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 |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
3,708
shares
|
$487,305
0.15% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,677
shares
|
$483,231
0.15% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
3,667
shares
|
$481,917
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
3,662
shares
|
$481,260
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,659
shares
|
$480,865
0.01% of portfolio
|
Q2 2025
Added 97.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,658
shares
|
$480,734
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,636
shares
|
$477,843
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
3,635
shares
|
$477,711
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
3,629
shares
|
$476,923
0.22% of portfolio
|
Q2 2025
Reduced 25.01%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,628
shares
|
$476,791
0.1% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,613
shares
|
$474,820
0.18% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
3,612
shares
|
$474,689
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,609
shares
|
$474,294
0.02% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
3,602
shares
|
$473,374
0.01% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,600
shares
|
$473,111
0.16% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
3,587
shares
|
$471,403
0.0% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,583
shares
|
$470,877
0.05% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,577
shares
|
$470,089
0.01% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,569
shares
|
$469,037
0.02% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
3,567
shares
|
$468,775
0.0% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
3,551
shares
|
$466,672
0.0% of portfolio
|
Q2 2025
Added 93.3%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
3,541
shares
|
$465,358
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,528
shares
|
$463,649
0.03% of portfolio
|
Q4 2024
Added 47.49%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,517
shares
|
$462,204
0.03% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,508
shares
|
$461,021
0.07% of portfolio
|
Q2 2025
Reduced 5.52%
|