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 |
|---|---|---|---|---|---|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,950
shares
|
$477,239
0.34% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,908
shares
|
$472,164
0.02% of portfolio
|
Q4 2024
Added 110.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,892
shares
|
$470,231
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
3,888
shares
|
$469,748
0.16% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
3,886
shares
|
$469,506
0.06% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,876
shares
|
$468,298
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,874
shares
|
$468,056
0.42% of portfolio
|
Q3 2024
Reduced 89.7%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,873
shares
|
$467,935
0.09% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
3,872
shares
|
$467,815
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,864
shares
|
$466,848
0.28% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,859
shares
|
$466,244
0.21% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
3,850
shares
|
$465,157
0.07% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,845
shares
|
$464,552
0.44% of portfolio
|
Q1 2024
Reduced 13.83%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
3,838
shares
|
$463,707
0.02% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
3,838
shares
|
$463,707
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
3,830
shares
|
$462,740
0.46% of portfolio
|
Q2 2022
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,820
shares
|
$461,532
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,818
shares
|
$461,290
0.1% of portfolio
|
Q4 2024
Added 17.66%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,816
shares
|
$461,049
0.04% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,813
shares
|
$460,686
0.19% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
3,811
shares
|
$460,445
0.05% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,803
shares
|
$459,478
0.28% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
3,799
shares
|
$458,995
0.02% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,799
shares
|
$458,995
0.05% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
3,783
shares
|
$457,062
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|