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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
66
shares
|
$8,731
0.0% of portfolio
|
Q2 2025
Reduced 38.32%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
65
shares
|
$8,598
0.0% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
65
shares
|
$8,598
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
63
shares
|
$8,334
0.0% of portfolio
|
Q2 2021
Reduced 98.77%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
62
shares
|
$8,201
0.0% of portfolio
|
Q2 2025
Added 106.67%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
62
shares
|
$8,201
6.93% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
57
shares
|
$7,540
0.0% of portfolio
|
Q1 2024
Added 714.29%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
54
shares
|
$7,143
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
53
shares
|
$7,011
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
51
shares
|
$6,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
51
shares
|
$6,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
50
shares
|
$6,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$6,614
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
50
shares
|
$6,614
0.0% of portfolio
|
Q3 2023
Reduced 23.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
50
shares
|
$6,614
0.0% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
50
shares
|
$6,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
50
shares
|
$6,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
45
shares
|
$5,953
0.0% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
45
shares
|
$5,953
0.0% of portfolio
|
Q2 2025
Added 246.15%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
44
shares
|
$5,820
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
43
shares
|
$5,688
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
43
shares
|
$5,688
0.0% of portfolio
|
Q1 2025
Added 168.75%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$5,556
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
42
shares
|
$5,556
0.0% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
42
shares
|
$5,556
0.01% of portfolio
|
Q1 2025
Added 366.67%
|