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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,572
shares
|
$431,569
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,560
shares
|
$430,119
0.06% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,553
shares
|
$429,273
0.01% of portfolio
|
Q4 2024
Reduced 60.45%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,547
shares
|
$428,548
0.25% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
3,541
shares
|
$427,823
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
3,530
shares
|
$426,494
0.08% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
3,500
shares
|
$422,870
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,494
shares
|
$422,145
0.02% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
3,490
shares
|
$421,661
0.11% of portfolio
|
Q4 2023
Added 10.06%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
3,486
shares
|
$421,178
0.02% of portfolio
|
Q3 2022
Added 3.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,476
shares
|
$419,970
0.03% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
3,473
shares
|
$419,607
0.16% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,465
shares
|
$418,641
0.03% of portfolio
|
Q4 2023
Reduced 14.7%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,463
shares
|
$418,399
0.21% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
3,456
shares
|
$417,553
0.04% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,446
shares
|
$416,345
0.14% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,444
shares
|
$416,104
0.04% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Corbyn Investment Management Inc
|
Nov 07, 2024 Q3 2024 |
3,441
shares
|
$415,741
0.21% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,432
shares
|
$414,654
0.06% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
3,420
shares
|
$413,204
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,420
shares
|
$413,204
0.02% of portfolio
|
Q2 2024
Reduced 45.37%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
3,391
shares
|
$409,700
0.04% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,391
shares
|
$409,700
0.01% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
3,390
shares
|
$409,579
0.17% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
3,381
shares
|
$408,492
0.03% of portfolio
|
Q4 2024
Reduced 4.17%
|