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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
4,562
shares
|
$599,538
0.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
4,560
shares
|
$599,275
0.42% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
4,550
shares
|
$597,961
0.23% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
4,549
shares
|
$597,829
0.14% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
4,546
shares
|
$597,435
0.41% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,530
shares
|
$595,332
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,528
shares
|
$595,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,510
shares
|
$592,704
0.05% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
4,500
shares
|
$591,390
0.37% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,500
shares
|
$591,390
0.05% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,484
shares
|
$589,287
0.02% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,484
shares
|
$589,287
0.01% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
4,483
shares
|
$589,155
0.03% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
4,483
shares
|
$589,155
0.11% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,483
shares
|
$589,155
0.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,470
shares
|
$587,447
0.15% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
4,457
shares
|
$585,738
0.01% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
4,430
shares
|
$582,190
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
4,429
shares
|
$582,059
0.2% of portfolio
|
Q2 2025
Reduced 99.18%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,403
shares
|
$578,642
0.05% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,386
shares
|
$576,408
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
4,372
shares
|
$574,568
0.01% of portfolio
|
Q1 2025
Added 42.97%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
4,363
shares
|
$573,385
0.05% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
4,336
shares
|
$569,837
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
4,327
shares
|
$568,654
0.02% of portfolio
|
Q2 2025
Reduced 1.23%
|