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 $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$291,038
0.02% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,199
shares
|
$290,905
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
2,194
shares
|
$290,244
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
2,192
shares
|
$289,979
0.1% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,189
shares
|
$289,582
0.09% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
2,189
shares
|
$289,582
0.06% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,178
shares
|
$288,127
0.17% of portfolio
|
Q1 2023
Reduced 15.45%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,175
shares
|
$287,730
0.03% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,175
shares
|
$287,730
0.02% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
2,170
shares
|
$287,069
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,161
shares
|
$285,878
0.02% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
2,159
shares
|
$285,614
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,152
shares
|
$284,688
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,146
shares
|
$283,894
0.02% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,143
shares
|
$283,497
0.03% of portfolio
|
Q2 2025
Reduced 75.74%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
2,141
shares
|
$283,232
0.01% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,137
shares
|
$282,703
0.03% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,137
shares
|
$282,703
0.02% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,133
shares
|
$282,174
0.08% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,125
shares
|
$281,116
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,121
shares
|
$280,587
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
2,121
shares
|
$280,587
0.1% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,120
shares
|
$280,454
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
2,119
shares
|
$280,322
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,117
shares
|
$280,057
0.06% of portfolio
|
Q2 2025
New holding
|