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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,745
shares
|
$499,096
0.18% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
3,744
shares
|
$498,962
0.27% of portfolio
|
Q3 2024
Added 107.19%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
3,722
shares
|
$496,030
0.17% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
3,719
shares
|
$495,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
3,713
shares
|
$494,831
0.09% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$493,099
0.05% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
3,697
shares
|
$492,699
0.14% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,697
shares
|
$492,699
0.02% of portfolio
|
Q3 2024
Added 43.91%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,659
shares
|
$487,634
0.02% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
3,658
shares
|
$487,501
0.05% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,647
shares
|
$486,035
0.02% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,645
shares
|
$485,769
0.02% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,640
shares
|
$485,102
0.04% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,639
shares
|
$484,969
0.03% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,628
shares
|
$483,503
0.1% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 12, 2024 Q3 2024 |
3,595
shares
|
$479,105
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,583
shares
|
$477,506
0.01% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
3,576
shares
|
$476,573
0.07% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,568
shares
|
$475,507
0.19% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
3,545
shares
|
$472,442
0.26% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
3,541
shares
|
$471,909
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
3,530
shares
|
$470,443
0.08% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
3,528
shares
|
$470,176
0.03% of portfolio
|
Q3 2023
Reduced 2.76%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
3,512
shares
|
$468,044
0.1% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
3,500
shares
|
$466,445
0.02% of portfolio
|
Q1 2024
New holding
|