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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
912
shares
|
$120,648
0.01% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
907
shares
|
$119,987
0.0% of portfolio
|
Q2 2025
Added 72.11%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
894
shares
|
$118,267
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
880
shares
|
$116,415
0.01% of portfolio
|
Q4 2024
Reduced 62.18%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
874
shares
|
$115,621
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
872
shares
|
$115,356
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
860
shares
|
$113,769
0.0% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
850
shares
|
$112,446
0.04% of portfolio
|
Q2 2025
Added 299.06%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
829
shares
|
$109,668
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
823
shares
|
$108,874
0.01% of portfolio
|
Q3 2022
Reduced 26.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
813
shares
|
$107,551
0.0% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
806
shares
|
$106,625
0.02% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
793
shares
|
$104,905
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
790
shares
|
$104,509
0.23% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
768
shares
|
$101,598
0.01% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
761
shares
|
$100,672
0.15% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
757
shares
|
$100,143
0.01% of portfolio
|
Q2 2025
Reduced 49.53%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
757
shares
|
$100,143
0.03% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
756
shares
|
$100,011
0.08% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
750
shares
|
$99,217
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
749
shares
|
$99,085
0.03% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
749
shares
|
$99,085
0.05% of portfolio
|
Q2 2025
Reduced 47.91%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
735
shares
|
$97,233
0.07% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
734
shares
|
$97,100
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
729
shares
|
$96,439
0.05% of portfolio
|
Q2 2025
Added 192.77%
|