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 |
|---|---|---|---|---|---|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,117
shares
|
$280,057
0.14% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
2,114
shares
|
$279,661
0.03% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
2,110
shares
|
$279,131
0.01% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,105
shares
|
$278,470
0.22% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
2,096
shares
|
$277,279
0.11% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
2,094
shares
|
$277,015
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,092
shares
|
$276,750
0.02% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,090
shares
|
$276,486
0.05% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
2,087
shares
|
$276,089
0.01% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,083
shares
|
$275,560
0.01% of portfolio
|
Q2 2025
Added 27.09%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
2,082
shares
|
$275,427
0.25% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,081
shares
|
$275,295
0.02% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,080
shares
|
$275,163
0.04% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,079
shares
|
$275,030
0.04% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,064
shares
|
$273,046
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,060
shares
|
$272,517
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
2,057
shares
|
$272,120
0.13% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,051
shares
|
$271,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,045
shares
|
$270,533
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
2,036
shares
|
$269,342
0.09% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
2,035
shares
|
$269,210
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,032
shares
|
$268,813
0.02% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
2,031
shares
|
$268,680
0.02% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
2,030
shares
|
$268,548
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,029
shares
|
$268,416
0.0% of portfolio
|
Q2 2025
Added 30.9%
|