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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,219
shares
|
$162,456
0.07% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
1,200
shares
|
$159,924
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
1,198
shares
|
$159,657
0.02% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,195
shares
|
$159,257
0.1% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,191
shares
|
$158,724
0.08% of portfolio
|
Q1 2024
Reduced 23.65%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,187
shares
|
$158,191
0.1% of portfolio
|
Q2 2024
Reduced 3.42%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,187
shares
|
$158,191
0.07% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,166
shares
|
$155,392
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,159
shares
|
$154,459
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,145
shares
|
$152,594
0.09% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,126
shares
|
$150,062
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,110
shares
|
$147,929
0.01% of portfolio
|
Q4 2023
Added 96.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,100
shares
|
$146,597
0.01% of portfolio
|
Q2 2023
Added 10.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,093
shares
|
$145,664
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,093
shares
|
$145,664
0.06% of portfolio
|
Q3 2024
Reduced 75.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,074
shares
|
$143,131
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,053
shares
|
$140,333
0.08% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,051
shares
|
$140,066
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,038
shares
|
$138,334
0.01% of portfolio
|
Q4 2022
Added 19.72%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,011
shares
|
$134,735
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$133,270
0.06% of portfolio
|
Q1 2023
Reduced 31.18%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
987
shares
|
$131,537
0.05% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
980
shares
|
$130,604
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
965
shares
|
$128,605
0.02% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
964
shares
|
$128,472
0.05% of portfolio
|
Q4 2021
Reduced 33.47%
|