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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,018
shares
|
$402,208
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
3,017
shares
|
$402,075
0.11% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,014
shares
|
$401,675
0.08% of portfolio
|
Q3 2024
Reduced 24.88%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
3,012
shares
|
$401,409
0.15% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$399,810
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
2,975
shares
|
$396,478
0.22% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
2,974
shares
|
$396,344
0.01% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,973
shares
|
$396,211
0.11% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
2,958
shares
|
$394,212
0.28% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,954
shares
|
$393,679
0.07% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
2,940
shares
|
$391,813
0.02% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
2,935
shares
|
$391,147
0.01% of portfolio
|
Q3 2024
Added 30.5%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,934
shares
|
$391,014
0.01% of portfolio
|
Q3 2024
Reduced 20.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,933
shares
|
$390,880
0.04% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
2,910
shares
|
$387,815
0.12% of portfolio
|
Q2 2024
Reduced 65.01%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,904
shares
|
$387,016
0.02% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,900
shares
|
$386,483
0.04% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
2,899
shares
|
$386,349
0.08% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
2,896
shares
|
$385,949
0.14% of portfolio
|
Q3 2024
Reduced 32.13%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,895
shares
|
$385,816
0.11% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,895
shares
|
$385,816
0.04% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,892
shares
|
$385,416
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
2,889
shares
|
$385,017
0.15% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,888
shares
|
$384,883
0.05% of portfolio
|
Q3 2024
Added 89.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,878
shares
|
$383,551
0.02% of portfolio
|
Q3 2024
Added 35.24%
|