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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,875
shares
|
$248,043
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,874
shares
|
$247,911
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,868
shares
|
$247,117
0.01% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,867
shares
|
$246,985
0.01% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,866
shares
|
$246,853
0.08% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,863
shares
|
$246,456
0.04% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,858
shares
|
$245,794
0.15% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,857
shares
|
$245,662
0.05% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
1,855
shares
|
$245,397
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
1,855
shares
|
$245,397
0.1% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
1,854
shares
|
$245,265
0.19% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,848
shares
|
$244,471
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,842
shares
|
$243,678
0.04% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,842
shares
|
$243,678
0.01% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,841
shares
|
$243,545
0.03% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
1,839
shares
|
$243,281
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,832
shares
|
$242,355
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,829
shares
|
$241,958
0.09% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
1,826
shares
|
$241,561
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$241,429
0.08% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
1,821
shares
|
$240,900
0.03% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,816
shares
|
$240,238
0.01% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
1,815
shares
|
$240,106
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,815
shares
|
$240,106
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,813
shares
|
$239,841
0.05% of portfolio
|
Q2 2025
Reduced 8.99%
|