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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,955
shares
|
$598,663
0.41% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,950
shares
|
$598,059
0.05% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,946
shares
|
$597,575
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,944
shares
|
$597,334
0.03% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
4,936
shares
|
$596,367
0.09% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
4,935
shares
|
$596,246
0.46% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,905
shares
|
$592,622
0.48% of portfolio
|
Q3 2023
Reduced 52.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,895
shares
|
$591,413
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,885
shares
|
$590,205
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
4,881
shares
|
$589,722
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
4,877
shares
|
$589,239
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
4,872
shares
|
$588,635
0.04% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,863
shares
|
$587,547
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
4,852
shares
|
$586,218
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,849
shares
|
$585,856
0.01% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
4,841
shares
|
$584,889
0.12% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
4,831
shares
|
$583,681
0.26% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,792
shares
|
$578,969
0.04% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,786
shares
|
$578,244
0.12% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
4,780
shares
|
$577,519
0.03% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
4,776
shares
|
$577,036
0.12% of portfolio
|
Q1 2024
Reduced 43.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,768
shares
|
$576,069
0.05% of portfolio
|
Q3 2023
Reduced 3.42%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,750
shares
|
$573,895
0.02% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,748
shares
|
$573,653
0.31% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
4,732
shares
|
$571,720
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|