Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,026 institutions that hold shares in the stock, with a total of 300 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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
7,267
shares
|
$916,804
0.06% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
7,241
shares
|
$913,524
0.28% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
7,125
shares
|
$898,890
0.59% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,084
shares
|
$893,717
0.12% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
7,084
shares
|
$893,717
0.06% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
7,078
shares
|
$892,960
0.01% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,067
shares
|
$891,572
0.2% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
7,026
shares
|
$886,400
0.25% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,016
shares
|
$885,138
0.06% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,012
shares
|
$884,633
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
7,009
shares
|
$884,255
0.13% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,003
shares
|
$883,498
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
6,993
shares
|
$882,236
0.01% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,976
shares
|
$880,092
0.01% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$874,541
0.18% of portfolio
|
Q2 2025
Added 29.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,904
shares
|
$871,008
0.02% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,903
shares
|
$870,882
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
6,877
shares
|
$867,602
0.61% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
6,858
shares
|
$865,205
0.49% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,830
shares
|
$861,672
0.35% of portfolio
|
Q2 2023
Added 2.25%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
6,825
shares
|
$861,042
0.02% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,806
shares
|
$858,644
0.06% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
6,797
shares
|
$857,509
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,750
shares
|
$851,580
0.2% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
6,750
shares
|
$851,580
0.0% of portfolio
|
Q4 2024
Added 35.87%
|