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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; 2,108 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
2,131
+258 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
352
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: 2,131 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: 1,418 institutionsQ4 2022: 1,574 institutionsQ1 2023: 1,572 institutionsQ2 2023: 1,541 institutionsQ3 2023: 1,663 institutionsQ4 2023: 1,792 institutionsQ1 2024: 1,878 institutionsQ2 2024: 1,786 institutionsQ3 2024: 1,774 institutionsQ4 2024: 1,781 institutionsQ1 2025: 1,795 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,131 institutionsQ2 2026: 2,108 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 20262,108$53.5B
Q1 20262,131$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,795$37.9B
Q4 20241,781$34.9B
Q3 20241,774$39.8B
Q2 20241,786$44.2B
Q1 20241,878$52.2B
Q4 20231,792$43.7B
Q3 20231,663$38.5B
Q2 20231,541$30.9B
Q1 20231,572$33.4B
Q4 20221,574$35.1B
Q3 20221,418$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
Commonwealth Retirement Investments LLC0$00.00%−171−100.0%Sold out
Garton & Associates Financial Advisors LLC0$00.00%−164−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−150−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−144−100.0%Sold out
Capula Management Ltd0$00.00%−131−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−124−100.0%Sold out
Ankerstar Wealth, LLC0$00.00%−111−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−110−100.0%Sold out
Garner Asset Management Corp0$00.00%−102−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−91−100.0%Sold out
Howard Hughes Medical Institute0$00.00%−87−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−80−100.0%Sold out
Legacy Bridge, LLC0$00.00%−70−100.0%Sold out
Cresta Advisors, Ltd.0$00.00%−70−100.0%Sold out
Jessup Wealth Management, Inc0$00.00%−50−100.0%Sold out
Fort Vancouver Investment Management, LLC0$00.00%−49−100.0%Sold out
Greenline Wealth Management LLC0$00.00%−49−100.0%Sold out
Fairway Wealth LLC0$00.00%−27−100.0%Sold out
Gunpowder Capital Management, LLC dba Oliver Wealth Management0$00.00%−24−100.0%Sold out
Delta Asset Management LLC0$00.00%−17−100.0%Sold out
Miller Global Investments, LLC0$00.00%−15−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−12−100.0%Sold out
Luken Investment Analytics, LLC0$00.00%−3−100.0%Sold out
Darwin Advisors, LLC0$00.00%−2−100.0%Sold out
Alberta Investment Management Corp0$00.00%−58,375−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Brandywine Global Investment Management, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Comerica Bank––––Not filed
CIBC World Markets Corp––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
David Loasby––––Not filed
Veratis Advisors, Inc.––––Not filed
Trust Co of Vermont––––Not filed
FineMark National Bank & Trust––––Not filed
Ransom Advisory, Ltd––––Not filed
Passumpsic Savings Bank––––Not filed
Austin Private Wealth, LLC––––Not filed
Thomasville National Bank––––Not filed
Liberty Capital Management, Inc.––––Not filed
Cape Cod Five Cents Savings Bank––––Not filed
BancorpSouth Bank––––Not filed
MidWestOne Financial Group, Inc.––––Not filed
SG Trading Solutions, LLC––––Not filed
DV Equities, LLC––––Not filed
ORG Partners LLC––––Not filed
Pandora Wealth, Inc.––––Not filed
New Millennium Group LLC––––Not filed
Litman Gregory Asset Management LLC––––Not filed
Motiv8 Investments LLC––––Not filed
Stephens Consulting, LLC––––Not filed
GPS Wealth Strategies Group, LLC––––Not filed
Redmont Wealth Advisors LLC––––Not filed
Maryland Capital Advisors Inc.––––Not filed