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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
5,995
shares
|
$721,198
0.05% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
5,938
shares
|
$714,341
0.13% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,902
shares
|
$710,010
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
5,897
shares
|
$709,409
0.04% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
5,888
shares
|
$708,326
0.06% of portfolio
|
Q3 2024
Added 28.17%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,884
shares
|
$707,845
0.39% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
5,860
shares
|
$704,958
0.51% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,854
shares
|
$704,236
0.08% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,852
shares
|
$703,995
0.05% of portfolio
|
Q4 2024
Added 84.31%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
5,841
shares
|
$702,672
0.23% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,839
shares
|
$702,431
0.04% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
5,835
shares
|
$701,950
0.02% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
5,822
shares
|
$700,386
0.14% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,812
shares
|
$699,183
0.07% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,811
shares
|
$699,063
0.35% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
5,803
shares
|
$698,100
0.4% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,775
shares
|
$694,732
0.03% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,775
shares
|
$694,732
0.1% of portfolio
|
Q3 2024
Added 58.35%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
5,750
shares
|
$691,725
0.05% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,720
shares
|
$688,116
0.5% of portfolio
|
Q2 2022
Added 3.62%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
5,703
shares
|
$686,070
0.14% of portfolio
|
Q1 2022
Added 1.78%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
5,703
shares
|
$686,070
0.0% of portfolio
|
Q3 2024
Added 113.36%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,689
shares
|
$684,386
0.51% of portfolio
|
Q2 2024
Reduced 34.28%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
5,655
shares
|
$680,296
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,651
shares
|
$679,815
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|