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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
300
shares
|
$39,687
0.02% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
300
shares
|
$39,687
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
299
shares
|
$39,554
0.03% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
288
shares
|
$38,099
0.0% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
286
shares
|
$37,834
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
285
shares
|
$37,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
283
shares
|
$37,438
0.0% of portfolio
|
Q1 2025
Reduced 41.41%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
276
shares
|
$36,512
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
275
shares
|
$36,379
0.01% of portfolio
|
Q4 2023
Added 49.46%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
275
shares
|
$36,379
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
272
shares
|
$35,982
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
271
shares
|
$35,850
0.01% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$35,718
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
267
shares
|
$35,321
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
Aug 13, 2025 Q2 2025 |
266
shares
|
$35,189
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
260
shares
|
$34,395
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
259
shares
|
$34,263
0.0% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
257
shares
|
$33,998
0.01% of portfolio
|
Q1 2023
Reduced 69.18%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
251
shares
|
$33,204
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
250
shares
|
$33,072
0.01% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
250
shares
|
$33,072
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
248
shares
|
$32,807
0.02% of portfolio
|
Q2 2025
Reduced 17.61%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
247
shares
|
$32,675
0.01% of portfolio
|
Q3 2024
Reduced 79.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
246
shares
|
$32,543
0.02% of portfolio
|
Q1 2025
Added 146.0%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
245
shares
|
$32,411
0.02% of portfolio
|
Q4 2024
Reduced 37.34%
|