Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,938 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
1,987
shares
|
$240,109
0.06% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
1,982
shares
|
$239,504
0.13% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,976
shares
|
$238,779
0.0% of portfolio
|
Q4 2023
Added 23.42%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,958
shares
|
$236,604
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
1,957
shares
|
$236,483
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
1,949
shares
|
$235,517
0.11% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
1,948
shares
|
$235,396
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,946
shares
|
$235,154
0.02% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,945
shares
|
$235,033
0.08% of portfolio
|
Q2 2024
Added 337.08%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
1,937
shares
|
$234,067
0.09% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,930
shares
|
$233,221
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,927
shares
|
$232,858
0.02% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,922
shares
|
$232,254
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,920
shares
|
$232,012
0.08% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,918
shares
|
$231,771
0.16% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,912
shares
|
$231,046
0.03% of portfolio
|
Q2 2024
Added 5.99%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
1,912
shares
|
$231,046
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,904
shares
|
$230,079
0.1% of portfolio
|
Q3 2024
Reduced 61.82%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
1,902
shares
|
$229,837
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,900
shares
|
$229,596
0.01% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,900
shares
|
$229,596
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,893
shares
|
$228,750
0.05% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,893
shares
|
$228,750
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,892
shares
|
$228,629
0.01% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,891
shares
|
$228,508
0.08% of portfolio
|
Q1 2024
Added 1.34%
|