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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
Redwood Wealth Management Group, LLC1,184$215.6K0.09%+1,184New
Safeguard Investment Advisory Group, LLC1,183$215.7K0.06%+1,183New
Global Financial Private Client, LLC1,186$216.1K0.07%+1,186New
New Republic Capital, LLC1,190$216.9K0.07%−439−26.9%Reduced
Expressive Wealth LLC1,264$217.1K0.21%+1,264New
Income Insurance Ltd1,195$217.7K0.15%+1,195New
Argus Investors' Counsel, Inc.1,196$217.9K0.19%+1,196New
Sloy Dahl & Holst, LLC1,197$218.1K0.03%+1,197New
Kavar Capital Partners Group, LLC1,198$218.3K0.03%+1,198New
Charter Research & Investment Group, Inc.1,198$218.3K0.15%+1,198New
Private Wealth Asset Management, LLC1,198$218.3K0.02%+190+18.8%Added
Lodestone Wealth Management LLC1,203$219.2K0.09%+9+0.8%Added
Schear Investment Advisers, LLC1,204$219.3K0.10%+1,204New
Gradient Investments LLC1,207$219.9K0.00%+1,207New
Hurlow Wealth Management Group, Inc.1,207$219.9K0.05%+1,207New
Pointe Capital Management LLC1,209$220.3K0.11%+1,209New
Curated Wealth Partners LLC1,209$220.3K0.03%+1,209New
Trust Co of Kansas1,214$221.0K0.12%+1,214New
Sapient Capital LLC1,214$221.2K0.00%−2,255−65.0%Reduced
First Western Trust Bank1,218$221.9K0.01%+1,218New
South Dakota Investment Council1,220$222.0K0.00%00.0%Unchanged
Caliber Wealth Management, LLC1,219$222.1K0.02%+1,219New
Carson Advisory Inc.1,219$222.1K0.12%+1,219New
Perfromance Wealth Partners, LLC1,221$222.4K0.01%+1,221New
Spirepoint Private Client, LLC1,221$222.4K0.02%+1,221New
AssuredPartners Investment Advisors, LLC1,255$222.5K0.02%+1,255New
LifeWealth Investments, LLC1,222$222.6K0.07%+1,222New
Capstone Financial Advisors, Inc.1,223$222.8K0.01%+1,223New
Ariadne Wealth Management, LP1,224$223.0K0.10%+1,224New
Valley National Advisers Inc1,229$223.0K0.03%−20−1.6%Reduced
Willis Johnson & Associates, Inc.1,228$223.7K0.01%+1,228New
Schrum Private Wealth Management LLC1,228$223.7K0.17%+1,228New
Hardy Reed LLC1,231$224.3K0.02%+1,231New
Tempus Wealth Planning, LLC1,232$224.4K0.05%+1,232New
Capital Investment Counsel, Inc1,234$224.8K0.03%+1,234New
Cherry Creek Investment Advisors, Inc.1,235$225.0K0.10%+1,235New
Advyzon Investment Management, LLC1,235$225.0K0.02%+1,235New
Empirical Asset Management, LLC1,237$225.4K0.06%+1,237New
Bluesphere Advisors, LLC1,239$225.7K0.08%+1,239New
Caldwell Sutter Capital, Inc.1,239$225.7K0.09%−112−8.3%Reduced
Mirabella Financial Services LLP1,245$226.8K0.02%−4,238−77.3%Reduced
1248 Management, LLC1,246$227.0K0.11%−2,800−69.2%Reduced
TownSquare Capital, LLC1,249$227.5K0.05%+1,249New
CVA Family Office, LLC1,250$227.7K0.02%+293+30.6%Added
Pinnacle West Asset Management, Inc.1,250$228.0K0.15%+1,250New
Arista Wealth Management, LLC1,252$228.1K0.03%−2,501−66.6%Reduced
Lighthouse Financial LLC1,257$229.0K0.14%+1,257New
Hengehold Capital Management LLC1,260$229.5K0.02%+1,260New
