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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
717
shares
|
$95,611
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
714
shares
|
$95,211
0.05% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$93,345
0.01% of portfolio
|
Q4 2021
Reduced 5.66%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
688
shares
|
$91,744
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
682
shares
|
$90,944
0.01% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
681
shares
|
$90,811
0.08% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
656
shares
|
$87,477
0.02% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
655
shares
|
$87,344
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
655
shares
|
$87,344
0.03% of portfolio
|
Q3 2024
Added 132.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
647
shares
|
$86,277
0.01% of portfolio
|
Q3 2024
Added 206.64%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
644
shares
|
$85,877
0.01% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
625
shares
|
$83,343
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
621
shares
|
$82,810
0.03% of portfolio
|
Q1 2024
Added 71.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
620
shares
|
$82,677
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
616
shares
|
$82,143
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
613
shares
|
$81,743
0.05% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
612
shares
|
$81,610
0.08% of portfolio
|
Q4 2023
Reduced 76.57%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
612
shares
|
$81,610
0.02% of portfolio
|
Q3 2024
Added 75.36%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
610
shares
|
$81,343
0.01% of portfolio
|
Q2 2022
Reduced 66.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
605
shares
|
$80,676
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
591
shares
|
$78,809
0.05% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
580
shares
|
$77,343
0.01% of portfolio
|
Q2 2023
Added 9.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
574
shares
|
$76,542
0.01% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
574
shares
|
$76,542
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
573
shares
|
$76,409
0.01% of portfolio
|
Q1 2023
New holding
|