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 |
|---|---|---|---|---|---|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
3,210
shares
|
$421,858
0.22% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
3,194
shares
|
$419,755
0.14% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
3,192
shares
|
$419,492
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
3,186
shares
|
$418,704
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,185
shares
|
$418,572
0.03% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
3,178
shares
|
$417,652
0.01% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
3,173
shares
|
$416,995
0.17% of portfolio
|
Q2 2025
Reduced 52.8%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,159
shares
|
$415,155
0.06% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
3,158
shares
|
$415,024
0.11% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
3,155
shares
|
$414,630
0.03% of portfolio
|
Q2 2025
Reduced 90.07%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,152
shares
|
$414,235
0.02% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,143
shares
|
$413,053
0.05% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
3,134
shares
|
$411,870
0.09% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
3,126
shares
|
$410,818
0.06% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,108
shares
|
$408,453
0.02% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
3,100
shares
|
$407,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,098
shares
|
$407,139
0.0% of portfolio
|
Q4 2022
Reduced 23.47%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,094
shares
|
$406,613
0.15% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
3,089
shares
|
$405,956
0.08% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
3,087
shares
|
$405,693
0.22% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,085
shares
|
$405,430
0.03% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,083
shares
|
$405,167
0.01% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,083
shares
|
$405,167
0.03% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
3,081
shares
|
$404,905
0.13% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
3,059
shares
|
$402,013
0.09% of portfolio
|
Q2 2025
New holding
|