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 |
|---|---|---|---|---|---|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
39,730
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
39,657
shares
|
$5.64 Million
1.15% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
39,356
shares
|
$5.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
39,315
shares
|
$5.6 Million
0.95% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
39,250
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
39,108
shares
|
$5.57 Million
1.19% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
38,997
shares
|
$5.55 Million
1.96% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
38,257
shares
|
$5.44 Million
0.11% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
38,102
shares
|
$5.42 Million
0.03% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
37,854
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
37,517
shares
|
$5.34 Million
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
37,211
shares
|
$5.3 Million
0.04% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
37,021
shares
|
$5.27 Million
0.1% of portfolio
|
Q3 2025
Added 1723.69%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
36,870
shares
|
$5.25 Million
0.9% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
36,862
shares
|
$5.25 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
36,810
shares
|
$5.24 Million
0.05% of portfolio
|
Q3 2024
Added 74.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
36,806
shares
|
$5.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
36,593
shares
|
$5.21 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
36,475
shares
|
$5.19 Million
0.49% of portfolio
|
Q2 2025
Added 143.78%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
36,168
shares
|
$5.15 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
36,141
shares
|
$5.14 Million
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
35,378
shares
|
$5.03 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
35,374
shares
|
$5.03 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
35,343
shares
|
$5.03 Million
0.01% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
35,000
shares
|
$4.98 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.71%
|
|