Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,039 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
87,425
shares
|
$11.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
85,895
shares
|
$11.4 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
84,583
shares
|
$11.2 Million
0.4% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
84,435
shares
|
$11.2 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
82,691
shares
|
$10.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
82,411
shares
|
$10.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
81,294
shares
|
$10.8 Million
0.97% of portfolio
|
Q3 2022
Added 16.57%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
80,942
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
79,505
shares
|
$10.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
78,536
shares
|
$10.4 Million
0.34% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
78,377
shares
|
$10.4 Million
0.03% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
78,033
shares
|
$10.3 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
77,722
shares
|
$10.3 Million
0.78% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
76,795
shares
|
$10.2 Million
0.16% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
76,497
shares
|
$10.1 Million
0.5% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
75,062
shares
|
$9.93 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
74,533
shares
|
$9.86 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
74,388
shares
|
$9.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
74,126
shares
|
$9.81 Million
0.49% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
73,598
shares
|
$9.74 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
73,273
shares
|
$9.69 Million
0.02% of portfolio
|
Q2 2025
Added 48.05%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
73,175
shares
|
$9.68 Million
0.58% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
73,068
shares
|
$9.67 Million
0.14% of portfolio
|
Q2 2025
Added 76.33%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
71,944
shares
|
$9.52 Million
0.05% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
71,576
shares
|
$9.47 Million
0.12% of portfolio
|
Q2 2025
Added 45.41%
|