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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,385
shares
|
$288,155
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,384
shares
|
$288,034
0.04% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,384
shares
|
$288,034
0.13% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,378
shares
|
$287,309
0.06% of portfolio
|
Q3 2023
Added 1.62%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,372
shares
|
$286,585
0.1% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,368
shares
|
$286,101
0.03% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,368
shares
|
$286,101
0.08% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
2,364
shares
|
$285,618
0.07% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
2,363
shares
|
$285,497
0.21% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,362
shares
|
$285,376
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,360
shares
|
$285,135
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,359
shares
|
$285,014
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
2,352
shares
|
$284,168
0.19% of portfolio
|
Q2 2024
Added 17.6%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,351
shares
|
$284,047
0.09% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
2,350
shares
|
$283,927
0.01% of portfolio
|
Q3 2024
Added 660.52%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,347
shares
|
$283,564
0.02% of portfolio
|
Q4 2024
Reduced 67.77%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
2,346
shares
|
$283,443
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$283,081
0.28% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,342
shares
|
$282,960
0.02% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,325
shares
|
$280,906
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
2,323
shares
|
$280,664
0.19% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,322
shares
|
$280,544
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,322
shares
|
$280,544
0.1% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,320
shares
|
$280,302
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,318
shares
|
$280,060
0.09% of portfolio
|
Q4 2024
Reduced 12.63%
|