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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
580
shares
|
$76,728
0.01% of portfolio
|
Q2 2023
Added 9.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
574
shares
|
$75,934
0.01% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
573
shares
|
$75,802
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
562
shares
|
$74,346
0.03% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
557
shares
|
$73,685
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
556
shares
|
$73,553
0.01% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
555
shares
|
$73,420
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
547
shares
|
$72,362
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
546
shares
|
$72,230
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
535
shares
|
$70,775
0.02% of portfolio
|
Q3 2024
Reduced 74.92%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
533
shares
|
$70,510
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
532
shares
|
$70,378
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
523
shares
|
$69,187
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
514
shares
|
$67,997
0.01% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
512
shares
|
$67,732
0.02% of portfolio
|
Q2 2025
Added 30.28%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
510
shares
|
$67,467
0.01% of portfolio
|
Q2 2023
Reduced 8.11%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
504
shares
|
$66,674
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
503
shares
|
$66,541
0.02% of portfolio
|
Q4 2024
Added 61.74%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
502
shares
|
$66,409
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
500
shares
|
$66,145
0.01% of portfolio
|
Q4 2024
Reduced 41.18%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
500
shares
|
$66,145
0.02% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
500
shares
|
$66,145
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
498
shares
|
$65,880
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
496
shares
|
$65,615
0.0% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
481
shares
|
$63,631
0.04% of portfolio
|
Q4 2024
New holding
|