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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
20,369
shares
|
$2.69 Million
0.18% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,360
shares
|
$2.69 Million
0.28% of portfolio
|
Q3 2023
Added 53.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
20,331
shares
|
$2.69 Million
0.1% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Jul 31, 2025 Q2 2025 |
20,313
shares
|
$2.69 Million
1.32% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
20,234
shares
|
$2.68 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,182
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
20,130
shares
|
$2.66 Million
0.04% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,047
shares
|
$2.65 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Engine Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$2.65 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
19,851
shares
|
$2.63 Million
0.1% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
19,842
shares
|
$2.62 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
19,814
shares
|
$2.62 Million
0.05% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
19,758
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
19,441
shares
|
$2.57 Million
0.02% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
19,406
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
19,377
shares
|
$2.56 Million
0.07% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,365
shares
|
$2.56 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
19,328
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
19,285
shares
|
$2.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 25.53%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
19,219
shares
|
$2.54 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
19,194
shares
|
$2.54 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
19,143
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
18,966
shares
|
$2.51 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
18,942
shares
|
$2.51 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
18,895
shares
|
$2.5 Million
0.11% of portfolio
|
Q2 2022
Added 10.91%
|