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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
8,245
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,242
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,191
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
8,185
shares
|
$1.02 Million
1.19% of portfolio
|
Q1 2025
Added 45.33%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,174
shares
|
$1.02 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
8,162
shares
|
$1.01 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
8,161
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,137
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.35%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,094
shares
|
$1.01 Million
0.19% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,087
shares
|
$1.01 Million
0.55% of portfolio
|
Q3 2022
Added 8.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,079
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
8,073
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.74%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
8,062
shares
|
$1 Million
0.63% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
8,025
shares
|
$997,668
0.29% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,000
shares
|
$994,560
0.42% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
7,963
shares
|
$989,960
0.23% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
7,938
shares
|
$986,852
0.26% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
7,929
shares
|
$985,733
0.19% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,894
shares
|
$981,382
0.12% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,879
shares
|
$979,517
0.15% of portfolio
|
Q2 2024
Added 73.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
7,840
shares
|
$974,668
0.1% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
7,818
shares
|
$971,933
0.07% of portfolio
|
Q2 2024
Reduced 41.74%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
7,789
shares
|
$968,328
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,752
shares
|
$963,728
0.05% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,749
shares
|
$963,355
0.03% of portfolio
|
Q2 2025
Reduced 59.49%
|