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Livermore
Livermore
ZHEN

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 2026

Institutional positions in Phillips 66 as of Mar 31, 2026. 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
2,132
+259 vs. Q4 2025
Shares held
313.1M
+61.4M (+24.4%) vs. Q4 2025
Total value
$57.0B
+$24.5B (+75.4%) vs. Q4 2025
New holders
353
689 more added
Sold out
94
744 more reduced

31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

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 2026: 2,132 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 2026: $57.0B
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 2026

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2025.

Institutions holding PSX in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FNY Investment Advisers, LLC5$00.00%00.0%Unchanged
St. Johns Investment Management Company, LLC1$1820.00%00.0%Unchanged
Arcadia Investment Management Corp1$1830.00%00.0%Unchanged
Atwood & Palmer Inc1$1830.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.2$3650.00%+2New
Atlantic Private Wealth, LLC2$3670.00%00.0%Unchanged
Davis Capital Management3$5470.00%00.0%Unchanged
Breakwater Investment Management4$7290.00%00.0%Unchanged
Alerus Financial NA5$9110.00%00.0%Unchanged
Curio Wealth, LLC5$9110.00%+5New
Seneschal Advisors, LLC6$1.09K0.00%+3+100.0%Added
Mascoma Wealth Management LLC7$1.27K0.00%+1+16.7%Added
Lloyd Advisory Services, LLC.7$1.27K0.00%+7New
Kingdom Financial Group LLC.7$1.27K0.00%+7New
Silver Grove Financial Group, Inc.7$1.27K0.00%+7New
Pacific Center for Financial Services8$1.46K0.00%−225−96.6%Reduced
Synergy Investment Management, LLC9$1.64K0.00%+9New
LM Advisors LLC317$1.74K0.04%+92+40.9%Added
Aspect Partners, LLC10$1.82K0.00%00.0%Unchanged
Richardson Financial Services Inc.10$1.82K0.00%+10New
IMA Wealth, Inc.11$2.00K0.00%+6+120.0%Added
Advocate Investing Services LLC11$2.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC12$2.19K0.00%+6+100.0%Added
Caitlin John, LLC13$2.37K0.00%00.0%Unchanged
HFM Investment Advisors, LLC13$2.37K0.00%00.0%Unchanged
1015 Capital Partners, LLC13$2.37K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.14$2.55K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.16$2.92K0.00%+16New
Nalls Sherbakoff Group, LLC17$3.10K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC19$3.46K0.00%+19New
BFSG, LLC20$3.64K0.00%−15−42.9%Reduced
Ameriflex Group, Inc.20$3.64K0.00%00.0%Unchanged
Dunhill Financial, LLC20$3.78K0.00%−1−4.8%Reduced
Torren Management, LLC22$4.07K0.00%−582−96.4%Reduced
Carolina Wealth Advisors, LLC23$4.19K0.00%+23New
WealthCollab, LLC24$4.37K0.00%00.0%Unchanged
Bullseye Investment Management, LLC25$4.55K0.00%00.0%Unchanged
Spurstone Advisory Services, LLC25$4.55K0.08%00.0%Unchanged
Vermillion Wealth Management, Inc.27$4.92K0.00%+27New
CGC Financial Services, LLC28$5.10K0.00%00.0%Unchanged
Kilter Group LLC29$5.28K0.00%+19+190.0%Added
Thompson Investment Management, Inc.30$5.46K0.00%00.0%Unchanged
Monetary Solutions, Ltd31$5.65K0.01%00.0%Unchanged
Penserra Capital Management LLC33$6.00K0.00%00.0%Unchanged
