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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,393
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 118.68%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
11,307
shares
|
$1.49 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
11,280
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
11,275
shares
|
$1.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,271
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 39.51%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
11,226
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,212
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Reduced 68.14%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
11,177
shares
|
$1.47 Million
0.44% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
11,109
shares
|
$1.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
11,082
shares
|
$1.46 Million
0.36% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,082
shares
|
$1.46 Million
0.21% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
10,928
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,876
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
10,681
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,679
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
10,633
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
10,620
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 65.94%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
10,611
shares
|
$1.39 Million
0.2% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
10,564
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,552
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2023
Added 2.55%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
10,529
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
10,474
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 41.71%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
10,445
shares
|
$1.37 Million
1.21% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 43.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,342
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.23%
|