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 |
|---|---|---|---|---|---|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
35
shares
|
$4,316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
34
shares
|
$4,192
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
31
shares
|
$3,822
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
31
shares
|
$3,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
30
shares
|
$3,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
30
shares
|
$3,699
0.0% of portfolio
|
Q3 2024
Reduced 75.41%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$3,699
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
30
shares
|
$3,699
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
30
shares
|
$3,699
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
28
shares
|
$3,452
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$3,329
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
26
shares
|
$3,206
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
26
shares
|
$3,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
26
shares
|
$3,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
25
shares
|
$3,083
0.0% of portfolio
|
Q4 2023
Added 47.06%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
25
shares
|
$3,083
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,959
0.0% of portfolio
|
Q1 2024
Reduced 45.45%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
23
shares
|
$2,836
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21
shares
|
$2,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
20
shares
|
$2,466
0.0% of portfolio
|
Q1 2023
Added 1900.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
20
shares
|
$2,466
0.06% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
19
shares
|
$2,343
0.0% of portfolio
|
Q3 2024
Reduced 71.64%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19
shares
|
$2,343
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
19
shares
|
$2,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
19
shares
|
$2,343
0.0% of portfolio
|
Q2 2024
Added 5.56%
|