Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,127 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
8
shares
|
$1,138
0.04% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
8
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6
shares
|
$853
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$711
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
5
shares
|
$711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
5
shares
|
$711
0.0% of portfolio
|
Q3 2025
Reduced 97.64%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
5
shares
|
$711
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
4
shares
|
$569
0.0% of portfolio
|
Q3 2025
Reduced 99.21%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
4
shares
|
$569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$569
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
3
shares
|
$426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
3
shares
|
$426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
3
shares
|
$426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
3
shares
|
$426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
2
shares
|
$284
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2
shares
|
$284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2
shares
|
$284
0.0% of portfolio
|
Q3 2025
Reduced 99.04%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
2
shares
|
$284
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1
shares
|
$142
0.0% of portfolio
|
Q2 2024
Reduced 98.44%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
1
shares
|
$142
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1
shares
|
$142
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|