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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
142
shares
|
$17,346
0.02% of portfolio
|
Q3 2022
Added 0.71%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
139
shares
|
$16,980
0.02% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
138
shares
|
$16,858
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
137
shares
|
$16,735
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
133
shares
|
$16,247
0.0% of portfolio
|
Q3 2024
Reduced 75.99%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
127
shares
|
$15,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$15,270
0.01% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$15,270
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
118
shares
|
$14,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
115
shares
|
$14,048
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
111
shares
|
$13,559
0.01% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
110
shares
|
$13,437
0.0% of portfolio
|
Q1 2024
Reduced 32.1%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
106
shares
|
$12,948
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
106
shares
|
$12,948
0.0% of portfolio
|
Q3 2024
Added 430.0%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
104
shares
|
$12,704
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
103
shares
|
$12,582
0.0% of portfolio
|
Q1 2024
Reduced 82.86%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
102
shares
|
$12,460
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$12,216
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
100
shares
|
$12,216
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
100
shares
|
$12,216
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
100
shares
|
$12,216
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
91
shares
|
$11,116
0.0% of portfolio
|
Q3 2024
Added 264.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
89
shares
|
$10,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
86
shares
|
$10,505
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
85
shares
|
$10,383
0.01% of portfolio
|
Q3 2024
Added 1.19%
|