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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
20,331
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
20,325
shares
|
$2.54 Million
0.05% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
20,219
shares
|
$2.53 Million
1.42% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
20,115
shares
|
$2.52 Million
0.85% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,047
shares
|
$2.51 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
20,000
shares
|
$2.5 Million
0.11% of portfolio
|
Q1 2025
Added 378.47%
|
|
|
Engine Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$2.5 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
19,923
shares
|
$2.49 Million
0.56% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
19,860
shares
|
$2.49 Million
0.24% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
19,826
shares
|
$2.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
19,778
shares
|
$2.48 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
19,745
shares
|
$2.47 Million
1.29% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
19,674
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
19,603
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
19,529
shares
|
$2.44 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
19,516
shares
|
$2.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
19,479
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,461
shares
|
$2.44 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
19,456
shares
|
$2.44 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
19,377
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
19,328
shares
|
$2.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
19,325
shares
|
$2.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
19,298
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
19,285
shares
|
$2.41 Million
0.18% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
19,260
shares
|
$2.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.78%
|