Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,029 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
672,674
shares
|
$87.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
670,339
shares
|
$87.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
663,943
shares
|
$86.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
662,908
shares
|
$86.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
641,763
shares
|
$83.8 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
611,039
shares
|
$79.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
597,653
shares
|
$78 Million
0.07% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
586,515
shares
|
$76.5 Million
0.12% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
541,707
shares
|
$70.7 Million
0.13% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
531,381
shares
|
$69.4 Million
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
520,170
shares
|
$67.9 Million
1.77% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
507,283
shares
|
$66.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
503,474
shares
|
$65.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
503,383
shares
|
$65.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
492,933
shares
|
$64.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
482,214
shares
|
$62.9 Million
1.37% of portfolio
|
Q1 2023
Reduced 4.21%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
479,716
shares
|
$62.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
451,767
shares
|
$59 Million
0.03% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
451,146
shares
|
$58.9 Million
0.7% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
447,485
shares
|
$58.4 Million
0.06% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
446,528
shares
|
$58.3 Million
0.08% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
429,977
shares
|
$56.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
May 15, 2025 Q1 2025 |
415,614
shares
|
$54.2 Million
4.41% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
410,000
shares
|
$53.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 67.15%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
401,901
shares
|
$52.5 Million
0.1% of portfolio
|
Q1 2025
Added 1.52%
|