Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,975 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
455
shares
|
$57,097
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
450
shares
|
$56,470
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$54,588
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
428
shares
|
$53,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
418
shares
|
$52,454
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
416
shares
|
$52,203
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
415
shares
|
$52,078
0.02% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
410
shares
|
$51,450
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
403
shares
|
$50,572
0.02% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
401
shares
|
$50,321
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
397
shares
|
$49,819
0.01% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
397
shares
|
$49,819
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
383
shares
|
$48,062
0.0% of portfolio
|
Q3 2023
Reduced 3.28%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
372
shares
|
$46,682
0.01% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
372
shares
|
$46,682
0.01% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
363
shares
|
$45,552
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
360
shares
|
$45,176
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
358
shares
|
$44,925
0.01% of portfolio
|
Q4 2024
Reduced 35.84%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
358
shares
|
$44,925
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
355
shares
|
$44,548
0.08% of portfolio
|
Q4 2022
Reduced 1.39%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
355
shares
|
$44,548
0.02% of portfolio
|
Q3 2022
Reduced 29.7%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
352
shares
|
$44,172
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
350
shares
|
$43,921
0.03% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
350
shares
|
$43,921
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
348
shares
|
$43,670
0.01% of portfolio
|
Q4 2024
Reduced 5.43%
|