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 |
|---|---|---|---|---|---|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
16,982
shares
|
$2.23 Million
0.11% of portfolio
|
Q2 2025
Reduced 34.59%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
16,971
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 79.62%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
16,910
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Added 151.52%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
16,851
shares
|
$2.21 Million
0.11% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,725
shares
|
$2.2 Million
0.16% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
16,619
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16,559
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
16,487
shares
|
$2.17 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
16,485
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2025
Added 59.57%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
16,456
shares
|
$2.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
16,308
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
16,203
shares
|
$2.13 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,192
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2022
Reduced 10.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
16,143
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
16,118
shares
|
$2.12 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
16,109
shares
|
$2.12 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
16,092
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
16,064
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,059
shares
|
$2.11 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,948
shares
|
$2.1 Million
0.11% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
15,920
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,918
shares
|
$2.09 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,868
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 42.99%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
15,853
shares
|
$2.08 Million
0.24% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
15,849
shares
|
$2.08 Million
0.07% of portfolio
|
Q2 2025
Added 2.66%
|