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 |
|---|---|---|---|---|---|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1,812
shares
|
$239,709
0.03% of portfolio
|
Q2 2025
Added 21.94%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,808
shares
|
$239,180
0.03% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
1,805
shares
|
$238,783
0.08% of portfolio
|
Q2 2025
Reduced 69.07%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,802
shares
|
$238,386
0.05% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,800
shares
|
$238,122
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,800
shares
|
$238,122
0.05% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,793
shares
|
$237,195
0.01% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
1,793
shares
|
$237,195
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,791
shares
|
$236,931
0.13% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
1,789
shares
|
$236,666
0.09% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
1,787
shares
|
$236,402
0.23% of portfolio
|
Q2 2025
Reduced 26.73%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
1,786
shares
|
$236,269
0.04% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
1,783
shares
|
$235,873
0.03% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,777
shares
|
$235,079
0.04% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,772
shares
|
$234,417
0.08% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
1,770
shares
|
$234,153
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,769
shares
|
$234,021
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,767
shares
|
$233,756
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,765
shares
|
$233,491
0.12% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,764
shares
|
$233,359
0.05% of portfolio
|
Q4 2024
Reduced 66.98%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,763
shares
|
$233,227
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,761
shares
|
$232,962
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
1,758
shares
|
$232,565
0.06% of portfolio
|
Q4 2024
Reduced 36.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,756
shares
|
$232,301
0.02% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,755
shares
|
$232,168
0.03% of portfolio
|
Q2 2025
New holding
|