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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,817
shares
|
$352,632
0.22% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,808
shares
|
$351,505
0.6% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
2,800
shares
|
$350,504
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,788
shares
|
$349,001
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
2,781
shares
|
$348,125
0.33% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
2,775
shares
|
$347,374
0.03% of portfolio
|
Q1 2025
Added 35.43%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,772
shares
|
$346,998
0.07% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,760
shares
|
$345,496
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
2,755
shares
|
$344,870
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,738
shares
|
$342,742
0.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
2,730
shares
|
$341,741
0.03% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,720
shares
|
$340,489
0.09% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,717
shares
|
$340,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,714
shares
|
$339,738
0.1% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
2,707
shares
|
$338,862
0.08% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
2,706
shares
|
$338,737
0.07% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,704
shares
|
$338,486
0.06% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,692
shares
|
$336,984
0.02% of portfolio
|
Q1 2025
Reduced 59.77%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
2,672
shares
|
$334,480
0.14% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
2,663
shares
|
$333,354
0.02% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,662
shares
|
$333,229
0.2% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
2,658
shares
|
$332,728
0.08% of portfolio
|
Q2 2025
Added 63.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,653
shares
|
$332,102
0.02% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
2,648
shares
|
$331,476
0.22% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
2,646
shares
|
$331,226
0.2% of portfolio
|
Q2 2025
Added 5.17%
|