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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,434
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Added 73.74%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,428
shares
|
$1.44 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,408
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
11,334
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Added 361.86%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
11,307
shares
|
$1.43 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,280
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
11,279
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
11,277
shares
|
$1.42 Million
1.28% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
11,276
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 307.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
11,270
shares
|
$1.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
11,155
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
11,082
shares
|
$1.4 Million
0.36% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
10,975
shares
|
$1.38 Million
0.47% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,876
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,780
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
10,603
shares
|
$1.34 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,552
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2023
Added 2.55%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,539
shares
|
$1.33 Million
0.23% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
10,529
shares
|
$1.33 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
10,436
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,372
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 43.26%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,331
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 23.4%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
10,287
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
10,285
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Added 129.52%
|