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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,491
shares
|
$332,174
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$332,041
0.06% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,489
shares
|
$331,908
0.06% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,480
shares
|
$330,708
0.02% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
2,465
shares
|
$328,707
0.16% of portfolio
|
Q3 2024
Reduced 46.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,463
shares
|
$328,441
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
2,459
shares
|
$327,907
0.15% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,440
shares
|
$325,374
0.09% of portfolio
|
Q2 2024
Reduced 4.87%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
2,433
shares
|
$324,440
0.15% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,417
shares
|
$322,306
0.12% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,409
shares
|
$321,240
0.02% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
2,408
shares
|
$321,106
0.08% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
2,406
shares
|
$320,840
0.03% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,405
shares
|
$320,706
0.14% of portfolio
|
Q3 2023
Added 0.67%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,400
shares
|
$320,040
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
2,397
shares
|
$319,639
0.12% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
2,393
shares
|
$319,106
0.13% of portfolio
|
Q3 2024
Reduced 81.91%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,392
shares
|
$318,973
0.02% of portfolio
|
Q3 2024
Added 20.56%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,390
shares
|
$318,706
0.23% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,386
shares
|
$318,173
0.04% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
2,384
shares
|
$317,906
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,378
shares
|
$317,106
0.07% of portfolio
|
Q3 2023
Added 1.62%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
2,372
shares
|
$316,306
0.04% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
2,369
shares
|
$315,906
0.16% of portfolio
|
Q2 2024
Reduced 7.32%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,368
shares
|
$315,772
0.08% of portfolio
|
Q3 2024
Reduced 14.61%
|