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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,238
shares
|
$280,152
0.06% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,236
shares
|
$279,902
0.01% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
2,235
shares
|
$279,777
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,233
shares
|
$279,526
0.01% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
2,225
shares
|
$278,525
0.03% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,225
shares
|
$278,525
0.04% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,224
shares
|
$278,400
0.16% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,219
shares
|
$277,774
0.03% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
2,207
shares
|
$276,272
0.1% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,201
shares
|
$275,521
0.1% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,199
shares
|
$275,270
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
2,198
shares
|
$275,145
0.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,196
shares
|
$274,895
0.04% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
2,196
shares
|
$274,895
0.0% of portfolio
|
Q1 2025
Reduced 94.25%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
2,192
shares
|
$274,394
0.1% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$274,019
0.06% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,178
shares
|
$272,642
0.17% of portfolio
|
Q1 2023
Reduced 15.45%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,178
shares
|
$272,642
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,175
shares
|
$272,266
0.03% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,161
shares
|
$270,513
0.02% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
2,159
shares
|
$270,263
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,137
shares
|
$267,509
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,137
shares
|
$267,509
0.02% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,135
shares
|
$267,259
0.02% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,133
shares
|
$267,008
0.08% of portfolio
|
Q2 2025
Reduced 7.38%
|