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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,929
shares
|
$353,881
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,904
shares
|
$350,861
0.02% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,894
shares
|
$349,653
0.01% of portfolio
|
Q4 2024
Added 51.12%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
2,889
shares
|
$349,048
0.15% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,881
shares
|
$348,082
0.02% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,881
shares
|
$348,082
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,871
shares
|
$346,874
0.07% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,865
shares
|
$346,149
0.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,863
shares
|
$345,907
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,862
shares
|
$345,786
0.01% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$344,941
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,854
shares
|
$344,820
0.12% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,851
shares
|
$344,457
0.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
2,843
shares
|
$343,491
0.0% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,839
shares
|
$343,007
0.0% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,833
shares
|
$342,283
0.09% of portfolio
|
Q2 2022
Reduced 19.99%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
2,821
shares
|
$340,833
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
2,820
shares
|
$340,712
0.14% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,817
shares
|
$340,349
0.22% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
2,812
shares
|
$339,745
0.02% of portfolio
|
Q4 2024
Added 31.77%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,808
shares
|
$339,262
0.6% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,805
shares
|
$338,900
0.11% of portfolio
|
Q4 2024
Added 1.19%
|