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
Quadrature Capital Ltd	23,465	$1.91M	0.09%	–	–
Citizens National Bank Trust Department	23,396	$1.91M	0.58%	–	–
Profund Advisors LLC	23,378	$1.91M	0.07%	–	–
Garrison Asset Management, LLC	23,312	$1.90M	1.21%	–	–
Exencial Wealth Advisors, LLC	23,166	$1.89M	0.11%	–	–
Miracle Mile Advisors, LLC	23,107	$1.88M	0.11%	–	–
Argyle Capital Management Inc.	23,085	$1.88M	0.63%	–	–
Torray LLC	22,884	$1.87M	0.29%	–	–
Wilen Investment Management Corp.	22,916	$1.86M	1.64%	–	–
Baxter Bros Inc	22,617	$1.84M	0.32%	–	–
Budros, Ruhlin & Roe, Inc.	22,589	$1.84M	0.22%	–	–
City Holding Co	22,578	$1.84M	0.35%	–	–
TD Private Client Wealth LLC	22,422	$1.83M	0.09%	–	–
Daiwa Securities Group Inc.	22,254	$1.81M	0.01%	–	–
River Wealth Advisors LLC	22,188	$1.81M	0.34%	–	–
Cetera Advisor Networks LLC	22,061	$1.80M	0.04%	–	–
PEAK6 Investments LLC	22,033	$1.80M	0.05%	–	–
Arvest Bank Trust Division	21,787	$1.78M	0.10%	–	–
Thrivent Financial for Lutherans	21,661	$1.77M	0.00%	–	–
First Nebraska Trust Co	21,636	$1.76M	0.24%	–	–
Murphy Pohlad Asset Management LLC	21,525	$1.75M	0.77%	–	–
AE Wealth Management LLC	21,456	$1.75M	0.02%	–	–
Neville Rodie & Shaw Inc	21,372	$1.74M	0.14%	–	–
Fundamentun, LLC	21,004	$1.71M	0.54%	–	–
Captrust Financial Advisors	20,954	$1.71M	0.02%	–	–
Hartford Financial Management Inc.	20,927	$1.71M	0.42%	–	–
Castleark Management LLC	20,900	$1.70M	0.06%	–	–
Green Square Capital Advisors LLC	20,769	$1.69M	0.55%	–	–
Pinebridge Investments, L.P.	20,771	$1.69M	0.02%	–	–
Xponance, Inc.	20,766	$1.69M	0.04%	–	–
Northeast Financial Consultants Inc	20,720	$1.69M	0.13%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	20,563	$1.68M	0.03%	–	–
B. Metzler seel. Sohn & Co. Holding AG	20,406	$1.66M	0.03%	–	–
Edmond de Rothschild Holding S.A.	20,385	$1.66M	0.05%	–	–
Ingalls & Snyder LLC	20,357	$1.66M	0.08%	–	–
Cheviot Value Management, LLC	20,358	$1.66M	0.46%	–	–
Seven Eight Capital, LP	23,600	$1.65M	0.38%	–	–
Somerset Trust Co	20,019	$1.63M	0.70%	–	–
Nikko Asset Management Americas, Inc.	19,827	$1.62M	0.01%	–	–
Tiaa, FSB	19,821	$1.62M	0.01%	–	–
Northwestern Mutual Investment Management Company, LLC	19,802	$1.61M	0.03%	–	–
Charter Trust Co	19,731	$1.61M	0.16%	–	–
Usca Ria LLC	19,549	$1.59M	0.10%	–	–
Carret Asset Management, LLC	19,523	$1.59M	0.20%	–	–
Sowell Financial Services LLC	18,513	$1.58M	0.06%	–	–
Koshinski Asset Management, Inc.	19,350	$1.58M	0.17%	–	–
Tdam USA Inc.	19,228	$1.57M	0.10%	–	–
Financial Counselors Inc	19,204	$1.57M	0.04%	–	–
Nomura Holdings Inc	19,046	$1.55M	0.01%	–	–
