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 |
|---|---|---|---|---|---|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
4,394
shares
|
$585,588
0.1% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
4,388
shares
|
$584,788
0.05% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,383
shares
|
$584,122
0.02% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
4,381
shares
|
$583,855
0.01% of portfolio
|
Q1 2024
Reduced 5.4%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,366
shares
|
$581,856
0.02% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,352
shares
|
$579,991
0.04% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
4,342
shares
|
$578,658
0.42% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
4,309
shares
|
$574,260
0.21% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
4,309
shares
|
$574,260
0.44% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
4,252
shares
|
$566,664
0.26% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,249
shares
|
$566,264
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,236
shares
|
$564,531
0.05% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
4,231
shares
|
$563,865
0.08% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,217
shares
|
$561,999
0.03% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,214
shares
|
$561,599
0.09% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
4,190
shares
|
$558,401
0.09% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,177
shares
|
$556,668
0.08% of portfolio
|
Q3 2024
Reduced 78.91%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
4,170
shares
|
$555,735
0.6% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,168
shares
|
$555,469
0.01% of portfolio
|
Q3 2024
Reduced 42.15%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,163
shares
|
$554,803
0.05% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,145
shares
|
$552,404
0.04% of portfolio
|
Q2 2024
Reduced 19.44%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
4,137
shares
|
$551,337
0.16% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,136
shares
|
$551,204
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,124
shares
|
$549,605
0.02% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,123
shares
|
$549,472
0.02% of portfolio
|
Q3 2024
Added 4.94%
|