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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,502
shares
|
$313,200
0.16% of portfolio
|
Q4 2023
Reduced 3.84%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
2,500
shares
|
$312,950
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
2,497
shares
|
$312,574
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
2,497
shares
|
$312,574
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,496
shares
|
$312,449
0.17% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,495
shares
|
$312,324
0.02% of portfolio
|
Q1 2024
Added 5.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,491
shares
|
$311,823
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,490
shares
|
$311,698
0.09% of portfolio
|
Q2 2025
Added 1456.25%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,489
shares
|
$311,573
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
2,486
shares
|
$311,197
0.03% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,483
shares
|
$310,821
0.12% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,471
shares
|
$309,319
0.13% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
2,471
shares
|
$309,319
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
2,470
shares
|
$309,194
0.02% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
2,466
shares
|
$308,693
0.07% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,464
shares
|
$308,443
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,463
shares
|
$308,318
0.11% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
2,462
shares
|
$308,193
0.05% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,462
shares
|
$308,193
0.01% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
2,460
shares
|
$307,942
0.1% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
2,439
shares
|
$305,314
0.34% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
2,433
shares
|
$304,562
0.13% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,433
shares
|
$304,562
0.05% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
2,430
shares
|
$304,187
0.01% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,422
shares
|
$303,185
0.02% of portfolio
|
Q1 2025
Reduced 27.0%
|