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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
3,601
shares
|
$453,906
0.04% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
3,599
shares
|
$453,653
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,588
shares
|
$452,267
0.04% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
3,587
shares
|
$452,141
0.0% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,583
shares
|
$451,637
0.05% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,571
shares
|
$450,124
0.01% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,569
shares
|
$449,872
0.02% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
3,551
shares
|
$447,603
0.0% of portfolio
|
Q2 2025
Added 93.3%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
3,548
shares
|
$447,225
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
3,541
shares
|
$446,343
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,535
shares
|
$445,586
0.01% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,528
shares
|
$444,704
0.03% of portfolio
|
Q4 2024
Added 47.49%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,519
shares
|
$443,569
0.06% of portfolio
|
Q1 2025
Added 47.61%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
3,506
shares
|
$441,931
0.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,506
shares
|
$441,931
0.01% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,506
shares
|
$441,931
0.05% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,486
shares
|
$439,410
0.02% of portfolio
|
Q3 2022
Added 3.26%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,478
shares
|
$438,401
0.04% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,476
shares
|
$438,149
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
3,456
shares
|
$435,628
0.13% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
3,454
shares
|
$435,376
0.25% of portfolio
|
Q4 2024
Added 125.6%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
3,451
shares
|
$434,998
0.04% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,450
shares
|
$434,872
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,441
shares
|
$433,738
0.06% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Corbyn Investment Management Inc
|
May 09, 2025 Q1 2025 |
3,441
shares
|
$433,738
0.22% of portfolio
|
Q1 2024
Reduced 2.13%
|