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 |
|---|---|---|---|---|---|
|
Saturna Capital Corp
Bellingham, WA |
Feb 07, 2025 Q4 2024 |
5,268
shares
|
$636,479
0.01% of portfolio
|
Q4 2024
Added 204.68%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
5,256
shares
|
$635,029
0.16% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,220
shares
|
$630,680
0.26% of portfolio
|
Q1 2023
Reduced 15.25%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,204
shares
|
$628,747
0.1% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,186
shares
|
$626,572
0.25% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,182
shares
|
$626,089
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
5,169
shares
|
$624,518
0.08% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,157
shares
|
$623,068
0.01% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 07, 2024 Q3 2024 |
5,151
shares
|
$622,343
0.01% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
5,137
shares
|
$620,652
0.05% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,133
shares
|
$620,169
0.03% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,122
shares
|
$618,840
0.03% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
5,103
shares
|
$616,544
0.09% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,086
shares
|
$614,490
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
5,074
shares
|
$613,040
0.15% of portfolio
|
Q4 2024
Added 222.57%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,072
shares
|
$612,799
0.05% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
5,043
shares
|
$609,295
0.13% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
5,038
shares
|
$608,691
0.04% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
5,022
shares
|
$606,758
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,018
shares
|
$606,274
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$604,100
0.42% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
4,994
shares
|
$603,375
0.01% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,983
shares
|
$602,046
0.02% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,974
shares
|
$600,958
0.15% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
4,968
shares
|
$600,233
0.0% of portfolio
|
Q3 2024
Reduced 21.67%
|