Tidemark, LLC33$6.01K0.00%+2+6.5%Added
Sunrise Financial Services, LLC33$6.01K0.00%+17+106.3%Added
Horrell Capital Management, Inc.34$6.19K0.00%00.0%Unchanged
HighMark Wealth Management LLC34$6.19K0.00%+34New
Tradewinds Capital Management, LLC34$6.20K0.00%00.0%Unchanged
Fiduciary Advisors, Inc.35$6.38K0.00%00.0%Unchanged
Westfuller Advisors, LLC35$6.39K0.00%00.0%Unchanged
Prudent Man Investment Management, Inc.50$6.45K0.00%00.0%Unchanged
ZRC Wealth Management, LLC36$6.56K0.00%+11+44.0%Added
DiNuzzo Private Wealth, Inc.37$6.74K0.00%00.0%Unchanged
Osbon Capital Management LLC38$7.00K0.01%00.0%Unchanged
United Financial Planning Group LLC39$7.11K0.00%+39New
Elevated Capital Advisors, LLC40$7.32K0.00%+14+53.8%Added
Financial Network Wealth Advisors LLC42$7.65K0.01%00.0%Unchanged
Marquette Asset Management, LLC46$8.38K0.00%−7−13.2%Reduced
Kerr Financial Planning Corp52$8.50K0.01%−296−85.1%Reduced
RMG Wealth Management LLC51$8.94K0.00%00.0%Unchanged
Meramec Financial Planners, LLC58$9.03K0.00%00.0%Unchanged
Align Financial, LLC50$9.11K0.01%−13,370−99.6%Reduced
Noble Wealth Management PBC51$9.29K0.00%00.0%Unchanged
PayPay Securities Corp59$9.64K0.33%+48+436.4%Added
Anfield Capital Management, LLC53$9.66K0.00%00.0%Unchanged
TopTier Wealth Management, LLC54$9.84K0.01%+54New
Entrust Financial LLC55$9.97K0.01%00.0%Unchanged
Old Second National Bank of Aurora55$10.0K0.00%00.0%Unchanged
Accent Capital Management, LLC57$10.4K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC57$10.4K0.02%−13−18.6%Reduced
Center for Financial Planning, Inc.57$10.4K0.00%00.0%Unchanged
Pacifica Partners Inc.60$10.9K0.00%−3,132−98.1%Reduced
Atlantic Edge Private Wealth Management, LLC60$10.9K0.00%00.0%Unchanged
Valued Wealth Advisors LLC61$11.2K0.00%+37+154.2%Added
Legacy Wealth Managment, LLC63$11.5K0.01%+63New
Leo H. Evart, Inc.64$11.6K0.01%+64New
Bay Harbor Wealth Management, LLC65$11.8K0.00%+24+58.5%Added
Virginia Estate & Retirement Planning Advisors Inc.65$11.8K0.05%+65New
Clear Street Markets LLC66$12.0K0.01%−932−93.4%Reduced
Lavaca Capital LLC66$12.0K0.00%00.0%Unchanged
Prosperity Bancshares Inc66$12.0K0.01%+17+34.7%Added
Bradley & Co. Private Wealth Management, LLC67$12.2K0.01%00.0%Unchanged
First Financial Corp69$12.6K0.00%00.0%Unchanged
Bare Financial Services, Inc69$12.6K0.00%+12+21.1%Added
Highline Wealth Partners LLC70$12.8K0.00%+4+6.1%Added
YANKCOM Partnership74$13.5K0.01%00.0%Unchanged
Hickory Point Bank & Trust74$13.5K0.01%+74New
Strengthening Families & Communities, LLC76$13.8K0.00%+76New
Evergreen Advisors, LLC78$14.2K0.00%+78New
Crewe Advisors LLC78$14.2K0.00%+16+25.8%Added
Westend Capital Management, LLC81$14.8K0.00%−5−5.8%Reduced
WPG Advisers, LLC82$14.9K0.01%−2−2.4%Reduced
Arlington Trust Co LLC82$14.9K0.00%+33+67.3%Added
MPWM Advisory Solutions, LLC83$15.2K0.01%00.0%Unchanged
Abound Wealth Management83$15.2K0.00%+4+5.1%Added
Principia Wealth Advisory, LLC84$15.3K0.01%+6+7.7%Added
IAG Wealth Partners, LLC85$15.5K0.00%00.0%Unchanged
Financial Perspectives, Inc88$16.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.90$16.3K0.00%+1+1.1%Added