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 |
|---|---|---|---|---|---|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
96,641
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.48%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
96,057
shares
|
$12.5 Million
0.1% of portfolio
|
Q1 2025
Added 51.99%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
96,007
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.12%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
95,645
shares
|
$12.5 Million
0.15% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
94,445
shares
|
$12.3 Million
0.07% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
94,085
shares
|
$12.3 Million
0.07% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
93,752
shares
|
$12.2 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
93,612
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
92,332
shares
|
$12.1 Million
0.05% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
92,186
shares
|
$12 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
92,000
shares
|
$12 Million
1.59% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jul 09, 2025 Q2 2025 |
90,184
shares
|
$11.8 Million
3.27% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
88,922
shares
|
$11.6 Million
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
88,746
shares
|
$11.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
88,233
shares
|
$11.5 Million
1.36% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
87,522
shares
|
$11.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
85,895
shares
|
$11.2 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
84,805
shares
|
$11.1 Million
0.13% of portfolio
|
Q1 2025
Added 29.59%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
84,435
shares
|
$11 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
83,664
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Added 50.33%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
83,256
shares
|
$10.9 Million
0.16% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
83,108
shares
|
$10.8 Million
0.1% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
83,078
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
82,943
shares
|
$10.8 Million
0.46% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
82,539
shares
|
$10.8 Million
0.35% of portfolio
|
Q1 2025
Added 0.19%
|