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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
503
shares
|
$62,965
0.02% of portfolio
|
Q4 2024
Added 61.74%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
500
shares
|
$62,590
0.01% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
500
shares
|
$62,590
0.02% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
500
shares
|
$62,590
0.02% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
500
shares
|
$62,590
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
496
shares
|
$62,089
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
488
shares
|
$61,087
0.01% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
485
shares
|
$60,712
0.04% of portfolio
|
Q1 2024
Reduced 27.5%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
481
shares
|
$60,211
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
478
shares
|
$59,836
0.0% of portfolio
|
Q2 2025
Reduced 48.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
475
shares
|
$59,460
0.03% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
474
shares
|
$59,335
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
455
shares
|
$56,956
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
450
shares
|
$56,331
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
450
shares
|
$56,331
0.03% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
449
shares
|
$56,205
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$54,453
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
426
shares
|
$53,326
0.0% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
421
shares
|
$52,700
0.03% of portfolio
|
Q1 2025
Added 74.69%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
416
shares
|
$52,074
0.03% of portfolio
|
Q2 2025
Added 66.4%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
400
shares
|
$50,072
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
400
shares
|
$50,072
0.03% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
397
shares
|
$49,696
0.01% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
397
shares
|
$49,696
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
393
shares
|
$49,195
0.02% of portfolio
|
Q1 2025
Added 1968.42%
|