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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
29,529
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2025
Added 51.59%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
29,422
shares
|
$3.89 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,872
shares
|
$3.82 Million
0.07% of portfolio
|
Q2 2024
Added 64.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
28,293
shares
|
$3.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
27,932
shares
|
$3.7 Million
0.5% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
27,886
shares
|
$3.69 Million
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
27,852
shares
|
$3.68 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
27,734
shares
|
$3.67 Million
1.76% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,681
shares
|
$3.66 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
27,407
shares
|
$3.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
27,336
shares
|
$3.62 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
27,178
shares
|
$3.6 Million
0.07% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
26,831
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
26,790
shares
|
$3.54 Million
0.45% of portfolio
|
Q2 2025
Reduced 63.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
26,678
shares
|
$3.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
26,451
shares
|
$3.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
26,368
shares
|
$3.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
26,362
shares
|
$3.49 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
26,267
shares
|
$3.47 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
26,204
shares
|
$3.47 Million
0.22% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
26,158
shares
|
$3.46 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
26,154
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 79.71%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
26,067
shares
|
$3.45 Million
0.39% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
26,012
shares
|
$3.44 Million
0.04% of portfolio
|
Q2 2025
Added 40.02%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
25,678
shares
|
$3.4 Million
0.02% of portfolio
|
Q2 2025
Added 6.82%
|