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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
8,446
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
8,396
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
8,372
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 100.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
8,366
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
8,315
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
8,286
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
8,284
shares
|
$1.07 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,242
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
8,240
shares
|
$1.07 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
8,236
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,220
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8,186
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,163
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 81.28%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
8,154
shares
|
$1.06 Million
0.58% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,137
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.35%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
8,099
shares
|
$1.05 Million
0.43% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,087
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2022
Added 8.23%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
8,072
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,983
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,973
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 109.1%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
7,933
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
7,912
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,894
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,879
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2024
Added 73.62%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,866
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 20.44%
|