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 |
|---|---|---|---|---|---|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
3,131
shares
|
$394,662
0.07% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
3,131
shares
|
$394,662
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,122
shares
|
$393,528
0.03% of portfolio
|
Q1 2025
Reduced 92.18%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,108
shares
|
$391,763
0.02% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,107
shares
|
$391,637
0.01% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
3,100
shares
|
$390,755
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Tower Group, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,100
shares
|
$390,755
1.01% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,098
shares
|
$390,502
0.0% of portfolio
|
Q4 2022
Reduced 23.47%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
3,087
shares
|
$389,116
0.26% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,085
shares
|
$388,864
0.03% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,083
shares
|
$388,612
0.03% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
3,081
shares
|
$388,360
0.13% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,073
shares
|
$387,351
0.0% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
3,073
shares
|
$387,351
0.02% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
3,063
shares
|
$386,091
0.18% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,051
shares
|
$384,578
0.02% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,047
shares
|
$384,074
0.01% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
3,046
shares
|
$383,948
0.03% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
3,035
shares
|
$382,561
0.26% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
3,031
shares
|
$382,057
0.13% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,024
shares
|
$381,175
0.01% of portfolio
|
Q1 2023
Added 8.04%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
3,013
shares
|
$379,788
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,007
shares
|
$379,032
0.02% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$378,150
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
2,995
shares
|
$377,519
0.03% of portfolio
|
Q1 2025
Added 8.24%
|