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 |
|---|---|---|---|---|---|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,025
shares
|
$267,887
0.03% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,022
shares
|
$267,490
0.02% of portfolio
|
Q2 2025
Added 69.92%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,015
shares
|
$266,564
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,012
shares
|
$266,167
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
2,010
shares
|
$265,902
0.1% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
2,008
shares
|
$265,638
0.0% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,006
shares
|
$265,373
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
2,006
shares
|
$265,373
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
2,001
shares
|
$264,712
0.13% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$264,580
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$264,580
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
1,994
shares
|
$263,786
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,993
shares
|
$263,653
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,993
shares
|
$263,653
0.03% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
1,991
shares
|
$263,389
0.04% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
1,990
shares
|
$263,257
0.05% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,990
shares
|
$263,257
0.04% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,990
shares
|
$263,257
0.03% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,989
shares
|
$263,124
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,988
shares
|
$262,992
0.02% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,986
shares
|
$262,727
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
1,976
shares
|
$261,405
0.0% of portfolio
|
Q4 2023
Added 23.42%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,972
shares
|
$260,875
0.13% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,971
shares
|
$260,743
0.04% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
1,961
shares
|
$259,420
0.25% of portfolio
|
Q2 2025
New holding
|