Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,026 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 $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
605
shares
|
$76,326
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
604
shares
|
$76,200
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
603
shares
|
$76,074
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
580
shares
|
$73,172
0.01% of portfolio
|
Q2 2023
Added 9.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
574
shares
|
$72,415
0.01% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
574
shares
|
$72,415
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
573
shares
|
$72,289
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
573
shares
|
$72,289
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
562
shares
|
$70,901
0.04% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
556
shares
|
$70,144
0.01% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
555
shares
|
$70,018
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
547
shares
|
$69,009
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
546
shares
|
$68,883
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
543
shares
|
$68,504
0.0% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
535
shares
|
$67,495
0.03% of portfolio
|
Q3 2024
Reduced 74.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
529
shares
|
$66,738
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$66,486
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
517
shares
|
$65,224
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
514
shares
|
$64,846
0.01% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
510
shares
|
$64,341
0.01% of portfolio
|
Q2 2023
Reduced 8.11%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
503
shares
|
$63,458
0.01% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
503
shares
|
$63,458
0.02% of portfolio
|
Q4 2024
Added 61.74%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
500
shares
|
$63,080
0.01% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
500
shares
|
$63,080
0.02% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
500
shares
|
$63,080
0.02% of portfolio
|
Q4 2023
Reduced 80.0%
|