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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,196
shares
|
$426,186
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
|
$425,653
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
3,184
shares
|
$424,586
0.19% of portfolio
|
Q3 2022
Reduced 13.57%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,175
shares
|
$423,386
0.02% of portfolio
|
Q3 2024
Reduced 46.9%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
3,169
shares
|
$422,586
0.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
3,168
shares
|
$422,452
0.03% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,158
shares
|
$421,119
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
3,157
shares
|
$420,985
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
3,148
shares
|
$419,785
0.3% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,147
shares
|
$419,652
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,144
shares
|
$419,252
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,121
shares
|
$416,185
0.02% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,119
shares
|
$415,918
0.03% of portfolio
|
Q3 2024
Reduced 44.61%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
3,099
shares
|
$413,251
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,098
shares
|
$413,118
0.0% of portfolio
|
Q4 2022
Reduced 23.47%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
3,091
shares
|
$412,184
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
3,091
shares
|
$412,184
0.11% of portfolio
|
Q2 2024
Added 88.25%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,089
shares
|
$411,918
0.42% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,086
shares
|
$411,518
0.04% of portfolio
|
Q2 2024
Reduced 11.19%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
3,073
shares
|
$409,784
0.02% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
3,066
shares
|
$408,851
0.04% of portfolio
|
Q3 2024
Added 60.02%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,043
shares
|
$405,784
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
3,038
shares
|
$405,117
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
3,036
shares
|
$404,850
0.21% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,028
shares
|
$403,783
0.2% of portfolio
|
Q3 2024
Reduced 3.66%
|