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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
96
shares
|
$12,699
0.0% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
95
shares
|
$12,567
0.01% of portfolio
|
Q2 2025
Reduced 96.96%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
92
shares
|
$12,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
91
shares
|
$12,038
0.0% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
89
shares
|
$11,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
87
shares
|
$11,509
0.0% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
87
shares
|
$11,509
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
86
shares
|
$11,376
0.0% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
85
shares
|
$11,244
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
83
shares
|
$10,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
82
shares
|
$10,847
0.0% of portfolio
|
Q1 2025
Added 310.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
82
shares
|
$10,847
0.0% of portfolio
|
Q2 2024
Reduced 48.43%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
81
shares
|
$10,715
0.01% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
80
shares
|
$10,583
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
78
shares
|
$10,318
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
75
shares
|
$9,921
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
75
shares
|
$9,921
0.01% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
72
shares
|
$9,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
69
shares
|
$9,128
0.0% of portfolio
|
Q2 2025
Reduced 89.35%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
68
shares
|
$8,995
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
68
shares
|
$8,995
0.01% of portfolio
|
Q1 2025
Added 195.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
68
shares
|
$8,995
0.01% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
67
shares
|
$8,863
0.0% of portfolio
|
Q2 2025
Reduced 47.24%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
66
shares
|
$8,731
0.0% of portfolio
|
Q2 2025
Reduced 69.44%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
66
shares
|
$8,731
0.0% of portfolio
|
Q1 2025
Reduced 64.13%
|