Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,958 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 |
|---|---|---|---|---|---|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
9,435
shares
|
$1.26 Million
0.81% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
9,399
shares
|
$1.25 Million
0.58% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
9,369
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 170.55%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,366
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,354
shares
|
$1.25 Million
0.56% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
9,299
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
9,281
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
9,227
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
9,222
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,216
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
9,212
shares
|
$1.23 Million
0.47% of portfolio
|
Q3 2024
Added 51.07%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
9,200
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
9,137
shares
|
$1.22 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,127
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
9,113
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
9,096
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,092
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,080
shares
|
$1.21 Million
0.36% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,055
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
9,053
shares
|
$1.21 Million
0.53% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
8,974
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
8,964
shares
|
$1.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,947
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
8,946
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
8,936
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.7%
|