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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,383
shares
|
$529,554
0.02% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,375
shares
|
$528,587
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
4,370
shares
|
$527,983
0.13% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
4,342
shares
|
$524,600
0.42% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
4,314
shares
|
$521,217
0.09% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
4,309
shares
|
$520,613
0.21% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
4,309
shares
|
$520,613
0.44% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
4,300
shares
|
$519,525
0.41% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,282
shares
|
$517,351
0.16% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
4,252
shares
|
$513,726
0.26% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,247
shares
|
$513,122
0.01% of portfolio
|
Q4 2024
Reduced 27.99%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,235
shares
|
$511,672
0.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,233
shares
|
$511,431
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,228
shares
|
$510,826
0.13% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,217
shares
|
$509,497
0.03% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,214
shares
|
$509,135
0.09% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
4,208
shares
|
$508,410
0.06% of portfolio
|
Q4 2024
Added 29.52%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,199
shares
|
$507,323
0.46% of portfolio
|
Q4 2024
Reduced 25.12%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
4,190
shares
|
$506,235
0.09% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,185
shares
|
$505,631
0.36% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
4,180
shares
|
$505,027
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,171
shares
|
$503,940
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
4,170
shares
|
$503,819
0.6% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,145
shares
|
$500,798
0.01% of portfolio
|
Q4 2024
Added 41.27%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,145
shares
|
$500,798
0.04% of portfolio
|
Q2 2024
Reduced 19.44%
|