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 |
|---|---|---|---|---|---|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
3,054
shares
|
$401,356
0.17% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,047
shares
|
$400,436
0.01% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,046
shares
|
$400,305
0.03% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,042
shares
|
$399,779
0.03% of portfolio
|
Q2 2025
Reduced 47.86%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
3,041
shares
|
$399,648
0.02% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
3,032
shares
|
$398,465
0.3% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,031
shares
|
$398,334
0.11% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,024
shares
|
$397,414
0.01% of portfolio
|
Q1 2023
Added 8.04%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
3,011
shares
|
$395,705
0.23% of portfolio
|
Q2 2025
Added 1907.33%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,007
shares
|
$395,179
0.02% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,007
shares
|
$395,179
0.03% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,995
shares
|
$393,602
0.03% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
2,984
shares
|
$392,157
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,979
shares
|
$391,500
0.01% of portfolio
|
Q2 2025
Added 29.02%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
2,979
shares
|
$391,500
0.0% of portfolio
|
Q2 2025
Reduced 52.81%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,973
shares
|
$390,711
0.1% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,965
shares
|
$389,660
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,954
shares
|
$388,214
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
2,946
shares
|
$387,163
0.13% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,939
shares
|
$386,243
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,939
shares
|
$386,243
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,937
shares
|
$385,980
0.03% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,935
shares
|
$385,717
0.12% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
2,932
shares
|
$385,323
0.0% of portfolio
|
Q2 2025
Reduced 47.6%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
2,925
shares
|
$384,403
0.25% of portfolio
|
Q2 2025
Reduced 1.12%
|