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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
17,364
shares
|
$2.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
17,349
shares
|
$2.17 Million
0.08% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
17,345
shares
|
$2.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
17,120
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 50.19%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
17,120
shares
|
$2.14 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
F
|
May 14, 2025 Q1 2025 |
17,092
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
17,067
shares
|
$2.14 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
17,030
shares
|
$2.13 Million
1.38% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
17,017
shares
|
$2.13 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
16,971
shares
|
$2.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 79.62%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,880
shares
|
$2.11 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
16,765
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
16,739
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,725
shares
|
$2.09 Million
0.16% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
16,487
shares
|
$2.06 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,464
shares
|
$2.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
16,355
shares
|
$2.05 Million
0.06% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
16,306
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
16,290
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 58.19%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
16,262
shares
|
$2.04 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,210
shares
|
$2.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 20.67%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
16,203
shares
|
$2.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,192
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2022
Reduced 10.42%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,118
shares
|
$2.02 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,059
shares
|
$2.01 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.22%
|