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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,812
shares
|
$226,826
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
1,803
shares
|
$225,699
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
1,791
shares
|
$224,197
0.14% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
1,784
shares
|
$223,321
0.09% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,784
shares
|
$223,321
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
1,783
shares
|
$223,195
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,783
shares
|
$223,195
0.12% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
1,781
shares
|
$222,945
0.01% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,777
shares
|
$222,444
0.04% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
1,772
shares
|
$221,818
0.08% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
1,770
shares
|
$221,568
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,770
shares
|
$221,568
0.03% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,769
shares
|
$221,443
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,768
shares
|
$221,318
0.01% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,767
shares
|
$221,193
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
1,765
shares
|
$220,942
0.14% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,765
shares
|
$220,942
0.04% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
1,764
shares
|
$220,817
0.06% of portfolio
|
Q4 2024
Reduced 66.98%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,761
shares
|
$220,441
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
1,758
shares
|
$220,066
0.05% of portfolio
|
Q4 2024
Reduced 36.37%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
1,753
shares
|
$219,440
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,751
shares
|
$219,190
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,750
shares
|
$219,065
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,749
shares
|
$218,939
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,749
shares
|
$218,939
0.04% of portfolio
|
Q1 2025
Reduced 12.55%
|