Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,127 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
85,969
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
85,657
shares
|
$12.2 Million
0.42% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
85,587
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Added 50.06%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
84,535
shares
|
$12 Million
1.68% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
82,691
shares
|
$11.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
81,294
shares
|
$11.6 Million
0.97% of portfolio
|
Q3 2022
Added 16.57%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
80,675
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
80,334
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.18%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
79,866
shares
|
$11.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
79,677
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Added 46.88%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
79,136
shares
|
$11.3 Million
0.39% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
79,040
shares
|
$11.2 Million
0.14% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
78,756
shares
|
$11.2 Million
0.83% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
78,536
shares
|
$11.2 Million
0.34% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
77,833
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
76,431
shares
|
$10.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
River Road Asset Management, LLC
|
Nov 12, 2025 Q3 2025 |
75,846
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2025
Added 36.4%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
75,478
shares
|
$10.7 Million
0.16% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
74,675
shares
|
$10.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 38.83%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
73,971
shares
|
$10.5 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
73,610
shares
|
$10.5 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
73,424
shares
|
$10.4 Million
0.08% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
73,403
shares
|
$10.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
73,143
shares
|
$10.4 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
72,950
shares
|
$10.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.31%
|
|