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 $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
1,751
shares
|
$230,116
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,751
shares
|
$230,116
0.03% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,750
shares
|
$229,984
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
1,748
shares
|
$229,722
0.05% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
1,743
shares
|
$229,065
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
1,741
shares
|
$228,802
0.02% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,739
shares
|
$228,539
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,737
shares
|
$228,276
0.03% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,735
shares
|
$228,013
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,735
shares
|
$228,013
0.02% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
1,729
shares
|
$227,225
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,721
shares
|
$226,173
0.1% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,721
shares
|
$226,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,720
shares
|
$226,042
0.02% of portfolio
|
Q2 2025
Reduced 28.15%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,717
shares
|
$225,648
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,716
shares
|
$225,516
0.01% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,715
shares
|
$225,385
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
1,710
shares
|
$224,728
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,705
shares
|
$224,071
0.09% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
1,700
shares
|
$223,413
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
1,698
shares
|
$223,151
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
1,692
shares
|
$222,362
0.11% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,687
shares
|
$221,705
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,682
shares
|
$221,048
0.09% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,674
shares
|
$219,997
0.02% of portfolio
|
Q1 2025
Added 155.57%
|