Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,946 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 $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,974
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
8,974
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
8,964
shares
|
$1.16 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,935
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
8,905
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,903
shares
|
$1.15 Million
0.48% of portfolio
|
Q4 2021
Added 22.6%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
8,794
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,773
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
8,736
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,732
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
8,716
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
8,698
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
8,680
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
8,673
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,633
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,631
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
8,631
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
8,620
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
8,585
shares
|
$1.11 Million
0.56% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
8,570
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
8,539
shares
|
$1.11 Million
0.33% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,507
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
8,489
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
8,475
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,474
shares
|
$1.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.29%
|