Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,039 institutions that hold shares in the stock, with a total of 310 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,220
shares
|
$686,012
0.26% of portfolio
|
Q1 2023
Reduced 15.25%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
5,195
shares
|
$682,726
0.0% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,184
shares
|
$681,281
0.14% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
5,168
shares
|
$679,178
0.11% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,168
shares
|
$679,178
0.03% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
5,151
shares
|
$676,944
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
5,144
shares
|
$676,024
0.29% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
5,140
shares
|
$675,498
0.05% of portfolio
|
Q2 2025
Reduced 49.57%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
5,103
shares
|
$670,636
0.37% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
5,090
shares
|
$668,927
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
5,082
shares
|
$667,876
0.04% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
5,047
shares
|
$663,276
0.14% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
5,045
shares
|
$663,013
0.61% of portfolio
|
Q2 2025
Added 127.66%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
5,040
shares
|
$662,356
0.55% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
5,021
shares
|
$659,859
0.08% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
5,013
shares
|
$658,808
0.17% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
5,000
shares
|
$657,099
0.02% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$657,099
0.21% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
5,000
shares
|
$657,099
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
4,980
shares
|
$654,471
0.28% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,958
shares
|
$651,580
0.11% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,950
shares
|
$650,528
0.05% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,949
shares
|
$650,397
0.03% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,944
shares
|
$649,740
0.03% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,913
shares
|
$645,666
0.05% of portfolio
|
Q2 2025
Added 3.65%
|