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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,718
shares
|
$628,767
0.07% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
4,702
shares
|
$626,635
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,695
shares
|
$625,702
0.04% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,679
shares
|
$623,570
0.15% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,674
shares
|
$622,903
0.04% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
4,669
shares
|
$622,237
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
4,660
shares
|
$621,038
0.22% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
4,623
shares
|
$616,107
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
4,615
shares
|
$615,041
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,613
shares
|
$614,774
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,580
shares
|
$610,376
0.5% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
4,579
shares
|
$610,243
0.32% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
4,558
shares
|
$607,444
0.04% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,542
shares
|
$605,312
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,533
shares
|
$604,112
0.03% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,481
shares
|
$597,182
0.06% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
4,478
shares
|
$596,783
0.04% of portfolio
|
Q3 2024
Reduced 58.8%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
4,463
shares
|
$594,784
0.24% of portfolio
|
Q3 2024
Reduced 69.77%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
4,461
shares
|
$594,517
0.06% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,439
shares
|
$591,585
0.1% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
4,430
shares
|
$590,386
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,411
shares
|
$587,853
0.33% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,406
shares
|
$587,187
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,402
shares
|
$586,654
0.09% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
4,400
shares
|
$586,388
0.13% of portfolio
|
Q3 2024
New holding
|