Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,031 institutions that hold shares in the stock, with a total of 301 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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,675
shares
|
$208,236
0.13% of portfolio
|
Q1 2025
Added 35.85%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,674
shares
|
$208,111
0.02% of portfolio
|
Q1 2025
Added 155.57%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
1,674
shares
|
$208,111
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,672
shares
|
$207,863
0.05% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1,671
shares
|
$207,738
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
1,659
shares
|
$206,246
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,658
shares
|
$206,122
0.01% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
1,652
shares
|
$205,376
0.01% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
1,650
shares
|
$205,128
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,648
shares
|
$204,879
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,647
shares
|
$204,755
0.14% of portfolio
|
Q1 2025
Reduced 37.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
1,646
shares
|
$204,630
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
1,645
shares
|
$204,506
0.12% of portfolio
|
Q1 2025
Reduced 74.17%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
1,640
shares
|
$203,884
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
1,639
shares
|
$203,760
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,632
shares
|
$202,890
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
1,623
shares
|
$201,771
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,600
shares
|
$198,912
0.06% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,595
shares
|
$198,290
0.01% of portfolio
|
Q2 2025
Added 114.67%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,580
shares
|
$196,425
0.01% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,550
shares
|
$192,696
0.0% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,549
shares
|
$192,571
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,541
shares
|
$191,577
0.01% of portfolio
|
Q1 2025
Reduced 48.29%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,538
shares
|
$191,204
0.09% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,533
shares
|
$190,582
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|