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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,314
shares
|
$289,666
0.03% of portfolio
|
Q1 2025
Reduced 42.89%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,311
shares
|
$289,290
0.07% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
2,309
shares
|
$289,040
0.1% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,309
shares
|
$289,040
0.02% of portfolio
|
Q1 2025
Added 31.04%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
2,304
shares
|
$288,414
0.05% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
2,302
shares
|
$288,164
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,301
shares
|
$288,039
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,300
shares
|
$287,914
0.17% of portfolio
|
Q1 2025
Added 79.41%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
2,298
shares
|
$287,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,296
shares
|
$287,413
0.06% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
2,290
shares
|
$286,662
0.03% of portfolio
|
Q1 2025
Reduced 33.74%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
2,287
shares
|
$286,286
0.1% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
2,285
shares
|
$286,036
0.14% of portfolio
|
Q1 2025
Reduced 65.3%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,282
shares
|
$285,660
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
2,280
shares
|
$285,410
0.08% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
2,280
shares
|
$285,410
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,273
shares
|
$284,534
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
2,273
shares
|
$284,534
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,270
shares
|
$284,158
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,268
shares
|
$283,908
0.0% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
2,258
shares
|
$282,656
0.21% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
2,256
shares
|
$282,406
0.01% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,254
shares
|
$282,155
0.02% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
2,252
shares
|
$281,905
0.11% of portfolio
|
Q1 2025
Reduced 35.16%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
2,248
shares
|
$281,404
0.09% of portfolio
|
Q1 2025
Reduced 4.38%
|