Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,030 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 $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$375,540
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
2,995
shares
|
$374,914
0.03% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
2,976
shares
|
$372,535
0.1% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,973
shares
|
$372,160
0.1% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
2,972
shares
|
$372,034
0.15% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,965
shares
|
$371,158
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,963
shares
|
$370,908
0.02% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,962
shares
|
$370,783
0.02% of portfolio
|
Q1 2025
Added 24.66%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,961
shares
|
$370,657
0.03% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
2,958
shares
|
$370,282
0.27% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
2,956
shares
|
$370,032
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,950
shares
|
$369,281
0.03% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,946
shares
|
$368,780
0.13% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,939
shares
|
$367,904
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,939
shares
|
$367,904
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,909
shares
|
$364,148
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,907
shares
|
$363,898
0.01% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,904
shares
|
$363,522
0.02% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,902
shares
|
$363,272
0.29% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
2,886
shares
|
$361,269
0.36% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,882
shares
|
$360,768
0.3% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
2,876
shares
|
$360,017
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
2,867
shares
|
$358,891
0.14% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,833
shares
|
$354,634
0.09% of portfolio
|
Q2 2022
Reduced 19.99%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,826
shares
|
$353,758
0.23% of portfolio
|
Q1 2025
Added 11.0%
|