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 |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,538
shares
|
$192,526
0.09% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,533
shares
|
$191,900
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,532
shares
|
$191,775
0.0% of portfolio
|
Q1 2025
Reduced 43.2%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$187,770
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,486
shares
|
$186,017
0.03% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,471
shares
|
$184,139
0.04% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,471
shares
|
$184,139
0.01% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,466
shares
|
$183,513
0.01% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,455
shares
|
$182,136
0.01% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
1,438
shares
|
$180,008
0.12% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,437
shares
|
$179,883
0.12% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,414
shares
|
$177,004
0.01% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
1,396
shares
|
$174,751
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,361
shares
|
$170,369
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
1,360
shares
|
$170,244
0.01% of portfolio
|
Q4 2024
Reduced 80.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,358
shares
|
$169,994
0.07% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,355
shares
|
$169,618
0.09% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,354
shares
|
$169,493
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,354
shares
|
$169,493
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,353
shares
|
$169,368
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,325
shares
|
$165,863
0.08% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,310
shares
|
$163,985
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,306
shares
|
$163,485
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,303
shares
|
$163,109
0.09% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,292
shares
|
$161,732
0.03% of portfolio
|
Q2 2024
Reduced 31.71%
|