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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
358
shares
|
$47,359
0.01% of portfolio
|
Q4 2024
Reduced 35.84%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
358
shares
|
$47,359
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
355
shares
|
$46,962
0.08% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
355
shares
|
$46,962
0.02% of portfolio
|
Q3 2022
Reduced 29.7%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
354
shares
|
$46,830
0.01% of portfolio
|
Q2 2025
Added 154.68%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
352
shares
|
$46,566
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lynch Asset Management, Inc.
|
Aug 13, 2025 Q2 2025 |
350
shares
|
$46,301
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
350
shares
|
$46,301
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
347
shares
|
$45,904
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
346
shares
|
$45,772
0.01% of portfolio
|
Q2 2025
Added 260.42%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
330
shares
|
$43,655
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
329
shares
|
$43,523
0.0% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
329
shares
|
$43,523
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
325
shares
|
$42,994
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
324
shares
|
$42,861
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
323
shares
|
$42,729
0.01% of portfolio
|
Q2 2025
Added 19.63%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
322
shares
|
$42,597
0.01% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
321
shares
|
$42,465
0.02% of portfolio
|
Q1 2025
Reduced 42.27%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
319
shares
|
$42,200
0.0% of portfolio
|
Q2 2025
Added 33.47%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
317
shares
|
$41,935
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
316
shares
|
$41,803
0.01% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
315
shares
|
$41,671
0.0% of portfolio
|
Q4 2023
Reduced 32.26%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
311
shares
|
$41,142
0.03% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
302
shares
|
$39,951
0.03% of portfolio
|
Q4 2024
Reduced 24.88%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$39,687
0.02% of portfolio
|
Q4 2024
Reduced 33.33%
|