Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,030 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
37,800
shares
|
$4.73 Million
0.02% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,772
shares
|
$4.73 Million
0.04% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
37,747
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2024
Added 31.56%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
37,722
shares
|
$4.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
37,480
shares
|
$4.69 Million
1.38% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
37,465
shares
|
$4.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
37,149
shares
|
$4.65 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
36,943
shares
|
$4.62 Million
0.59% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
36,810
shares
|
$4.61 Million
0.05% of portfolio
|
Q3 2024
Added 74.44%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
36,692
shares
|
$4.59 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
36,647
shares
|
$4.59 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
36,509
shares
|
$4.57 Million
0.11% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
36,088
shares
|
$4.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
36,020
shares
|
$4.51 Million
0.2% of portfolio
|
Q1 2025
Added 317.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,866
shares
|
$4.49 Million
0.21% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
35,855
shares
|
$4.49 Million
1.1% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
35,849
shares
|
$4.49 Million
0.09% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
35,676
shares
|
$4.47 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.02%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
35,579
shares
|
$4.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
35,517
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 77.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
35,467
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
35,374
shares
|
$4.43 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
35,186
shares
|
$4.4 Million
0.17% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
35,046
shares
|
$4.39 Million
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
34,891
shares
|
$4.37 Million
0.03% of portfolio
|
Q1 2025
Added 40.68%
|