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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
Mirador Capital Partners LP14,783$1.21M0.31%––
Teza Capital Management LLC14,746$1.20M0.24%––
Connecticut Wealth Management, LLC14,736$1.20M0.11%––
National Asset Management, Inc.14,685$1.20M0.04%––
OPSEU Pension Plan Trust Fund14,826$1.20M0.31%––
Frontier Wealth Management LLC14,650$1.20M0.09%––
Armor Investment Advisors, LLC14,463$1.18M0.77%––
Synovus Financial Corp14,481$1.17M0.01%––
Bailard, Inc.14,118$1.15M0.04%––
Palladium Partners LLC14,028$1.14M0.06%––
BBR Partners, LLC14,021$1.14M0.09%––
Logan Capital Management Inc13,987$1.14M0.06%––
Mattern Wealth Management LLC13,863$1.13M0.40%––
Silvant Capital Management LLC13,810$1.13M0.19%––
Bartlett & Co. LLC13,720$1.12M0.02%––
Bartlett & Co. Wealth Management LLC13,720$1.12M0.02%––
LS Investment Advisors, LLC13,525$1.10M0.06%––
Wealthfront Advisers LLC13,457$1.10M0.01%––
Boston Trust Walden Corp13,370$1.09M0.01%––
Venture Visionary Partners LLC13,366$1.09M0.09%––
Credit Agricole S A13,309$1.08M0.04%––
Sigma Planning Corp13,268$1.08M0.03%––
Tokio Marine Asset Management Co Ltd13,227$1.08M0.11%––
Lowe Brockenbrough & Co Inc13,109$1.07M0.10%––
Community Bank, N.A.13,075$1.07M0.13%––
Kentucky Retirement Systems Insurance Trust Fund12,946$1.06M0.11%––
Bank Julius Baer & Co. Ltd, Zurich12,901$1.05M0.01%––
Mairs & Power Inc12,866$1.05M0.01%––
Hoylecohen, LLC12,816$1.04M0.11%––
Barry Investment Advisors, LLC12,777$1.04M0.29%––
Fruth Investment Management12,695$1.03M0.32%––
Cypress Capital Group12,619$1.03M0.15%––
Stock Yards Bank & Trust Co12,562$1.02M0.07%––
Los Angeles Capital Management LLC12,563$1.02M0.00%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH12,529$1.02M0.10%––
Bristol John W & Co Inc12,500$1.02M0.02%––
Spire Wealth Management12,528$1.02M0.03%––
Boyd Watterson Asset Management LLC12,461$1.02M0.44%––
IFP Advisors, Inc12,301$1.00M0.02%––
Fiduciary Trust Co12,218$997.0K0.02%––
CWM, LLC11,614$997.0K0.01%––
GWM Advisors LLC12,155$991.0K0.03%––
Bangor Savings Bank12,079$985.0K0.12%––
Pavion Blue Capital, LLC12,066$984.0K0.65%––
V Wealth Advisors LLC11,863$968.0K0.18%––
Mitchell & Pahl Private Wealth, LLC11,855$967.0K0.75%––
Resource Management, LLC11,813$963.0K0.12%––
Exeter Financial, LLC11,800$962.0K0.61%––
Bragg Financial Advisors, Inc11,777$960.0K0.06%––
South State Corp.11,746$958.0K0.09%––
Hudson Valley Investment Advisors Inc11,738$957.0K0.17%––
Guyasuta Investment Advisors Inc11,687$953.0K0.07%––
First Mercantile Trust Co11,650$951.0K0.11%––
Redpoint Investment Management Pty Ltd11,597$946.0K0.08%––
Smith, Moore & Co.11,382$928.0K0.15%––
Silvercrest Asset Management Group LLC11,306$922.0K0.01%––
Cipher Capital LP11,309$922.0K0.11%––
Valmark Advisers, Inc.11,261$918.0K0.02%––
Haverford Trust Co11,183$912.0K0.01%––
Squarepoint Ops LLC11,189$912.0K0.01%––
Kesler, Norman & Wride, LLC11,169$911.0K0.23%––
Capital Advisors Inc11,130$908.0K0.03%––
Jeppson Wealth Management, LLC11,135$907.0K0.54%––
Cetera Investment Advisers11,034$900.0K0.02%––
MAI Capital Management10,947$893.0K0.02%––
Stephens Inc10,851$885.0K0.01%––
Penobscot Investment Management Company, Inc.10,834$883.0K0.14%––
Greytown Advisors Inc.10,804$881.0K0.48%––
Granite Investment Advisors, LLC10,774$879.0K0.15%––
Kestra Private Wealth Services, LLC10,610$865.0K0.06%––
Bank of Hawaii10,594$864.0K0.05%––
Weik Capital Management10,595$864.0K0.37%––
Cannell Peter B & Co Inc10,479$854.0K0.03%––
Meeder Asset Management Inc10,450$852.0K0.04%––
Burney Co10,411$849.0K0.04%––
Strategic Wealth Partners, Ltd.10,369$845.0K0.34%––
Optimal Asset Management, Inc.10,321$842.0K0.11%––
Covenant Partners, LLC10,312$841.0K0.33%––
Paragon Capital Management LLC10,926$836.0K0.42%––
Trilogy Capital Inc.10,085$822.0K0.06%––
Resources Management Corp10,005$816.0K0.12%––
Westwood Holdings Group Inc.9,984$815.0K0.01%––
Wealthspire Advisors, LLC9,971$813.0K0.02%––
Banque Cantonale Vaudoise9,902$808.0K0.04%––
Stillwater Investment Management, LLC9,875$805.0K0.23%––
Bessemer Group Inc9,855$804.0K0.00%––
Avidian Wealth Solutions, LLC9,789$798.0K0.07%––
Investors Research Corp9,723$793.0K0.30%––
Brown Advisory Securities, LLC9,612$784.0K0.13%––
Ar Asset Management Inc9,600$783.0K0.23%––
AMG National Trust Bank9,595$782.0K0.03%––
Doheny Asset Management9,582$781.0K0.53%––
First National Bank & Trust Co of Newtown9,574$781.0K0.17%––
Islay Capital Management, LLC9,560$780.0K0.64%––
Landsberg, Bennett, & Dubbaneh LLC9,330$776.0K0.11%––
Energy Opportunities Capital Management, LLC9,500$775.0K1.95%––
Tiedemann Advisors, LLC9,427$769.0K0.03%––
Parallel Advisors, LLC9,393$766.0K0.04%––
Eudaimonia Partners, LLC9,310$760.0K0.16%––
Foster & Motley Inc9,250$754.0K0.07%––