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 |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
121
shares
|
$17,220
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
115
shares
|
$16,366
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
114
shares
|
$16,224
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
111
shares
|
$15,797
0.01% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
110
shares
|
$15,655
0.03% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
110
shares
|
$15,655
0.01% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
108
shares
|
$15,370
0.01% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
107
shares
|
$15,228
0.01% of portfolio
|
Q3 2025
Added 72.58%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
104
shares
|
$14,801
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
100
shares
|
$14,232
0.0% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
100
shares
|
$14,232
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
100
shares
|
$14,232
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
97
shares
|
$13,805
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
97
shares
|
$13,805
0.0% of portfolio
|
Q3 2025
Added 21.25%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
95
shares
|
$13,520
0.01% of portfolio
|
Q2 2025
Reduced 96.96%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
91
shares
|
$12,951
0.0% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
91
shares
|
$12,951
0.01% of portfolio
|
Q3 2025
Added 295.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
88
shares
|
$12,524
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
88
shares
|
$12,524
0.0% of portfolio
|
Q3 2025
Added 125.64%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
88
shares
|
$12,524
0.0% of portfolio
|
Q3 2025
Added 39.68%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
87
shares
|
$12,381
0.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
86
shares
|
$12,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
86
shares
|
$12,239
0.0% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
85
shares
|
$12,097
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
83
shares
|
$11,812
0.0% of portfolio
|
Q3 2024
New holding
|
|