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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,282
shares
|
$160,480
0.04% of portfolio
|
Q2 2022
Added 6.83%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,272
shares
|
$159,228
0.01% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,264
shares
|
$158,227
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,244
shares
|
$155,723
0.01% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,235
shares
|
$154,597
0.05% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,219
shares
|
$152,594
0.07% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,195
shares
|
$149,590
0.1% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,191
shares
|
$149,089
0.08% of portfolio
|
Q1 2024
Reduced 23.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,190
shares
|
$148,964
0.01% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,184
shares
|
$148,213
0.03% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,173
shares
|
$146,836
0.0% of portfolio
|
Q1 2025
Reduced 48.46%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,132
shares
|
$141,703
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,119
shares
|
$140,076
0.14% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,110
shares
|
$138,949
0.01% of portfolio
|
Q4 2023
Added 96.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,100
shares
|
$137,698
0.01% of portfolio
|
Q2 2023
Added 10.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,099
shares
|
$137,572
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,074
shares
|
$134,443
0.01% of portfolio
|
Q1 2025
Added 35.44%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,057
shares
|
$132,315
0.07% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,054
shares
|
$131,939
0.02% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,038
shares
|
$129,936
0.01% of portfolio
|
Q4 2022
Added 19.72%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,034
shares
|
$129,436
0.03% of portfolio
|
Q4 2024
Reduced 21.96%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,005
shares
|
$125,805
0.07% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,000
shares
|
$125,180
0.06% of portfolio
|
Q1 2023
Reduced 31.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
998
shares
|
$124,929
0.01% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
995
shares
|
$124,554
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|