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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
82
shares
|
$10,264
0.01% of portfolio
|
Q2 2024
Reduced 48.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
79
shares
|
$9,889
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
78
shares
|
$9,764
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
78
shares
|
$9,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
75
shares
|
$9,388
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
69
shares
|
$8,637
0.0% of portfolio
|
Q2 2025
Reduced 89.35%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
69
shares
|
$8,637
0.0% of portfolio
|
Q1 2025
Reduced 74.82%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
69
shares
|
$8,637
0.0% of portfolio
|
Q2 2024
Reduced 26.6%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
68
shares
|
$8,512
0.01% of portfolio
|
Q1 2025
Added 195.65%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
68
shares
|
$8,512
0.01% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
67
shares
|
$8,387
0.0% of portfolio
|
Q2 2025
Reduced 47.24%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
67
shares
|
$8,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
66
shares
|
$8,261
0.0% of portfolio
|
Q1 2025
Reduced 64.13%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
66
shares
|
$8,261
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
66
shares
|
$8,261
0.0% of portfolio
|
Q2 2025
Reduced 38.32%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
65
shares
|
$8,136
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
63
shares
|
$7,886
0.0% of portfolio
|
Q2 2021
Reduced 98.77%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
62
shares
|
$7,761
6.93% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
57
shares
|
$7,135
0.0% of portfolio
|
Q1 2024
Added 714.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
53
shares
|
$6,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
51
shares
|
$6,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$6,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$6,259
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
50
shares
|
$6,259
0.0% of portfolio
|
Q3 2023
Reduced 23.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
50
shares
|
$6,259
0.0% of portfolio
|
Q2 2025
Reduced 12.28%
|