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 |
|---|---|---|---|---|---|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,381
shares
|
$408,492
0.15% of portfolio
|
Q4 2023
Added 3.05%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,367
shares
|
$406,800
0.16% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
3,350
shares
|
$404,747
0.46% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,349
shares
|
$404,626
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,339
shares
|
$403,417
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,334
shares
|
$402,813
0.03% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,318
shares
|
$400,880
0.03% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
3,318
shares
|
$400,880
0.01% of portfolio
|
Q2 2023
Reduced 0.72%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,314
shares
|
$400,397
0.06% of portfolio
|
Q4 2024
Added 111.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
3,307
shares
|
$399,551
0.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,305
shares
|
$399,310
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
3,300
shares
|
$398,706
0.02% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,300
shares
|
$398,706
0.03% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
3,288
shares
|
$397,256
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,287
shares
|
$397,135
0.0% of portfolio
|
Q2 2024
Added 74.19%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
3,282
shares
|
$396,531
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,278
shares
|
$396,047
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
3,278
shares
|
$396,047
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,275
shares
|
$395,685
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,272
shares
|
$395,323
0.15% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,264
shares
|
$394,356
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
3,260
shares
|
$393,873
0.23% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,256
shares
|
$393,389
0.04% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,255
shares
|
$393,269
0.12% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
3,249
shares
|
$392,544
0.23% of portfolio
|
Q2 2024
Reduced 4.07%
|