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 |
|---|---|---|---|---|---|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
17,601
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
17,541
shares
|
$2.5 Million
1.04% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
17,469
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
17,441
shares
|
$2.48 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
17,437
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 52.42%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,435
shares
|
$2.48 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
17,330
shares
|
$2.47 Million
0.16% of portfolio
|
Q3 2025
Added 27.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
17,321
shares
|
$2.47 Million
0.06% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
17,311
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,294
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
17,289
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
17,252
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
17,158
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
17,120
shares
|
$2.44 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
17,028
shares
|
$2.42 Million
0.32% of portfolio
|
Q3 2025
Added 49.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
17,014
shares
|
$2.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
16,980
shares
|
$2.42 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
16,945
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
16,926
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
16,925
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,904
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
16,878
shares
|
$2.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
16,783
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2025
Added 205.31%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
16,725
shares
|
$2.38 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
16,690
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.66%
|
|