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 $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
36,665
shares
|
$4.82 Million
0.06% of portfolio
|
Q2 2025
Added 312.06%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
36,574
shares
|
$4.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
36,478
shares
|
$4.79 Million
0.6% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
36,475
shares
|
$4.79 Million
0.42% of portfolio
|
Q2 2025
Added 143.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
36,165
shares
|
$4.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
36,116
shares
|
$4.75 Million
0.06% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
36,088
shares
|
$4.74 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
36,003
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
35,866
shares
|
$4.71 Million
0.21% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
35,609
shares
|
$4.68 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,459
shares
|
$4.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
35,374
shares
|
$4.65 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
35,343
shares
|
$4.64 Million
0.01% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,321
shares
|
$4.64 Million
0.4% of portfolio
|
Q2 2025
Added 57.49%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
35,149
shares
|
$4.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Kintayl Capital LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,091
shares
|
$4.61 Million
2.31% of portfolio
|
Q2 2025
Added 51.82%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
35,077
shares
|
$4.61 Million
0.17% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
34,861
shares
|
$4.58 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
34,696
shares
|
$4.56 Million
0.03% of portfolio
|
Q2 2025
Added 69.7%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
34,404
shares
|
$4.52 Million
0.01% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,226
shares
|
$4.5 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.9%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
34,158
shares
|
$4.49 Million
1.6% of portfolio
|
Q2 2025
Added 248.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
34,139
shares
|
$4.49 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
34,055
shares
|
$4.48 Million
0.65% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
33,957
shares
|
$4.46 Million
0.92% of portfolio
|
Q2 2025
Added 1.17%
|