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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,695
shares
|
$226,028
0.05% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,690
shares
|
$225,361
0.01% of portfolio
|
Q3 2024
Reduced 89.44%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,686
shares
|
$224,828
0.02% of portfolio
|
Q3 2024
Added 36.96%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,678
shares
|
$223,761
0.06% of portfolio
|
Q3 2024
Reduced 73.93%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
1,678
shares
|
$223,761
0.11% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
1,675
shares
|
$223,361
0.02% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$223,227
0.02% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,672
shares
|
$222,961
0.11% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
1,672
shares
|
$222,961
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,669
shares
|
$222,561
0.05% of portfolio
|
Q2 2021
Added 72.24%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$222,027
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,660
shares
|
$221,361
0.02% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,660
shares
|
$221,361
0.02% of portfolio
|
Q3 2024
Added 36.51%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
1,660
shares
|
$221,361
0.03% of portfolio
|
Q4 2023
Reduced 33.86%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,659
shares
|
$221,227
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,658
shares
|
$221,094
0.01% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
1,657
shares
|
$220,960
0.1% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,651
shares
|
$220,160
0.16% of portfolio
|
Q3 2024
Reduced 26.2%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
1,650
shares
|
$220,027
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1,650
shares
|
$220,027
0.09% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,647
shares
|
$219,627
0.08% of portfolio
|
Q3 2024
Reduced 94.86%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
1,644
shares
|
$219,227
0.01% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
1,643
shares
|
$219,094
0.04% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
1,642
shares
|
$218,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,642
shares
|
$218,960
0.0% of portfolio
|
Q3 2024
Added 15.47%
|