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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
44,687
shares
|
$6.36 Million
0.76% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
43,798
shares
|
$6.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
43,380
shares
|
$6.17 Million
0.64% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
43,325
shares
|
$6.17 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
42,542
shares
|
$6.05 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
42,516
shares
|
$6.05 Million
0.69% of portfolio
|
Q3 2025
Reduced 25.82%
|
|
|
Canal Insurance CO
|
Oct 27, 2025 Q3 2025 |
42,500
shares
|
$6.05 Million
1.23% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
42,464
shares
|
$6.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
42,340
shares
|
$6.03 Million
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
42,129
shares
|
$6 Million
1.73% of portfolio
|
Q1 2022
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
41,784
shares
|
$5.95 Million
0.25% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
41,683
shares
|
$5.93 Million
0.54% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
41,651
shares
|
$5.93 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
41,584
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
41,516
shares
|
$5.91 Million
0.62% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
41,468
shares
|
$5.9 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
41,366
shares
|
$5.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
41,106
shares
|
$5.85 Million
0.32% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
41,035
shares
|
$5.84 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
40,707
shares
|
$5.79 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
40,553
shares
|
$5.77 Million
0.92% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
40,341
shares
|
$5.74 Million
1.29% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
40,323
shares
|
$5.74 Million
0.17% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
40,052
shares
|
$5.7 Million
1.22% of portfolio
|
Q3 2025
Added 1388.37%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
39,939
shares
|
$5.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 83.05%
|
|