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 |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
1,748
shares
|
$218,814
0.05% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,745
shares
|
$218,439
0.1% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
1,743
shares
|
$218,188
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,742
shares
|
$218,063
0.1% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,730
shares
|
$216,561
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
1,729
shares
|
$216,436
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
1,728
shares
|
$216,311
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
1,726
shares
|
$216,060
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,725
shares
|
$215,935
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,720
shares
|
$215,309
0.02% of portfolio
|
Q2 2025
Reduced 28.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,719
shares
|
$215,184
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
1,718
shares
|
$215,059
0.11% of portfolio
|
Q1 2025
Added 166.77%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,715
shares
|
$214,683
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
1,711
shares
|
$214,182
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
1,711
shares
|
$214,182
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
1,710
shares
|
$214,057
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
1,708
shares
|
$213,807
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,707
shares
|
$213,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
1,700
shares
|
$212,806
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
1,698
shares
|
$212,555
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
1,697
shares
|
$212,430
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,695
shares
|
$212,180
0.05% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
1,689
shares
|
$211,429
0.03% of portfolio
|
Q1 2025
Reduced 55.68%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,687
shares
|
$211,178
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,682
shares
|
$210,552
0.09% of portfolio
|
Q2 2025
Added 1.33%
|