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 |
|---|---|---|---|---|---|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,136
shares
|
$499,711
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,124
shares
|
$498,261
0.02% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
4,122
shares
|
$498,020
0.23% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,118
shares
|
$497,536
0.05% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
4,109
shares
|
$496,449
0.08% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
4,075
shares
|
$492,341
0.22% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,059
shares
|
$490,408
0.05% of portfolio
|
Q4 2024
Added 56.42%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,052
shares
|
$489,562
0.04% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,036
shares
|
$487,629
0.84% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,029
shares
|
$486,783
0.03% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,027
shares
|
$486,542
0.06% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
4,020
shares
|
$485,696
0.08% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
4,017
shares
|
$485,333
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,015
shares
|
$485,092
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
4,005
shares
|
$483,884
0.23% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
4,000
shares
|
$483,280
0.37% of portfolio
|
Q2 2024
Reduced 27.27%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$483,280
0.04% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,983
shares
|
$481,226
0.02% of portfolio
|
Q4 2024
Reduced 15.76%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
3,981
shares
|
$480,984
0.01% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
3,972
shares
|
$479,897
0.13% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,970
shares
|
$479,655
0.45% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,968
shares
|
$479,413
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,959
shares
|
$478,326
0.04% of portfolio
|
Q4 2022
Reduced 8.44%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,956
shares
|
$477,963
0.09% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,955
shares
|
$477,843
0.05% of portfolio
|
Q4 2024
Reduced 3.42%
|