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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
983
shares
|
$123,051
0.02% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
960
shares
|
$120,172
0.07% of portfolio
|
Q3 2023
Added 11.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
958
shares
|
$119,922
0.03% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
950
shares
|
$118,921
0.05% of portfolio
|
Q3 2024
Reduced 27.59%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
942
shares
|
$117,919
0.04% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
905
shares
|
$113,287
0.0% of portfolio
|
Q1 2025
Added 77.1%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
894
shares
|
$111,910
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
884
shares
|
$110,659
0.07% of portfolio
|
Q1 2025
Added 90.52%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
880
shares
|
$110,158
0.01% of portfolio
|
Q4 2024
Reduced 62.18%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
876
shares
|
$109,657
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
874
shares
|
$109,407
0.02% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
872
shares
|
$109,156
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
856
shares
|
$107,154
0.02% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
838
shares
|
$104,900
0.05% of portfolio
|
Q4 2021
Reduced 32.31%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
835
shares
|
$104,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
829
shares
|
$103,774
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
823
shares
|
$103,023
0.01% of portfolio
|
Q3 2022
Reduced 26.19%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
809
shares
|
$101,270
0.04% of portfolio
|
Q1 2025
Added 3270.83%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
793
shares
|
$99,267
0.02% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
790
shares
|
$98,892
0.23% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
790
shares
|
$98,892
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
787
shares
|
$98,516
0.01% of portfolio
|
Q4 2024
Added 266.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
772
shares
|
$96,638
0.01% of portfolio
|
Q1 2025
Reduced 61.19%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
772
shares
|
$96,638
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
768
shares
|
$96,138
0.01% of portfolio
|
Q2 2025
Added 1.05%
|