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 $40.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
17
shares
|
$2,248
0.0% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
16
shares
|
$2,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
16
shares
|
$2,116
0.0% of portfolio
|
Q2 2025
Reduced 81.18%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
16
shares
|
$2,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
16
shares
|
$2,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
15
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
14
shares
|
$1,852
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
Reduced 89.71%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$1,719
0.0% of portfolio
|
Q2 2025
Added 116.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,587
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
11
shares
|
$1,455
0.06% of portfolio
|
Q2 2025
Reduced 47.62%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
11
shares
|
$1,455
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
10
shares
|
$1,322
0.0% of portfolio
|
Q1 2021
Reduced 99.2%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10
shares
|
$1,322
0.0% of portfolio
|
Q1 2023
Reduced 56.52%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
10
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
10
shares
|
$1,322
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$1,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,322
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8
shares
|
$1,058
0.0% of portfolio
|
Q1 2023
Reduced 61.9%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$793
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
5
shares
|
$661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
5
shares
|
$661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
5
shares
|
$661
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$264
0.0% of portfolio
|
Q3 2024
New holding
|