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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$7.12 Million
0.32% of portfolio
|
Q3 2020
Reduced 60.78%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
49,949
shares
|
$7.11 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
49,819
shares
|
$7.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.76%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
48,888
shares
|
$6.96 Million
0.73% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
48,270
shares
|
$6.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
47,879
shares
|
$6.81 Million
1.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
47,769
shares
|
$6.8 Million
0.02% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
47,731
shares
|
$6.79 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
47,653
shares
|
$6.78 Million
0.15% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
47,151
shares
|
$6.71 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,038
shares
|
$6.69 Million
0.48% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
46,847
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
46,254
shares
|
$6.58 Million
0.04% of portfolio
|
Q3 2025
Added 33.31%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
46,233
shares
|
$6.58 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
46,160
shares
|
$6.57 Million
0.08% of portfolio
|
Q3 2025
Added 31.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
46,041
shares
|
$6.55 Million
0.19% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
45,832
shares
|
$6.52 Million
0.11% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
45,790
shares
|
$6.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 97.56%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,684
shares
|
$6.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
45,568
shares
|
$6.49 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
45,302
shares
|
$6.45 Million
2.58% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
45,272
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
45,046
shares
|
$6.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
45,038
shares
|
$6.41 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
44,868
shares
|
$6.39 Million
0.05% of portfolio
|
Q3 2025
Added 6.17%
|
|