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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
366,158
shares
|
$52.1 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
363,528
shares
|
$51.7 Million
0.06% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
342,360
shares
|
$48.7 Million
0.09% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
340,913
shares
|
$48.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
335,625
shares
|
$47.8 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
328,486
shares
|
$46.8 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
318,377
shares
|
$45.3 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
306,158
shares
|
$43.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
305,882
shares
|
$43.5 Million
1.14% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
297,978
shares
|
$42.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
292,685
shares
|
$41.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.95%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
288,859
shares
|
$41.1 Million
1.42% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
286,579
shares
|
$40.8 Million
0.28% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
282,491
shares
|
$40.2 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Old Republic International Corp
Chicago, IL |
Oct 27, 2025 Q3 2025 |
280,600
shares
|
$39.9 Million
1.42% of portfolio
|
Q4 2023
Reduced 35.63%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
278,278
shares
|
$39.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
265,705
shares
|
$37.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
264,032
shares
|
$37.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
259,175
shares
|
$36.9 Million
0.41% of portfolio
|
Q4 2022
Added 3.48%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
258,055
shares
|
$36.7 Million
0.03% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
256,466
shares
|
$36.5 Million
0.05% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
255,839
shares
|
$36.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
254,181
shares
|
$36.2 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
253,748
shares
|
$36.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
252,202
shares
|
$35.9 Million
0.03% of portfolio
|
Q2 2023
Added 2.56%
|
|