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 |
|---|---|---|---|---|---|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
5,888
shares
|
$784,693
0.06% of portfolio
|
Q3 2024
Added 28.17%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,884
shares
|
$784,160
0.39% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,882
shares
|
$783,894
0.44% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,862
shares
|
$781,228
0.02% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
5,856
shares
|
$780,429
0.27% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5,856
shares
|
$780,429
0.15% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,854
shares
|
$780,162
0.08% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
5,850
shares
|
$779,629
0.04% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,839
shares
|
$778,163
0.04% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,811
shares
|
$774,431
0.35% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,800
shares
|
$772,966
0.05% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,776
shares
|
$769,767
0.02% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,775
shares
|
$769,634
0.03% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,775
shares
|
$769,634
0.1% of portfolio
|
Q3 2024
Added 58.35%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
5,770
shares
|
$768,967
0.02% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,770
shares
|
$768,967
0.1% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
5,750
shares
|
$766,302
0.05% of portfolio
|
Q3 2024
Added 41.77%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
5,745
shares
|
$765,636
0.29% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,740
shares
|
$764,969
0.29% of portfolio
|
Q2 2024
Added 21.1%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,720
shares
|
$762,304
0.5% of portfolio
|
Q2 2022
Added 3.62%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
5,703
shares
|
$760,038
0.14% of portfolio
|
Q1 2022
Added 1.78%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
5,703
shares
|
$760,038
0.0% of portfolio
|
Q3 2024
Added 113.36%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,689
shares
|
$758,173
0.51% of portfolio
|
Q2 2024
Reduced 34.28%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,680
shares
|
$756,973
0.06% of portfolio
|
Q3 2024
Reduced 19.73%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
5,669
shares
|
$755,507
0.22% of portfolio
|
Q3 2024
New holding
|