Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,033 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 $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
18,966
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
18,942
shares
|
$2.39 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
18,895
shares
|
$2.38 Million
0.11% of portfolio
|
Q2 2022
Added 10.91%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
18,880
shares
|
$2.38 Million
0.08% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
18,777
shares
|
$2.37 Million
0.01% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
18,648
shares
|
$2.35 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
18,598
shares
|
$2.34 Million
0.63% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
18,581
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
18,578
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
18,557
shares
|
$2.34 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
18,367
shares
|
$2.32 Million
0.1% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
18,344
shares
|
$2.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,298
shares
|
$2.31 Million
0.04% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
18,226
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
17,968
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
17,756
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.02%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
17,743
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
17,675
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
17,638
shares
|
$2.22 Million
0.09% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
17,575
shares
|
$2.22 Million
0.07% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,541
shares
|
$2.21 Million
0.18% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,504
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
17,452
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,435
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
17,364
shares
|
$2.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.58%
|