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 |
|---|---|---|---|---|---|
|
Aventail Capital Group, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
271,503
shares
|
$35.9 Million
1.51% of portfolio
|
Q2 2025
New holding
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
266,183
shares
|
$35.2 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
259,175
shares
|
$34.3 Million
0.41% of portfolio
|
Q4 2022
Added 3.48%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
258,897
shares
|
$34.2 Million
7.41% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
257,263
shares
|
$34 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
254,522
shares
|
$33.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
254,251
shares
|
$33.6 Million
0.05% of portfolio
|
Q2 2025
Added 1607.18%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
252,202
shares
|
$33.4 Million
0.03% of portfolio
|
Q2 2023
Added 2.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
251,299
shares
|
$33.2 Million
1.02% of portfolio
|
Q1 2024
Reduced 4.72%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
248,902
shares
|
$32.9 Million
0.18% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
246,576
shares
|
$32.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
238,064
shares
|
$31.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
237,553
shares
|
$31.4 Million
0.08% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
236,167
shares
|
$31.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
235,741
shares
|
$31.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
235,654
shares
|
$31.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
234,254
shares
|
$31 Million
0.33% of portfolio
|
Q2 2025
Added 51.98%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
233,972
shares
|
$31 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
231,841
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Stack Financial Management, Inc
|
Jul 25, 2025 Q2 2025 |
221,856
shares
|
$29.3 Million
2.38% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
219,672
shares
|
$29.1 Million
0.05% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
218,081
shares
|
$28.8 Million
0.07% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
217,917
shares
|
$28.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
214,000
shares
|
$28.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
213,645
shares
|
$28.3 Million
0.05% of portfolio
|
Q1 2025
Added 65.3%
|