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 |
|---|---|---|---|---|---|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
6,704
shares
|
$893,442
0.17% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
6,687
shares
|
$891,176
0.1% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,683
shares
|
$890,643
0.09% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
6,683
shares
|
$890,643
0.27% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
6,666
shares
|
$888,377
0.26% of portfolio
|
Q3 2024
Reduced 88.34%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$887,578
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,635
shares
|
$884,246
0.04% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
6,627
shares
|
$883,180
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,621
shares
|
$882,380
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
6,615
shares
|
$881,581
0.57% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
6,550
shares
|
$872,918
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$866,255
0.09% of portfolio
|
Q1 2020
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,495
shares
|
$865,588
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
6,492
shares
|
$865,188
0.19% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
6,490
shares
|
$864,922
0.03% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
6,459
shares
|
$860,790
0.16% of portfolio
|
Q3 2024
Added 65.11%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,446
shares
|
$859,058
0.01% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,436
shares
|
$857,725
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
6,392
shares
|
$851,861
0.04% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
6,363
shares
|
$847,997
0.21% of portfolio
|
Q3 2024
Added 109.58%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
6,332
shares
|
$843,865
0.04% of portfolio
|
Q3 2024
Reduced 97.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,314
shares
|
$841,466
0.06% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
6,279
shares
|
$836,802
0.12% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
6,265
shares
|
$834,936
0.2% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,256
shares
|
$833,737
0.11% of portfolio
|
Q3 2024
Added 0.24%
|