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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
2,618
shares
|
$348,900
0.06% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,611
shares
|
$347,967
0.16% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$347,568
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,604
shares
|
$347,035
0.05% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$346,502
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
2,595
shares
|
$345,835
0.04% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,581
shares
|
$343,969
0.05% of portfolio
|
Q3 2024
Reduced 72.28%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,571
shares
|
$342,637
0.06% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,560
shares
|
$341,171
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,554
shares
|
$340,371
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,542
shares
|
$338,772
0.22% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
2,539
shares
|
$338,372
0.21% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,533
shares
|
$337,572
0.08% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
2,526
shares
|
$336,640
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
2,526
shares
|
$336,640
0.08% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,520
shares
|
$335,840
0.09% of portfolio
|
Q1 2023
Reduced 7.01%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,518
shares
|
$335,573
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
2,502
shares
|
$333,441
0.17% of portfolio
|
Q4 2023
Reduced 3.84%
|
|
|
Fractal Investments LLC
|
Oct 30, 2024 Q3 2024 |
2,500
shares
|
$333,175
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
2,500
shares
|
$333,175
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,495
shares
|
$332,508
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,495
shares
|
$332,508
0.02% of portfolio
|
Q1 2024
Added 5.27%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
2,493
shares
|
$332,242
0.01% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,491
shares
|
$331,975
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$331,842
0.06% of portfolio
|
Q3 2024
Added 1.55%
|