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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
15,948
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,918
shares
|
$2.01 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
15,912
shares
|
$2.01 Million
0.03% of portfolio
|
Q1 2025
Added 31.92%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
15,781
shares
|
$1.99 Million
0.43% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
15,754
shares
|
$1.99 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
15,682
shares
|
$1.98 Million
0.2% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
15,662
shares
|
$1.97 Million
1.18% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
15,633
shares
|
$1.97 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
15,628
shares
|
$1.97 Million
0.09% of portfolio
|
Q1 2025
Added 60.95%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
15,581
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
15,579
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
15,474
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
15,440
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
15,439
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
15,426
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
15,323
shares
|
$1.93 Million
0.42% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
15,315
shares
|
$1.93 Million
0.06% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
15,237
shares
|
$1.92 Million
1.3% of portfolio
|
Q1 2025
Added 94.55%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
15,216
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
Added 64.52%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,066
shares
|
$1.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,058
shares
|
$1.9 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.43%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,019
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
14,984
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
14,962
shares
|
$1.89 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
14,833
shares
|
$1.87 Million
1.24% of portfolio
|
Q1 2024
Added 0.16%
|