HBK Sorce Advisory LLC	18,918	$1.54M	0.09%	–	–
Icon Wealth Partners, LLC	18,758	$1.53M	0.19%	–	–
Fernwood Investment Management, LLC	18,709	$1.53M	0.56%	–	–
Auxier Asset Management	18,662	$1.52M	0.26%	–	–
Cardinal Capital Management	18,569	$1.51M	0.33%	–	–
Mirae Asset Global Investments Co., Ltd.	18,565	$1.51M	0.01%	–	–
SWS Partners	18,554	$1.51M	1.04%	–	–
Advisor Partners LLC	18,427	$1.50M	0.11%	–	–
Clifford Swan Investment Counsel LLC	18,392	$1.50M	0.06%	–	–
Patten & Patten Inc	18,315	$1.49M	0.12%	–	–
NJ State Employees Deferred Compensation Plan	18,300	$1.49M	0.21%	–	–
Winton Group Ltd	18,284	$1.49M	0.09%	–	–
Shell Asset Management Co	18,277	$1.49M	0.03%	–	–
Corient Capital Partners, LLC	18,258	$1.49M	0.13%	–	–
Tocqueville Asset Management L.P.	17,851	$1.46M	0.02%	–	–
Dowling & Yahnke LLC	17,802	$1.45M	0.10%	–	–
Moser Wealth Advisors, LLC	17,594	$1.44M	1.01%	–	–
Bowling Portfolio Management LLC	17,560	$1.43M	0.34%	–	–
CFM Wealth Partners LLC	17,518	$1.43M	0.43%	–	–
Curbstone Financial Management Corp	17,492	$1.43M	0.28%	–	–
Everett Harris & Co	17,270	$1.41M	0.02%	–	–
Citizens Business Bank	17,245	$1.41M	0.20%	–	–
Terry L. Blaker	17,224	$1.40M	0.09%	–	–
Fma Advisory Inc	17,053	$1.39M	0.43%	–	–
Intrust Bank NA	17,002	$1.39M	0.20%	–	–
Greylin Investment Mangement Inc	16,985	$1.39M	0.29%	–	–
Northside Capital Management, LLC	16,983	$1.39M	0.38%	–	–
Wedbush Securities Inc	16,874	$1.38M	0.08%	–	–
Mackenzie Financial Corp	16,819	$1.37M	0.00%	–	–
Evercore Wealth Management, LLC	16,807	$1.37M	0.03%	–	–
Lee Danner & Bass Inc	16,673	$1.36M	0.13%	–	–
First Hawaiian Bank	16,633	$1.36M	0.06%	–	–
Tower Bridge Advisors	16,493	$1.34M	0.10%	–	–
Community Bank & Trust, Waco, Texas	16,299	$1.33M	0.45%	–	–
First Quadrant L P	16,144	$1.32M	0.14%	–	–
Harbour Investment Management LLC	16,090	$1.31M	0.70%	–	–
TownSquare Capital, LLC	15,915	$1.30M	0.05%	–	–
Cigna Investments Inc	15,755	$1.28M	0.09%	–	–
Central Bank & Trust Co	15,684	$1.28M	0.22%	–	–
Sonora Investment Management, LLC	15,543	$1.27M	0.10%	–	–
Virtu Financial LLC	15,475	$1.26M	0.09%	–	–
Cetera Advisors LLC	15,322	$1.25M	0.03%	–	–
Cowa, LLC	50,317	$1.25M	0.75%	–	–
Telemus Capital, LLC	15,170	$1.25M	0.09%	–	–
BP PLC	15,255	$1.24M	0.04%	–	–
Strategic Advisors LLC	15,166	$1.24M	0.36%	–	–
Hancock Whitney Corp	15,074	$1.23M	0.04%	–	–
Stratos Wealth Partners, LTD.	14,918	$1.22M	0.03%	–	–
Wealth Alliance Advisory Group, LLC	14,869	$1.21M	0.62%	–	–
IBM Retirement Fund	14,829	$1.21M	0.09%	–	–
Longfellow Investment Management Co LLC	14,803	$1.21M	0.15%	–	–