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 |
|---|---|---|---|---|---|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
3,507
shares
|
$460,889
0.06% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
3,506
shares
|
$460,758
0.01% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,486
shares
|
$458,130
0.02% of portfolio
|
Q3 2022
Added 3.26%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
3,480
shares
|
$457,341
0.23% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,478
shares
|
$457,078
0.04% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,478
shares
|
$457,078
0.15% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,476
shares
|
$456,815
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,464
shares
|
$455,238
0.03% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
3,451
shares
|
$453,530
0.04% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,446
shares
|
$452,873
0.01% of portfolio
|
Q2 2025
Reduced 33.31%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,441
shares
|
$452,216
0.06% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Corbyn Investment Management Inc
|
Aug 08, 2025 Q2 2025 |
3,441
shares
|
$452,216
0.2% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,436
shares
|
$451,559
0.02% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,434
shares
|
$451,296
0.09% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,430
shares
|
$450,770
0.03% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
3,420
shares
|
$449,456
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
3,418
shares
|
$449,193
0.12% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,416
shares
|
$448,930
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,413
shares
|
$448,536
0.05% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,410
shares
|
$448,142
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
3,409
shares
|
$448,010
0.16% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
3,395
shares
|
$446,170
0.05% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,395
shares
|
$446,170
0.31% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
3,391
shares
|
$445,645
0.19% of portfolio
|
Q2 2025
Added 40.71%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
3,382
shares
|
$444,462
0.11% of portfolio
|
Q2 2025
Reduced 2.0%
|