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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
6,759
shares
|
$813,107
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,750
shares
|
$812,025
0.2% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
6,748
shares
|
$811,784
0.26% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
6,743
shares
|
$811,182
0.58% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
6,741
shares
|
$810,942
0.06% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,722
shares
|
$808,656
0.01% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,719
shares
|
$808,295
0.02% of portfolio
|
Q2 2020
Reduced 23.0%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
6,704
shares
|
$806,491
0.17% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
6,687
shares
|
$804,446
0.1% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
6,682
shares
|
$803,844
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,681
shares
|
$803,724
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
6,669
shares
|
$802,280
0.03% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$801,198
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
6,653
shares
|
$800,355
0.32% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,629
shares
|
$797,468
0.1% of portfolio
|
Q4 2024
Reduced 48.02%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,623
shares
|
$796,746
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
6,604
shares
|
$794,461
0.03% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
6,571
shares
|
$790,491
0.01% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,563
shares
|
$789,528
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
6,550
shares
|
$787,965
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
6,543
shares
|
$787,122
0.11% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$781,950
0.09% of portfolio
|
Q1 2020
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,495
shares
|
$781,348
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
6,459
shares
|
$777,017
0.16% of portfolio
|
Q3 2024
Added 65.11%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,446
shares
|
$775,453
0.01% of portfolio
|
Q3 2024
Added 1.96%
|