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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,340
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
8,324
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,320
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
8,255
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,242
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
8,223
shares
|
$1.08 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
8,185
shares
|
$1.08 Million
1.01% of portfolio
|
Q1 2025
Added 45.33%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
8,174
shares
|
$1.07 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
8,162
shares
|
$1.07 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
8,140
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,137
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.35%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,108
shares
|
$1.07 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
8,093
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,087
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2022
Added 8.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,026
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
8,025
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
8,017
shares
|
$1.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,004
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
7,938
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,929
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
7,897
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,894
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,879
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2024
Added 73.62%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,835
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
7,818
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2024
Reduced 41.74%
|