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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,904
shares
|
$381,643
0.02% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,902
shares
|
$381,380
0.29% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
2,889
shares
|
$379,672
0.02% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,887
shares
|
$379,409
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,882
shares
|
$378,752
0.3% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
2,863
shares
|
$376,255
0.17% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
2,860
shares
|
$375,861
0.28% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,847
shares
|
$374,152
0.02% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
2,837
shares
|
$372,838
0.06% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,833
shares
|
$372,312
0.09% of portfolio
|
Q2 2022
Reduced 19.99%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
2,818
shares
|
$370,341
0.01% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,817
shares
|
$370,210
0.22% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,812
shares
|
$369,553
0.31% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,808
shares
|
$369,027
0.6% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,802
shares
|
$368,238
0.01% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
2,790
shares
|
$366,661
0.1% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,788
shares
|
$366,398
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
2,781
shares
|
$365,479
0.16% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
2,775
shares
|
$364,690
0.03% of portfolio
|
Q1 2025
Added 35.43%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,772
shares
|
$364,296
0.07% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,771
shares
|
$364,164
0.04% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
2,761
shares
|
$362,850
0.0% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,761
shares
|
$362,850
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,760
shares
|
$362,719
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,754
shares
|
$361,930
0.02% of portfolio
|
Q2 2025
Reduced 1.64%
|