Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,966 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $37.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
1,802
shares
|
$232,061
0.06% of portfolio
|
Q3 2023
New holding
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,799
shares
|
$231,675
0.05% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,799
shares
|
$231,675
0.03% of portfolio
|
Q4 2024
New holding
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
1,791
shares
|
$230,644
0.12% of portfolio
|
Q2 2024
Added 0.11%
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
1,781
shares
|
$229,357
0.01% of portfolio
|
Q4 2024
Added 7.94%
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
1,776
shares
|
$228,713
0.03% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
1,774
shares
|
$228,455
0.08% of portfolio
|
Q4 2024
Added 0.28%
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
1,770
shares
|
$227,940
0.06% of portfolio
|
Q3 2023
New holding
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,767
shares
|
$227,554
0.12% of portfolio
|
Q4 2024
New holding
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,765
shares
|
$227,296
0.14% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,764
shares
|
$227,167
0.05% of portfolio
|
Q4 2024
Reduced 66.98%
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,762
shares
|
$226,910
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
1,760
shares
|
$226,652
0.1% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
1,758
shares
|
$226,395
0.05% of portfolio
|
Q4 2024
Reduced 36.37%
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,757
shares
|
$226,266
0.04% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
1,722
shares
|
$221,759
0.04% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,705
shares
|
$219,569
0.01% of portfolio
|
Q4 2024
Added 25.83%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,699
shares
|
$218,797
0.01% of portfolio
|
Q4 2024
Added 174.03%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,695
shares
|
$218,282
0.05% of portfolio
|
Q2 2024
Added 4.05%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
1,683
shares
|
$216,736
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,658
shares
|
$213,517
0.01% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,654
shares
|
$213,002
0.01% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,634
shares
|
$210,426
0.06% of portfolio
|
Q4 2024
Added 0.99%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,626
shares
|
$209,396
0.08% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
1,623
shares
|
$209,009
0.04% of portfolio
|
Q3 2024
Reduced 0.86%
|