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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
6,374
shares
|
$837,671
0.07% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,357
shares
|
$835,436
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,338
shares
|
$832,939
0.13% of portfolio
|
Q2 2025
Added 89.87%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
6,324
shares
|
$831,100
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,305
shares
|
$828,603
0.02% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
6,289
shares
|
$826,500
0.47% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
6,255
shares
|
$822,032
0.04% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
American Financial Group Inc
|
Aug 07, 2025 Q2 2025 |
6,250
shares
|
$821,374
0.36% of portfolio
|
Q1 2022
New holding
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,245
shares
|
$820,717
0.01% of portfolio
|
Q2 2025
Added 129.85%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
6,231
shares
|
$818,878
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
6,224
shares
|
$817,958
0.14% of portfolio
|
Q2 2025
Added 131.2%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
6,219
shares
|
$817,300
0.0% of portfolio
|
Q4 2024
Reduced 26.74%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,202
shares
|
$815,066
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6,194
shares
|
$814,015
0.14% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,111
shares
|
$803,107
0.02% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
6,109
shares
|
$802,844
0.19% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,105
shares
|
$802,319
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
6,100
shares
|
$801,661
0.4% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
6,090
shares
|
$800,347
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
6,086
shares
|
$799,822
0.15% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Nikko Asset Management Americas, Inc.
|
Aug 11, 2025 Q2 2025 |
6,049
shares
|
$794,959
0.01% of portfolio
|
Q2 2025
Added 36.64%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
6,049
shares
|
$794,959
0.06% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,048
shares
|
$794,828
0.1% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,027
shares
|
$792,068
0.02% of portfolio
|
Q2 2025
Reduced 37.71%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
6,022
shares
|
$791,411
0.02% of portfolio
|
Q2 2025
Reduced 5.24%
|