Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,033 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 $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
12,201
shares
|
$1.54 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,174
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
12,173
shares
|
$1.53 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
12,165
shares
|
$1.53 Million
1.34% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
12,151
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,050
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
12,005
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
11,988
shares
|
$1.51 Million
0.52% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
11,934
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,913
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
11,913
shares
|
$1.5 Million
0.97% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
11,862
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
11,839
shares
|
$1.49 Million
0.19% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,800
shares
|
$1.49 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
11,773
shares
|
$1.48 Million
0.09% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,751
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,744
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 29.13%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
11,736
shares
|
$1.48 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
11,701
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
11,688
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
11,641
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
11,634
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
11,596
shares
|
$1.46 Million
0.2% of portfolio
|
Q2 2024
Reduced 51.42%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
11,481
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
11,449
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Added 15.27%
|