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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,773
shares
|
$475,586
0.1% of portfolio
|
Q1 2025
Reduced 43.34%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,767
shares
|
$474,830
0.04% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,755
shares
|
$473,317
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,755
shares
|
$473,317
0.08% of portfolio
|
Q4 2021
Added 1.93%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
3,750
shares
|
$472,687
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
3,745
shares
|
$472,057
0.02% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
3,740
shares
|
$471,427
0.11% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,735
shares
|
$470,796
0.04% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,725
shares
|
$469,536
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,723
shares
|
$469,284
0.01% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
3,720
shares
|
$468,906
0.1% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,713
shares
|
$468,023
0.1% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
3,686
shares
|
$464,620
0.11% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
3,678
shares
|
$463,611
0.13% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,677
shares
|
$463,485
0.15% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,673
shares
|
$462,981
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
3,644
shares
|
$459,326
0.01% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
3,643
shares
|
$459,200
0.03% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
3,638
shares
|
$458,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
3,629
shares
|
$457,435
0.22% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,628
shares
|
$457,309
0.1% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,614
shares
|
$455,544
0.03% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,613
shares
|
$455,418
0.18% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
3,612
shares
|
$455,292
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,609
shares
|
$454,914
0.01% of portfolio
|
Q1 2025
Added 1.04%
|