Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,030 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
42,383
shares
|
$5.31 Million
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
42,232
shares
|
$5.29 Million
0.14% of portfolio
|
Q1 2025
Reduced 32.78%
|
|
|
Sovereign Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
42,129
shares
|
$5.27 Million
1.75% of portfolio
|
Q1 2022
New holding
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
41,683
shares
|
$5.22 Million
0.54% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
41,439
shares
|
$5.19 Million
0.09% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
41,283
shares
|
$5.17 Million
0.11% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
41,182
shares
|
$5.16 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
40,865
shares
|
$5.12 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
40,743
shares
|
$5.1 Million
0.67% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
40,698
shares
|
$5.09 Million
0.21% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
40,647
shares
|
$5.09 Million
0.34% of portfolio
|
Q1 2025
Added 63.96%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
40,641
shares
|
$5.09 Million
0.27% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
40,561
shares
|
$5.08 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
40,553
shares
|
$5.08 Million
0.92% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
39,907
shares
|
$5 Million
0.62% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
39,410
shares
|
$4.93 Million
0.16% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
39,321
shares
|
$4.92 Million
0.05% of portfolio
|
Q1 2025
Added 52.83%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
39,102
shares
|
$4.89 Million
0.76% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
39,048
shares
|
$4.89 Million
0.87% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
38,996
shares
|
$4.88 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
38,952
shares
|
$4.88 Million
0.04% of portfolio
|
Q1 2025
Added 113.06%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
38,814
shares
|
$4.86 Million
1.15% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
38,486
shares
|
$4.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
38,100
shares
|
$4.77 Million
0.74% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
37,936
shares
|
$4.75 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.57%
|