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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,502
shares
|
$328,812
0.14% of portfolio
|
Q4 2023
Reduced 3.84%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,500
shares
|
$328,549
0.0% of portfolio
|
Q2 2025
Reduced 67.21%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
2,500
shares
|
$328,549
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,500
shares
|
$328,549
0.02% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
2,497
shares
|
$328,155
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
2,496
shares
|
$328,024
0.15% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,495
shares
|
$327,892
0.02% of portfolio
|
Q1 2024
Added 5.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,491
shares
|
$327,367
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,490
shares
|
$327,235
0.09% of portfolio
|
Q2 2025
Added 1456.25%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,489
shares
|
$327,104
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
2,483
shares
|
$326,315
0.12% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,471
shares
|
$324,738
0.13% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,466
shares
|
$324,081
0.06% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,463
shares
|
$323,687
0.11% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,457
shares
|
$322,898
0.04% of portfolio
|
Q2 2025
Reduced 16.88%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
2,452
shares
|
$322,241
0.23% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
2,433
shares
|
$319,744
0.13% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,433
shares
|
$319,744
0.05% of portfolio
|
Q4 2024
Reduced 22.96%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
2,430
shares
|
$319,350
0.01% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,429
shares
|
$319,219
0.11% of portfolio
|
Q1 2024
Added 7.62%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,410
shares
|
$316,722
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$316,196
0.02% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,405
shares
|
$316,065
0.14% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
2,404
shares
|
$315,933
0.2% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
2,400
shares
|
$315,407
0.05% of portfolio
|
Q2 2025
New holding
|