Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,030 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 $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
2,410
shares
|
$301,683
0.16% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,409
shares
|
$301,558
0.02% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
2,407
shares
|
$301,308
0.08% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,405
shares
|
$301,057
0.14% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
2,400
shares
|
$300,432
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
2,396
shares
|
$299,931
0.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
2,384
shares
|
$298,429
0.23% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,378
shares
|
$297,678
0.06% of portfolio
|
Q3 2023
Added 1.62%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,371
shares
|
$296,801
0.03% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
2,363
shares
|
$295,800
0.23% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,362
shares
|
$295,675
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,360
shares
|
$295,424
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,359
shares
|
$295,299
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,351
shares
|
$294,298
0.14% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,348
shares
|
$293,922
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
2,346
shares
|
$293,672
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
2,345
shares
|
$293,547
0.26% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
2,339
shares
|
$292,796
0.21% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,337
shares
|
$292,545
0.02% of portfolio
|
Q1 2025
Added 53.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
2,333
shares
|
$292,044
0.02% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,333
shares
|
$292,044
0.15% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
2,330
shares
|
$291,669
0.03% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,325
shares
|
$291,043
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,323
shares
|
$290,793
0.08% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
2,318
shares
|
$290,167
0.1% of portfolio
|
Q4 2024
Reduced 12.63%
|