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 |
|---|---|---|---|---|---|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
238
shares
|
$31,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
237
shares
|
$31,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
235
shares
|
$31,088
0.01% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
233
shares
|
$30,823
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
231
shares
|
$30,558
0.0% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
230
shares
|
$30,426
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
230
shares
|
$30,426
0.01% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
219
shares
|
$28,971
0.0% of portfolio
|
Q2 2025
Reduced 13.1%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
219
shares
|
$28,971
0.01% of portfolio
|
Q3 2024
Added 265.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
217
shares
|
$28,706
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
215
shares
|
$28,442
0.02% of portfolio
|
Q3 2022
Added 54.68%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
214
shares
|
$28,310
0.02% of portfolio
|
Q2 2025
Added 62.12%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
214
shares
|
$28,310
0.01% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
213
shares
|
$28,177
0.02% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
212
shares
|
$28,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
210
shares
|
$27,780
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
209
shares
|
$27,648
0.0% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
209
shares
|
$27,648
0.01% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
207
shares
|
$27,384
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
204
shares
|
$26,987
0.01% of portfolio
|
Q3 2022
Added 1100.0%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
200
shares
|
$26,458
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$26,458
0.0% of portfolio
|
Q2 2025
Reduced 27.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
200
shares
|
$26,458
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
200
shares
|
$26,458
0.01% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
200
shares
|
$26,458
0.02% of portfolio
|
Q4 2024
New holding
|