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 |
|---|---|---|---|---|---|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
27,323
shares
|
$3.89 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
27,271
shares
|
$3.88 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
27,136
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
26,997
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 31.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
26,850
shares
|
$3.82 Million
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
26,749
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
26,370
shares
|
$3.75 Million
0.21% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
26,339
shares
|
$3.75 Million
0.83% of portfolio
|
Q3 2025
Added 114.31%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
26,204
shares
|
$3.73 Million
0.23% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
26,187
shares
|
$3.73 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,991
shares
|
$3.7 Million
0.02% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
25,594
shares
|
$3.64 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
25,002
shares
|
$3.56 Million
0.47% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 14, 2025 Q3 2025 |
24,696
shares
|
$3.51 Million
0.96% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
24,665
shares
|
$3.51 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
24,429
shares
|
$3.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
24,128
shares
|
$3.43 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,969
shares
|
$3.41 Million
1.66% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
23,914
shares
|
$3.4 Million
0.69% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
23,820
shares
|
$3.39 Million
0.03% of portfolio
|
Q3 2025
Added 44.49%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
23,754
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
23,657
shares
|
$3.37 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,644
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
23,590
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2025
Added 101.83%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
23,586
shares
|
$3.36 Million
0.08% of portfolio
|
Q3 2025
Added 21.72%
|
|