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 |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
5,643
shares
|
$681,787
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,636
shares
|
$680,941
0.08% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
5,632
shares
|
$680,458
0.76% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
5,612
shares
|
$678,041
0.02% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,583
shares
|
$674,538
0.03% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,578
shares
|
$673,933
0.0% of portfolio
|
Q3 2024
Added 81.16%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
5,568
shares
|
$672,725
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
5,553
shares
|
$670,913
0.16% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,538
shares
|
$669,101
0.58% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
5,508
shares
|
$665,476
0.07% of portfolio
|
Q4 2024
Added 58.78%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,503
shares
|
$664,872
0.16% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
5,500
shares
|
$664,510
0.63% of portfolio
|
Q4 2021
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,500
shares
|
$664,510
0.02% of portfolio
|
Q3 2021
Reduced 4.95%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
5,490
shares
|
$663,301
0.03% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,475
shares
|
$661,489
0.15% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,434
shares
|
$656,535
0.42% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,416
shares
|
$654,361
0.0% of portfolio
|
Q3 2022
Reduced 14.59%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
5,414
shares
|
$654,119
0.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
5,392
shares
|
$651,461
0.03% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,388
shares
|
$650,978
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
5,352
shares
|
$646,628
0.32% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
5,348
shares
|
$646,145
0.17% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
5,345
shares
|
$645,782
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,314
shares
|
$642,037
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,312
shares
|
$641,795
0.1% of portfolio
|
Q3 2024
Added 2.35%
|