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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
15,799
shares
|
$2.08 Million
0.37% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
15,781
shares
|
$2.07 Million
0.43% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
15,718
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
15,662
shares
|
$2.06 Million
1.1% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
15,652
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.82%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
15,633
shares
|
$2.05 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
15,585
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
15,579
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
15,526
shares
|
$2.04 Million
0.1% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
15,472
shares
|
$2.03 Million
0.41% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
15,440
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
15,164
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
15,126
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
15,111
shares
|
$1.99 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,058
shares
|
$1.98 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
14,882
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
14,833
shares
|
$1.95 Million
1.24% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
14,788
shares
|
$1.94 Million
0.71% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,781
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
14,756
shares
|
$1.94 Million
0.27% of portfolio
|
Q2 2025
Reduced 34.51%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,750
shares
|
$1.94 Million
0.18% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
14,725
shares
|
$1.94 Million
0.8% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
14,703
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
14,675
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
14,640
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|