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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
25,460
shares
|
$3.35 Million
0.2% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
24,933
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
24,556
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
24,522
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
24,144
shares
|
$3.17 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
24,048
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,969
shares
|
$3.15 Million
1.66% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
23,847
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
23,417
shares
|
$3.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
23,374
shares
|
$3.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
23,193
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
23,070
shares
|
$3.03 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,917
shares
|
$3.01 Million
0.02% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
22,627
shares
|
$2.97 Million
0.36% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
22,610
shares
|
$2.97 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
22,562
shares
|
$2.97 Million
0.41% of portfolio
|
Q2 2025
Added 135.95%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
22,485
shares
|
$2.95 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
22,399
shares
|
$2.94 Million
0.14% of portfolio
|
Q3 2022
Added 0.87%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
22,389
shares
|
$2.94 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
22,054
shares
|
$2.9 Million
0.07% of portfolio
|
Q2 2025
Added 378.5%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,029
shares
|
$2.9 Million
1.57% of portfolio
|
Q2 2025
Added 44.58%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
21,953
shares
|
$2.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
21,893
shares
|
$2.88 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,854
shares
|
$2.87 Million
1.12% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
21,823
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.64%
|