Filing Research | PSX - PHILLIPS 66 Institutional Holdings

Snapshot holdings

50 / 657 loaded

#		Instrument	quantity
1	ZWJ INVESTMENT COUNSEL INC	Shares	294.0KSH	$49.7M
2	Robeco Institutional Asset Management B.V.	Shares	247.6KSH	$41.9M
3	Assenagon Asset Management S.A.	Shares	231.8KSH	$39.2M
4	Advisory Resource Group	Shares	193.6KSH	$32.7M
5	TRAN CAPITAL MANAGEMENT, L.P.	Shares	189.1KSH	$32.0M
6	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	185.5KSH	$31.4M
7	Artemis Investment Management LLP	Shares	161.7KSH	$27.3M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	165.3KSH	$27.2M
9	Arbejdsmarkedets Tillaegspension	Shares	150.8KSH	$25.5M
10	ADAMS NATURAL RESOURCES FUND, INC.	Shares	141.5KSH	$23.9M
11	Wallington Asset Management, LLC	Shares	133.5KSH	$22.6M
12	OFI INVEST ASSET MANAGEMENT	Shares	131.7KSH	$19.7M
13	Czech National Bank	Shares	114.1KSH	$19.3M
14	Eldred Rock Partners, LLC	Shares	97.8KSH	$16.5M
15	D.A. DAVIDSON & CO.	Shares	96.3KSH	$16.3M
16	Mirae Asset Global Investments Co., Ltd.	Shares	91.4KSH	$15.5M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	88.6KSH	$15.0M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	86.2KSH	$14.6M
19	VIKING FUND MANAGEMENT LLC	Shares	85.0KSH	$14.4M
20	IFM Investors Pty Ltd	Shares	71.9KSH	$12.2M
21	MEITAV INVESTMENT HOUSE LTD	Shares	47.7KSH	$11.4M
22	FOUNDATION RESOURCE MANAGEMENT INC	Shares	61.3KSH	$10.4M
23	LBP AM SA	Shares	60.5KSH	$10.2M
24	Police & Firemen's Retirement System of New Jersey	Shares	60.0KSH	$10.1M
25	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	58.5KSH	$9.9M
26	Telos Capital Management, Inc.	Shares	55.6KSH	$9.4M
27	QRG CAPITAL MANAGEMENT, INC.	Shares	55.6KSH	$9.4M
28	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	54.3KSH	$9.2M
29	J.W. COLE ADVISORS, INC.	Shares	52.4KSH	$8.9M
30	Stablepoint Partners, LLC	Shares	48.7KSH	$8.2M
31	Royal Fund Management, LLC	Shares	48.6KSH	$8.2M
32	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	48.1KSH	$8.1M
33	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	47.5KSH	$8.0M
34	Mirador Capital Partners LP	Shares	47.3KSH	$8.0M
35	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	45.4KSH	$7.7M
36	SALEM INVESTMENT COUNSELORS INC	Shares	44.5KSH	$7.5M
37	Merit Financial Group, LLC	Shares	42.1KSH	$7.1M
38	Kesler, Norman & Wride, LLC	Shares	41.0KSH	$6.9M
39	Alley Investment Management Company, LLC	Shares	39.7KSH	$6.7M
40	CUTLER INVESTMENT COUNSEL LLC	Shares	39.3KSH	$6.6M
41	Sequoia Financial Advisors, LLC	Shares	39.2KSH	$6.6M
42	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	38.2KSH	$6.5M
43	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	Shares	37.7KSH	$6.4M
44	MATTERN CAPITAL MANAGEMENT, LLC	Shares	36.9KSH	$6.2M
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	35.6KSH	$6.0M
46	BRADY FAMILY WEALTH, LLC	Shares	35.2KSH	$5.9M
47	CARY STREET PARTNERS FINANCIAL LLC	Shares	33.9KSH	$5.7M
48	Farther Finance Advisors, LLC	Shares	33.7KSH	$5.7M
49	Alpha Omega Wealth Management LLC	Shares	33.1KSH	$5.6M
50	BTC Capital Management, Inc.	Shares	33.0KSH	$5.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 697 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension new	Shares	+150.8K	+$25.5M	$25.5M
2	Artemis Investment Management LLP added	Shares	+121.8K	+$20.1M	$27.3M
