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 |
|---|---|---|---|---|---|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
2,602
shares
|
$341,954
0.16% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,600
shares
|
$341,691
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$341,691
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,594
shares
|
$340,903
0.1% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,592
shares
|
$340,640
0.05% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,592
shares
|
$340,640
0.02% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
2,587
shares
|
$339,983
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
2,582
shares
|
$339,326
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
2,576
shares
|
$338,537
0.15% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,569
shares
|
$337,617
0.01% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
2,568
shares
|
$337,486
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,560
shares
|
$336,435
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,554
shares
|
$335,646
0.03% of portfolio
|
Q2 2025
Reduced 27.42%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,551
shares
|
$335,252
0.06% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
2,551
shares
|
$335,252
0.01% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,550
shares
|
$335,120
0.02% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,543
shares
|
$334,201
0.08% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
2,536
shares
|
$333,281
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
2,532
shares
|
$332,755
0.12% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,531
shares
|
$332,624
0.08% of portfolio
|
Q4 2024
Reduced 66.45%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,525
shares
|
$331,835
0.04% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,525
shares
|
$331,835
0.05% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,520
shares
|
$331,178
0.09% of portfolio
|
Q1 2023
Reduced 7.01%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,518
shares
|
$330,915
0.02% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,512
shares
|
$330,127
0.02% of portfolio
|
Q2 2025
Reduced 32.87%
|