Phillips 66 — Institutional Ownership
Which tracked institutions hold PSX, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
60
Funds holding
$19579710964
Total value held
Buying
36 added/new · 20 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $5834240927 | 32024597 | +1105250 | +3.57% |
| 2 | State Street Corp | $4695298360 | 25772853 | +2183303 | +9.26% |
| 3 | Wells Fargo & Company/Mn | $1826286438 | 14152872 | -951095 | -6.30% |
| 4 | Morgan Stanley | $1293501962 | 7100129 | +308705 | +4.55% |
| 5 | Bank Of New York Mellon Corp | $1253254798 | 6879213 | -224344 | -3.16% |
| 6 | Goldman Sachs Group Inc | $1048243767 | 5753891 | +3499667 | +155.25% |
| 7 | Northern Trust Corp | $669707161 | 3676074 | -40466 | -1.09% |
| 8 | Bank Of America Corp /De/ | $541263330 | 2971036 | +35167 | +1.20% |
| 9 | Invesco Ltd. | $499436104 | 3870398 | -185668 | -4.58% |
| 10 | Royal Bank Of Canada | $271441000 | 1489962 | — | NEW BUY |
| 11 | Raymond James Financial Inc | $253628492 | 1392167 | -116450 | -7.72% |
| 12 | Citigroup Inc | $138652447 | 1074492 | +629307 | +141.36% |
| 13 | Barclays Plc | $138396317 | 759668 | — | NEW BUY |
| 14 | Pnc Financial Services Group, Inc. | $137426208 | 754343 | +2414 | +0.32% |
| 15 | Bank Of Montreal /Can/ | $132788999 | 728889 | — | NEW BUY |
| 16 | Truist Financial Corp | $127211180 | 698272 | +23188 | +3.43% |
| 17 | Franklin Resources Inc | $121339168 | 666040 | +451185 | +210.00% |
| 18 | Ameriprise Financial Inc | $103070074 | 565575 | +44325 | +8.50% |
| 19 | Prudential Financial Inc | $86314151 | 473785 | -9754 | -2.02% |
| 20 | Principal Financial Group Inc | $85637897 | 470073 | -49310 | -9.49% |
| 21 | M&T Bank Corp | $61814630 | 479039 | -5581 | -1.15% |
| 22 | Sei Investments Co | $55555937 | 304954 | — | NEW BUY |
| 23 | Us Bancorp \De\ | $42017494 | 230635 | -5712 | -2.42% |
| 24 | Fifth Third Bancorp | $23347575 | 128156 | +108248 | +543.74% |
| 25 | Toronto Dominion Bank | $21694125 | 119082 | — | NEW BUY |
| 26 | Associated Banc-Corp | $17729575 | 97319 | +477 | +0.49% |
| 27 | Bank Of Nova Scotia | $17256830 | 94725 | — | NEW BUY |
| 28 | Alti Global, Inc. | $7307565 | 42629 | — | Held |
| 29 | Janus Henderson Group Plc | $7154246 | 39267 | — | NEW BUY |
| 30 | Old National Bancorp /In/ | $6845412 | 37575 | -194 | -0.51% |
| 31 | Pinnacle Financial Partners, Inc. | $6659475 | 36547 | — | NEW BUY |
| 32 | Atlantic Union Bankshares Corp | $5713740 | 44279 | -767 | -1.70% |
| 33 | German American Bancorp, Inc. | $4742326 | 26031 | -2491 | -8.73% |
| 34 | Equitable Holdings, Inc. | $4423477 | 29514 | — | NEW BUY |
| 35 | Allstate Corp | $3999337 | 30993 | +16612 | +115.51% |
| 36 | First Financial Bankshares Inc | $3721772 | 28842 | -8179 | -22.09% |
| 37 | Banco Bilbao Vizcaya Argentaria, S.A. | $3612083 | 19703 | — | NEW BUY |
| 38 | City Holding Co | $3430916 | 18833 | +271 | +1.46% |
| 39 | Bank Ozk | $3319866 | 18223 | — | NEW BUY |
| 40 | Westwood Holdings Group Inc | $3165923 | 17378 | +4492 | +34.86% |
| 41 | Regions Financial Corp | $2849114 | 15639 | +263 | +1.71% |
| 42 | Nomura Holdings Inc | $2769864 | 15204 | — | NEW BUY |
| 43 | Hancock Whitney Corp | $2198715 | 12265 | -6 | -0.05% |
| 44 | Citizens Financial Group Inc/Ri | $2123966 | 11659 | +3421 | +41.53% |
| 45 | Nicolet Bankshares Inc | $2052131 | 11540 | +9569 | +485.49% |
| 46 | First Merchants Corp | $1722876 | 9457 | -343 | -3.50% |
| 47 | Hilltop Holdings Inc. | $1247624 | 6849 | -12469 | -64.55% |
| 48 | American Financial Group Inc | $1138625 | 6250 | — | NEW BUY |
| 49 | Peoples Financial Services Corp. | $742383 | 4075 | — | Held |
| 50 | Univest Financial Corp | $538386 | 2955 | -122 | -3.96% |
| 51 | Stonex Group Inc. | $449127 | 2465 | -2395 | -49.28% |
| 52 | Lcnb Corp | $414089 | 3209 | +200 | +6.65% |
| 53 | First Business Financial Services, Inc. | $267987 | 1471 | — | NEW BUY |
| 54 | Tompkins Financial Corp | $256145 | 1406 | +162 | +13.02% |
| 55 | Park National Corp /Oh/ | $206046 | 1131 | — | NEW BUY |
| 56 | Norwood Financial Corp | $57985 | 355 | — | Held |
| 57 | First Financial Corp /In/ | $12570 | 69 | — | Held |
| 58 | Amalgamated Financial Corp. | $10136 | 117332 | — | NEW BUY |
| 59 | Peapack Gladstone Financial Corp | $1196 | 6563 | -474 | -6.74% |
| 60 | Wealthfront Corp | $915 | 8114 | -1449 | -15.15% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.