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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
717
shares
|
$87,588
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
714
shares
|
$87,222
0.05% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$85,512
0.01% of portfolio
|
Q4 2021
Reduced 5.66%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
700
shares
|
$85,512
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
688
shares
|
$84,046
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
682
shares
|
$83,313
0.01% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
681
shares
|
$83,190
0.07% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
675
shares
|
$82,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
656
shares
|
$80,136
0.02% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
655
shares
|
$80,014
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
650
shares
|
$79,404
0.01% of portfolio
|
Q4 2024
Reduced 45.74%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
647
shares
|
$79,037
0.01% of portfolio
|
Q3 2024
Added 206.64%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
644
shares
|
$78,671
0.01% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
625
shares
|
$76,350
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
621
shares
|
$75,861
0.03% of portfolio
|
Q1 2024
Added 71.07%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
620
shares
|
$75,739
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
620
shares
|
$75,739
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
617
shares
|
$75,372
0.04% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
616
shares
|
$75,250
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
612
shares
|
$74,761
0.08% of portfolio
|
Q4 2023
Reduced 76.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
612
shares
|
$74,761
0.02% of portfolio
|
Q3 2024
Added 75.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
610
shares
|
$74,517
0.01% of portfolio
|
Q2 2022
Reduced 66.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
605
shares
|
$73,906
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
591
shares
|
$72,196
0.05% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
580
shares
|
$70,852
0.01% of portfolio
|
Q2 2023
Added 9.43%
|