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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
961
shares
|
$128,072
0.02% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
960
shares
|
$127,939
0.07% of portfolio
|
Q3 2023
Added 11.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
958
shares
|
$127,672
0.04% of portfolio
|
Q1 2022
Reduced 79.12%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
950
shares
|
$126,606
0.06% of portfolio
|
Q3 2024
Reduced 27.59%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
900
shares
|
$119,943
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
888
shares
|
$118,343
0.02% of portfolio
|
Q3 2024
Reduced 35.56%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
874
shares
|
$116,477
0.02% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
864
shares
|
$115,145
0.02% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
856
shares
|
$114,079
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
850
shares
|
$113,279
0.02% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
845
shares
|
$112,613
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
845
shares
|
$112,613
0.04% of portfolio
|
Q4 2023
Added 12.82%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
838
shares
|
$111,680
0.05% of portfolio
|
Q4 2021
Reduced 32.31%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
825
shares
|
$109,947
0.0% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
823
shares
|
$109,681
0.01% of portfolio
|
Q3 2022
Reduced 26.19%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
810
shares
|
$107,948
0.03% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
790
shares
|
$105,283
0.23% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
786
shares
|
$104,750
0.03% of portfolio
|
Q3 2024
Added 64.09%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
783
shares
|
$104,350
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
775
shares
|
$103,284
0.01% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
757
shares
|
$100,885
0.02% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
746
shares
|
$99,419
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
735
shares
|
$97,953
0.07% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
731
shares
|
$97,420
0.02% of portfolio
|
Q3 2024
Added 50.72%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
726
shares
|
$96,754
0.01% of portfolio
|
Q1 2024
Reduced 12.95%
|