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 |
|---|---|---|---|---|---|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
23,513
shares
|
$3.35 Million
0.05% of portfolio
|
Q3 2025
Added 135.11%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
23,246
shares
|
$3.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
23,082
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
23,046
shares
|
$3.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
23,029
shares
|
$3.28 Million
0.11% of portfolio
|
Q3 2025
Reduced 34.35%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
23,000
shares
|
$3.27 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
22,941
shares
|
$3.26 Million
0.1% of portfolio
|
Q3 2025
Added 44.75%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
22,407
shares
|
$3.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
22,399
shares
|
$3.19 Million
0.14% of portfolio
|
Q3 2022
Added 0.87%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
22,188
shares
|
$3.16 Million
0.3% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
22,135
shares
|
$3.15 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
22,037
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.74%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
21,943
shares
|
$3.12 Million
0.93% of portfolio
|
Q3 2025
Reduced 31.58%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
21,932
shares
|
$3.12 Million
0.14% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
21,823
shares
|
$3.11 Million
0.1% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,530
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,489
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
21,473
shares
|
$3.06 Million
0.9% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
21,427
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
21,416
shares
|
$3.05 Million
1.75% of portfolio
|
Q2 2022
Reduced 1.38%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
21,414
shares
|
$3.05 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
21,295
shares
|
$3.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
21,290
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,258
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
21,200
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.4%
|
|