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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
6,005
shares
|
$789,177
0.04% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
South Street Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$788,519
0.11% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
5,995
shares
|
$787,862
0.04% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,982
shares
|
$786,154
0.03% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
5,938
shares
|
$780,371
0.13% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
5,930
shares
|
$779,320
0.26% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
5,898
shares
|
$775,115
0.02% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,844
shares
|
$768,018
0.05% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
5,841
shares
|
$767,624
0.02% of portfolio
|
Q2 2025
Reduced 48.8%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
5,825
shares
|
$765,521
0.47% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,811
shares
|
$763,681
0.35% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,808
shares
|
$763,287
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
5,785
shares
|
$760,264
0.0% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
5,750
shares
|
$755,664
0.52% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
5,741
shares
|
$754,482
0.21% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,733
shares
|
$753,430
0.01% of portfolio
|
Q2 2025
Added 38.75%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,720
shares
|
$751,722
0.5% of portfolio
|
Q2 2022
Added 3.62%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,703
shares
|
$749,488
0.12% of portfolio
|
Q1 2022
Added 1.78%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,695
shares
|
$748,436
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
5,678
shares
|
$746,202
0.14% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,656
shares
|
$743,311
0.0% of portfolio
|
Q2 2025
Added 14.45%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,647
shares
|
$742,128
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
5,643
shares
|
$741,603
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
5,621
shares
|
$738,711
0.04% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
5,534
shares
|
$727,278
0.18% of portfolio
|
Q2 2025
Added 3.48%
|