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 |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
6,265
shares
|
$835,437
0.2% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,256
shares
|
$834,237
0.11% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
American Financial Group Inc
|
Nov 12, 2024 Q3 2024 |
6,250
shares
|
$833,437
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
6,233
shares
|
$831,170
0.06% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
6,229
shares
|
$830,637
0.08% of portfolio
|
Q3 2024
Reduced 90.03%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,226
shares
|
$830,237
0.4% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,214
shares
|
$828,636
0.04% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
6,213
shares
|
$828,503
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
6,201
shares
|
$826,903
0.1% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
6,167
shares
|
$822,369
0.03% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
6,155
shares
|
$820,769
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
6,140
shares
|
$818,769
0.41% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,105
shares
|
$814,101
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
6,100
shares
|
$813,435
0.4% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
6,088
shares
|
$811,834
0.79% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
6,077
shares
|
$810,367
0.38% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
6,054
shares
|
$807,300
0.09% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,054
shares
|
$807,300
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,048
shares
|
$806,500
0.1% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
6,011
shares
|
$801,566
0.24% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,009
shares
|
$801,300
0.05% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
5,995
shares
|
$799,433
0.05% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
5,993
shares
|
$799,166
0.21% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
5,938
shares
|
$791,832
0.15% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
5,904
shares
|
$787,298
0.59% of portfolio
|
Q1 2024
New holding
|