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 $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,505,913
shares
|
$199 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,446,469
shares
|
$191 Million
0.47% of portfolio
|
Q2 2025
Added 9530.93%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,430,039
shares
|
$189 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,424,626
shares
|
$188 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,414,986
shares
|
$187 Million
0.2% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,286,436
shares
|
$170 Million
0.04% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,212,540
shares
|
$160 Million
0.03% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
1,164,750
shares
|
$154 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,042,134
shares
|
$138 Million
0.18% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
1,036,721
shares
|
$137 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,027,994
shares
|
$136 Million
0.02% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,021,121
shares
|
$135 Million
0.08% of portfolio
|
Q2 2025
Reduced 30.03%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,011,751
shares
|
$134 Million
0.04% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
955,230
shares
|
$126 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
941,568
shares
|
$125 Million
0.07% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
905,005
shares
|
$120 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
897,241
shares
|
$119 Million
0.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
891,111
shares
|
$118 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.39%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
889,763
shares
|
$118 Million
2.75% of portfolio
|
Q2 2025
Added 71.05%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
854,543
shares
|
$113 Million
0.52% of portfolio
|
Q2 2025
Reduced 41.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
815,500
shares
|
$108 Million
0.06% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
796,026
shares
|
$105 Million
0.08% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
785,498
shares
|
$104 Million
0.06% of portfolio
|
Q2 2025
Added 200.29%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
778,433
shares
|
$103 Million
0.08% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
767,421
shares
|
$102 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.44%
|