3	MEITAV INVESTMENT HOUSE LTD new	Shares	+47.7K	+$11.4M	$11.4M
4	J.W. COLE ADVISORS, INC. new	Shares	+52.4K	+$8.9M	$8.9M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+32.4K	+$5.5M	$5.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+20.8K	+$5.3M	$27.2M
7	Martin Capital Partners, LLC trimmed	Shares	-10.0K	+$4.0M	$4.0M
8	Unison Advisors LLC new	Shares	+23.0K	+$3.9M	$3.9M
9	Oak Thistle LLC new	Shares	+14.0K	+$2.4M	$2.4M
10	Curated Wealth Partners LLC added	Shares	+969.8K	+$2.1M	$2.3M
11	Fideuram Asset Management (Ireland) dac added	Shares	+9.0K	+$1.5M	$1.6M
12	MISSION WEALTH MANAGEMENT, LP added	Shares	+8.6K	+$1.4M	$2.6M
13	Sowell Financial Services LLC added	Shares	+8.8K	+$1.3M	$3.3M
14	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+8.9K	+$1.2M	$5.6M
15	QRG CAPITAL MANAGEMENT, INC. added	Shares	+10.2K	+$1.1M	$9.4M
16	BTC Capital Management, Inc. added	Shares	+7.3K	+$900.8K	$5.6M
17	Sivia Capital Partners, LLC added	Shares	+5.9K	+$900.8K	$2.2M
18	Abundance Wealth Counselors added	Shares	+5.7K	+$861.3K	$2.3M
19	Farther Finance Advisors, LLC added	Shares	+5.0K	+$664.3K	$5.7M
20	Clarity Financial LLC new	Shares	+3.9K	+$652.6K	$652.6K
21	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+9.8K	+$649.0K	$14.6M
22	Merit Financial Group, LLC added	Shares	+6.3K	+$601.3K	$7.1M
23	Capstone Wealth Management, LLC new	Shares	+3.5K	+$586.3K	$586.3K
24	Clarity Financial LLC new	PUT	+3.4K	+$574.8K	$574.8K
25	Apollon Wealth Management, LLC added	Shares	+4.2K	+$539.2K	$3.0M
26	JBR Co Financial Management Inc added	Shares	+1.0K	+$506.7K	$1.6M
27	NorthCrest Asset Manangement, LLC added	Shares	+657	+$398.9K	$3.9M
28	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.7K	+$378.4K	$15.5M
29	Spinnaker Investment Group, LLC new	Shares	+2.0K	+$344.2K	$344.2K
30	Falcon Wealth Planning added	Shares	+2.0K	+$304.0K	$734.9K
31	Wedmont Private Capital added	Shares	+175	+$292.0K	$2.4M
32	Retirement Investment Advisors, Inc. trimmed	Shares	-915	+$281.6K	$1.1M
33	Fragasso Financial Advisors Inc new	Shares	+1.6K	+$270.5K	$270.5K
34	Corsicana & Co. trimmed	Shares	-295	+$268.5K	$1.1M
35	Octavia Wealth Advisors, LLC new	Shares	+1.6K	+$267.3K	$267.3K
36	Stokes Capital Advisors, LLC new	Shares	+1.6K	+$266.3K	$266.3K
37	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+2.9K	+$258.0K	$3.6M
38	Franklin, Parlapiano, Turner & Welch, LLC unchanged	Shares	0	+$230.0K	$4.1M
39	Fermata Advisors, LLC new	Shares	+1.3K	+$221.8K	$221.8K
40	HBW ADVISORY SERVICES LLC added	Shares	+1.5K	+$219.8K	$645.6K
41	Bay Rivers Group new	Shares	+1.3K	+$216.7K	$216.7K
42	Confluence Wealth Services, Inc. added	Shares	+1.8K	+$216.4K	$1.4M
43	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC new	Shares	+1.2K	+$210.8K	$210.8K
44	BARLOW WEALTH PARTNERS, LLC new	Shares	+1.1K	+$205.1K	$205.1K
45	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-321	+$204.0K	$2.2M
46	ABLE Financial Group, LLC new	Shares	+1.2K	+$200.5K	$200.5K
47	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.7K	+$193.5K	$1.6M
48	RIVERSEDGE ADVISORS, LLC added	Shares	+1.3K	+$192.5K	$596.0K
49	SAX WEALTH ADVISORS, LLC added	Shares	+373	+$164.2K	$397.9K
50	GREENWOOD GEARHART LLC added	Shares	+1.1K	+$157.5K	$484.0K

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