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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
106
shares
|
$13,372
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
104
shares
|
$13,120
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
101
shares
|
$12,742
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
100
shares
|
$12,616
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
100
shares
|
$12,616
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$12,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
100
shares
|
$12,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
100
shares
|
$12,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
99
shares
|
$12,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
98
shares
|
$12,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
96
shares
|
$12,111
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
96
shares
|
$12,111
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
95
shares
|
$11,985
0.01% of portfolio
|
Q2 2025
Reduced 96.96%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
92
shares
|
$11,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
87
shares
|
$10,975
0.0% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
87
shares
|
$10,975
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
87
shares
|
$10,975
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
86
shares
|
$10,849
0.0% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
85
shares
|
$10,723
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
85
shares
|
$10,723
0.0% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
83
shares
|
$10,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
82
shares
|
$10,345
0.0% of portfolio
|
Q1 2025
Added 310.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
82
shares
|
$10,345
0.01% of portfolio
|
Q2 2024
Reduced 48.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
79
shares
|
$9,966
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
78
shares
|
$9,840
0.01% of portfolio
|
Q3 2024
Added 85.71%
|