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 |
|---|---|---|---|---|---|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
114,225
shares
|
$14.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
113,100
shares
|
$14.8 Million
1.29% of portfolio
|
Q2 2024
Added 51.81%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
112,012
shares
|
$14.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
110,431
shares
|
$14.4 Million
0.06% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
109,388
shares
|
$14.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
108,465
shares
|
$14.2 Million
0.05% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
108,156
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
107,476
shares
|
$14 Million
0.12% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
107,261
shares
|
$14 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
May 14, 2025 Q1 2025 |
105,236
shares
|
$13.7 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,928
shares
|
$13.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
104,881
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
104,622
shares
|
$13.7 Million
1.13% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
104,336
shares
|
$13.6 Million
0.34% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,484
shares
|
$13.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
103,178
shares
|
$13.5 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
102,343
shares
|
$13.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
100,000
shares
|
$13.1 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
99,781
shares
|
$13 Million
2.56% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
99,616
shares
|
$13 Million
0.21% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
99,592
shares
|
$13 Million
0.09% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
98,078
shares
|
$12.8 Million
1.4% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
98,076
shares
|
$12.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
97,524
shares
|
$12.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
96,766
shares
|
$12.6 Million
0.06% of portfolio
|
Q1 2025
Added 34.37%
|