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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
3,381
shares
|
$444,331
0.02% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
3,350
shares
|
$440,256
0.47% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,334
shares
|
$438,154
0.03% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
3,330
shares
|
$437,628
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,319
shares
|
$436,182
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
3,318
shares
|
$436,051
0.0% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
3,311
shares
|
$435,131
0.02% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,303
shares
|
$434,080
0.02% of portfolio
|
Q2 2025
Added 55.51%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
3,300
shares
|
$433,685
0.03% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
3,294
shares
|
$432,897
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
3,274
shares
|
$430,269
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,269
shares
|
$429,611
0.08% of portfolio
|
Q2 2025
Added 46.99%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
3,268
shares
|
$429,480
0.28% of portfolio
|
Q2 2025
Added 41.96%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
3,264
shares
|
$428,954
0.12% of portfolio
|
Q2 2025
Reduced 83.22%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
3,260
shares
|
$428,429
0.23% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
3,254
shares
|
$427,640
0.06% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
3,253
shares
|
$427,509
0.04% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
3,250
shares
|
$427,114
0.36% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
3,249
shares
|
$426,983
0.26% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
3,245
shares
|
$426,457
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,238
shares
|
$425,537
0.03% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,227
shares
|
$424,092
0.02% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,217
shares
|
$422,778
0.02% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
3,215
shares
|
$422,515
0.37% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
3,210
shares
|
$421,858
0.02% of portfolio
|
Q2 2025
Added 0.16%
|