Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,940 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 $34.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,400
shares
|
$171,024
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,396
shares
|
$170,535
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,385
shares
|
$169,191
0.01% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,368
shares
|
$167,114
0.05% of portfolio
|
Q4 2023
Added 94.87%
|
|
|
Kayne Anderson Capital Advisors LP
|
Nov 07, 2024 Q3 2024 |
1,361
shares
|
$166,259
0.0% of portfolio
|
Q3 2024
Reduced 99.48%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,353
shares
|
$165,282
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
1,342
shares
|
$163,938
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,336
shares
|
$163,205
0.03% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
1,334
shares
|
$162,961
0.0% of portfolio
|
Q4 2024
Reduced 91.49%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
1,333
shares
|
$162,839
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,325
shares
|
$161,862
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,305
shares
|
$159,418
0.03% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,303
shares
|
$159,174
0.09% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$157,830
0.03% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,282
shares
|
$156,609
0.04% of portfolio
|
Q2 2022
Added 6.83%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,282
shares
|
$156,609
0.09% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,278
shares
|
$156,120
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,272
shares
|
$155,387
0.01% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,267
shares
|
$154,776
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,253
shares
|
$153,066
0.02% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,235
shares
|
$150,867
0.05% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,219
shares
|
$148,913
0.07% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
1,200
shares
|
$146,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,195
shares
|
$145,981
0.1% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,191
shares
|
$145,492
0.08% of portfolio
|
Q1 2024
Reduced 23.65%
|