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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,958
shares
|
$259,023
0.03% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
1,956
shares
|
$258,759
0.16% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,951
shares
|
$258,097
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,945
shares
|
$257,304
0.08% of portfolio
|
Q2 2024
Added 337.08%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
1,942
shares
|
$256,907
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,938
shares
|
$256,378
0.01% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,938
shares
|
$256,378
0.06% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,935
shares
|
$255,981
0.03% of portfolio
|
Q2 2025
Reduced 48.97%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,930
shares
|
$255,319
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,922
shares
|
$254,261
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
1,920
shares
|
$253,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,912
shares
|
$252,938
0.03% of portfolio
|
Q2 2024
Added 5.99%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
1,905
shares
|
$252,012
0.08% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,904
shares
|
$251,880
0.03% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
1,902
shares
|
$251,615
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,900
shares
|
$251,350
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
1,900
shares
|
$251,350
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
1,895
shares
|
$250,689
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,893
shares
|
$250,424
0.03% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,888
shares
|
$249,763
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
1,883
shares
|
$249,102
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,881
shares
|
$248,837
0.01% of portfolio
|
Q1 2025
Added 13.72%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,878
shares
|
$248,440
0.06% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,878
shares
|
$248,440
0.04% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
1,878
shares
|
$248,440
0.04% of portfolio
|
Q3 2023
New holding
|