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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
16,503
shares
|
$2.35 Million
0.55% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
16,487
shares
|
$2.35 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
16,484
shares
|
$2.35 Million
0.83% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
16,439
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 43.62%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
16,401
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
16,203
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,192
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2022
Reduced 10.42%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
16,134
shares
|
$2.3 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
16,109
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,059
shares
|
$2.29 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
16,008
shares
|
$2.28 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
15,998
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 91.68%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,958
shares
|
$2.27 Million
0.15% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,918
shares
|
$2.27 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,868
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
15,859
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Added 18.82%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
15,761
shares
|
$2.24 Million
1.15% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
15,745
shares
|
$2.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
15,658
shares
|
$2.23 Million
0.04% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,652
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.82%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
15,651
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
15,607
shares
|
$2.22 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
15,607
shares
|
$2.22 Million
0.2% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
15,579
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,569
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.19%
|
|