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 |
|---|---|---|---|---|---|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
10,278
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,269
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,234
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,192
shares
|
$1.28 Million
0.09% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,170
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
10,110
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
10,084
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
10,072
shares
|
$1.27 Million
0.6% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,061
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2025
Added 51.73%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,038
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 55.58%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
10,034
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$1.26 Million
1.62% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$1.26 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$1.26 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,963
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,935
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
9,904
shares
|
$1.25 Million
0.31% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,903
shares
|
$1.25 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
9,876
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9,863
shares
|
$1.24 Million
0.03% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
9,844
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
9,839
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
9,818
shares
|
$1.24 Million
0.33% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
9,801
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.1%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,768
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.87%
|