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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
2,039
shares
|
$271,737
0.05% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
2,035
shares
|
$271,204
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,032
shares
|
$270,804
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
2,029
shares
|
$270,404
0.3% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
2,012
shares
|
$268,139
0.14% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
2,007
shares
|
$267,472
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,006
shares
|
$267,339
0.04% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$266,540
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,000
shares
|
$266,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$266,540
0.03% of portfolio
|
Q2 2023
Reduced 3.19%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,000
shares
|
$266,540
0.05% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,996
shares
|
$266,006
0.03% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,993
shares
|
$265,607
0.0% of portfolio
|
Q3 2024
Reduced 30.09%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
1,993
shares
|
$265,607
0.16% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,993
shares
|
$265,607
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
1,991
shares
|
$265,340
0.04% of portfolio
|
Q1 2024
Reduced 9.13%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
1,990
shares
|
$265,207
0.06% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,976
shares
|
$263,341
0.0% of portfolio
|
Q4 2023
Added 23.42%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
1,976
shares
|
$263,341
0.02% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,964
shares
|
$261,742
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,963
shares
|
$261,609
0.05% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,958
shares
|
$260,942
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
1,949
shares
|
$259,743
0.11% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
1,948
shares
|
$259,609
0.03% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,945
shares
|
$259,210
0.09% of portfolio
|
Q2 2024
Added 337.08%
|