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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
21,694
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 39.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
21,586
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
21,576
shares
|
$2.85 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
21,500
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
21,492
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
21,442
shares
|
$2.84 Million
0.27% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
21,437
shares
|
$2.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
21,416
shares
|
$2.83 Million
1.75% of portfolio
|
Q2 2022
Reduced 1.38%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
21,301
shares
|
$2.82 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
21,262
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,248
shares
|
$2.81 Million
0.74% of portfolio
|
Q2 2025
Reduced 22.82%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
21,221
shares
|
$2.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
21,156
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,129
shares
|
$2.8 Million
0.03% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,983
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.81%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
20,959
shares
|
$2.77 Million
0.21% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
20,951
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
20,912
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
20,891
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
20,867
shares
|
$2.76 Million
0.92% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
20,863
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
20,646
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
20,485
shares
|
$2.71 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
20,426
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Added 322.55%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
20,377
shares
|
$2.7 Million
1.12% of portfolio
|
Q2 2025
Added 5.08%
|