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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,799
shares
|
$338,175
0.02% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,797
shares
|
$337,933
0.03% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,786
shares
|
$336,604
0.09% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
2,771
shares
|
$334,792
0.03% of portfolio
|
Q3 2024
Reduced 47.97%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
2,767
shares
|
$334,308
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
2,763
shares
|
$333,825
0.08% of portfolio
|
Q3 2024
Added 57.17%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,763
shares
|
$333,825
0.06% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,760
shares
|
$333,463
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,742
shares
|
$331,288
0.0% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,741
shares
|
$331,167
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$331,046
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,738
shares
|
$330,805
0.05% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
2,730
shares
|
$329,838
0.03% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,727
shares
|
$329,476
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,727
shares
|
$329,476
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,718
shares
|
$328,388
0.01% of portfolio
|
Q3 2024
Reduced 38.13%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
2,704
shares
|
$326,697
0.06% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
2,702
shares
|
$326,455
0.15% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,702
shares
|
$326,455
0.0% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,697
shares
|
$325,851
0.01% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$325,489
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
2,679
shares
|
$323,676
0.15% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
2,672
shares
|
$322,831
0.15% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,663
shares
|
$321,743
0.04% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,661
shares
|
$321,502
0.08% of portfolio
|
Q3 2024
Added 6.06%
|