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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,242
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
8,240
shares
|
$1.1 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,163
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 81.28%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
8,154
shares
|
$1.09 Million
0.58% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,137
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2023
Reduced 3.35%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
8,098
shares
|
$1.08 Million
0.51% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,087
shares
|
$1.08 Million
0.55% of portfolio
|
Q3 2022
Added 8.23%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,039
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
7,983
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,957
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,894
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2023
Added 6.5%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,879
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2024
Added 73.62%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,866
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Added 20.44%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
7,849
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
7,839
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
7,818
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 41.74%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
7,782
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,706
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
7,606
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,587
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
7,569
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
7,551
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,548
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
7,544
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
7,520
shares
|
$1 Million
0.15% of portfolio
|
Q3 2024
Added 4.88%
|