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 |
---|---|---|---|---|---|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
14,800
shares
|
$1.85 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
14,747
shares
|
$1.85 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
14,745
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
14,725
shares
|
$1.84 Million
0.8% of portfolio
|
Q2 2025
Added 13.79%
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
14,707
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
14,672
shares
|
$1.84 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
14,592
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,546
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Added 7.29%
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
14,521
shares
|
$1.82 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
14,504
shares
|
$1.82 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,484
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,474
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
14,403
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Added 12.21%
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,375
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Added 28.67%
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
14,338
shares
|
$1.79 Million
0.2% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
14,324
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2025
Added 525.5%
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
14,201
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
14,200
shares
|
$1.78 Million
0.23% of portfolio
|
Q2 2024
Reduced 22.4%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,171
shares
|
$1.77 Million
1.02% of portfolio
|
Q1 2024
Added 13.86%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
14,040
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.38%
|
|
Energy Income Partners, LLC
Westport, CT |
May 15, 2025 Q1 2025 |
14,035
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 54.18%
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
13,922
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
13,903
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
13,839
shares
|
$1.73 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,825
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.79%
|