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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,561
shares
|
$188,600
0.04% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,559
shares
|
$188,358
0.02% of portfolio
|
Q1 2024
Reduced 31.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,549
shares
|
$187,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,537
shares
|
$185,700
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,534
shares
|
$185,337
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,533
shares
|
$185,217
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,531
shares
|
$184,975
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,529
shares
|
$184,733
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
1,527
shares
|
$184,492
0.11% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,525
shares
|
$184,250
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
1,502
shares
|
$181,471
0.02% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,483
shares
|
$179,176
0.01% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,471
shares
|
$177,726
0.04% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,437
shares
|
$173,618
0.12% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,406
shares
|
$169,872
0.08% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,404
shares
|
$169,631
0.07% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,400
shares
|
$169,148
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,396
shares
|
$168,664
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,385
shares
|
$167,335
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,368
shares
|
$165,281
0.05% of portfolio
|
Q4 2023
Added 94.87%
|
|
|
Kayne Anderson Capital Advisors LP
|
Nov 07, 2024 Q3 2024 |
1,361
shares
|
$164,436
0.0% of portfolio
|
Q3 2024
Reduced 99.48%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,353
shares
|
$163,469
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
1,342
shares
|
$162,140
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,336
shares
|
$161,415
0.03% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
1,334
shares
|
$161,173
0.0% of portfolio
|
Q4 2024
Reduced 91.49%
|