Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,127 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 |
|---|---|---|---|---|---|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
722,469
shares
|
$103 Million
0.06% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
707,249
shares
|
$101 Million
0.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
702,348
shares
|
$100 Million
0.33% of portfolio
|
Q3 2025
Added 612.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
666,446
shares
|
$94.8 Million
0.04% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
664,499
shares
|
$94.6 Million
0.13% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
662,908
shares
|
$94.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
641,763
shares
|
$91.3 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
622,043
shares
|
$88.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
609,997
shares
|
$86.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
602,099
shares
|
$85.7 Million
0.07% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
597,653
shares
|
$85.1 Million
0.07% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
585,652
shares
|
$83.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 31.47%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
555,125
shares
|
$79 Million
0.09% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
516,725
shares
|
$73.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
491,074
shares
|
$69.9 Million
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
484,620
shares
|
$69 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
482,214
shares
|
$68.6 Million
1.37% of portfolio
|
Q1 2023
Reduced 4.21%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
464,470
shares
|
$66.1 Million
5.11% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
451,146
shares
|
$64.2 Million
0.7% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
424,347
shares
|
$60.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
414,488
shares
|
$59 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
412,398
shares
|
$58.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
392,901
shares
|
$55.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
376,094
shares
|
$53.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
374,584
shares
|
$53.3 Million
0.06% of portfolio
|
Q3 2025
Added 83.33%
|
|