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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$283,198
0.19% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
2,124
shares
|
$283,065
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,117
shares
|
$282,132
0.06% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
2,117
shares
|
$282,132
0.09% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
2,110
shares
|
$281,199
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
2,104
shares
|
$280,400
0.02% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,102
shares
|
$280,133
0.03% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,100
shares
|
$279,867
0.02% of portfolio
|
Q3 2024
Reduced 39.38%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
2,095
shares
|
$279,200
0.01% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
2,094
shares
|
$279,067
0.02% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,090
shares
|
$278,534
0.02% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$278,401
0.05% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,082
shares
|
$277,468
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
2,082
shares
|
$277,468
0.25% of portfolio
|
Q2 2024
Added 4.31%
|
|
|
Defender Capital, Llc.
|
Oct 21, 2024 Q3 2024 |
2,076
shares
|
$276,668
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,072
shares
|
$276,135
0.05% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,072
shares
|
$276,135
0.03% of portfolio
|
Q1 2024
Reduced 7.38%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,064
shares
|
$275,069
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,062
shares
|
$274,802
0.0% of portfolio
|
Q3 2024
Reduced 91.09%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
2,060
shares
|
$274,536
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,049
shares
|
$273,070
0.02% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,048
shares
|
$272,936
0.03% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,047
shares
|
$272,803
0.11% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,045
shares
|
$272,537
0.02% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
2,045
shares
|
$272,537
0.06% of portfolio
|
Q3 2024
Added 185.22%
|