Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,938 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 $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
81
shares
|
$9,988
0.0% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
78
shares
|
$9,618
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
74
shares
|
$9,125
0.0% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71
shares
|
$8,755
0.0% of portfolio
|
Q3 2024
Added 195.83%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
69
shares
|
$8,509
0.0% of portfolio
|
Q2 2024
Reduced 26.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
63
shares
|
$7,769
0.0% of portfolio
|
Q2 2021
Reduced 98.77%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
62
shares
|
$7,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
57
shares
|
$7,029
0.0% of portfolio
|
Q1 2024
Added 714.29%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
56
shares
|
$6,905
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
56
shares
|
$6,905
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
53
shares
|
$6,535
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
51
shares
|
$6,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$6,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
50
shares
|
$6,166
0.0% of portfolio
|
Q3 2023
Reduced 23.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
50
shares
|
$6,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
49
shares
|
$6,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
47
shares
|
$5,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
44
shares
|
$5,426
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
44
shares
|
$5,426
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
43
shares
|
$5,302
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
42
shares
|
$5,179
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
42
shares
|
$5,179
0.0% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
37
shares
|
$4,562
0.0% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
36
shares
|
$4,439
0.0% of portfolio
|
Q2 2024
Reduced 98.36%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$4,316
0.0% of portfolio
|
Q2 2022
Reduced 79.65%
|