Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,031 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,532
shares
|
$190,458
0.0% of portfolio
|
Q1 2025
Reduced 43.2%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$186,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,486
shares
|
$184,739
0.03% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,471
shares
|
$182,874
0.04% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,466
shares
|
$182,253
0.01% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,464
shares
|
$182,004
0.11% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,455
shares
|
$180,885
0.01% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,437
shares
|
$178,647
0.12% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,436
shares
|
$178,523
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,414
shares
|
$175,788
0.01% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,361
shares
|
$169,199
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,358
shares
|
$168,826
0.07% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,355
shares
|
$168,453
0.09% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,354
shares
|
$168,329
0.05% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,354
shares
|
$168,329
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,353
shares
|
$168,204
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,332
shares
|
$165,594
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,325
shares
|
$164,724
0.08% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,310
shares
|
$162,859
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,306
shares
|
$162,361
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,303
shares
|
$161,988
0.09% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,292
shares
|
$160,621
0.03% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,282
shares
|
$159,378
0.04% of portfolio
|
Q2 2022
Added 6.83%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,272
shares
|
$158,135
0.01% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,245
shares
|
$154,778
0.02% of portfolio
|
Q2 2025
Added 5.15%
|