Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,956 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 $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,862
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
11,803
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
11,780
shares
|
$1.57 Million
0.25% of portfolio
|
Q3 2024
Reduced 30.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,751
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,596
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2024
Reduced 51.42%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,521
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 212.14%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
11,489
shares
|
$1.53 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,453
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
11,445
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 39.85%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
11,381
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
11,367
shares
|
$1.51 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
11,353
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,288
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
11,169
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
11,158
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,118
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
11,109
shares
|
$1.48 Million
0.41% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
11,082
shares
|
$1.48 Million
0.36% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
11,075
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Added 331.44%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
11,055
shares
|
$1.47 Million
0.65% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
11,006
shares
|
$1.47 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,876
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
10,806
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
10,680
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 51.83%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,641
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.99%
|