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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,187
shares
|
$145,003
0.07% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,182
shares
|
$144,393
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,166
shares
|
$142,438
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,153
shares
|
$140,850
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,149
shares
|
$140,361
0.04% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,145
shares
|
$139,873
0.09% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,126
shares
|
$137,552
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,110
shares
|
$135,597
0.01% of portfolio
|
Q4 2023
Added 96.81%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$134,376
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$134,376
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,100
shares
|
$134,376
0.01% of portfolio
|
Q2 2023
Added 10.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,093
shares
|
$133,520
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,088
shares
|
$132,910
0.02% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,078
shares
|
$131,688
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,074
shares
|
$131,199
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,053
shares
|
$128,634
0.07% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,051
shares
|
$128,390
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,038
shares
|
$126,802
0.01% of portfolio
|
Q4 2022
Added 19.72%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,011
shares
|
$123,503
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,005
shares
|
$122,770
0.04% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$122,160
0.06% of portfolio
|
Q1 2023
Reduced 31.18%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
987
shares
|
$120,571
0.04% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
987
shares
|
$120,571
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
966
shares
|
$118,006
0.02% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
961
shares
|
$117,395
0.01% of portfolio
|
Q3 2024
Reduced 45.8%
|