Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,031 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
5,284
shares
|
$656,906
0.47% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
5,274
shares
|
$655,663
0.02% of portfolio
|
Q2 2025
Added 73.15%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
5,268
shares
|
$654,917
0.01% of portfolio
|
Q4 2024
Added 204.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,265
shares
|
$654,544
0.05% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
5,237
shares
|
$651,063
0.3% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,220
shares
|
$648,950
0.26% of portfolio
|
Q1 2023
Reduced 15.25%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,216
shares
|
$648,453
0.01% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
5,214
shares
|
$648,204
0.1% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,210
shares
|
$647,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
5,201
shares
|
$646,588
0.1% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,199
shares
|
$646,339
0.07% of portfolio
|
Q1 2025
Reduced 86.43%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,184
shares
|
$644,474
0.14% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
5,178
shares
|
$643,728
0.03% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,168
shares
|
$642,485
0.11% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,168
shares
|
$642,485
0.03% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
5,167
shares
|
$642,361
0.01% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,154
shares
|
$640,745
0.06% of portfolio
|
Q1 2025
Added 14.28%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,103
shares
|
$634,404
0.37% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,098
shares
|
$633,783
0.26% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
5,077
shares
|
$631,172
0.32% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
5,075
shares
|
$630,924
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
5,045
shares
|
$627,194
0.61% of portfolio
|
Q2 2025
Added 127.66%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
5,040
shares
|
$626,572
0.55% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
5,013
shares
|
$623,216
0.17% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
5,007
shares
|
$622,470
0.01% of portfolio
|
Q1 2025
Added 24.65%
|