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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,640
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
14,589
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
14,554
shares
|
$1.91 Million
0.36% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,546
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
14,492
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
14,449
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,375
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
14,288
shares
|
$1.88 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
14,200
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2024
Reduced 22.4%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,171
shares
|
$1.86 Million
1.02% of portfolio
|
Q1 2024
Added 13.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
14,166
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
14,141
shares
|
$1.86 Million
0.43% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
14,091
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.33%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
14,040
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.38%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
13,922
shares
|
$1.83 Million
0.11% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Aug 14, 2025 Q2 2025 |
13,792
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,763
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
13,715
shares
|
$1.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,560
shares
|
$1.78 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
13,506
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
13,472
shares
|
$1.77 Million
0.13% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,428
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,413
shares
|
$1.76 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
13,399
shares
|
$1.76 Million
0.19% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
13,347
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Added 13.65%
|