Triumph Capital Management1,260$229.5K0.05%+23+1.9%Added
Cypress Wealth Services, LLC1,266$230.6K0.03%+1,266New
Advus Financial Partners, LLC1,266$230.7K0.06%+1,266New
Novem Group1,267$230.8K0.03%+1,267New
MOR Wealth Management, LLC1,268$231.0K0.11%−428−25.2%Reduced
Meridian Wealth Advisors, LLC1,269$231.2K0.03%+1,269New
Evelyn Partners Investment Management LLP1,270$231.4K0.01%−141−10.0%Reduced
William Blair Investment Management, LLC1,270$231.4K0.00%+1,270New
Griffin Asset Management, Inc.1,273$231.9K0.03%+1,273New
Sig Brokerage, LP1,273$231.9K0.07%+1,273New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,273$232.0K0.03%+1,273New
True Wealth Design, LLC1,274$232.1K0.06%−95−6.9%Reduced
Paragon Capital Management Ltd1,277$232.6K0.05%+1,277New
CMG Global Holdings, LLC1,278$232.8K0.11%+1,278New
Sax Wealth Advisors, LLC1,811$233.7K0.01%00.0%Unchanged
MJP Associates Inc1,284$234.0K0.03%+1,284New
Lazard Asset Management LLC1,286$234.3K0.00%+1,286New
Resolute Wealth Strategies, LLC1,287$234.5K0.10%+1,287New
Prelude Capital Management, LLC1,290$235.0K0.02%+1,290New
Tradition Wealth Management, LLC1,290$235.1K0.02%+1,290New
Canvas Wealth Advisors, LLC1,291$235.2K0.04%+1,291New
Stonebrook Private Inc.1,291$235.3K0.05%+1,291New
Wellington Shields Capital Management, LLC1,292$235.4K0.04%00.0%Unchanged
Wetzel Investment Advisors, Inc.1,294$235.7K0.09%+1,294New
Encompass More Asset Management1,294$235.7K0.04%+1,294New
Optas, LLC1,295$235.9K0.04%+1,295New
National Wealth Management Group, LLC1,296$236.0K0.09%+1,296New
BXM Wealth LLC1,300$236.8K0.18%−980−43.0%Reduced
Edmond de Rothschild Holding S.A.1,300$236.8K0.00%+1,300New
DV Trading LLC1,300$236.8K0.02%+1,300New
General Partner, Inc.1,303$237.4K0.14%00.0%Unchanged
Cornerstone Advisory, LLC1,304$237.6K0.02%+1,304New
BCS Wealth Management1,305$237.7K0.05%−1,305−50.0%Reduced
Wendell David Associates Inc1,305$238.0K0.03%+1,305New
Sagewood Asset Management LP1,309$238.5K0.07%+1,309New
RD Lewis Holdings, Inc.1,481$238.5K0.21%−2−0.1%Reduced
Covenant Asset Management, LLC1,310$238.7K0.05%+1,310New
BSW Wealth Partners1,312$239.0K0.03%+1,312New
Grove Bank & Trust1,317$239.9K0.03%−80−5.7%Reduced
Zhang Financial LLC1,319$240.3K0.01%+1,319New
Accelerate Investment Advisors LLC1,319$240.3K0.16%+1,319New
Aldebaran Financial Inc.1,320$240.5K0.23%+1,320New
Bullock Wealth Management Group1,370$240.5K0.12%+9+0.7%Added
SBI Securities Co., Ltd.1,321$240.7K0.01%−23−1.7%Reduced
Financial Security Advisor, Inc.1,326$241.6K0.04%+1,326New
Hendley & Co Inc1,330$242.0K0.09%+1,330New
Money Concepts Capital Corp1,328$242.0K0.01%+1,328New
NWF Advisory Services Inc.1,330$242.2K0.03%+1,330New
Heartland Bank & Trust Co1,338$243.8K0.06%+1,338New
Titleist Asset Management, LLC1,340$244.1K0.02%+1,340New
Tuttle Tactical Management1,344$244.8K0.40%+1,344New
Defiance ETFs, LLC1,345$245.0K0.00%+1,345New