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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,653
shares
|
$587,022
0.08% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
4,645
shares
|
$586,013
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
4,635
shares
|
$584,751
0.42% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,635
shares
|
$584,751
0.05% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,609
shares
|
$581,471
0.02% of portfolio
|
Q1 2025
Reduced 37.22%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
4,602
shares
|
$580,588
0.02% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
4,591
shares
|
$579,200
0.0% of portfolio
|
Q1 2025
Added 67.8%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,562
shares
|
$575,541
0.03% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
4,560
shares
|
$575,289
0.0% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,556
shares
|
$574,784
0.02% of portfolio
|
Q1 2025
Added 94.12%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
4,550
shares
|
$574,028
0.23% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,535
shares
|
$572,135
0.03% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,528
shares
|
$571,252
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
4,501
shares
|
$567,846
0.04% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,484
shares
|
$565,701
0.02% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
4,483
shares
|
$565,575
0.11% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
4,445
shares
|
$560,781
0.15% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
4,430
shares
|
$558,888
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Nikko Asset Management Americas, Inc.
|
May 07, 2025 Q1 2025 |
4,427
shares
|
$558,510
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,425
shares
|
$558,258
0.46% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
4,412
shares
|
$556,617
0.01% of portfolio
|
Q1 2025
Reduced 68.84%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
4,406
shares
|
$555,860
0.03% of portfolio
|
Q1 2025
Reduced 59.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,386
shares
|
$553,337
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
4,381
shares
|
$552,706
0.02% of portfolio
|
Q1 2025
Reduced 31.7%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
4,372
shares
|
$551,571
0.01% of portfolio
|
Q1 2025
Added 42.97%
|