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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,587
shares
|
$912,716
0.02% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
7,569
shares
|
$910,550
0.06% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
7,559
shares
|
$909,347
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,548
shares
|
$908,024
0.05% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
7,544
shares
|
$907,543
0.18% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
7,520
shares
|
$904,656
0.15% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
7,504
shares
|
$902,731
0.07% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
7,476
shares
|
$899,362
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
7,453
shares
|
$896,595
0.28% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
7,443
shares
|
$895,392
0.13% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
7,409
shares
|
$891,302
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,374
shares
|
$887,092
0.15% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,362
shares
|
$885,648
0.02% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
7,359
shares
|
$885,287
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,352
shares
|
$884,445
0.17% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$882,881
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
7,326
shares
|
$881,317
0.26% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,317
shares
|
$880,235
0.18% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,314
shares
|
$879,874
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
7,293
shares
|
$877,347
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,289
shares
|
$876,866
0.09% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
7,241
shares
|
$871,092
0.03% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,218
shares
|
$868,325
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
7,163
shares
|
$861,708
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
7,157
shares
|
$860,987
0.21% of portfolio
|
Q4 2024
Added 2.59%
|