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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,741
shares
|
$365,293
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,740
shares
|
$365,159
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
2,728
shares
|
$363,560
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,727
shares
|
$363,427
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,718
shares
|
$362,227
0.01% of portfolio
|
Q3 2024
Reduced 38.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,717
shares
|
$362,094
0.04% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,710
shares
|
$361,161
0.04% of portfolio
|
Q3 2024
Reduced 54.1%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,702
shares
|
$360,095
0.24% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,702
shares
|
$360,095
0.0% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,699
shares
|
$359,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,697
shares
|
$359,429
0.01% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$359,029
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,692
shares
|
$358,762
0.0% of portfolio
|
Q3 2024
Added 20.93%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
2,689
shares
|
$358,363
0.12% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,679
shares
|
$357,030
0.11% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,672
shares
|
$356,097
0.03% of portfolio
|
Q4 2023
Reduced 0.56%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
2,672
shares
|
$356,097
0.15% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,663
shares
|
$354,898
0.04% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,661
shares
|
$354,631
0.08% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,653
shares
|
$353,565
0.03% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,647
shares
|
$352,765
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
2,625
shares
|
$349,833
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,623
shares
|
$349,567
0.09% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,620
shares
|
$349,167
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,618
shares
|
$348,900
0.08% of portfolio
|
Q2 2024
Added 13.73%
|