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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,314
shares
|
$708,196
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,312
shares
|
$707,930
0.1% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
5,249
shares
|
$699,534
0.04% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
5,237
shares
|
$697,934
0.0% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,220
shares
|
$695,669
0.26% of portfolio
|
Q1 2023
Reduced 15.25%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,218
shares
|
$695,402
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,206
shares
|
$693,803
0.05% of portfolio
|
Q3 2024
Added 171.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,182
shares
|
$690,605
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
5,153
shares
|
$686,740
0.14% of portfolio
|
Q3 2024
Added 101.05%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 07, 2024 Q3 2024 |
5,151
shares
|
$686,473
0.01% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
5,142
shares
|
$685,274
0.06% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
5,124
shares
|
$682,875
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
5,110
shares
|
$681,009
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
5,103
shares
|
$680,076
0.11% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,087
shares
|
$677,944
0.07% of portfolio
|
Q3 2024
Reduced 35.79%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,086
shares
|
$677,811
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
5,079
shares
|
$676,878
0.03% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
5,072
shares
|
$675,945
0.06% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
5,038
shares
|
$671,414
0.04% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,018
shares
|
$668,748
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,974
shares
|
$662,884
0.15% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
4,968
shares
|
$662,085
0.0% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
4,955
shares
|
$660,352
0.41% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,950
shares
|
$659,686
0.05% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,946
shares
|
$659,153
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|