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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
121,204
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
121,078
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 43.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
119,824
shares
|
$17.1 Million
0.08% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
119,261
shares
|
$17 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
118,995
shares
|
$16.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
116,924
shares
|
$16.6 Million
0.37% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
116,022
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2025
Added 54.57%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2025 Q3 2025 |
115,703
shares
|
$16.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
115,244
shares
|
$16.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
114,900
shares
|
$16.4 Million
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
114,031
shares
|
$16.2 Million
0.76% of portfolio
|
Q3 2025
Reduced 58.0%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
113,100
shares
|
$16.1 Million
1.29% of portfolio
|
Q2 2024
Added 51.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
111,707
shares
|
$15.9 Million
0.08% of portfolio
|
Q3 2025
Added 49.88%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
109,312
shares
|
$15.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
108,874
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2025
Added 188.43%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
108,669
shares
|
$15.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
108,326
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
108,225
shares
|
$15.4 Million
1.19% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
107,788
shares
|
$15.3 Million
0.2% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
106,853
shares
|
$15.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
105,874
shares
|
$15.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
105,629
shares
|
$15 Million
0.03% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
105,117
shares
|
$15 Million
0.04% of portfolio
|
Q3 2025
Added 149.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,928
shares
|
$14.9 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,484
shares
|
$14.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|