Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,029 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
3,249
shares
|
$409,893
0.26% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
3,246
shares
|
$409,515
0.08% of portfolio
|
Q1 2025
Reduced 39.61%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
3,246
shares
|
$409,515
0.36% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
3,245
shares
|
$409,389
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,238
shares
|
$408,506
0.03% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,227
shares
|
$407,118
0.02% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,217
shares
|
$405,856
0.02% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
3,215
shares
|
$405,604
0.37% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,205
shares
|
$404,342
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
3,202
shares
|
$403,964
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
3,202
shares
|
$403,964
0.09% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
3,194
shares
|
$402,955
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
3,194
shares
|
$402,955
0.15% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
3,186
shares
|
$401,945
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,178
shares
|
$400,936
0.01% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
3,158
shares
|
$398,413
0.11% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
3,155
shares
|
$398,034
0.03% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
3,148
shares
|
$397,151
0.25% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,143
shares
|
$396,520
0.05% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
3,134
shares
|
$395,385
0.1% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
3,131
shares
|
$395,006
0.07% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
3,131
shares
|
$395,006
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,108
shares
|
$392,105
0.02% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,107
shares
|
$391,979
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
3,100
shares
|
$391,096
0.01% of portfolio
|
Q1 2025
New holding
|