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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,874
shares
|
$234,587
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
1,870
shares
|
$234,086
0.1% of portfolio
|
Q2 2024
Reduced 28.49%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
1,863
shares
|
$233,210
0.04% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
1,857
shares
|
$232,459
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,855
shares
|
$232,208
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,855
shares
|
$232,208
0.03% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
1,855
shares
|
$232,208
0.1% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,850
shares
|
$231,583
0.28% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
1,848
shares
|
$231,332
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,842
shares
|
$230,581
0.04% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,842
shares
|
$230,581
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,841
shares
|
$230,456
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
1,841
shares
|
$230,456
0.01% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
1,835
shares
|
$229,705
0.17% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,832
shares
|
$229,329
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,831
shares
|
$229,204
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
1,831
shares
|
$229,204
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,827
shares
|
$228,703
0.05% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$228,453
0.08% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
1,822
shares
|
$228,077
0.1% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,817
shares
|
$227,452
0.07% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,816
shares
|
$227,326
0.01% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
1,815
shares
|
$227,201
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,814
shares
|
$227,076
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
1,813
shares
|
$226,951
0.01% of portfolio
|
Q1 2025
Reduced 6.4%
|