PSX Phillips 66
Phillips 66 (PSX) Institutional Ownership
What the institutions did with PSX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 19.7K | 27.5% |
| NEVILLE RODIE & SHAW INC | 15.9K | 22.2% |
| CX Institutional | 6.5K | 9.1% |
| Rosenberg Matthew Hamilton | 5.1K | 7.1% |
| Montecito Bank & Trust | 4.7K | 6.6% |
| MassMutual Private Wealth & Trust, FSB | 4.5K | 6.3% |
| Versant Capital Management, Inc | 2.8K | 3.9% |
| Defender Capital, LLC. | 2.0K | 2.8% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 2.0K | 2.8% |
| EASTERN BANK | 1.5K | 2.1% |
| Coastline Trust Co | 1.4K | 1.9% |
| General Partner, Inc. | 1.3K | 1.8% |
| TOMPKINS FINANCIAL CORP | 1.2K | 1.7% |
| PARK NATIONAL CORP /OH/ | 1.1K | 1.5% |
| Sarver Vrooman Wealth Advisors | 533 | 0.7% |
| ACIMA PRIVATE WEALTH, LLC | 500 | 0.7% |
| GoalVest Advisory LLC | 200 | 0.3% |
| BURKETT FINANCIAL SERVICES, LLC | 155 | 0.2% |
| Olistico Wealth, LLC | 119 | 0.2% |
| Roxbury Financial LLC | 111 | 0.2% |
| Hickory Point Bank & Trust | 74 | 0.1% |
| Noble Wealth Management PBC | 58 | 0.1% |
| Planning Strategies Inc. | 55 | 0.1% |
| Polaris Financial Partners | 54 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Ballew Advisors, Inc | Sold Out | 3.5K | 0 | -3.5K |
| PARK NATIONAL CORP /OH/ | New | 0 | 1.1K | +1.1K |
| CX Institutional | Increased | 5.8K | 6.5K | +651 |
| Montecito Bank & Trust | Reduced | 5.1K | 4.7K | -335 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 2.2K | 2.0K | -175 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 4.7K | 4.5K | -172 |
| EASTERN BANK | Increased | 1.4K | 1.5K | +170 |
| TOMPKINS FINANCIAL CORP | Reduced | 1.4K | 1.2K | -162 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 19.7K | 19.7K | -56 |
| Coastline Trust Co | Reduced | 1.4K | 1.4K | -53 |
| Noble Wealth Management PBC | Increased | 51 | 58 | +7 |
| Planning Strategies Inc. | Increased | 53 | 55 | +2 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 154 | 155 | +1 |
| Roxbury Financial LLC | Increased | 110 | 111 | +1 |
| Versant Capital Management, Inc | Reduced | 2.8K | 2.8K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.