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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,908
shares
|
$520,819
0.04% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
3,893
shares
|
$518,820
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
3,888
shares
|
$518,153
0.18% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,886
shares
|
$517,887
0.03% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
3,879
shares
|
$516,954
0.42% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,874
shares
|
$516,287
0.42% of portfolio
|
Q3 2024
Reduced 89.7%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,869
shares
|
$515,621
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,864
shares
|
$514,955
0.28% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,859
shares
|
$514,288
0.21% of portfolio
|
Q2 2022
Added 1.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
3,848
shares
|
$512,822
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,845
shares
|
$512,423
0.44% of portfolio
|
Q1 2024
Reduced 13.83%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
3,839
shares
|
$511,623
0.34% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,834
shares
|
$510,957
0.01% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
3,830
shares
|
$510,424
0.46% of portfolio
|
Q2 2022
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,820
shares
|
$509,091
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
3,818
shares
|
$508,824
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
3,813
shares
|
$508,158
0.1% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
3,811
shares
|
$507,891
0.06% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
3,800
shares
|
$506,426
0.08% of portfolio
|
Q3 2024
Reduced 58.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
3,791
shares
|
$505,226
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
3,791
shares
|
$505,226
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
3,783
shares
|
$504,160
0.01% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
3,755
shares
|
$500,428
0.08% of portfolio
|
Q4 2021
Added 1.93%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
3,750
shares
|
$499,762
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
3,750
shares
|
$499,762
0.11% of portfolio
|
Q3 2024
New holding
|