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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
5,657
shares
|
$753,908
0.12% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
5,651
shares
|
$753,108
0.04% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
5,651
shares
|
$753,108
0.31% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
5,651
shares
|
$753,108
0.17% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
5,632
shares
|
$750,576
0.95% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
5,626
shares
|
$749,777
0.12% of portfolio
|
Q3 2024
Added 93.6%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
5,608
shares
|
$747,378
0.89% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
5,591
shares
|
$745,112
0.1% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,578
shares
|
$743,380
0.0% of portfolio
|
Q3 2024
Added 81.16%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
5,538
shares
|
$738,049
0.58% of portfolio
|
Q3 2024
Added 27.52%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
5,532
shares
|
$737,249
0.18% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
5,500
shares
|
$732,985
0.63% of portfolio
|
Q4 2021
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,500
shares
|
$732,985
0.02% of portfolio
|
Q3 2021
Reduced 4.95%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
5,483
shares
|
$730,719
0.02% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
5,475
shares
|
$729,653
0.15% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,464
shares
|
$728,187
0.3% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,434
shares
|
$724,189
0.42% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
5,419
shares
|
$722,190
0.2% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,416
shares
|
$721,790
0.0% of portfolio
|
Q3 2022
Reduced 14.59%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
5,409
shares
|
$720,857
0.12% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,388
shares
|
$718,058
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,371
shares
|
$715,793
0.08% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
5,350
shares
|
$712,994
0.48% of portfolio
|
Q2 2024
Added 57.35%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
5,345
shares
|
$712,328
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
5,342
shares
|
$711,928
0.18% of portfolio
|
Q3 2024
Reduced 6.18%
|