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 |
---|---|---|---|---|---|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
50
shares
|
$6,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
50
shares
|
$6,259
0.01% of portfolio
|
Q4 2024
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
49
shares
|
$6,133
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
46
shares
|
$5,758
0.0% of portfolio
|
Q1 2025
Added 411.11%
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
45
shares
|
$5,633
0.0% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
44
shares
|
$5,507
0.0% of portfolio
|
Q2 2022
New holding
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
43
shares
|
$5,382
0.0% of portfolio
|
Q4 2021
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
43
shares
|
$5,382
0.0% of portfolio
|
Q1 2025
Added 168.75%
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
42
shares
|
$5,257
0.0% of portfolio
|
Q4 2019
New holding
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$5,257
0.0% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
42
shares
|
$5,257
0.01% of portfolio
|
Q1 2025
Added 366.67%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
37
shares
|
$4,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
36
shares
|
$4,506
0.0% of portfolio
|
Q1 2025
Reduced 96.67%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
36
shares
|
$4,506
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$4,381
0.0% of portfolio
|
Q2 2022
Reduced 79.65%
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
35
shares
|
$4,381
0.0% of portfolio
|
Q4 2024
New holding
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
34
shares
|
$4,256
0.0% of portfolio
|
Q3 2017
New holding
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
33
shares
|
$4,130
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
31
shares
|
$3,880
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
30
shares
|
$3,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
30
shares
|
$3,755
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
30
shares
|
$3,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
28
shares
|
$3,505
0.0% of portfolio
|
Q2 2023
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$3,379
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
25
shares
|
$3,129
0.0% of portfolio
|
Q1 2025
New holding
|