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 |
---|---|---|---|---|---|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,047
shares
|
$368,138
0.03% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
3,046
shares
|
$368,017
0.08% of portfolio
|
Q4 2024
Added 0.26%
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,043
shares
|
$367,655
0.13% of portfolio
|
Q3 2024
New holding
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
3,040
shares
|
$367,292
0.01% of portfolio
|
Q4 2024
Added 11.44%
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
3,036
shares
|
$366,809
0.18% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,024
shares
|
$365,359
0.01% of portfolio
|
Q1 2023
Added 8.04%
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,024
shares
|
$365,359
0.0% of portfolio
|
Q4 2024
Added 12.33%
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,021
shares
|
$364,997
0.13% of portfolio
|
Q4 2024
Added 0.3%
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
3,017
shares
|
$364,513
0.1% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,014
shares
|
$364,151
0.08% of portfolio
|
Q3 2024
Reduced 24.88%
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
3,002
shares
|
$362,701
0.34% of portfolio
|
Q4 2024
New holding
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$362,460
0.15% of portfolio
|
Q2 2023
New holding
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,983
shares
|
$360,406
0.05% of portfolio
|
Q4 2024
Added 3.72%
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,975
shares
|
$359,439
0.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
2,974
shares
|
$359,318
0.01% of portfolio
|
Q3 2024
Added 10.19%
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,974
shares
|
$359,318
0.01% of portfolio
|
Q4 2024
Added 5.24%
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,973
shares
|
$359,197
0.09% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
2,972
shares
|
$359,077
0.19% of portfolio
|
Q4 2024
Added 2.62%
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
2,958
shares
|
$357,385
0.28% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,949
shares
|
$356,298
0.35% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,949
shares
|
$356,298
0.03% of portfolio
|
Q4 2024
Added 1.97%
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,939
shares
|
$355,089
0.32% of portfolio
|
Q4 2024
New holding
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
2,939
shares
|
$355,089
0.32% of portfolio
|
Q4 2024
New holding
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,937
shares
|
$354,848
0.02% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
2,935
shares
|
$354,606
0.01% of portfolio
|
Q3 2024
Added 30.5%
|