Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,033 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
4,372
shares
|
$551,090
0.01% of portfolio
|
Q1 2025
Added 42.97%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,366
shares
|
$550,334
0.17% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
4,337
shares
|
$546,678
0.1% of portfolio
|
Q1 2025
Reduced 70.4%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,333
shares
|
$546,174
0.06% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,325
shares
|
$545,166
0.02% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,323
shares
|
$544,914
0.18% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
4,309
shares
|
$543,149
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,307
shares
|
$542,897
0.01% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,294
shares
|
$541,258
0.04% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,271
shares
|
$538,359
0.06% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
4,264
shares
|
$537,477
0.04% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,259
shares
|
$536,846
0.04% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
4,251
shares
|
$535,838
0.07% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
4,241
shares
|
$534,578
0.13% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,238
shares
|
$534,199
0.01% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
4,234
shares
|
$533,695
0.25% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,231
shares
|
$533,317
0.04% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,228
shares
|
$532,939
0.13% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
4,220
shares
|
$531,931
0.09% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,160
shares
|
$524,368
0.12% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,144
shares
|
$522,351
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,136
shares
|
$521,342
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
4,132
shares
|
$520,838
0.01% of portfolio
|
Q1 2025
Added 61.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,124
shares
|
$519,830
0.02% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,121
shares
|
$519,452
0.04% of portfolio
|
Q1 2025
New holding
|