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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,121
shares
|
$519,452
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
4,109
shares
|
$517,939
0.08% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
4,103
shares
|
$517,183
0.25% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,101
shares
|
$516,931
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,075
shares
|
$513,653
0.24% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
4,065
shares
|
$512,393
0.6% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
4,064
shares
|
$512,267
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
4,062
shares
|
$512,015
0.16% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,058
shares
|
$511,510
0.03% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
4,052
shares
|
$510,754
0.02% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,040
shares
|
$509,242
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,036
shares
|
$508,737
0.84% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,027
shares
|
$507,603
0.43% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,022
shares
|
$506,973
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,016
shares
|
$506,216
0.36% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,015
shares
|
$506,090
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,001
shares
|
$504,326
0.08% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,000
shares
|
$504,200
0.04% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,968
shares
|
$500,166
0.28% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
3,968
shares
|
$500,166
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,959
shares
|
$499,031
0.04% of portfolio
|
Q4 2022
Reduced 8.44%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
3,940
shares
|
$496,637
0.07% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
3,938
shares
|
$496,384
0.06% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,917
shares
|
$493,737
0.24% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
3,899
shares
|
$491,468
0.04% of portfolio
|
Q1 2025
Added 13.91%
|