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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
300
shares
|
$37,554
0.03% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$37,554
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
300
shares
|
$37,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
300
shares
|
$37,554
0.02% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
299
shares
|
$37,428
0.03% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
295
shares
|
$36,928
0.01% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
285
shares
|
$35,676
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
283
shares
|
$35,425
0.0% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
277
shares
|
$34,674
0.0% of portfolio
|
Q1 2025
Added 92.36%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
276
shares
|
$34,549
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
275
shares
|
$34,424
0.01% of portfolio
|
Q4 2023
Added 49.46%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
275
shares
|
$34,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
272
shares
|
$34,048
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
271
shares
|
$33,923
0.01% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$33,798
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
267
shares
|
$33,423
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
260
shares
|
$32,546
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
259
shares
|
$32,421
0.0% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
259
shares
|
$32,421
0.01% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
257
shares
|
$32,171
0.02% of portfolio
|
Q1 2023
Reduced 69.18%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
252
shares
|
$31,545
0.0% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
251
shares
|
$31,420
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
250
shares
|
$31,295
0.01% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
249
shares
|
$31,169
0.02% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
248
shares
|
$31,044
0.02% of portfolio
|
Q2 2025
Reduced 17.61%
|