Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,964 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$473,747
0.05% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
3,675
shares
|
$470,546
0.0% of portfolio
|
Q4 2024
Reduced 59.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,665
shares
|
$469,266
0.01% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,663
shares
|
$469,010
0.05% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,660
shares
|
$468,626
0.01% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
3,643
shares
|
$466,449
0.03% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
3,640
shares
|
$466,065
0.03% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,635
shares
|
$465,425
0.05% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,628
shares
|
$464,529
0.1% of portfolio
|
Q4 2022
Added 2.83%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
3,623
shares
|
$463,888
0.09% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,619
shares
|
$463,376
0.12% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
3,613
shares
|
$462,608
0.01% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
3,612
shares
|
$462,480
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,611
shares
|
$462,352
0.04% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,603
shares
|
$461,328
0.03% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
3,592
shares
|
$459,919
0.12% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,590
shares
|
$459,663
0.17% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
3,585
shares
|
$459,023
0.04% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,572
shares
|
$457,358
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,571
shares
|
$457,230
0.13% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,560
shares
|
$455,822
0.06% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,553
shares
|
$454,926
0.01% of portfolio
|
Q4 2024
Reduced 60.45%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
3,547
shares
|
$454,157
0.25% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,541
shares
|
$453,389
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,528
shares
|
$451,725
0.03% of portfolio
|
Q4 2024
Added 47.49%
|