Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,996 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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
107,123
shares
|
$11.3 Million
0.05% of portfolio
|
Q4 2024
Added 46.17%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
106,424
shares
|
$11.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
106,180
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,000
shares
|
$11.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
105,904
shares
|
$11.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Feb 13, 2025 Q4 2024 |
105,660
shares
|
$11.2 Million
1.26% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,928
shares
|
$11.1 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
104,622
shares
|
$11.1 Million
1.13% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
104,436
shares
|
$11 Million
0.01% of portfolio
|
Q4 2024
Reduced 67.65%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
103,717
shares
|
$11 Million
1.37% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
103,484
shares
|
$10.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
103,472
shares
|
$10.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
103,407
shares
|
$10.9 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
99,781
shares
|
$10.6 Million
2.56% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
97,524
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
96,057
shares
|
$10.2 Million
0.1% of portfolio
|
Q1 2025
Added 51.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
96,050
shares
|
$10.2 Million
0.19% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
95,645
shares
|
$10.1 Million
0.15% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Apr 09, 2025 Q1 2025 |
94,915
shares
|
$10 Million
3.56% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Czech National Bank
Prague, 2N |
Apr 09, 2025 Q1 2025 |
94,857
shares
|
$10 Million
0.11% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
93,846
shares
|
$9.93 Million
0.04% of portfolio
|
Q4 2024
Reduced 33.93%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
93,752
shares
|
$9.92 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
93,435
shares
|
$9.88 Million
0.09% of portfolio
|
Q4 2024
Added 42.55%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
92,186
shares
|
$9.75 Million
1.51% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
91,663
shares
|
$9.7 Million
0.02% of portfolio
|
Q4 2024
Added 40.28%
|