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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$218,827
0.04% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,641
shares
|
$218,827
0.15% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,640
shares
|
$218,694
0.05% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,638
shares
|
$218,427
0.02% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
1,632
shares
|
$217,627
0.02% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
1,628
shares
|
$217,093
0.06% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,628
shares
|
$217,093
0.12% of portfolio
|
Q4 2023
Reduced 4.24%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
1,623
shares
|
$216,427
0.05% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,621
shares
|
$216,160
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,621
shares
|
$216,160
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,620
shares
|
$216,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$215,760
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
1,614
shares
|
$215,226
0.06% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,613
shares
|
$215,093
0.04% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
1,612
shares
|
$214,960
0.07% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
1,609
shares
|
$214,560
0.02% of portfolio
|
Q3 2024
Reduced 57.87%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,608
shares
|
$214,426
0.04% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,606
shares
|
$214,160
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,605
shares
|
$214,026
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,597
shares
|
$212,959
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,596
shares
|
$212,826
0.02% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,583
shares
|
$211,093
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
1,581
shares
|
$210,826
0.04% of portfolio
|
Q3 2024
Reduced 32.23%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
1,574
shares
|
$209,892
0.12% of portfolio
|
Q4 2023
Reduced 13.71%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,574
shares
|
$209,892
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|