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 |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
257
shares
|
$31,395
0.01% of portfolio
|
Q1 2023
Reduced 69.18%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
254
shares
|
$31,028
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
251
shares
|
$30,662
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
250
shares
|
$30,540
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
250
shares
|
$30,540
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
249
shares
|
$30,417
0.01% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
247
shares
|
$30,173
0.01% of portfolio
|
Q3 2024
Reduced 79.1%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
244
shares
|
$29,807
0.01% of portfolio
|
Q4 2024
Added 83.46%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
236
shares
|
$28,829
0.01% of portfolio
|
Q1 2024
Reduced 78.89%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
231
shares
|
$28,218
0.01% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
230
shares
|
$28,096
0.02% of portfolio
|
Q4 2024
Reduced 59.58%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
220
shares
|
$26,875
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
219
shares
|
$26,753
0.02% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
219
shares
|
$26,753
0.01% of portfolio
|
Q3 2024
Added 265.0%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
217
shares
|
$26,508
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
215
shares
|
$26,264
0.02% of portfolio
|
Q3 2022
Added 54.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
212
shares
|
$25,897
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
212
shares
|
$25,897
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
207
shares
|
$25,287
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
204
shares
|
$24,920
0.01% of portfolio
|
Q3 2022
Added 1100.0%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
200
shares
|
$24,432
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$24,432
0.01% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$24,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
200
shares
|
$24,432
0.0% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
200
shares
|
$24,432
0.01% of portfolio
|
Q3 2024
New holding
|