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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,310
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
10,302
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.87%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
10,273
shares
|
$1.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,269
shares
|
$1.35 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
10,235
shares
|
$1.35 Million
0.53% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,234
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,170
shares
|
$1.34 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,109
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
10,084
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
10,018
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 431.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
10,008
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
10,001
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$1.31 Million
1.62% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$1.31 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
9,994
shares
|
$1.31 Million
0.06% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,935
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
9,904
shares
|
$1.3 Million
0.31% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,903
shares
|
$1.3 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,886
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
9,876
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,768
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,765
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.11%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,691
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 69.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,677
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2022
Added 37.36%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,670
shares
|
$1.27 Million
0.25% of portfolio
|
Q2 2025
Added 77.46%
|