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 |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
6,415
shares
|
$771,724
0.17% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
6,413
shares
|
$771,483
0.01% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
6,406
shares
|
$770,641
0.11% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,392
shares
|
$768,957
0.04% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
6,368
shares
|
$766,070
0.4% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
6,363
shares
|
$765,468
0.21% of portfolio
|
Q3 2024
Added 109.58%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
6,322
shares
|
$760,536
0.09% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
American Financial Group Inc
|
Nov 12, 2024 Q3 2024 |
6,250
shares
|
$751,875
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
6,235
shares
|
$750,070
0.26% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
6,229
shares
|
$749,348
0.08% of portfolio
|
Q3 2024
Reduced 90.03%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,226
shares
|
$748,987
0.4% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
6,201
shares
|
$745,980
0.1% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
6,157
shares
|
$740,687
0.0% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
6,155
shares
|
$740,446
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
6,143
shares
|
$739,002
0.38% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
6,140
shares
|
$738,642
0.37% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,105
shares
|
$734,431
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
6,103
shares
|
$734,190
0.05% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
6,100
shares
|
$733,830
0.4% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
6,088
shares
|
$732,386
0.79% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
6,081
shares
|
$731,544
0.19% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,054
shares
|
$728,296
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,048
shares
|
$727,574
0.1% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
6,030
shares
|
$725,409
0.38% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
6,011
shares
|
$723,123
0.24% of portfolio
|
Q3 2024
Reduced 0.25%
|