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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
Delta Financial Advisors LLC9,198$750.0K0.35%––
Ferris Capital, LLC9,111$743.0K0.19%––
Parcion Private Wealth LLC9,109$743.0K0.08%––
Lincoln National Corp9,079$740.0K0.02%––
Wetherby Asset Management Inc9,055$739.0K0.06%––
Tennessee Valley Asset Management Partners9,035$737.0K0.19%––
Moody National Bank Trust Division9,018$736.0K0.02%––
Caldwell Trust Co9,015$735.1K0.10%––
CoreCommodity Management, LLC8,982$732.0K0.31%––
Lido Advisors, LLC8,962$731.0K0.02%––
Hennion & Walsh Asset Management, Inc.8,957$730.0K0.04%––
Edge Capital Group, LLC8,925$728.0K0.06%––
Sunbelt Securities, Inc.8,922$727.0K0.14%––
Jacobi Capital Management LLC8,905$726.0K0.11%––
Dynamic Advisor Solutions LLC8,841$721.0K0.07%––
Boenning & Scattergood, Inc.8,821$719.0K0.14%––
Moors & Cabot, Inc.8,826$717.0K0.05%––
WealthTrust Axiom LLC8,673$707.0K0.24%––
Heron Financial Group, LLC8,482$705.0K0.43%––
North Star Investment Management Corp.8,621$703.0K0.07%––
TCF National Bank8,554$698.0K0.08%––
Hilltop Holdings Inc.8,540$696.0K0.09%––
Old Dominion Capital Management Inc8,491$692.0K0.16%––
Baker Ellis Asset Management LLC8,460$690.0K0.15%––
Adirondack Trust Co8,406$685.0K0.36%––
Agf Investments Inc.8,319$678.0K0.01%––
YHB Investment Advisors, Inc.8,614$678.0K0.06%––
American National Insurance Co8,300$677.0K0.03%––
Pacific Global Investment Management CO8,291$676.0K0.14%––
Stableford Capital II LLC8,235$671.0K0.34%––
Matthew Goff Investment Advisor, LLC8,191$668.0K0.19%––
Wimmer Associates 1, LLC8,171$666.0K0.36%––
Golden State Equity Partners8,167$666.0K0.38%––
Bull Street Advisors, LLC8,151$665.0K0.38%––
Vestcor Inc8,132$663.0K0.02%––
Rowland & Co Investment Counsel8,096$660.2K0.17%––
Verity Asset Management, Inc.8,033$655.0K0.39%––
International Assets Investment Management, LLC14,489$651.0K0.06%––
Aigen Investment Management, LP7,952$648.0K0.09%––
Lazard Asset Management LLC7,928$645.0K0.00%––
Pinnacle Wealth Planning Services, Inc.7,919$645.0K0.17%––
Glenview Trust Co7,845$640.0K0.03%––
Blueshift Asset Management, LLC7,834$639.0K0.07%––
Employers Holdings, Inc.7,811$637.0K0.38%––
Childress Capital Advisors, LLC7,796$635.0K0.29%––
Johnson Financial Group, Inc.7,730$631.0K0.04%––
Bank Ozk7,738$631.0K0.29%––
First National Trust Co7,717$629.0K0.04%––
APCM Wealth Management for Individuals7,629$622.0K0.12%––
Hunter Associates Investment Management LLC7,539$615.0K0.14%––
Fiduciary Group LLC7,604$615.0K0.07%––
First Manhattan Co7,542$614.0K0.00%––
Harbour Investments, Inc.7,473$609.0K0.02%––
Cypress Capital Management LLC7,466$609.0K0.08%––
Carroll Financial Associates, Inc.7,478$609.0K0.04%––
Institute for Wealth Management, LLC.7,460$608.0K0.12%––
Adell Harriman & Carpenter Inc7,397$603.2K0.07%––
Peapack Gladstone Financial Corp7,401$603.0K0.02%––
Cullinan Associates Inc7,374$601.0K0.03%––
Aull & Monroe Investment Management Corp7,352$599.0K0.29%––
Sandy Spring Bank7,323$598.0K0.03%––
Allstate Corp7,326$597.0K0.02%––
IndexIQ Advisors LLC7,292$594.0K0.02%––
Karpas Strategies, LLC7,262$592.0K0.22%––
Comerica Securities,inc.7,230$590.0K0.04%––
BerganKDV Wealth Management, LLC7,220$589.0K0.08%––
AdvisorNet Financial, Inc7,214$588.0K0.04%––
Ballew Advisors, Inc7,040$586.0K0.22%––
Leonteq Securities AG7,184$585.8K0.04%––
Brewin Dolphin Ltd7,165$584.2K0.03%––
Inscription Capital, LLC7,162$584.0K0.20%––
Peoples Financial Services Corp.7,110$580.0K0.25%––
Fuller & Thaler Asset Management, Inc.7,116$580.0K0.00%––
Godshalk Welsh Capital Management, Inc.7,100$579.0K0.40%––
AQR Capital Management LLC7,073$577.0K0.00%––
Bremer Bank National Association7,070$577.0K0.13%––
Palisade Asset Management, LLC7,065$576.0K0.07%––
FRG Family Wealth Advisors LLC7,061$576.0K0.12%––
Linscomb & Williams, Inc.7,037$574.0K0.03%––
Virtue Capital Management, LLC7,026$573.0K0.13%––
ARGI Investment Services, LLC6,999$571.0K0.02%––
Rikoon Group, LLC6,944$566.0K0.15%––
Weatherly Asset Management L. P.6,897$562.0K0.08%––
Campion Asset Management LLC6,892$562.0K0.42%––
Independent Financial Group, LLC6,857$559.1K0.07%––
Veriti Management LLC6,861$559.0K0.15%––
Fairfield, Bush & Co.6,820$556.0K0.16%––
J. W. Coons Advisors, LLC6,816$555.0K0.20%––
Peoples Bank6,775$552.0K0.30%––
Welch & Forbes LLC6,693$545.0K0.01%––
America First Investment Advisors, LLC6,580$537.0K0.16%––
Prospera Financial Services Inc6,589$537.0K0.03%––
MTM Investment Management, LLC6,590$537.0K0.30%––
Bank Hapoalim BM6,573$536.0K0.07%––
Flputnam Investment Management Co6,558$535.0K0.02%––
Harbor Investment Advisory, LLC6,510$531.0K0.08%––
U S Global Investors Inc6,500$530.0K0.02%––
Miller Investment Management, LP6,500$530.0K0.10%––
Navalign, LLC6,501$530.0K0.23%––
Swiss Life Asset Management Ltd6,484$528.4K0.01%––