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 301 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
52,768
shares
|
$6.66 Million
0.21% of portfolio
|
Q1 2025
Added 628.74%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
52,459
shares
|
$6.62 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
52,415
shares
|
$6.61 Million
0.72% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
52,268
shares
|
$6.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
51,808
shares
|
$6.54 Million
2.87% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
51,748
shares
|
$6.53 Million
3.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
51,402
shares
|
$6.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
51,313
shares
|
$6.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 66.14%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
51,293
shares
|
$6.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
50,438
shares
|
$6.36 Million
0.08% of portfolio
|
Q1 2025
Added 587.35%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
50,364
shares
|
$6.35 Million
1.01% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
50,000
shares
|
$6.31 Million
0.38% of portfolio
|
Q3 2020
Reduced 60.78%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
49,814
shares
|
$6.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.86%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
49,747
shares
|
$6.28 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
49,492
shares
|
$6.24 Million
0.02% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
49,390
shares
|
$6.23 Million
0.02% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
49,225
shares
|
$6.21 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,087
shares
|
$6.19 Million
0.01% of portfolio
|
Q1 2025
Added 124.98%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
48,146
shares
|
$6.07 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,020
shares
|
$6.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
48,015
shares
|
$6.06 Million
0.02% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
47,888
shares
|
$6.04 Million
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
47,878
shares
|
$6.04 Million
0.05% of portfolio
|
Q1 2025
Added 44.99%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
47,545
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Reduced 80.26%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
47,328
shares
|
$5.97 Million
1.06% of portfolio
|
Q1 2025
Added 8.21%
|