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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
200
shares
|
$26,458
0.01% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
193
shares
|
$25,531
0.01% of portfolio
|
Q2 2025
Added 543.33%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
189
shares
|
$25,002
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
188
shares
|
$24,870
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
186
shares
|
$24,605
0.0% of portfolio
|
Q2 2022
Reduced 98.36%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
184
shares
|
$24,341
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
181
shares
|
$23,944
0.0% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
176
shares
|
$23,283
0.0% of portfolio
|
Q2 2023
Reduced 55.33%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
176
shares
|
$23,283
0.0% of portfolio
|
Q2 2023
Reduced 55.33%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
176
shares
|
$23,283
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
176
shares
|
$23,283
0.01% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
174
shares
|
$23,018
0.01% of portfolio
|
Q1 2025
Reduced 36.5%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
173
shares
|
$22,886
0.02% of portfolio
|
Q2 2022
Added 53.1%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
173
shares
|
$22,886
0.0% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
173
shares
|
$22,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
169
shares
|
$22,357
0.01% of portfolio
|
Q2 2025
Reduced 26.84%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
165
shares
|
$21,827
0.01% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
163
shares
|
$21,563
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
163
shares
|
$21,563
0.01% of portfolio
|
Q2 2025
Reduced 49.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
158
shares
|
$20,901
0.0% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
155
shares
|
$20,504
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
154
shares
|
$20,372
0.01% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
150
shares
|
$19,843
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
150
shares
|
$19,843
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
150
shares
|
$19,843
0.01% of portfolio
|
Q2 2025
Added 1.35%
|