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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
12,201
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
12,179
shares
|
$1.6 Million
0.42% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,174
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
12,173
shares
|
$1.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
12,017
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,956
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
11,933
shares
|
$1.57 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,923
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
11,913
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,854
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,815
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 58.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,782
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,751
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
11,746
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,721
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,721
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
11,688
shares
|
$1.54 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
11,612
shares
|
$1.53 Million
0.1% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,612
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,596
shares
|
$1.52 Million
0.18% of portfolio
|
Q2 2024
Reduced 51.42%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
11,585
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,513
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
11,446
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.68%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,434
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Added 73.74%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
11,407
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.64%
|