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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,643
shares
|
$330,850
0.04% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,635
shares
|
$329,849
0.17% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
2,625
shares
|
$328,597
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,618
shares
|
$327,721
0.05% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
2,617
shares
|
$327,596
0.02% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,611
shares
|
$326,844
0.14% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,608
shares
|
$326,469
0.04% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
2,602
shares
|
$325,718
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
2,602
shares
|
$325,718
0.17% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
2,602
shares
|
$325,718
0.22% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
2,600
shares
|
$325,468
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,600
shares
|
$325,468
0.01% of portfolio
|
Q1 2025
Reduced 46.54%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,600
shares
|
$325,468
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,596
shares
|
$324,967
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,594
shares
|
$324,716
0.1% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,592
shares
|
$324,466
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,570
shares
|
$321,712
0.02% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
2,570
shares
|
$321,712
0.02% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
2,568
shares
|
$321,462
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,560
shares
|
$320,460
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,543
shares
|
$318,332
0.08% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,531
shares
|
$316,830
0.08% of portfolio
|
Q4 2024
Reduced 66.45%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
2,525
shares
|
$316,079
0.04% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,520
shares
|
$315,453
0.09% of portfolio
|
Q1 2023
Reduced 7.01%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,512
shares
|
$314,452
0.02% of portfolio
|
Q2 2025
Reduced 32.87%
|