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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,789
shares
|
$216,182
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
1,781
shares
|
$215,216
0.01% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
1,776
shares
|
$214,611
0.03% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,773
shares
|
$214,249
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
1,770
shares
|
$213,886
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,769
shares
|
$213,765
0.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,767
shares
|
$213,524
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,765
shares
|
$213,282
0.14% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,764
shares
|
$213,161
0.05% of portfolio
|
Q4 2024
Reduced 66.98%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,762
shares
|
$212,920
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,754
shares
|
$211,953
0.01% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,752
shares
|
$211,711
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,751
shares
|
$211,590
0.24% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
1,750
shares
|
$211,470
0.02% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,749
shares
|
$211,349
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
1,738
shares
|
$210,019
0.03% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,734
shares
|
$209,536
0.03% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
1,729
shares
|
$208,932
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
1,725
shares
|
$208,449
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
1,722
shares
|
$208,086
0.04% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,720
shares
|
$207,844
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,705
shares
|
$206,032
0.01% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,701
shares
|
$205,548
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
1,700
shares
|
$205,428
0.08% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,698
shares
|
$205,186
0.0% of portfolio
|
Q3 2024
Added 3.66%
|