Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,939 institutions that hold shares in the stock, with a total of 283 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 |
|---|---|---|---|---|---|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
7,157
shares
|
$860,987
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
7,153
shares
|
$860,505
0.09% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
7,125
shares
|
$857,137
0.61% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,080
shares
|
$851,724
0.23% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,079
shares
|
$851,603
0.09% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,059
shares
|
$849,197
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
7,036
shares
|
$846,430
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,009
shares
|
$843,182
0.12% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$842,100
0.06% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,989
shares
|
$840,776
0.35% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,975
shares
|
$839,092
0.04% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,961
shares
|
$837,408
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
6,954
shares
|
$836,566
0.28% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
6,944
shares
|
$835,363
0.47% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
6,919
shares
|
$832,355
0.03% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,915
shares
|
$831,874
0.02% of portfolio
|
Q3 2024
Reduced 24.94%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,906
shares
|
$830,791
0.18% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,896
shares
|
$829,588
0.08% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
6,856
shares
|
$824,776
0.04% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
6,839
shares
|
$822,731
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
6,836
shares
|
$822,370
0.62% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
6,830
shares
|
$821,649
0.35% of portfolio
|
Q2 2023
Added 2.25%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,817
shares
|
$820,085
0.0% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
6,786
shares
|
$816,355
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,781
shares
|
$815,754
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|