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 $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
18,880
shares
|
$2.48 Million
0.08% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
18,598
shares
|
$2.44 Million
0.63% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,575
shares
|
$2.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
18,557
shares
|
$2.44 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
18,554
shares
|
$2.44 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,298
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
18,150
shares
|
$2.39 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
18,066
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
18,053
shares
|
$2.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 28.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
17,834
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,807
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
17,675
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
17,541
shares
|
$2.31 Million
0.18% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
17,541
shares
|
$2.31 Million
1.04% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,531
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2025
Added 85.53%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,435
shares
|
$2.29 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
17,414
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
17,370
shares
|
$2.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
17,324
shares
|
$2.28 Million
0.4% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,299
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Added 97.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
17,258
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
17,254
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
17,120
shares
|
$2.25 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
17,030
shares
|
$2.24 Million
1.16% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
17,003
shares
|
$2.23 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.08%
|