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 |
|---|---|---|---|---|---|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
8,908
shares
|
$1.17 Million
0.22% of portfolio
|
Q2 2025
Added 256.75%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,903
shares
|
$1.17 Million
0.48% of portfolio
|
Q4 2021
Added 22.6%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
8,897
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
8,860
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
8,820
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,810
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
8,800
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
8,792
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
8,789
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,732
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
8,639
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2025
Added 102.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,627
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,599
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.45%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
8,552
shares
|
$1.12 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,507
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
8,499
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
8,498
shares
|
$1.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 35.39%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
8,497
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 44.29%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,478
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,437
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
8,405
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,400
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.08%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
8,383
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
8,380
shares
|
$1.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
8,343
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 9.52%
|