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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
355
shares
|
$44,786
0.08% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
355
shares
|
$44,786
0.02% of portfolio
|
Q3 2022
Reduced 29.7%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
352
shares
|
$44,408
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
350
shares
|
$44,156
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
347
shares
|
$43,777
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
336
shares
|
$42,389
0.01% of portfolio
|
Q1 2025
Added 34.4%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
335
shares
|
$42,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
330
shares
|
$41,632
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
330
shares
|
$41,632
0.03% of portfolio
|
Q1 2025
Added 111.54%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
329
shares
|
$41,506
0.0% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
329
shares
|
$41,506
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
324
shares
|
$40,875
0.03% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
323
shares
|
$40,749
0.01% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
322
shares
|
$40,623
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
321
shares
|
$40,497
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
321
shares
|
$40,497
0.02% of portfolio
|
Q1 2025
Reduced 42.27%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
319
shares
|
$40,245
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
316
shares
|
$39,866
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
315
shares
|
$39,740
0.0% of portfolio
|
Q4 2023
Reduced 32.26%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
311
shares
|
$39,235
0.04% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
302
shares
|
$38,100
0.03% of portfolio
|
Q4 2024
Reduced 24.88%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
301
shares
|
$37,974
0.02% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$37,848
0.02% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
300
shares
|
$37,848
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
300
shares
|
$37,848
0.01% of portfolio
|
Q4 2024
New holding
|