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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
3,287
shares
|
$438,058
0.0% of portfolio
|
Q2 2024
Added 74.19%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
3,282
shares
|
$437,392
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
3,280
shares
|
$437,125
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
3,278
shares
|
$436,859
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,275
shares
|
$436,459
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,272
shares
|
$436,059
0.15% of portfolio
|
Q1 2024
Added 3.68%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,256
shares
|
$433,927
0.04% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
3,255
shares
|
$433,793
0.12% of portfolio
|
Q2 2024
Added 11.17%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
3,252
shares
|
$433,394
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,249
shares
|
$432,994
0.04% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
3,249
shares
|
$432,994
0.26% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,249
shares
|
$432,994
0.04% of portfolio
|
Q3 2024
Added 324800.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,245
shares
|
$432,461
0.1% of portfolio
|
Q3 2024
Added 45.19%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,244
shares
|
$432,327
0.03% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
3,228
shares
|
$430,195
0.13% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
3,228
shares
|
$430,195
0.0% of portfolio
|
Q3 2024
Added 121.25%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
3,224
shares
|
$429,662
0.09% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
3,223
shares
|
$429,529
0.28% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,216
shares
|
$428,596
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
3,215
shares
|
$428,463
0.05% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,212
shares
|
$428,063
0.04% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
3,207
shares
|
$427,396
0.27% of portfolio
|
Q1 2024
Added 3.89%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,204
shares
|
$426,997
0.05% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,196
shares
|
$425,930
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,192
shares
|
$425,397
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|