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 |
|---|---|---|---|---|---|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
103,027
shares
|
$14.7 Million
0.06% of portfolio
|
Q3 2025
Added 54.73%
|
|
|
Czech National Bank
Prague, 2N |
Oct 08, 2025 Q3 2025 |
102,640
shares
|
$14.6 Million
0.1% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
101,706
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
101,023
shares
|
$14.4 Million
0.04% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
99,819
shares
|
$14.2 Million
0.09% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
99,781
shares
|
$14.2 Million
2.56% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
98,977
shares
|
$14.1 Million
0.1% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
97,472
shares
|
$13.9 Million
0.15% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
97,408
shares
|
$13.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
97,406
shares
|
$13.9 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
97,045
shares
|
$13.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
95,538
shares
|
$13.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
95,431
shares
|
$13.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2025 Q3 2025 |
94,846
shares
|
$13.5 Million
1.45% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ccm Investment Advisers LLC
|
Oct 10, 2025 Q3 2025 |
94,085
shares
|
$13.4 Million
1.27% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
93,752
shares
|
$13.3 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
93,087
shares
|
$13.2 Million
1.56% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
92,159
shares
|
$13.1 Million
0.45% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 16, 2025 Q3 2025 |
90,184
shares
|
$12.8 Million
3.27% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Pacific Heights Asset Management LLC
|
Oct 29, 2025 Q3 2025 |
90,000
shares
|
$12.8 Million
0.57% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
88,532
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
87,370
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Viking Fund Management LLC
|
Oct 10, 2025 Q3 2025 |
87,000
shares
|
$12.4 Million
1.5% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
86,950
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
86,207
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.39%
|
|