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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,905
shares
|
$644,615
0.48% of portfolio
|
Q3 2023
Reduced 52.22%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,903
shares
|
$644,352
0.44% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
4,882
shares
|
$641,592
0.05% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,880
shares
|
$641,329
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,849
shares
|
$637,255
0.01% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
4,782
shares
|
$628,450
0.02% of portfolio
|
Q2 2025
Added 149.58%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,781
shares
|
$628,319
0.22% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,776
shares
|
$627,661
0.12% of portfolio
|
Q1 2024
Reduced 43.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,768
shares
|
$626,610
0.05% of portfolio
|
Q3 2023
Reduced 3.42%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
4,760
shares
|
$625,559
0.39% of portfolio
|
Q2 2025
Added 37.81%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,750
shares
|
$624,244
0.02% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,748
shares
|
$623,982
0.31% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
4,738
shares
|
$622,667
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
4,729
shares
|
$621,485
0.08% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
4,723
shares
|
$620,696
0.06% of portfolio
|
Q2 2025
Added 22.07%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,690
shares
|
$616,359
0.26% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,682
shares
|
$615,308
0.01% of portfolio
|
Q2 2025
Reduced 31.4%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,678
shares
|
$614,782
0.02% of portfolio
|
Q2 2025
Reduced 27.43%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,677
shares
|
$614,651
0.2% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
4,654
shares
|
$611,628
0.12% of portfolio
|
Q2 2025
Added 71.92%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
4,645
shares
|
$610,445
0.06% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
4,635
shares
|
$609,131
0.39% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,598
shares
|
$604,269
0.04% of portfolio
|
Q2 2025
Added 25.18%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
4,572
shares
|
$600,852
0.05% of portfolio
|
Q2 2025
Added 98.44%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
4,562
shares
|
$599,538
0.03% of portfolio
|
Q2 2025
Added 4.63%
|