Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 2,130 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
171
shares
|
$24,336
0.0% of portfolio
|
Q3 2025
Added 44.92%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
168
shares
|
$23,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
166
shares
|
$23,625
0.0% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
163
shares
|
$23,198
0.01% of portfolio
|
Q2 2025
Reduced 49.22%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
162
shares
|
$23,055
0.01% of portfolio
|
Q3 2025
Reduced 71.17%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
161
shares
|
$22,913
0.0% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
155
shares
|
$22,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
155
shares
|
$22,059
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
151
shares
|
$21,490
0.0% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
151
shares
|
$21,490
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
150
shares
|
$21,348
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
150
shares
|
$21,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
150
shares
|
$21,348
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
150
shares
|
$21,348
0.0% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
147
shares
|
$20,921
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
144
shares
|
$20,494
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
142
shares
|
$20,209
0.02% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
138
shares
|
$19,640
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
133
shares
|
$18,928
0.01% of portfolio
|
Q3 2025
Reduced 42.17%
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Warszawa, R9 |
Oct 31, 2025 Q3 2025 |
130
shares
|
$18,501
0.04% of portfolio
|
Q1 2024
Reduced 38.46%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
126
shares
|
$17,932
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
126
shares
|
$17,932
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$17,790
0.01% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$17,790
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
122
shares
|
$17,363
0.0% of portfolio
|
Q3 2025
Reduced 44.29%
|
|