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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,038
shares
|
$5.93 Million
0.48% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
46,986
shares
|
$5.93 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
46,794
shares
|
$5.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
45,932
shares
|
$5.79 Million
0.14% of portfolio
|
Q1 2025
Added 53.32%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
45,876
shares
|
$5.79 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
45,870
shares
|
$5.79 Million
0.12% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,684
shares
|
$5.76 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
45,681
shares
|
$5.76 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
45,635
shares
|
$5.76 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
45,431
shares
|
$5.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.44%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
45,278
shares
|
$5.71 Million
0.84% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
45,116
shares
|
$5.69 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
45,001
shares
|
$5.68 Million
0.1% of portfolio
|
Q2 2025
Added 533.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
44,664
shares
|
$5.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
44,486
shares
|
$5.61 Million
0.08% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
44,360
shares
|
$5.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.76%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
43,927
shares
|
$5.54 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
43,884
shares
|
$5.54 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
43,484
shares
|
$5.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 36.51%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
43,307
shares
|
$5.46 Million
0.24% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
43,127
shares
|
$5.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.42%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
42,938
shares
|
$5.42 Million
0.04% of portfolio
|
Q1 2025
Added 78.92%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
42,795
shares
|
$5.4 Million
0.48% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
42,649
shares
|
$5.38 Million
1.09% of portfolio
|
Q2 2025
Added 769.32%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
42,500
shares
|
$5.36 Million
1.24% of portfolio
|
Q1 2025
Added 30.77%
|