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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,659
shares
|
$321,260
0.2% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
2,656
shares
|
$320,897
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,653
shares
|
$320,535
0.03% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,647
shares
|
$319,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,647
shares
|
$319,810
0.2% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
2,644
shares
|
$319,448
0.02% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
2,635
shares
|
$318,360
0.25% of portfolio
|
Q4 2024
Added 211.83%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
2,625
shares
|
$317,152
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,623
shares
|
$316,910
0.08% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,620
shares
|
$316,548
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,618
shares
|
$316,306
0.07% of portfolio
|
Q2 2024
Added 13.73%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,618
shares
|
$316,306
0.05% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,611
shares
|
$315,461
0.16% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$315,098
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,604
shares
|
$314,615
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$314,132
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
2,583
shares
|
$312,078
0.06% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,571
shares
|
$310,628
0.06% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,560
shares
|
$309,299
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,554
shares
|
$308,574
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,543
shares
|
$307,245
0.08% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
2,539
shares
|
$306,761
0.17% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,535
shares
|
$306,278
0.1% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,533
shares
|
$306,037
0.08% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
2,526
shares
|
$305,191
0.07% of portfolio
|
Q1 2022
New holding
|