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 |
|---|---|---|---|---|---|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
28,155
shares
|
$3.52 Million
0.1% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
28,092
shares
|
$3.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.74%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
27,932
shares
|
$3.5 Million
0.5% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,834
shares
|
$3.48 Million
0.04% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,681
shares
|
$3.47 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
27,541
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 54.31%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
27,530
shares
|
$3.45 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
May 14, 2025 Q1 2025 |
27,500
shares
|
$3.44 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
27,462
shares
|
$3.44 Million
0.22% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
27,238
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
27,071
shares
|
$3.39 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
27,039
shares
|
$3.38 Million
0.06% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
26,487
shares
|
$3.32 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
26,368
shares
|
$3.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
26,272
shares
|
$3.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
26,204
shares
|
$3.28 Million
0.25% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
26,079
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
26,060
shares
|
$3.26 Million
0.07% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,019
shares
|
$3.26 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.69%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
25,961
shares
|
$3.25 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
25,336
shares
|
$3.17 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.57%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
25,240
shares
|
$3.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.21%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
25,008
shares
|
$3.13 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
24,957
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
24,957
shares
|
$3.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.24%
|