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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,573
shares
|
$209,633
0.06% of portfolio
|
Q3 2024
Added 56.36%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
1,571
shares
|
$209,367
0.13% of portfolio
|
Q3 2024
Reduced 60.02%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
1,571
shares
|
$209,367
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,570
shares
|
$209,233
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,570
shares
|
$209,233
0.12% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
1,567
shares
|
$208,834
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,566
shares
|
$208,700
0.04% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,564
shares
|
$208,434
0.06% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,561
shares
|
$208,034
0.05% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,559
shares
|
$207,767
0.02% of portfolio
|
Q1 2024
Reduced 31.77%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
1,553
shares
|
$206,968
0.08% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,549
shares
|
$206,435
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,542
shares
|
$205,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,537
shares
|
$204,835
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,534
shares
|
$204,436
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,533
shares
|
$204,302
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
1,533
shares
|
$204,302
0.15% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,532
shares
|
$204,169
0.05% of portfolio
|
Q3 2024
Reduced 72.14%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
1,529
shares
|
$203,769
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
1,527
shares
|
$203,503
0.11% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
1,525
shares
|
$203,236
0.07% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,525
shares
|
$203,236
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
1,489
shares
|
$198,439
0.02% of portfolio
|
Q3 2024
Added 35.12%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,471
shares
|
$196,040
0.04% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,457
shares
|
$194,174
0.02% of portfolio
|
Q3 2024
New holding
|