Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,026 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
735
shares
|
$92,727
0.07% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
734
shares
|
$92,601
0.01% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
729
shares
|
$91,970
0.05% of portfolio
|
Q2 2025
Added 192.77%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
725
shares
|
$91,466
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
714
shares
|
$90,078
0.06% of portfolio
|
Q2 2025
Added 417.39%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
712
shares
|
$89,825
0.06% of portfolio
|
Q1 2025
Reduced 54.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
710
shares
|
$89,573
0.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
708
shares
|
$89,321
0.03% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
702
shares
|
$88,564
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$88,312
0.01% of portfolio
|
Q4 2021
Reduced 5.66%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
700
shares
|
$88,312
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
682
shares
|
$86,041
0.01% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
679
shares
|
$85,662
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
676
shares
|
$85,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
673
shares
|
$84,905
0.02% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
650
shares
|
$82,004
0.01% of portfolio
|
Q4 2024
Reduced 45.74%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
647
shares
|
$81,625
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
644
shares
|
$81,247
0.01% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
626
shares
|
$78,976
0.04% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
625
shares
|
$78,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
624
shares
|
$78,723
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
616
shares
|
$77,714
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
612
shares
|
$77,209
0.07% of portfolio
|
Q4 2023
Reduced 76.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
610
shares
|
$76,957
0.01% of portfolio
|
Q2 2022
Reduced 66.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
605
shares
|
$76,326
0.06% of portfolio
|
Q2 2023
New holding
|