Phillips 66 — Institutional Ownership
Which tracked institutions hold PSX, and how they changed the position last quarter. Latest holdings as of Sep 30, 2026. Source: SEC 13-F filings.
83
Funds holding
$19979061697
Total value held
Flat
38 added/new · 38 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $5766779122 | 34112861 | +2088264 | +6.52% |
| 2 | State Street Corp | $4402855521 | 26044694 | +271841 | +1.05% |
| 3 | Wells Fargo & Company/Mn | $2109641488 | 12479393 | -1309414 | -9.50% |
| 4 | Morgan Stanley | $1218274883 | 7206592 | +106463 | +1.50% |
| 5 | Bank Of New York Mellon Corp | $1093206463 | 6466764 | -412449 | -6.00% |
| 6 | Goldman Sachs Group Inc | $948923386 | 5613271 | -140620 | -2.44% |
| 7 | Invesco Ltd. | $632553839 | 3741815 | +3741815 | NEW BUY |
| 8 | Northern Trust Corp | $606007059 | 3584780 | -91294 | -2.48% |
| 9 | Bank Of America Corp /De/ | $469970348 | 2780067 | -190969 | -6.43% |
| 10 | Ubs Group Ag | $411624071 | 2434925 | +2434925 | NEW BUY |
| 11 | Jpmorgan Chase & Co | $353077052 | 2028594 | -272011 | -11.82% |
| 12 | Royal Bank Of Canada | $241230000 | 1426974 | -62988 | -4.23% |
| 13 | Raymond James Financial Inc | $234237201 | 1385609 | -6558 | -0.47% |
| 14 | Citigroup Inc | $170608508 | 1009219 | -65273 | -6.07% |
| 15 | Ameriprise Financial Inc | $140247209 | 829621 | +829621 | NEW BUY |
| 16 | Pnc Financial Services Group, Inc. | $125245557 | 740879 | -13464 | -1.78% |
| 17 | Truist Financial Corp | $123925295 | 733069 | +34797 | +4.98% |
| 18 | Bank Of Montreal /Can/ | $119093976 | 704489 | -24400 | -3.35% |
| 19 | Franklin Resources Inc | $109203222 | 645982 | -20058 | -3.01% |
| 20 | Barclays Plc | $87672710 | 518620 | -241048 | -31.73% |
| 21 | M&T Bank Corp | $79592841 | 470824 | -7016 | -1.47% |
| 22 | Principal Financial Group Inc | $77026787 | 455645 | -14428 | -3.07% |
| 23 | Federated Hermes, Inc. | $71863373 | 425101 | +425101 | NEW BUY |
| 24 | Prudential Financial Inc | $50268369 | 297358 | -176427 | -37.24% |
| 25 | Sei Investments Co | $50177690 | 296806 | -8148 | -2.67% |
| 26 | Stifel Financial Corp | $42327633 | 250347 | +250347 | NEW BUY |
| 27 | Us Bancorp \De\ | $38374330 | 226998 | -3637 | -1.58% |
| 28 | Adams Natural Resources Fund, Inc. | $34434936 | 134875 | -6600 | -4.67% |
| 29 | Toronto Dominion Bank | $20566721 | 121662 | +2580 | +2.17% |
| 30 | Fifth Third Bancorp | $19889062 | 117652 | -10504 | -8.20% |
| 31 | Associated Banc-Corp | $16339865 | 96657 | -662 | -0.68% |
| 32 | Ing Groep Nv | $11765204 | 69596 | +69596 | NEW BUY |
| 33 | Bank Of Nova Scotia | $8675198 | 51322 | -43403 | -45.82% |
| 34 | Nomura Holdings Inc | $7405236 | 43805 | +28601 | +188.11% |
| 35 | Alti Global, Inc. | $7185707 | 42506 | -123 | -0.29% |
| 36 | Janus Henderson Group Plc | $7154246 | 39267 | +39267 | NEW BUY |
| 37 | Atlantic Union Bankshares Corp | $7061123 | 41769 | -2510 | -5.67% |
| 38 | Pinnacle Financial Partners, Inc. | $6023027 | 35628 | -919 | -2.51% |
| 39 | Allstate Corp | $5427519 | 32106 | +1113 | +3.59% |
| 40 | City Holding Co | $5147195 | 20161 | +810 | +4.19% |
| 41 | First Financial Bankshares Inc | $4462244 | 26396 | -2446 | -8.48% |
| 42 | Westwood Holdings Group Inc | $4379410 | 25906 | +8528 | +49.07% |
| 43 | Equitable Holdings, Inc. | $3545897 | 20976 | -8538 | -28.93% |
| 44 | Bank Ozk | $3437462 | 20334 | +2111 | +11.58% |
| 45 | German American Bancorp, Inc. | $3333665 | 19720 | -6311 | -24.24% |
| 46 | Cullen/Frost Bankers, Inc. | $3247881 | 19213 | +19213 | NEW BUY |
| 47 | Regions Financial Corp | $2541498 | 15034 | -605 | -3.87% |
| 48 | Southstate Bank Corp | $2485036 | 14700 | +14700 | NEW BUY |
| 49 | Citizens Financial Group Inc/Ri | $2145808 | 12693 | +1034 | +8.87% |
| 50 | First Merchants Corp | $2141796 | 8389 | -708 | -7.78% |
| 51 | Banco Bilbao Vizcaya Argentaria, S.A. | $2108917 | 12398 | -7305 | -37.08% |
| 52 | Hancock Whitney Corp | $2073399 | 12265 | — | Held |
| 53 | Nicolet Bankshares Inc | $2030091 | 11630 | +90 | +0.78% |
| 54 | Old National Bancorp /In/ | $1917633 | 7511 | -892 | -10.62% |
| 55 | Hilltop Holdings Inc. | $1227327 | 7261 | +412 | +6.02% |
| 56 | American Financial Group Inc | $1056563 | 6250 | — | Held |
| 57 | Peoples Financial Services Corp. | $1040388 | 4075 | — | Held |
| 58 | Hennessy Advisors Inc | $723872 | 4282 | +4282 | NEW BUY |
| 59 | Jefferies Financial Group Inc. | $695640 | 4115 | +4115 | NEW BUY |
| 60 | Lcnb Corp | $542481 | 3209 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.