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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,954
shares
|
$4.49 Million
0.03% of portfolio
|
Q2 2023
Reduced 63.67%
|
|
|
Opus Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
33,800
shares
|
$4.47 Million
2.71% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
33,719
shares
|
$4.46 Million
0.77% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
33,638
shares
|
$4.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
33,068
shares
|
$4.37 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
32,858
shares
|
$4.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
32,560
shares
|
$4.31 Million
0.58% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
32,517
shares
|
$4.3 Million
1.01% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
32,383
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.03%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
32,356
shares
|
$4.28 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
32,220
shares
|
$4.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
32,199
shares
|
$4.26 Million
0.33% of portfolio
|
Q2 2025
Reduced 55.05%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
32,073
shares
|
$4.24 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
31,678
shares
|
$4.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
31,657
shares
|
$4.19 Million
0.19% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
31,422
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2025
Added 269.67%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
31,235
shares
|
$4.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
30,878
shares
|
$4.08 Million
0.05% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
30,739
shares
|
$4.07 Million
0.03% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
30,713
shares
|
$4.06 Million
0.07% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
30,591
shares
|
$4.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Geo Sphere Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$3.97 Million
3.07% of portfolio
|
Q2 2025
Added 47.38%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
29,952
shares
|
$3.96 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
29,846
shares
|
$3.95 Million
2.24% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
29,547
shares
|
$3.91 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.08%
|