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 |
|---|---|---|---|---|---|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
15,398
shares
|
$2.19 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
15,366
shares
|
$2.19 Million
0.23% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
15,160
shares
|
$2.16 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
15,118
shares
|
$2.15 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,058
shares
|
$2.14 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.43%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
14,970
shares
|
$2.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
14,890
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
14,885
shares
|
$2.12 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,874
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
14,858
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,853
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
14,833
shares
|
$2.11 Million
1.24% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
14,779
shares
|
$2.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
14,767
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Exeter Financial, LLC
|
Oct 06, 2025 Q3 2025 |
14,725
shares
|
$2.1 Million
0.88% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
14,713
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
14,710
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2025
Reduced 31.82%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
14,706
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
14,664
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,621
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
14,604
shares
|
$2.08 Million
0.39% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
14,413
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
14,381
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nkcfo LLC
|
Nov 10, 2025 Q3 2025 |
14,325
shares
|
$2.04 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
14,300
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 62.36%
|
|