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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
150
shares
|
$19,843
0.0% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
149
shares
|
$19,711
0.01% of portfolio
|
Q2 2025
Added 40.57%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
146
shares
|
$19,314
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
142
shares
|
$18,785
0.02% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
139
shares
|
$18,388
0.02% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
138
shares
|
$18,256
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
Jul 29, 2025 Q2 2025 |
130
shares
|
$17,197
0.07% of portfolio
|
Q1 2024
Reduced 38.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$16,536
0.01% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$16,536
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
125
shares
|
$16,536
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
118
shares
|
$15,610
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
115
shares
|
$15,213
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
114
shares
|
$15,081
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
112
shares
|
$14,816
0.03% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
112
shares
|
$14,816
0.01% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
111
shares
|
$14,684
0.01% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
111
shares
|
$14,684
0.0% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
110
shares
|
$14,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
107
shares
|
$14,155
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
104
shares
|
$13,758
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$13,229
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
100
shares
|
$13,229
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
100
shares
|
$13,229
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$13,229
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
100
shares
|
$13,229
0.01% of portfolio
|
Q2 2025
New holding
|