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 |
|---|---|---|---|---|---|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
711,599
shares
|
$94.1 Million
0.22% of portfolio
|
Q2 2025
Added 2433.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
707,249
shares
|
$93.6 Million
0.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
696,577
shares
|
$92.2 Million
0.05% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
695,337
shares
|
$92 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
662,908
shares
|
$87.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
643,738
shares
|
$85.2 Million
0.04% of portfolio
|
Q2 2025
Added 566.11%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
641,763
shares
|
$84.9 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
639,206
shares
|
$84.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
629,795
shares
|
$83.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
626,968
shares
|
$82.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
611,039
shares
|
$80.8 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
597,653
shares
|
$79.1 Million
0.07% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
588,650
shares
|
$77.9 Million
0.11% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
581,886
shares
|
$77 Million
0.06% of portfolio
|
Q2 2025
Reduced 50.71%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
523,636
shares
|
$69.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
505,849
shares
|
$66.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
493,201
shares
|
$65.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
490,721
shares
|
$64.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
483,994
shares
|
$64 Million
0.08% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
482,214
shares
|
$63.8 Million
1.37% of portfolio
|
Q1 2023
Reduced 4.21%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
466,980
shares
|
$61.8 Million
4.75% of portfolio
|
Q2 2025
Added 12.36%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
451,146
shares
|
$59.7 Million
0.7% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
446,957
shares
|
$59.1 Million
0.07% of portfolio
|
Q2 2025
Added 18.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
444,546
shares
|
$58.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
420,409
shares
|
$55.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.48%
|