Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,031 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,903
shares
|
$1.11 Million
0.48% of portfolio
|
Q4 2021
Added 22.6%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,898
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
8,890
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
8,874
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,833
shares
|
$1.1 Million
0.17% of portfolio
|
Q1 2025
Added 269.27%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
8,820
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,810
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,748
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 353.97%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,732
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
8,720
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
8,647
shares
|
$1.07 Million
0.36% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
8,635
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,627
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
8,617
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,559
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,523
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 89.9%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,507
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,503
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
8,500
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.82%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
8,414
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
8,405
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,349
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.26%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,340
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
8,287
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
8,262
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.64%
|