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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,313
shares
|
$279,456
0.02% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,306
shares
|
$278,610
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,304
shares
|
$278,369
0.05% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,290
shares
|
$276,677
0.03% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
2,288
shares
|
$276,436
0.02% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,280
shares
|
$275,469
0.08% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,279
shares
|
$275,348
0.04% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
2,273
shares
|
$274,623
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
2,270
shares
|
$274,261
0.12% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,265
shares
|
$273,657
0.02% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,264
shares
|
$273,536
0.01% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,254
shares
|
$272,328
0.02% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,251
shares
|
$271,965
0.09% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
2,247
shares
|
$271,482
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,238
shares
|
$270,395
0.06% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
2,225
shares
|
$268,824
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
2,223
shares
|
$268,582
0.0% of portfolio
|
Q4 2024
Reduced 57.3%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
2,222
shares
|
$268,462
0.09% of portfolio
|
Q1 2024
Reduced 2.2%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
2,200
shares
|
$265,804
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
West Tower Group, LLC
Richmond, VA |
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$265,804
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
2,198
shares
|
$265,562
0.1% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
2,194
shares
|
$265,079
0.02% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
2,185
shares
|
$263,991
0.17% of portfolio
|
Q1 2023
Reduced 10.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,185
shares
|
$263,991
0.11% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
2,178
shares
|
$263,145
0.17% of portfolio
|
Q1 2023
Reduced 15.45%
|