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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,843
shares
|
$899,307
0.03% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,830
shares
|
$897,598
0.04% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,830
shares
|
$897,598
0.35% of portfolio
|
Q2 2023
Added 2.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,806
shares
|
$894,444
0.06% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,766
shares
|
$889,187
0.07% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,754
shares
|
$887,610
0.02% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,750
shares
|
$887,084
0.2% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,719
shares
|
$883,010
0.02% of portfolio
|
Q2 2020
Reduced 23.0%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
6,711
shares
|
$881,959
0.26% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
6,704
shares
|
$881,039
0.17% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
6,687
shares
|
$878,805
0.07% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
6,658
shares
|
$874,994
0.18% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
6,656
shares
|
$874,731
0.01% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,634
shares
|
$871,840
0.06% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,609
shares
|
$868,554
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,590
shares
|
$866,057
0.36% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,588
shares
|
$865,794
0.08% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Portman Square Capital LLP
London, X0 |
Jul 29, 2025 Q2 2025 |
6,584
shares
|
$865,269
0.03% of portfolio
|
Q2 2025
Added 80.98%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,580
shares
|
$864,743
0.17% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
6,569
shares
|
$863,297
0.11% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,549
shares
|
$860,669
0.09% of portfolio
|
Q2 2025
Added 184.62%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
6,500
shares
|
$854,229
0.08% of portfolio
|
Q1 2020
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,495
shares
|
$853,572
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
6,454
shares
|
$848,184
0.06% of portfolio
|
Q2 2025
Added 261.97%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
6,400
shares
|
$841,087
0.02% of portfolio
|
Q2 2025
Reduced 36.7%
|