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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
103,570
shares
|
$13.7 Million
0.44% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,484
shares
|
$13.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
99,926
shares
|
$13.2 Million
0.06% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
99,781
shares
|
$13.2 Million
2.56% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
99,592
shares
|
$13.2 Million
0.09% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
98,609
shares
|
$13 Million
0.05% of portfolio
|
Q2 2025
Added 4710.2%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
98,248
shares
|
$13 Million
1.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
98,193
shares
|
$13 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
97,877
shares
|
$12.9 Million
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
Aug 14, 2025 Q2 2025 |
97,743
shares
|
$12.9 Million
3.73% of portfolio
|
Q2 2025
New holding
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Aug 14, 2025 Q2 2025 |
97,322
shares
|
$12.9 Million
1.32% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
96,974
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
95,431
shares
|
$12.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
94,198
shares
|
$12.5 Million
1.42% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
94,046
shares
|
$12.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
93,752
shares
|
$12.4 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
93,612
shares
|
$12.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
92,000
shares
|
$12.2 Million
1.59% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jul 09, 2025 Q2 2025 |
90,184
shares
|
$11.9 Million
3.27% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
90,094
shares
|
$11.9 Million
1.17% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Pacific Heights Asset Management LLC
|
Jul 30, 2025 Q2 2025 |
90,000
shares
|
$11.9 Million
0.6% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
89,066
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
88,580
shares
|
$11.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
88,489
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
88,471
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.51%
|