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 $41.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
2,285
shares
|
$302,282
0.14% of portfolio
|
Q1 2025
Reduced 65.3%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,282
shares
|
$301,885
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,280
shares
|
$301,621
0.07% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
2,280
shares
|
$301,621
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
2,280
shares
|
$301,621
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
2,273
shares
|
$300,695
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,270
shares
|
$300,298
0.02% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,268
shares
|
$300,033
0.0% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,265
shares
|
$299,636
0.06% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
2,259
shares
|
$298,843
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,255
shares
|
$298,313
0.02% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,254
shares
|
$298,181
0.02% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,252
shares
|
$297,917
0.03% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,247
shares
|
$297,255
0.16% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,241
shares
|
$296,461
0.08% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,238
shares
|
$296,065
0.06% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
2,235
shares
|
$295,668
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
2,235
shares
|
$295,668
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
2,233
shares
|
$295,403
0.01% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
2,225
shares
|
$294,345
0.03% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,219
shares
|
$293,551
0.03% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,211
shares
|
$292,493
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,210
shares
|
$292,360
0.0% of portfolio
|
Q2 2025
Reduced 85.48%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
2,206
shares
|
$291,831
0.03% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,201
shares
|
$291,170
0.1% of portfolio
|
Q2 2025
Reduced 0.95%
|