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 |
|---|---|---|---|---|---|
|
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%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,755
shares
|
$453,679
0.08% of portfolio
|
Q4 2021
Added 1.93%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
3,750
shares
|
$453,075
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
3,750
shares
|
$453,075
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,743
shares
|
$452,229
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
3,719
shares
|
$449,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,719
shares
|
$449,329
0.06% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,713
shares
|
$448,604
0.08% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,712
shares
|
$448,483
0.14% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$447,034
0.05% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,697
shares
|
$446,671
0.02% of portfolio
|
Q3 2024
Added 43.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,665
shares
|
$442,805
0.01% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,640
shares
|
$439,784
0.04% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,635
shares
|
$439,180
0.05% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,628
shares
|
$438,334
0.1% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,623
shares
|
$437,730
0.09% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,619
shares
|
$437,247
0.12% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
3,613
shares
|
$436,522
0.01% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
3,612
shares
|
$436,401
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,611
shares
|
$436,281
0.04% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,603
shares
|
$435,314
0.03% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
3,595
shares
|
$434,347
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
3,592
shares
|
$433,985
0.12% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,590
shares
|
$433,743
0.17% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
3,585
shares
|
$433,139
0.04% of portfolio
|
Q4 2024
Reduced 20.0%
|