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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
7,504
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
7,483
shares
|
$997,858
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
7,443
shares
|
$992,524
0.14% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
7,409
shares
|
$987,990
0.02% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
7,397
shares
|
$986,389
0.7% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,383
shares
|
$984,523
0.04% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
7,374
shares
|
$983,322
0.15% of portfolio
|
Q1 2023
Added 1.01%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
7,359
shares
|
$981,322
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,352
shares
|
$980,389
0.17% of portfolio
|
Q2 2023
Reduced 0.98%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
7,339
shares
|
$978,655
0.1% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
7,334
shares
|
$977,988
0.29% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
7,324
shares
|
$976,655
0.49% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,314
shares
|
$975,321
0.01% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
7,310
shares
|
$974,788
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
7,289
shares
|
$971,988
0.09% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
7,283
shares
|
$971,188
0.07% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,280
shares
|
$970,788
0.12% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
7,188
shares
|
$958,519
0.02% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
7,125
shares
|
$950,118
0.61% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,080
shares
|
$944,118
0.23% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,079
shares
|
$943,984
0.09% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,059
shares
|
$941,317
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
7,038
shares
|
$938,517
0.28% of portfolio
|
Q3 2024
Added 7.07%
|