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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,859
shares
|
$507,149
0.21% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
3,850
shares
|
$505,966
0.07% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
3,850
shares
|
$505,966
0.17% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,845
shares
|
$505,309
0.44% of portfolio
|
Q1 2024
Reduced 13.83%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
3,843
shares
|
$505,047
0.12% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,841
shares
|
$504,784
0.03% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,838
shares
|
$504,389
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
3,830
shares
|
$503,338
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
3,826
shares
|
$502,812
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
3,821
shares
|
$502,155
0.1% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,820
shares
|
$502,024
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
3,797
shares
|
$499,001
0.25% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
3,789
shares
|
$497,950
0.0% of portfolio
|
Q2 2025
Reduced 39.69%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
3,776
shares
|
$496,241
0.28% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,770
shares
|
$495,453
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,767
shares
|
$495,059
0.04% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,755
shares
|
$493,482
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,755
shares
|
$493,482
0.08% of portfolio
|
Q4 2021
Added 1.93%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
3,750
shares
|
$492,824
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
3,740
shares
|
$491,510
0.1% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
3,732
shares
|
$490,459
0.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
3,725
shares
|
$489,539
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,723
shares
|
$489,276
0.01% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,714
shares
|
$488,093
0.01% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,711
shares
|
$487,699
0.04% of portfolio
|
Q2 2025
Reduced 8.69%
|