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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
5,898
shares
|
$744,091
0.02% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,894
shares
|
$743,587
0.0% of portfolio
|
Q1 2025
Reduced 94.92%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
5,889
shares
|
$742,956
0.02% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Mangrove Partners
New York, NY |
May 15, 2025 Q1 2025 |
5,887
shares
|
$742,703
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
5,860
shares
|
$739,297
0.52% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Hendley & CO Inc
|
Apr 29, 2025 Q1 2025 |
5,835
shares
|
$736,143
0.25% of portfolio
|
Q1 2025
Reduced 61.79%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
5,834
shares
|
$736,017
0.01% of portfolio
|
Q1 2025
Added 37.37%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,834
shares
|
$736,017
0.05% of portfolio
|
Q1 2025
Added 113.23%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
5,830
shares
|
$735,512
0.16% of portfolio
|
Q1 2025
Reduced 49.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,811
shares
|
$733,115
0.35% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
5,804
shares
|
$732,232
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
5,791
shares
|
$730,592
0.39% of portfolio
|
Q1 2025
Added 486.73%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,758
shares
|
$726,429
0.02% of portfolio
|
Q1 2025
Added 150.89%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
5,741
shares
|
$724,284
0.25% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,728
shares
|
$722,644
0.02% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,720
shares
|
$721,635
0.5% of portfolio
|
Q2 2022
Added 3.62%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
5,703
shares
|
$719,490
0.14% of portfolio
|
Q1 2022
Added 1.78%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
5,689
shares
|
$717,724
0.55% of portfolio
|
Q2 2024
Reduced 34.28%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
5,678
shares
|
$716,336
0.14% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,647
shares
|
$712,425
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
5,643
shares
|
$711,920
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
5,621
shares
|
$709,145
0.04% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
5,595
shares
|
$705,865
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
5,579
shares
|
$703,846
0.09% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
5,542
shares
|
$699,178
0.04% of portfolio
|
Q1 2025
Reduced 2.48%
|