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 |
|---|---|---|---|---|---|
|
Corbyn Investment Management Inc
|
May 09, 2025 Q1 2025 |
3,441
shares
|
$433,738
0.22% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
3,421
shares
|
$431,217
0.04% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
3,420
shares
|
$431,091
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
3,413
shares
|
$430,208
0.04% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,413
shares
|
$430,208
0.05% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,407
shares
|
$429,452
0.15% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,404
shares
|
$429,074
0.21% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,400
shares
|
$428,570
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
3,395
shares
|
$427,939
0.39% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
3,392
shares
|
$427,561
0.02% of portfolio
|
Q1 2025
Reduced 49.14%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,386
shares
|
$426,805
0.01% of portfolio
|
Q1 2025
Added 30.28%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
3,382
shares
|
$426,301
0.11% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,381
shares
|
$426,175
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,376
shares
|
$425,544
0.01% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,367
shares
|
$424,410
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
3,357
shares
|
$423,149
0.16% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
3,356
shares
|
$423,023
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
3,350
shares
|
$422,267
0.49% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,346
shares
|
$421,763
0.04% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,337
shares
|
$420,628
0.17% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,334
shares
|
$420,250
0.03% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
3,330
shares
|
$419,746
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
3,318
shares
|
$418,233
0.0% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,303
shares
|
$416,343
0.02% of portfolio
|
Q2 2025
Added 55.51%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
3,300
shares
|
$415,965
0.03% of portfolio
|
Q1 2025
Reduced 9.34%
|