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 |
|---|---|---|---|---|---|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
6,723
shares
|
$848,173
0.01% of portfolio
|
Q1 2025
Added 77.72%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
6,723
shares
|
$848,173
0.31% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,719
shares
|
$847,669
0.02% of portfolio
|
Q2 2020
Reduced 23.0%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
6,704
shares
|
$845,776
0.17% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
6,687
shares
|
$843,631
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,667
shares
|
$841,108
0.07% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
6,658
shares
|
$839,973
0.18% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,634
shares
|
$836,945
0.06% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,609
shares
|
$833,791
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
6,550
shares
|
$826,348
0.07% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
6,500
shares
|
$820,040
0.09% of portfolio
|
Q1 2020
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,495
shares
|
$819,409
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,446
shares
|
$813,227
0.04% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,411
shares
|
$808,811
0.01% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,409
shares
|
$808,559
0.16% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
6,400
shares
|
$807,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
6,374
shares
|
$804,143
0.07% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
6,366
shares
|
$803,134
0.04% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
6,355
shares
|
$801,746
0.02% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,338
shares
|
$799,602
0.13% of portfolio
|
Q2 2025
Added 89.87%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
6,324
shares
|
$797,835
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
6,317
shares
|
$796,952
0.2% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
6,313
shares
|
$796,448
0.0% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
6,309
shares
|
$795,943
0.41% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,305
shares
|
$795,438
0.02% of portfolio
|
Q1 2025
Reduced 1.68%
|