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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,126
shares
|
$266,132
0.02% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
2,120
shares
|
$265,381
0.11% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,120
shares
|
$265,381
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$265,256
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,117
shares
|
$265,006
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
2,117
shares
|
$265,006
0.15% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,114
shares
|
$264,630
0.03% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,114
shares
|
$264,630
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
2,110
shares
|
$264,129
0.01% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,105
shares
|
$263,503
0.24% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
2,096
shares
|
$262,377
0.11% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,094
shares
|
$262,126
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,092
shares
|
$261,876
0.02% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,091
shares
|
$261,751
0.04% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
2,087
shares
|
$261,250
0.01% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
2,085
shares
|
$261,000
0.15% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
2,082
shares
|
$260,624
0.28% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,080
shares
|
$260,374
0.04% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
2,074
shares
|
$259,623
0.03% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,064
shares
|
$258,371
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,060
shares
|
$257,870
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
2,057
shares
|
$257,495
0.13% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,056
shares
|
$257,370
0.02% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
2,055
shares
|
$257,244
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
2,050
shares
|
$256,619
0.0% of portfolio
|
Q1 2025
Reduced 4.43%
|