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 |
|---|---|---|---|---|---|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
2,400
shares
|
$315,407
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
2,396
shares
|
$314,882
0.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,389
shares
|
$313,962
0.15% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,385
shares
|
$313,436
0.0% of portfolio
|
Q2 2025
Reduced 22.39%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,378
shares
|
$312,516
0.06% of portfolio
|
Q3 2023
Added 1.62%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
2,375
shares
|
$312,122
0.05% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
2,371
shares
|
$311,596
0.01% of portfolio
|
Q2 2025
Reduced 83.84%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,371
shares
|
$311,596
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
2,370
shares
|
$311,465
0.13% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
2,363
shares
|
$310,545
0.2% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,361
shares
|
$310,282
0.21% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,360
shares
|
$310,151
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,359
shares
|
$310,019
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
2,359
shares
|
$310,019
0.13% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Aug 14, 2025 Q2 2025 |
2,354
shares
|
$309,362
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
2,351
shares
|
$308,968
0.0% of portfolio
|
Q2 2025
Reduced 96.58%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
2,346
shares
|
$308,311
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,339
shares
|
$307,391
0.21% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
2,330
shares
|
$306,208
0.03% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,325
shares
|
$305,551
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,323
shares
|
$305,288
0.08% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
2,318
shares
|
$304,631
0.09% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
2,315
shares
|
$304,237
0.23% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,296
shares
|
$301,740
0.06% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,296
shares
|
$301,740
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|