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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
5,534
shares
|
$698,169
0.18% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,520
shares
|
$696,403
0.09% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
5,513
shares
|
$695,520
0.5% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,500
shares
|
$693,880
0.02% of portfolio
|
Q3 2021
Reduced 4.95%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,481
shares
|
$691,482
0.03% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,475
shares
|
$690,726
0.15% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
5,475
shares
|
$690,726
0.17% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
5,471
shares
|
$690,221
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
5,467
shares
|
$689,716
0.12% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,464
shares
|
$689,338
0.05% of portfolio
|
Q2 2025
Added 42.96%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
5,462
shares
|
$689,085
0.36% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,460
shares
|
$688,833
0.04% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,457
shares
|
$688,455
0.04% of portfolio
|
Q1 2025
Reduced 49.57%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
5,449
shares
|
$687,445
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,416
shares
|
$683,282
0.0% of portfolio
|
Q3 2022
Reduced 14.59%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
5,404
shares
|
$681,768
0.19% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,390
shares
|
$680,002
0.16% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,375
shares
|
$678,110
0.01% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
5,368
shares
|
$677,226
0.06% of portfolio
|
Q4 2024
Reduced 26.86%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
5,365
shares
|
$676,848
0.06% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,354
shares
|
$675,460
0.07% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
5,347
shares
|
$674,577
0.18% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,346
shares
|
$674,451
0.29% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
5,340
shares
|
$673,694
0.34% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,320
shares
|
$671,171
0.13% of portfolio
|
Q1 2025
Added 11.16%
|