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 |
|---|---|---|---|---|---|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
31,826
shares
|
$3.98 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
31,433
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
30,883
shares
|
$3.87 Million
0.03% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
30,820
shares
|
$3.86 Million
0.13% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
30,739
shares
|
$3.85 Million
0.03% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
30,224
shares
|
$3.78 Million
0.78% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
30,200
shares
|
$3.78 Million
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
30,188
shares
|
$3.78 Million
0.15% of portfolio
|
Q1 2025
Reduced 38.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
30,055
shares
|
$3.76 Million
0.09% of portfolio
|
Q1 2025
Added 45.34%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
30,050
shares
|
$3.76 Million
0.25% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
29,952
shares
|
$3.75 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
29,846
shares
|
$3.74 Million
2.24% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
29,748
shares
|
$3.72 Million
0.1% of portfolio
|
Q1 2024
Reduced 39.86%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
29,747
shares
|
$3.72 Million
2.92% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
29,683
shares
|
$3.72 Million
0.21% of portfolio
|
Q1 2025
Added 24.09%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
29,547
shares
|
$3.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
29,447
shares
|
$3.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
29,437
shares
|
$3.68 Million
0.49% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,872
shares
|
$3.61 Million
0.07% of portfolio
|
Q2 2024
Added 64.74%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
28,701
shares
|
$3.59 Million
0.39% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
28,635
shares
|
$3.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
28,575
shares
|
$3.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.46%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
28,481
shares
|
$3.57 Million
0.04% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
28,229
shares
|
$3.53 Million
2.09% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
28,185
shares
|
$3.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.01%
|