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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
150
shares
|
$18,924
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
150
shares
|
$18,924
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
150
shares
|
$18,924
0.01% of portfolio
|
Q1 2024
Reduced 95.02%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
150
shares
|
$18,924
0.0% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
145
shares
|
$18,293
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
142
shares
|
$17,914
0.02% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
139
shares
|
$17,536
0.02% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
139
shares
|
$17,536
0.01% of portfolio
|
Q1 2025
Reduced 97.82%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
138
shares
|
$17,410
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
137
shares
|
$17,283
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
136
shares
|
$17,157
0.0% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
May 09, 2025 Q1 2025 |
130
shares
|
$16,400
0.07% of portfolio
|
Q1 2024
Reduced 38.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$15,770
0.01% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$15,770
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
125
shares
|
$15,770
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
125
shares
|
$15,770
0.0% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
120
shares
|
$15,139
0.0% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
118
shares
|
$14,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
115
shares
|
$14,508
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
114
shares
|
$14,382
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
111
shares
|
$14,003
0.01% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
108
shares
|
$13,625
0.04% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
107
shares
|
$13,499
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
107
shares
|
$13,499
0.01% of portfolio
|
Q1 2025
Added 118.37%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
106
shares
|
$13,372
0.01% of portfolio
|
Q4 2024
New holding
|