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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,752
shares
|
$1.02 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,749
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 59.49%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,746
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
7,720
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
7,712
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
7,700
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
7,655
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.78%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
7,636
shares
|
$1 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
7,629
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,611
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 149.46%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
7,607
shares
|
$999,711
0.05% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,606
shares
|
$999,580
0.44% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
7,569
shares
|
$994,717
0.16% of portfolio
|
Q2 2025
Added 100.61%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
7,564
shares
|
$994,060
0.51% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
7,553
shares
|
$992,615
0.3% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,548
shares
|
$991,958
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
7,522
shares
|
$988,541
0.25% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
7,513
shares
|
$987,358
0.12% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,493
shares
|
$984,730
0.07% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
7,454
shares
|
$979,604
0.09% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,374
shares
|
$969,091
0.15% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,369
shares
|
$968,433
0.1% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
7,362
shares
|
$967,514
0.06% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,352
shares
|
$966,199
0.17% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 11, 2025 Q2 2025 |
7,325
shares
|
$962,651
0.09% of portfolio
|
Q2 2025
New holding
|