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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,747
shares
|
$361,010
0.01% of portfolio
|
Q2 2025
Added 101.99%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,738
shares
|
$359,827
0.05% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
2,730
shares
|
$358,776
0.03% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,720
shares
|
$357,462
0.09% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,719
shares
|
$357,330
0.0% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
2,718
shares
|
$357,199
0.19% of portfolio
|
Q2 2025
Reduced 13.66%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,714
shares
|
$356,673
0.1% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,705
shares
|
$355,491
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,704
shares
|
$355,359
0.06% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,670
shares
|
$350,891
0.07% of portfolio
|
Q2 2025
Reduced 35.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,668
shares
|
$350,628
0.03% of portfolio
|
Q2 2025
Added 29.77%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,662
shares
|
$349,840
0.2% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,662
shares
|
$349,840
0.0% of portfolio
|
Q2 2025
Added 73.76%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
2,658
shares
|
$349,314
0.08% of portfolio
|
Q2 2025
Added 63.27%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,653
shares
|
$348,657
0.02% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
2,650
shares
|
$348,262
0.2% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
2,646
shares
|
$347,737
0.2% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,643
shares
|
$347,343
0.04% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
2,643
shares
|
$347,343
0.2% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
2,625
shares
|
$344,977
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
2,617
shares
|
$343,926
0.02% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,617
shares
|
$343,926
0.02% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,613
shares
|
$343,400
0.04% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,610
shares
|
$343,006
0.02% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,608
shares
|
$342,743
0.04% of portfolio
|
Q2 2025
Reduced 3.69%
|