Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,039 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
44,629
shares
|
$5.9 Million
0.14% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
44,610
shares
|
$5.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
44,072
shares
|
$5.83 Million
0.03% of portfolio
|
Q2 2025
Added 26.31%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
43,927
shares
|
$5.81 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
42,855
shares
|
$5.67 Million
0.16% of portfolio
|
Q2 2025
Added 41.96%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
42,649
shares
|
$5.64 Million
1.09% of portfolio
|
Q2 2025
Added 769.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
42,584
shares
|
$5.63 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Canal Insurance CO
|
Jul 30, 2025 Q2 2025 |
42,500
shares
|
$5.62 Million
1.13% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
42,478
shares
|
$5.62 Million
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
42,303
shares
|
$5.6 Million
0.08% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
42,260
shares
|
$5.59 Million
0.05% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
42,205
shares
|
$5.58 Million
0.01% of portfolio
|
Q2 2025
Added 81.06%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
42,204
shares
|
$5.58 Million
0.02% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
42,167
shares
|
$5.58 Million
0.31% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Sovereign Investment Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
42,129
shares
|
$5.57 Million
1.53% of portfolio
|
Q1 2022
New holding
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
41,683
shares
|
$5.51 Million
0.54% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
41,657
shares
|
$5.51 Million
0.24% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
41,575
shares
|
$5.5 Million
0.93% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
41,511
shares
|
$5.49 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
41,416
shares
|
$5.48 Million
0.59% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
41,182
shares
|
$5.45 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
41,159
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.29%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
40,743
shares
|
$5.39 Million
0.67% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
40,553
shares
|
$5.36 Million
0.92% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
40,336
shares
|
$5.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.18%
|