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 |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
1,437
shares
|
$191,508
0.12% of portfolio
|
Q2 2024
Reduced 27.24%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,428
shares
|
$190,309
0.1% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,424
shares
|
$189,776
0.09% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,400
shares
|
$186,578
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,396
shares
|
$186,044
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,385
shares
|
$184,578
0.02% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,368
shares
|
$182,313
0.05% of portfolio
|
Q4 2023
Added 94.87%
|
|
|
Kayne Anderson Capital Advisors LP
|
Nov 07, 2024 Q3 2024 |
1,361
shares
|
$181,380
0.0% of portfolio
|
Q3 2024
Reduced 99.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,355
shares
|
$180,580
0.01% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,353
shares
|
$180,314
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,333
shares
|
$177,648
0.0% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,325
shares
|
$176,582
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,305
shares
|
$173,917
0.03% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
1,303
shares
|
$173,650
0.11% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,303
shares
|
$173,650
0.01% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,292
shares
|
$172,184
0.03% of portfolio
|
Q2 2024
Reduced 31.71%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,282
shares
|
$170,852
0.04% of portfolio
|
Q2 2022
Added 6.83%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,278
shares
|
$170,319
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,277
shares
|
$170,185
0.1% of portfolio
|
Q3 2024
Added 115.35%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,272
shares
|
$169,519
0.01% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,267
shares
|
$168,853
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,263
shares
|
$168,320
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,253
shares
|
$166,987
0.02% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,237
shares
|
$164,854
0.01% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,235
shares
|
$164,588
0.05% of portfolio
|
Q3 2023
Reduced 1.12%
|