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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
247
shares
|
$30,919
0.01% of portfolio
|
Q3 2024
Reduced 79.1%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
247
shares
|
$30,919
0.02% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
246
shares
|
$30,794
0.01% of portfolio
|
Q1 2025
Added 146.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
245
shares
|
$30,669
0.02% of portfolio
|
Q4 2024
Reduced 37.34%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
239
shares
|
$29,918
0.0% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
238
shares
|
$29,792
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
237
shares
|
$29,667
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
237
shares
|
$29,667
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
235
shares
|
$29,417
0.01% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
233
shares
|
$29,166
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
231
shares
|
$28,916
0.0% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
230
shares
|
$28,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
221
shares
|
$27,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
219
shares
|
$27,414
0.01% of portfolio
|
Q3 2024
Added 265.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
217
shares
|
$27,164
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
216
shares
|
$27,038
0.01% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
215
shares
|
$26,913
0.02% of portfolio
|
Q3 2022
Added 54.68%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
214
shares
|
$26,788
0.02% of portfolio
|
Q2 2025
Added 62.12%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
213
shares
|
$26,663
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
213
shares
|
$26,663
0.02% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
207
shares
|
$25,912
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
204
shares
|
$25,536
0.01% of portfolio
|
Q3 2022
Added 1100.0%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
200
shares
|
$25,036
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
200
shares
|
$25,036
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
200
shares
|
$25,036
0.01% of portfolio
|
Q1 2025
Reduced 27.54%
|