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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
320
shares
|
$39,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
319
shares
|
$38,969
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
319
shares
|
$38,969
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
315
shares
|
$38,480
0.0% of portfolio
|
Q4 2023
Reduced 32.26%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
304
shares
|
$37,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
302
shares
|
$36,892
0.03% of portfolio
|
Q4 2024
Reduced 24.88%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$36,648
0.03% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$36,648
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
299
shares
|
$36,525
0.03% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
295
shares
|
$36,037
0.0% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
285
shares
|
$34,815
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
280
shares
|
$34,204
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
276
shares
|
$33,716
0.0% of portfolio
|
Q3 2024
Reduced 77.15%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
276
shares
|
$33,716
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
276
shares
|
$33,716
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
275
shares
|
$33,594
0.01% of portfolio
|
Q4 2023
Added 49.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
275
shares
|
$33,594
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
274
shares
|
$33,471
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
274
shares
|
$33,471
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
274
shares
|
$33,471
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
272
shares
|
$33,227
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
271
shares
|
$33,105
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
270
shares
|
$32,983
0.0% of portfolio
|
Q4 2024
Added 48.35%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
267
shares
|
$32,616
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
266
shares
|
$32,494
0.01% of portfolio
|
Q4 2024
Added 16.67%
|