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 |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
2,525
shares
|
$305,070
0.03% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
2,525
shares
|
$305,070
0.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,520
shares
|
$304,466
0.09% of portfolio
|
Q1 2023
Reduced 7.01%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,502
shares
|
$302,291
0.17% of portfolio
|
Q4 2023
Reduced 3.84%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,500
shares
|
$302,050
0.03% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
2,500
shares
|
$302,050
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,495
shares
|
$301,445
0.02% of portfolio
|
Q1 2024
Added 5.27%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
2,493
shares
|
$301,204
0.01% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$300,841
0.06% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,480
shares
|
$299,633
0.02% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,465
shares
|
$297,821
0.16% of portfolio
|
Q3 2024
Reduced 46.55%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
2,461
shares
|
$297,338
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
2,460
shares
|
$297,217
0.09% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
2,454
shares
|
$296,492
0.04% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,451
shares
|
$296,129
0.04% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
2,433
shares
|
$293,955
0.13% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,429
shares
|
$293,471
0.1% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,409
shares
|
$291,055
0.01% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
2,408
shares
|
$290,934
0.07% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,405
shares
|
$290,572
0.14% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
2,400
shares
|
$289,968
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
2,397
shares
|
$289,605
0.11% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
2,396
shares
|
$289,484
0.03% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,392
shares
|
$289,001
0.02% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,386
shares
|
$288,276
0.04% of portfolio
|
Q2 2024
Added 1.49%
|