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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,533
shares
|
$727,146
0.02% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,520
shares
|
$725,438
0.09% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,504
shares
|
$723,335
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,500
shares
|
$722,809
0.02% of portfolio
|
Q3 2021
Reduced 4.95%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
5,497
shares
|
$722,415
0.0% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,475
shares
|
$719,524
0.15% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
5,471
shares
|
$718,998
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
5,467
shares
|
$718,473
0.12% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
5,464
shares
|
$718,078
0.05% of portfolio
|
Q2 2025
Added 42.96%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,452
shares
|
$716,501
0.2% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,416
shares
|
$711,770
0.0% of portfolio
|
Q3 2022
Reduced 14.59%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,390
shares
|
$708,353
0.16% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
5,379
shares
|
$706,908
0.45% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
5,375
shares
|
$706,382
0.01% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
5,365
shares
|
$705,068
0.06% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
5,363
shares
|
$704,805
0.07% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,346
shares
|
$702,571
0.29% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
5,340
shares
|
$701,782
0.34% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,314
shares
|
$698,365
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,304
shares
|
$697,051
0.07% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
5,284
shares
|
$694,423
0.47% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
5,274
shares
|
$693,109
0.02% of portfolio
|
Q2 2025
Added 73.15%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
5,268
shares
|
$692,320
0.01% of portfolio
|
Q4 2024
Added 204.68%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
5,243
shares
|
$689,035
0.05% of portfolio
|
Q2 2025
Reduced 73.19%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
5,237
shares
|
$688,246
0.3% of portfolio
|
Q2 2025
Reduced 9.57%
|