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 |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,045
shares
|
$255,993
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
2,036
shares
|
$254,866
0.11% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
2,035
shares
|
$254,741
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,032
shares
|
$254,365
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,031
shares
|
$254,240
0.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,025
shares
|
$253,489
0.03% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
2,024
shares
|
$253,364
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,023
shares
|
$253,239
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,015
shares
|
$252,237
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,008
shares
|
$251,361
0.0% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,006
shares
|
$251,111
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,003
shares
|
$250,735
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,999
shares
|
$250,234
0.03% of portfolio
|
Q1 2025
Added 109.1%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,993
shares
|
$249,483
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
1,993
shares
|
$249,483
0.19% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,992
shares
|
$249,358
0.06% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
1,991
shares
|
$249,233
0.04% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
1,990
shares
|
$249,108
0.05% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,990
shares
|
$249,108
0.04% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,986
shares
|
$248,607
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
1,979
shares
|
$247,731
0.05% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,976
shares
|
$247,355
0.0% of portfolio
|
Q4 2023
Added 23.42%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
1,971
shares
|
$246,729
0.05% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,964
shares
|
$245,853
0.18% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
1,961
shares
|
$245,477
0.25% of portfolio
|
Q2 2025
New holding
|