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 |
|---|---|---|---|---|---|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
13,780
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
13,634
shares
|
$1.72 Million
0.45% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,560
shares
|
$1.71 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
13,527
shares
|
$1.71 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
13,472
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,452
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
13,271
shares
|
$1.67 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
13,197
shares
|
$1.66 Million
0.21% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
13,182
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
13,153
shares
|
$1.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
13,135
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
May 15, 2025 Q1 2025 |
13,101
shares
|
$1.65 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
12,989
shares
|
$1.64 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
12,947
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,730
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
12,698
shares
|
$1.6 Million
0.32% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,673
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2022
Added 5.3%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,624
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
12,600
shares
|
$1.59 Million
0.35% of portfolio
|
Q3 2021
Added 31.25%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,566
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
12,531
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
12,465
shares
|
$1.57 Million
0.44% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,274
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12,240
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
12,237
shares
|
$1.54 Million
1.08% of portfolio
|
Q1 2025
Added 5.95%
|