Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,130 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 |
|---|---|---|---|---|---|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
14,288
shares
|
$2.03 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
14,241
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
14,225
shares
|
$2.02 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
14,200
shares
|
$2.02 Million
0.22% of portfolio
|
Q2 2024
Reduced 22.4%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
14,172
shares
|
$2.02 Million
0.47% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,171
shares
|
$2.02 Million
1.02% of portfolio
|
Q1 2024
Added 13.86%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
14,148
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
14,142
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,132
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
14,095
shares
|
$2.01 Million
0.11% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
14,088
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.08%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
14,087
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,021
shares
|
$2 Million
0.12% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
13,990
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
13,968
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
13,938
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2025
Added 619.2%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
13,733
shares
|
$1.95 Million
1.09% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
13,715
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
13,697
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
13,627
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
13,620
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
13,593
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.12%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
13,456
shares
|
$1.92 Million
1.07% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,445
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
13,401
shares
|
$1.91 Million
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|