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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,768
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
9,712
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
9,709
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,677
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2022
Added 37.36%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
9,639
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
9,562
shares
|
$1.21 Million
0.25% of portfolio
|
Q4 2023
Added 29.67%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,548
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2022
Reduced 2.07%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
9,528
shares
|
$1.2 Million
0.54% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
9,503
shares
|
$1.2 Million
0.1% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,449
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Added 63.62%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
9,435
shares
|
$1.19 Million
0.55% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
9,433
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,354
shares
|
$1.18 Million
0.56% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,330
shares
|
$1.18 Million
0.21% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
9,205
shares
|
$1.16 Million
0.62% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
9,200
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,157
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,140
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
9,124
shares
|
$1.15 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,080
shares
|
$1.14 Million
0.36% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
9,070
shares
|
$1.14 Million
0.66% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,055
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
9,038
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
9,022
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
9,022
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
New holding
|