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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,889
shares
|
$490,208
0.01% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
3,878
shares
|
$488,821
0.17% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,877
shares
|
$488,695
0.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,869
shares
|
$487,687
0.05% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
3,868
shares
|
$487,561
0.08% of portfolio
|
Q1 2025
Added 39.29%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
3,863
shares
|
$486,931
0.39% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,859
shares
|
$486,426
0.21% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
3,850
shares
|
$485,292
0.08% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
3,850
shares
|
$485,292
0.19% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,845
shares
|
$484,662
0.44% of portfolio
|
Q1 2024
Reduced 13.83%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
3,843
shares
|
$484,410
0.13% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
3,840
shares
|
$484,032
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,838
shares
|
$483,779
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
3,837
shares
|
$483,653
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
3,831
shares
|
$482,897
0.28% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
3,830
shares
|
$482,771
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
3,826
shares
|
$482,267
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
3,821
shares
|
$481,637
0.1% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,820
shares
|
$481,511
0.06% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,820
shares
|
$481,511
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,793
shares
|
$478,107
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,792
shares
|
$477,981
0.03% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,792
shares
|
$477,981
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
3,788
shares
|
$477,477
0.02% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
3,776
shares
|
$475,964
0.28% of portfolio
|
Q2 2025
Added 0.03%
|