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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
Columbia Trust Co 010120165,019$408.0K0.25%––
Laurel Wealth Advisors, Inc.4,985$406.0K0.06%––
Snowden Capital Advisors LLC4,972$405.4K0.02%––
Valeo Financial Advisors, LLC4,940$403.0K0.02%––
Ambassador Advisors, LLC4,917$401.0K0.09%––
Savant Capital, LLC4,908$400.0K0.02%––
Dai-Ichi Life Insurance Company, Ltd4,901$400.0K0.01%––
Csenge Advisory Group5,030$397.0K0.04%––
Gofen & Glossberg LLC4,791$391.0K0.01%––
Acropolis Investment Management, LLC4,799$391.0K0.04%––
Clear Street Markets LLC4,800$391.0K0.12%––
Rosenberg Matthew Hamilton4,781$390.0K0.22%––
Ontario Teachers Pension Plan Board4,752$387.0K0.00%––
Easterly Investment Partners LLC4,742$387.0K0.05%––
Austin Private Wealth, LLC4,733$386.0K0.10%––
HYA Advisors, Inc4,707$384.0K0.18%––
SignalPoint Asset Management, LLC4,674$381.0K0.13%––
Washington Trust Co4,645$379.0K0.01%––
S.A. Mason LLC4,639$378.0K0.28%––
Private Trust Co NA4,631$377.0K0.06%––
Cornerstone Wealth Management, LLC4,618$377.0K0.04%––
Farmers & Merchants Trust Co of Long Beach4,622$377.0K0.13%––
Pitcairn Co4,602$375.0K0.03%––
Gries Financial LLC4,448$375.0K0.12%––
Quilter Plc4,587$375.0K0.01%––
Segment Wealth Management, LLC4,584$374.0K0.05%––
Jackson Hole Capital Partners, LLC4,588$374.0K0.15%––
Aldebaran Financial Inc.4,575$373.0K0.35%––
Buckley Wealth Management, LLC4,575$373.0K0.14%––
Change Path, LLC4,572$373.0K0.03%––
WP Advisors, LLC4,561$372.0K0.16%––
Folger Nolan Fleming Douglas Capital Management, Inc4,542$370.0K0.04%––
Town & Country Bank & Trust CO dba First Bankers Trust CO4,529$369.0K0.15%––
Homrich & Berg4,530$369.0K0.01%––
Sage Rhino Capital LLC4,514$368.0K0.12%––
Sentry Investment Management LLC4,461$364.0K0.10%––
Covenant Multifamily Offices, LLC4,455$363.0K0.07%––
WBH Advisory Inc4,444$362.0K0.06%––
Meiji Yasuda Asset Management Co Ltd.4,434$362.0K0.03%––
Camelot Portfolios, LLC4,412$360.0K0.15%––
Park National Corp4,410$359.0K0.02%––
Westbourne Investment Advisors, Inc.4,401$359.0K0.18%––
Roundview Capital LLC4,384$357.0K0.04%––
Means Investment Co., Inc.4,353$355.0K0.08%––
KCM Investment Advisors LLC4,355$355.0K0.02%––
Mid Atlantic Financial Management Inc4,338$354.0K0.03%––
Stevens Capital Management LP4,343$354.0K0.19%––
Mitchell McLeod Pugh & Williams Inc4,297$351.0K0.15%––
Successful Portfolios LLC4,293$350.0K0.23%––
Mission Wealth Management, LP4,279$349.0K0.02%––
LVM Capital Management Ltd4,225$345.0K0.06%––
Blue Edge Capital, LLC4,231$345.0K0.08%––
PDS Planning, Inc4,216$344.0K0.10%––
GHP Investment Advisors, Inc.4,223$344.0K0.03%––
Two Sigma Securities, LLC4,209$343.0K0.08%––
Excalibur Management Corp4,198$342.0K0.17%––
IFG Advisory, LLC4,185$341.0K0.04%––
Freestone Capital Holdings, LLC4,169$340.0K0.02%––
Scotia Capital Inc.4,105$335.0K0.00%––
Arden Trust Co4,101$335.0K0.06%––
Gables Capital Management Inc.4,077$332.0K0.18%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,068$331.0K0.04%––
Whittier Trust Co4,020$328.0K0.01%––
John G Ullman & Associates Inc4,010$327.0K0.04%––
Jupiter Asset Management Ltd3,994$326.0K0.00%––
Checchi Capital Advisers, LLC3,982$325.0K0.04%––
Wealthsource Partners, LLC3,983$325.0K0.03%––
Atlas Private Wealth Management3,913$319.0K0.20%––
Wedgewood Investors Inc3,899$318.0K0.40%––
Kovack Advisors, Inc.3,882$317.0K0.04%––
Crescent Capital Consulting, LLC3,882$315.0K0.07%––
Trust Co of Oklahoma3,852$314.1K0.11%––
Joel Isaacson & Co., LLC3,851$314.0K0.03%––
Wade G W & Inc3,828$312.0K0.02%––
Investors Asset Management of Georgia Inc3,802$310.0K0.18%––
Grace Capital3,800$310.0K0.20%––
Bennett Selby Investments LP3,802$310.0K0.24%––
Brown Brothers Harriman & Co3,795$309.0K0.00%––
American Research & Management Co.3,784$309.0K0.07%––
Vectors Research Management, LLC3,781$308.0K0.08%––
HNP Capital LLC3,781$308.0K0.09%––
Whitener Capital Management, Inc.3,774$307.0K0.13%––
Pinnacle Financial Partners Inc3,928$307.0K0.01%––
Empirical Finance, LLC4,391$307.0K0.05%––
Vestmark Advisory Solutions, Inc.3,764$307.0K0.03%––
Corbyn Investment Management Inc3,750$306.0K0.12%––
Goodman Financial Corp3,747$306.0K0.10%––
Delta Investment Management, LLC3,750$306.0K0.10%––
Dorsey & Whitney Trust CO LLC3,748$305.0K0.03%––
Federation des caisses Desjardins du Quebec3,727$303.9K0.00%––
Sullivan, Bruyette, Speros & Blaney, LLC3,705$302.0K0.01%––
McDaniel Terry & Co3,688$301.0K0.04%––
BKD Wealth Advisors, LLC3,684$300.0K0.01%––
Salem Investment Counselors Inc3,655$298.0K0.02%––
Strategy Asset Managers LLC3,653$298.0K0.07%––
Voya Financial Advisors, Inc.3,622$298.0K0.01%––
Mount Yale Investment Advisors, LLC3,648$297.0K0.04%––
Capital Investment Advisors, LLC3,613$295.0K0.01%––
First National Bank of South Miami3,619$295.0K0.23%––
Dodge & Cox3,600$294.0K0.00%––