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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,950
shares
|
$660,082
0.05% of portfolio
|
Q2 2023
Reduced 20.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,946
shares
|
$659,549
0.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,944
shares
|
$659,282
0.03% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
4,935
shares
|
$658,082
0.46% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,910
shares
|
$654,748
0.01% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,905
shares
|
$654,081
0.48% of portfolio
|
Q3 2023
Reduced 52.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,895
shares
|
$652,748
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
4,895
shares
|
$652,748
0.05% of portfolio
|
Q3 2024
Reduced 46.92%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,874
shares
|
$649,947
0.14% of portfolio
|
Q4 2023
Added 45.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
4,861
shares
|
$648,214
0.03% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
4,852
shares
|
$647,014
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,849
shares
|
$646,614
0.01% of portfolio
|
Q4 2022
Added 0.17%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
4,841
shares
|
$645,547
0.18% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
4,827
shares
|
$643,680
0.32% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,822
shares
|
$643,013
0.14% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
4,803
shares
|
$640,480
0.39% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,786
shares
|
$638,213
0.12% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
4,776
shares
|
$636,879
0.14% of portfolio
|
Q1 2024
Reduced 43.37%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
4,771
shares
|
$636,212
0.48% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
4,768
shares
|
$635,812
0.05% of portfolio
|
Q3 2023
Reduced 3.42%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
4,752
shares
|
$633,679
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,751
shares
|
$633,545
0.06% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,750
shares
|
$633,412
0.02% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,748
shares
|
$633,145
0.31% of portfolio
|
Q2 2023
Reduced 31.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,728
shares
|
$630,478
0.04% of portfolio
|
Q3 2024
Reduced 52.4%
|