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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,129
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Candriam S.C.A.
|
Nov 05, 2025 Q3 2025 |
21,081
shares
|
$3 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,980
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
20,959
shares
|
$2.98 Million
0.21% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
20,939
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,935
shares
|
$2.98 Million
1.2% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
20,867
shares
|
$2.97 Million
1.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
20,794
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
20,758
shares
|
$2.95 Million
0.19% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
20,730
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2025 Q3 2025 |
20,661
shares
|
$2.94 Million
1.38% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
20,639
shares
|
$2.94 Million
0.91% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
20,530
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
20,458
shares
|
$2.91 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.32%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
20,390
shares
|
$2.9 Million
0.23% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,360
shares
|
$2.9 Million
0.28% of portfolio
|
Q3 2023
Added 53.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
20,331
shares
|
$2.89 Million
0.1% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
20,252
shares
|
$2.88 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
20,151
shares
|
$2.87 Million
0.06% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
19,976
shares
|
$2.84 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
19,747
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2025
Added 35.76%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,688
shares
|
$2.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
19,604
shares
|
$2.79 Million
0.66% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
19,555
shares
|
$2.78 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
19,516
shares
|
$2.78 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.38%
|
|