Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,029 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 $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
7,720
shares
|
$973,955
0.09% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
7,700
shares
|
$971,432
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
7,678
shares
|
$968,656
0.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
7,629
shares
|
$962,474
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
7,624
shares
|
$961,843
0.01% of portfolio
|
Q1 2025
Reduced 96.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,618
shares
|
$961,086
0.02% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
7,607
shares
|
$959,699
0.04% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,606
shares
|
$959,572
0.45% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
7,553
shares
|
$952,886
0.3% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,548
shares
|
$952,255
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
7,513
shares
|
$947,840
0.12% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,460
shares
|
$941,153
0.03% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
7,454
shares
|
$940,396
0.09% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
7,414
shares
|
$935,350
0.26% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
7,397
shares
|
$933,205
0.03% of portfolio
|
Q1 2025
Reduced 58.19%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,374
shares
|
$930,303
0.15% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
7,372
shares
|
$930,051
0.05% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,369
shares
|
$929,673
0.1% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
7,362
shares
|
$928,789
0.06% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,360
shares
|
$928,537
0.31% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,352
shares
|
$927,528
0.17% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
7,317
shares
|
$923,112
0.04% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,310
shares
|
$922,229
0.1% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
7,308
shares
|
$921,977
0.05% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,300
shares
|
$920,968
0.09% of portfolio
|
Q1 2025
Reduced 2.76%
|