Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,130 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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
32,013
shares
|
$4.56 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
32,007
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
31,328
shares
|
$4.46 Million
0.26% of portfolio
|
Q3 2025
Added 23.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
31,213
shares
|
$4.44 Million
0.05% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
31,099
shares
|
$4.43 Million
1.89% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
31,009
shares
|
$4.41 Million
0.05% of portfolio
|
Q3 2025
Added 164.56%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
30,827
shares
|
$4.39 Million
0.08% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
30,798
shares
|
$4.38 Million
0.58% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
30,676
shares
|
$4.37 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
30,419
shares
|
$4.33 Million
2.47% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
30,033
shares
|
$4.27 Million
0.26% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
29,657
shares
|
$4.22 Million
2.51% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Kintayl Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,270
shares
|
$4.17 Million
2.45% of portfolio
|
Q3 2025
Reduced 16.59%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,946
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,872
shares
|
$4.11 Million
0.07% of portfolio
|
Q2 2024
Added 64.74%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
28,855
shares
|
$4.11 Million
0.1% of portfolio
|
Q3 2025
Added 69.92%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
28,752
shares
|
$4.09 Million
0.35% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
28,205
shares
|
$4.01 Million
0.54% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
28,136
shares
|
$4 Million
0.09% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
28,088
shares
|
$4 Million
0.1% of portfolio
|
Q3 2025
Added 562.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
28,034
shares
|
$3.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
27,839
shares
|
$3.96 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,681
shares
|
$3.94 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
27,567
shares
|
$3.92 Million
0.51% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
27,417
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|