Who Owns PHILLIPS 66 (PSX)? -- Institutional Holders (2026-06-30)

81 institutions reported holding $174.3M of PHILLIPS 66 (PSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($39.2M), OLD REPUBLIC INTERNATIONAL CORP ($28.8M), Czech National Bank ($19.3M), Eldred Rock Partners, LLC ($16.5M), PensionDanmark Pensionsforsikringsaktieselskab ($14.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Assenagon Asset Management S.A.$39.2M231,785Trimmed
2OLD REPUBLIC INTERNATIONAL CORP$28.8M170,100Hold
3Czech National Bank$19.3M114,121Added
4Eldred Rock Partners, LLC$16.5M97,837Added
5PensionDanmark Pensionsforsikringsaktieselskab$14.6M86,229New
6Mirador Capital Partners LP$8.0M47,295Added
7Mader & Shannon Wealth Management, Inc.$4.2M24,917Added
8Martin Capital Partners, LLC$4.0M23,709Trimmed
9Somerset Trust Co$3.6M21,301Added
10GAMMA Investing LLC$2.9M17,206Added
11NEVILLE RODIE & SHAW INC$2.7M15,881Trimmed
12Valeo Financial Advisors, LLC$2.2M12,763Added
13Hilltop National Bank$2.0M11,685Added
14Crescent Sterling, Ltd.$2.0M11,579Trimmed
15Dynamic Advisor Solutions LLC$1.9M11,026Trimmed
16Bangor Savings Bank$1.7M10,100Trimmed
17Avior Wealth Management, LLC$1.6M9,269Trimmed
18Westmount Partners, LLC$1.4M7,987Added
19First National Bank of Mount Dora, Trust Investment Services$1.1M6,512Trimmed
20Hennion & Walsh Asset Management, Inc.$1.1M6,305Trimmed
21Matthew Goff Investment Advisor, LLC$1.0M5,938Hold
22CX Institutional$987,0005,839Trimmed
23Baring Financial LLC$849,8765,027Trimmed
24MassMutual Private Wealth & Trust, FSB$798,0854,721Added
25Lincoln Capital LLC$728,6784,310Trimmed

Source: SEC Form 13F filings · as of 2026-06-30