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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
725
shares
|
$95,910
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
714
shares
|
$94,455
0.06% of portfolio
|
Q2 2025
Added 417.39%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
710
shares
|
$93,925
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
708
shares
|
$93,661
0.03% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
702
shares
|
$92,867
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$92,603
0.01% of portfolio
|
Q4 2021
Reduced 5.66%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
700
shares
|
$92,603
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
682
shares
|
$90,221
0.01% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
676
shares
|
$89,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
673
shares
|
$89,031
0.02% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
660
shares
|
$87,311
0.04% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
650
shares
|
$85,988
0.01% of portfolio
|
Q4 2024
Reduced 45.74%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
636
shares
|
$84,136
0.01% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
633
shares
|
$83,739
0.04% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
626
shares
|
$82,813
0.04% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
625
shares
|
$82,681
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
624
shares
|
$82,548
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
616
shares
|
$81,490
0.03% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
616
shares
|
$81,490
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
612
shares
|
$80,961
0.06% of portfolio
|
Q4 2023
Reduced 76.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
610
shares
|
$80,696
0.01% of portfolio
|
Q2 2022
Reduced 66.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
605
shares
|
$80,035
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
605
shares
|
$80,035
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
603
shares
|
$79,770
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
584
shares
|
$77,257
0.0% of portfolio
|
Q1 2025
New holding
|