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 |
|---|---|---|---|---|---|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
4,080
shares
|
$536,193
0.22% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
4,075
shares
|
$535,536
0.24% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
4,065
shares
|
$534,222
0.54% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
4,062
shares
|
$533,828
0.15% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
4,046
shares
|
$531,725
0.18% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,040
shares
|
$530,936
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,036
shares
|
$530,411
0.84% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,016
shares
|
$527,782
0.36% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,015
shares
|
$527,651
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,011
shares
|
$527,125
0.03% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
4,011
shares
|
$527,125
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,001
shares
|
$525,811
0.08% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Oakland Financial Corp
Sterling Heights, MI |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$525,680
8.98% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,980
shares
|
$523,051
0.06% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,970
shares
|
$521,737
0.03% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,968
shares
|
$521,474
0.28% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
3,964
shares
|
$520,948
0.18% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,959
shares
|
$520,291
0.04% of portfolio
|
Q4 2022
Reduced 8.44%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
3,947
shares
|
$518,714
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,931
shares
|
$516,612
0.09% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,924
shares
|
$515,692
0.04% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,917
shares
|
$514,772
0.24% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
3,914
shares
|
$514,377
0.03% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
3,892
shares
|
$511,486
0.07% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,875
shares
|
$509,252
0.03% of portfolio
|
Q2 2025
Reduced 13.91%
|