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 |
|---|---|---|---|---|---|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
34,861
shares
|
$4.36 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,651
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
34,279
shares
|
$4.29 Million
0.34% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,226
shares
|
$4.28 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.9%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
34,158
shares
|
$4.28 Million
1.6% of portfolio
|
Q2 2025
Added 248.41%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
34,055
shares
|
$4.26 Million
0.65% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
33,957
shares
|
$4.25 Million
0.92% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,954
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2023
Reduced 63.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
33,927
shares
|
$4.25 Million
0.02% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,804
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 92.49%
|
|
|
Opus Investment Management Inc
|
May 14, 2025 Q1 2025 |
33,800
shares
|
$4.23 Million
3.01% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
33,778
shares
|
$4.23 Million
0.03% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
33,632
shares
|
$4.21 Million
0.6% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
33,357
shares
|
$4.18 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
33,068
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
33,066
shares
|
$4.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
33,061
shares
|
$4.14 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
32,948
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
32,933
shares
|
$4.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
32,823
shares
|
$4.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
32,720
shares
|
$4.1 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
32,517
shares
|
$4.07 Million
1.08% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
32,348
shares
|
$4.05 Million
0.08% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
32,312
shares
|
$4.04 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
31,951
shares
|
$4 Million
0.12% of portfolio
|
Q1 2025
Added 59.61%
|