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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
21,823
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
21,788
shares
|
$2.73 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
21,740
shares
|
$2.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 85.48%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
21,576
shares
|
$2.7 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
21,537
shares
|
$2.7 Million
0.1% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
21,495
shares
|
$2.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
21,492
shares
|
$2.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
21,416
shares
|
$2.68 Million
1.75% of portfolio
|
Q2 2022
Reduced 1.38%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
21,257
shares
|
$2.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,129
shares
|
$2.64 Million
0.03% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
21,084
shares
|
$2.64 Million
0.35% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
21,031
shares
|
$2.63 Million
0.1% of portfolio
|
Q1 2025
Added 11086.7%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
20,959
shares
|
$2.62 Million
0.21% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
20,919
shares
|
$2.62 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
20,629
shares
|
$2.58 Million
0.65% of portfolio
|
Q1 2025
Added 1221.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
20,526
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 96.61%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
20,485
shares
|
$2.56 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
20,445
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Added 44.47%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
20,430
shares
|
$2.56 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
20,417
shares
|
$2.56 Million
0.95% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
20,377
shares
|
$2.55 Million
1.12% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
20,371
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
20,369
shares
|
$2.55 Million
0.18% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,360
shares
|
$2.55 Million
0.28% of portfolio
|
Q3 2023
Added 53.26%
|
|
|
Geo Sphere Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,356
shares
|
$2.55 Million
1.36% of portfolio
|
Q1 2025
New holding
|