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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,124
shares
|
$549,935
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
|
$549,802
0.02% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
4,120
shares
|
$549,402
0.28% of portfolio
|
Q1 2024
Added 2.64%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,118
shares
|
$549,135
0.05% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
4,109
shares
|
$547,935
0.08% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,095
shares
|
$546,068
0.06% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
4,080
shares
|
$544,068
0.09% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
4,075
shares
|
$543,401
0.24% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,036
shares
|
$538,200
0.84% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,027
shares
|
$537,000
0.06% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,015
shares
|
$535,400
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,013
shares
|
$535,133
0.01% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,010
shares
|
$534,733
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,010
shares
|
$534,733
0.25% of portfolio
|
Q3 2024
Added 30.24%
|
|
|
Outfitter Financial LLC
|
Oct 29, 2024 Q3 2024 |
4,000
shares
|
$533,400
0.44% of portfolio
|
Q2 2024
Reduced 27.27%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$533,400
0.04% of portfolio
|
Q3 2024
Reduced 96.46%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
3,984
shares
|
$531,266
0.05% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,979
shares
|
$530,599
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
3,972
shares
|
$529,666
0.13% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,970
shares
|
$529,399
0.45% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,968
shares
|
$529,132
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,959
shares
|
$527,932
0.04% of portfolio
|
Q4 2022
Reduced 8.44%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
3,956
shares
|
$527,532
0.09% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
3,950
shares
|
$526,732
0.08% of portfolio
|
Q1 2023
Reduced 1.94%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,950
shares
|
$526,732
0.4% of portfolio
|
Q3 2024
Added 5.95%
|