Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,033 institutions that hold shares in the stock, with a total of 299 Million shares, which have been reported (via 13F filing form) to have a value of $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
5,000
shares
|
$630,800
0.46% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$630,800
0.02% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
4,980
shares
|
$628,276
0.3% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
4,962
shares
|
$626,005
0.06% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
4,956
shares
|
$625,248
0.05% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,950
shares
|
$624,492
0.05% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,944
shares
|
$623,735
0.03% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,942
shares
|
$623,482
0.0% of portfolio
|
Q1 2025
Reduced 81.27%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,905
shares
|
$618,814
0.48% of portfolio
|
Q3 2023
Reduced 52.22%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,878
shares
|
$615,408
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,857
shares
|
$612,759
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
4,854
shares
|
$612,380
0.04% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,849
shares
|
$611,749
0.01% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,834
shares
|
$609,857
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,812
shares
|
$607,081
0.12% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
4,776
shares
|
$602,540
0.12% of portfolio
|
Q1 2024
Reduced 43.37%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
4,774
shares
|
$602,287
0.04% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,768
shares
|
$601,530
0.05% of portfolio
|
Q3 2023
Reduced 3.42%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,750
shares
|
$599,260
0.02% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,748
shares
|
$599,007
0.31% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
4,740
shares
|
$597,998
0.05% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,717
shares
|
$595,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,690
shares
|
$591,690
0.26% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,677
shares
|
$590,050
0.2% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,674
shares
|
$589,671
0.02% of portfolio
|
Q1 2025
Added 10.47%
|