Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,029 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
142,737
shares
|
$18 Million
3.43% of portfolio
|
Q1 2025
Added 36.47%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
141,138
shares
|
$17.8 Million
0.02% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
140,695
shares
|
$17.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
140,226
shares
|
$17.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
139,470
shares
|
$17.6 Million
0.05% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
139,341
shares
|
$17.6 Million
0.04% of portfolio
|
Q1 2025
Added 103.17%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
138,830
shares
|
$17.5 Million
0.02% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
138,417
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
136,142
shares
|
$17.2 Million
4.15% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
134,853
shares
|
$17 Million
2.6% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
133,793
shares
|
$16.9 Million
2.38% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
131,496
shares
|
$16.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
130,800
shares
|
$16.5 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
128,873
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.23%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
126,209
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
125,347
shares
|
$15.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
May 14, 2025 Q1 2025 |
124,619
shares
|
$15.7 Million
0.19% of portfolio
|
Q1 2025
Added 85.3%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
123,691
shares
|
$15.6 Million
1.04% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
123,042
shares
|
$15.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
121,201
shares
|
$15.3 Million
0.1% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
118,868
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
115,977
shares
|
$14.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
115,794
shares
|
$14.6 Million
0.11% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
114,225
shares
|
$14.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
113,100
shares
|
$14.3 Million
1.29% of portfolio
|
Q2 2024
Added 51.81%
|