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 |
|---|---|---|---|---|---|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
6,289
shares
|
$793,420
0.47% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,283
shares
|
$792,663
0.0% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
6,250
shares
|
$788,500
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
6,243
shares
|
$787,616
0.03% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,219
shares
|
$784,589
0.0% of portfolio
|
Q4 2024
Reduced 26.74%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,204
shares
|
$782,696
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,202
shares
|
$782,444
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
6,162
shares
|
$777,397
0.04% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
6,140
shares
|
$774,622
0.0% of portfolio
|
Q1 2025
Added 60.1%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,111
shares
|
$770,963
0.02% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
6,109
shares
|
$770,711
0.19% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,105
shares
|
$770,206
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
6,100
shares
|
$769,576
0.4% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
6,086
shares
|
$767,809
0.15% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
6,049
shares
|
$763,141
0.06% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,048
shares
|
$763,015
0.1% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,027
shares
|
$760,366
0.02% of portfolio
|
Q2 2025
Reduced 37.71%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
6,005
shares
|
$757,590
0.04% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
South Street Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,000
shares
|
$756,960
0.12% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
5,995
shares
|
$756,329
0.04% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,984
shares
|
$754,941
0.08% of portfolio
|
Q1 2025
Added 42.21%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
5,949
shares
|
$750,525
0.58% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
5,939
shares
|
$749,264
0.11% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
5,938
shares
|
$749,138
0.13% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
5,930
shares
|
$748,128
0.26% of portfolio
|
Q2 2025
Added 0.27%
|