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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,358
shares
|
$179,649
0.07% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,355
shares
|
$179,252
0.1% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,354
shares
|
$179,120
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
1,354
shares
|
$179,120
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,353
shares
|
$178,988
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,332
shares
|
$176,210
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,306
shares
|
$172,770
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,303
shares
|
$172,373
0.09% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,292
shares
|
$170,918
0.03% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,282
shares
|
$169,595
0.04% of portfolio
|
Q2 2022
Added 6.83%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,267
shares
|
$167,611
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,253
shares
|
$165,759
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,245
shares
|
$164,701
0.02% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,244
shares
|
$164,568
0.01% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,235
shares
|
$163,378
0.05% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,204
shares
|
$159,277
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,195
shares
|
$158,086
0.1% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,191
shares
|
$157,557
0.08% of portfolio
|
Q1 2024
Reduced 23.65%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,171
shares
|
$154,911
0.01% of portfolio
|
Q2 2025
Added 104.36%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,150
shares
|
$152,133
0.06% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,147
shares
|
$151,736
0.01% of portfolio
|
Q2 2025
Added 30.94%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,132
shares
|
$149,752
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,130
shares
|
$149,487
0.06% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,123
shares
|
$148,561
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,110
shares
|
$146,841
0.01% of portfolio
|
Q4 2023
Added 96.81%
|