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 |
|---|---|---|---|---|---|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,754
shares
|
$233,755
0.01% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
1,752
shares
|
$233,489
0.07% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,752
shares
|
$233,489
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,751
shares
|
$233,355
0.24% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,750
shares
|
$233,222
0.01% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,749
shares
|
$233,089
0.11% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,749
shares
|
$233,089
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
1,738
shares
|
$231,623
0.03% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,734
shares
|
$231,090
0.03% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
1,733
shares
|
$230,956
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
1,729
shares
|
$230,423
0.08% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
1,729
shares
|
$230,423
0.0% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,728
shares
|
$230,290
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
1,725
shares
|
$229,890
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,721
shares
|
$229,357
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,720
shares
|
$229,224
0.12% of portfolio
|
Q3 2024
Reduced 36.86%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,720
shares
|
$229,224
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
1,701
shares
|
$226,692
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
1,700
shares
|
$226,559
0.08% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
1,698
shares
|
$226,292
0.1% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,698
shares
|
$226,292
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$226,159
0.06% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
1,696
shares
|
$226,025
0.11% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,695
shares
|
$225,892
0.05% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,690
shares
|
$225,226
0.01% of portfolio
|
Q3 2024
Reduced 89.44%
|