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
|
Jul 30, 2025 Q2 2025 |
4,323
shares
|
$568,128
0.01% of portfolio
|
Q2 2025
Added 39.14%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,310
shares
|
$566,420
0.42% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
4,309
shares
|
$566,288
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,297
shares
|
$564,711
0.42% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,291
shares
|
$563,923
0.07% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
4,287
shares
|
$563,397
0.28% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
4,248
shares
|
$558,272
0.28% of portfolio
|
Q2 2025
Added 88.13%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,245
shares
|
$557,877
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,238
shares
|
$556,957
0.01% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
4,234
shares
|
$556,432
0.25% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
4,231
shares
|
$556,038
0.04% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,228
shares
|
$555,643
0.13% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
4,220
shares
|
$554,592
0.09% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,218
shares
|
$554,329
0.05% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,216
shares
|
$554,066
0.15% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
4,198
shares
|
$551,701
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
4,194
shares
|
$551,175
0.05% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
4,179
shares
|
$549,204
0.11% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,160
shares
|
$546,707
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,144
shares
|
$544,604
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,136
shares
|
$543,553
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,124
shares
|
$541,976
0.02% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,101
shares
|
$538,953
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
4,099
shares
|
$538,690
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,093
shares
|
$537,902
0.03% of portfolio
|
Q2 2025
Reduced 3.9%
|