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 |
|---|---|---|---|---|---|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
49,615
shares
|
$6.56 Million
0.01% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
49,517
shares
|
$6.55 Million
0.6% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
49,491
shares
|
$6.55 Million
0.01% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
49,390
shares
|
$6.53 Million
0.02% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
48,077
shares
|
$6.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
48,014
shares
|
$6.35 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
47,888
shares
|
$6.34 Million
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
47,746
shares
|
$6.32 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
47,648
shares
|
$6.3 Million
0.97% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
47,588
shares
|
$6.3 Million
0.23% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,038
shares
|
$6.22 Million
0.48% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
46,794
shares
|
$6.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
46,718
shares
|
$6.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
46,159
shares
|
$6.11 Million
0.13% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
45,876
shares
|
$6.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,684
shares
|
$6.04 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
|
$6.04 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
45,635
shares
|
$6.04 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
45,594
shares
|
$6.03 Million
2.41% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
45,428
shares
|
$6.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 58.0%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
45,313
shares
|
$5.99 Million
0.72% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
45,116
shares
|
$5.97 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
45,001
shares
|
$5.95 Million
0.1% of portfolio
|
Q2 2025
Added 533.73%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
44,756
shares
|
$5.92 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
44,664
shares
|
$5.91 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|