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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
189
shares
|
$23,844
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
186
shares
|
$23,465
0.0% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
184
shares
|
$23,213
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
182
shares
|
$22,961
0.0% of portfolio
|
Q1 2025
Reduced 28.91%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
176
shares
|
$22,204
0.0% of portfolio
|
Q2 2023
Reduced 55.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
176
shares
|
$22,204
0.0% of portfolio
|
Q2 2023
Reduced 55.33%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
176
shares
|
$22,204
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
176
shares
|
$22,204
0.01% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
175
shares
|
$22,078
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
174
shares
|
$21,951
0.01% of portfolio
|
Q1 2025
Reduced 36.5%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
173
shares
|
$21,825
0.02% of portfolio
|
Q2 2022
Added 53.1%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
173
shares
|
$21,825
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
170
shares
|
$21,447
0.01% of portfolio
|
Q1 2020
Reduced 13.71%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
169
shares
|
$21,321
0.01% of portfolio
|
Q2 2025
Reduced 26.84%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
165
shares
|
$20,816
0.01% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
164
shares
|
$20,690
0.0% of portfolio
|
Q1 2025
Reduced 44.59%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
163
shares
|
$20,564
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
160
shares
|
$20,185
0.0% of portfolio
|
Q1 2025
Reduced 74.72%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
160
shares
|
$20,185
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
158
shares
|
$19,933
0.0% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
157
shares
|
$19,807
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
155
shares
|
$19,554
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
154
shares
|
$19,428
0.01% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
153
shares
|
$19,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
150
shares
|
$18,924
0.0% of portfolio
|
Q1 2021
New holding
|