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 |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
40,272
shares
|
$5.33 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
40,063
shares
|
$5.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
39,980
shares
|
$5.29 Million
0.57% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
39,948
shares
|
$5.28 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
39,698
shares
|
$5.25 Million
0.06% of portfolio
|
Q2 2025
Added 22.72%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
39,642
shares
|
$5.24 Million
0.14% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
39,569
shares
|
$5.23 Million
1.14% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
39,501
shares
|
$5.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Aug 14, 2025 Q2 2025 |
39,372
shares
|
$5.21 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
39,192
shares
|
$5.18 Million
1.11% of portfolio
|
Q2 2025
Added 89.98%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
39,102
shares
|
$5.17 Million
0.76% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
39,048
shares
|
$5.17 Million
0.87% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
38,996
shares
|
$5.16 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
38,943
shares
|
$5.15 Million
0.29% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
38,814
shares
|
$5.13 Million
1.15% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
38,268
shares
|
$5.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
37,992
shares
|
$5.03 Million
0.03% of portfolio
|
Q2 2025
Added 94.54%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
37,747
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2024
Added 31.56%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
37,722
shares
|
$4.99 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
37,480
shares
|
$4.96 Million
1.38% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
37,465
shares
|
$4.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
36,902
shares
|
$4.88 Million
0.08% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
36,887
shares
|
$4.88 Million
0.1% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
36,810
shares
|
$4.87 Million
0.05% of portfolio
|
Q3 2024
Added 74.44%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
36,692
shares
|
$4.85 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.7%
|