Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,029 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
25
shares
|
$3,262
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
25
shares
|
$3,262
0.0% of portfolio
|
Q1 2025
Reduced 70.93%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
25
shares
|
$3,262
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
24
shares
|
$3,132
0.0% of portfolio
|
Q1 2024
Reduced 45.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
24
shares
|
$3,132
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
21
shares
|
$2,740
0.15% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21
shares
|
$2,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
20
shares
|
$2,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19
shares
|
$2,479
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
17
shares
|
$2,218
0.0% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
16
shares
|
$2,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
14
shares
|
$1,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
13
shares
|
$1,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
11
shares
|
$1,435
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
10
shares
|
$1,305
0.0% of portfolio
|
Q1 2021
Reduced 99.2%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10
shares
|
$1,305
0.0% of portfolio
|
Q1 2023
Reduced 56.52%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10
shares
|
$1,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
10
shares
|
$1,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
10
shares
|
$1,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
10
shares
|
$1,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
10
shares
|
$1,305
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
10
shares
|
$1,305
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8
shares
|
$1,044
0.0% of portfolio
|
Q1 2023
Reduced 61.9%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$913
0.0% of portfolio
|
Q1 2025
Reduced 95.54%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6
shares
|
$783
0.0% of portfolio
|
Q1 2025
New holding
|