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 |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
1,674
shares
|
$221,453
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,672
shares
|
$221,188
0.05% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,658
shares
|
$219,336
0.04% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,658
shares
|
$219,336
0.01% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,656
shares
|
$219,072
0.01% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,639
shares
|
$216,823
0.13% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,629
shares
|
$215,500
0.05% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
1,623
shares
|
$214,706
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,606
shares
|
$212,457
0.05% of portfolio
|
Q2 2025
Reduced 68.35%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,595
shares
|
$211,002
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
|
$209,018
0.01% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,549
shares
|
$204,917
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,547
shares
|
$204,652
0.01% of portfolio
|
Q2 2025
Added 263.15%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,540
shares
|
$203,726
0.01% of portfolio
|
Q2 2025
Reduced 54.26%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,538
shares
|
$203,462
0.09% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,533
shares
|
$202,800
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
1,521
shares
|
$201,213
0.02% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,515
shares
|
$200,419
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$198,435
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,464
shares
|
$193,672
0.11% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
1,447
shares
|
$191,423
0.05% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,437
shares
|
$190,100
0.12% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,436
shares
|
$189,968
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,414
shares
|
$187,058
0.01% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,361
shares
|
$180,046
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|