Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,990 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
21,279
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
21,241
shares
|
$2.1 Million
0.2% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
21,231
shares
|
$2.1 Million
0.23% of portfolio
|
Q4 2024
Added 71.31%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
20,959
shares
|
$2.08 Million
0.21% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
20,952
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 41.71%
|
|
|
Dcm Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,724
shares
|
$2.05 Million
1.11% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
20,679
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,668
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
20,610
shares
|
$2.04 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
20,564
shares
|
$2.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
20,554
shares
|
$2.04 Million
0.16% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
20,551
shares
|
$2.04 Million
0.48% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
20,550
shares
|
$2.04 Million
0.94% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
20,434
shares
|
$2.03 Million
0.11% of portfolio
|
Q4 2024
Added 266.33%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
20,430
shares
|
$2.02 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,360
shares
|
$2.02 Million
0.28% of portfolio
|
Q3 2023
Added 53.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
20,331
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
20,194
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
20,157
shares
|
$2 Million
0.3% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,022
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 58.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
20,018
shares
|
$1.98 Million
0.05% of portfolio
|
Q4 2024
Added 145.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
20,017
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
19,988
shares
|
$1.98 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
19,937
shares
|
$1.98 Million
0.91% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
19,928
shares
|
$1.97 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.86%
|