Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,942 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
17,431
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
17,325
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
17,306
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
17,220
shares
|
$2.07 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
17,120
shares
|
$2.06 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
16,977
shares
|
$2.04 Million
0.28% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
16,887
shares
|
$2.03 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,852
shares
|
$2.03 Million
0.06% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,838
shares
|
$2.03 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
16,827
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2024
Added 51.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,739
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,725
shares
|
$2.01 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
16,683
shares
|
$2.01 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
16,671
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
16,642
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
16,580
shares
|
$1.99 Million
0.13% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
16,528
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
16,417
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
16,256
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
16,192
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2022
Reduced 10.42%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
16,184
shares
|
$1.95 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
16,178
shares
|
$1.95 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
16,059
shares
|
$1.93 Million
0.18% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
15,918
shares
|
$1.91 Million
0.35% of portfolio
|
Q3 2022
Reduced 2.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,777
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 32.46%
|