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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,960
shares
|
$245,352
0.0% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,945
shares
|
$243,475
0.09% of portfolio
|
Q2 2024
Added 337.08%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
1,945
shares
|
$243,475
0.1% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,938
shares
|
$242,598
0.01% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,938
shares
|
$242,598
0.06% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,936
shares
|
$242,348
0.01% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,930
shares
|
$241,597
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,926
shares
|
$241,096
0.09% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,922
shares
|
$240,595
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
1,920
shares
|
$240,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,916
shares
|
$239,844
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,912
shares
|
$239,344
0.03% of portfolio
|
Q2 2024
Added 5.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,910
shares
|
$239,093
0.04% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,904
shares
|
$238,342
0.03% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
1,902
shares
|
$238,092
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,900
shares
|
$237,842
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
1,893
shares
|
$236,965
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
1,892
shares
|
$236,840
0.03% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
1,891
shares
|
$236,715
0.09% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,887
shares
|
$236,214
0.0% of portfolio
|
Q1 2025
Reduced 28.71%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
1,885
shares
|
$235,964
0.02% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,885
shares
|
$235,964
0.02% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,881
shares
|
$235,463
0.01% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,878
shares
|
$235,088
0.06% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
1,878
shares
|
$235,088
0.04% of portfolio
|
Q3 2023
New holding
|