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 |
|---|---|---|---|---|---|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
24,556
shares
|
$3.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,284
shares
|
$3.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
24,211
shares
|
$3.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 27.06%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
24,159
shares
|
$3.02 Million
1.07% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
24,039
shares
|
$3.01 Million
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,969
shares
|
$3 Million
1.66% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
23,916
shares
|
$2.99 Million
0.11% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
23,670
shares
|
$2.96 Million
0.28% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,601
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
23,532
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
23,475
shares
|
$2.94 Million
0.12% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
23,466
shares
|
$2.94 Million
0.81% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
23,395
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Kintayl Capital LP
New York, NY |
May 02, 2025 Q1 2025 |
23,114
shares
|
$2.89 Million
2.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
22,592
shares
|
$2.83 Million
0.34% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
22,532
shares
|
$2.82 Million
0.58% of portfolio
|
Q1 2025
Added 220.24%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,427
shares
|
$2.81 Million
0.2% of portfolio
|
Q1 2025
Added 199.43%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
22,399
shares
|
$2.8 Million
0.14% of portfolio
|
Q3 2022
Added 0.87%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
22,389
shares
|
$2.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,337
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
22,200
shares
|
$2.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
22,152
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
22,122
shares
|
$2.77 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
22,097
shares
|
$2.77 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
21,886
shares
|
$2.74 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.39%
|