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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
9,669
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
9,657
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
9,639
shares
|
$1.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,548
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2022
Reduced 2.07%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,482
shares
|
$1.25 Million
0.24% of portfolio
|
Q2 2025
Added 62.64%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
9,433
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
9,411
shares
|
$1.24 Million
0.27% of portfolio
|
Q2 2025
Added 48.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
9,369
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,354
shares
|
$1.23 Million
0.56% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
9,322
shares
|
$1.23 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
9,309
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Pavion Blue Capital, LLC
|
Aug 01, 2025 Q2 2025 |
9,306
shares
|
$1.22 Million
0.5% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
9,273
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
9,181
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
9,180
shares
|
$1.21 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,080
shares
|
$1.19 Million
0.36% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
9,060
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 55.3%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,055
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
9,038
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
9,029
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
9,012
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,999
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2025
Added 40.41%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
8,949
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
8,940
shares
|
$1.17 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
8,923
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
New holding
|