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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,102
shares
|
$145,783
0.02% of portfolio
|
Q2 2025
Added 42.75%
|
|
|
Westchester Capital Management, LLC
Valhalla, NY |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$145,519
0.01% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,100
shares
|
$145,519
0.01% of portfolio
|
Q2 2023
Added 10.11%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,093
shares
|
$144,592
0.04% of portfolio
|
Q2 2025
Reduced 43.25%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,075
shares
|
$142,211
0.1% of portfolio
|
Q2 2025
Added 36.08%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,068
shares
|
$141,285
0.01% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,062
shares
|
$140,491
0.0% of portfolio
|
Q2 2025
Reduced 69.96%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1,057
shares
|
$139,830
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,054
shares
|
$139,433
0.02% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
1,041
shares
|
$137,713
0.01% of portfolio
|
Q2 2025
Added 51950.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,038
shares
|
$137,317
0.06% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,038
shares
|
$137,317
0.01% of portfolio
|
Q4 2022
Added 19.72%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,013
shares
|
$134,009
0.0% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,005
shares
|
$132,951
0.07% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$132,290
0.05% of portfolio
|
Q1 2023
Reduced 31.18%
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$132,290
0.1% of portfolio
|
Q2 2025
Reduced 90.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
998
shares
|
$132,025
0.01% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
984
shares
|
$130,173
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
960
shares
|
$126,998
0.06% of portfolio
|
Q3 2023
Added 11.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
958
shares
|
$126,733
0.03% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
950
shares
|
$125,675
0.05% of portfolio
|
Q3 2024
Reduced 27.59%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
942
shares
|
$124,617
0.02% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
942
shares
|
$124,617
0.04% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
938
shares
|
$124,088
0.01% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
936
shares
|
$123,823
0.06% of portfolio
|
Q2 2025
New holding
|