–	–
New Mexico Educational Retirement Board	27,628	$2.25M	0.09%	–	–
Varma Mutual Pension Insurance Co	27,544	$2.25M	0.03%	–	–
O'Keefe Stevens Advisory, Inc.	27,966	$2.24M	1.40%	–	–
Louisiana State Employees Retirement System	27,100	$2.21M	0.06%	–	–
Poehling Capital Management, LLC	27,051	$2.21M	0.77%	–	–
Ameritas Investment Partners, Inc.	29,823	$2.20M	0.08%	–	–
Johnson Investment Counsel Inc	26,909	$2.19M	0.03%	–	–
Principle Wealth Partners LLC	26,559	$2.17M	0.26%	–	–
Ferguson Wellman Capital Management, Inc	26,540	$2.16M	0.08%	–	–
Thompson Siegel & Walmsley LLC	26,490	$2.16M	0.03%	–	–
Benjamin F. Edwards & Company, Inc.	26,435	$2.16M	0.12%	–	–
Pinkerton Retirement Specialists, LLC	26,042	$2.12M	0.45%	–	–
Regions Financial Corp	25,856	$2.11M	0.02%	–	–
Private Advisor Group, LLC	25,705	$2.10M	0.02%	–	–
MACRO Consulting Group	25,603	$2.09M	1.13%	–	–
Pineno Levin & Ford Asset Management, Inc.	25,519	$2.08M	0.71%	–	–
Level Four Advisory Services, LLC	25,382	$2.07M	0.16%	–	–
Gladstone Institutional Advisory LLC	25,138	$2.05M	0.32%	–	–
Cullen/Frost Bankers, Inc.	24,963	$2.04M	0.04%	–	–
Franklin, Parlapiano, Turner & Welch, LLC	24,772	$2.02M	0.68%	–	–
Blair William & Co	24,576	$2.00M	0.01%	–	–
Deane Retirement Strategies, Inc.	23,950	$1.99M	1.07%	–	–
Pacer Advisors, Inc.	23,952	$1.95M	0.03%	–	–
Orleans Capital Management Corp	23,925	$1.95M	1.33%	–	–
Amalgamated Bank	23,850	$1.95M	0.07%	–	–
German American Bancorp, Inc.	23,630	$1.93M	0.33%	–	–
Van Eck Associates Corp	23,605	$1.93M	0.01%	–	–
Brinker Capital Investments, LLC	23,565	$1.92M	0.03%	–	–
O'Shaughnessy Asset Management, LLC	23,564	$1.92M	0.04%	–	–