Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,962 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 $32.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
574
shares
|
$66,486
0.01% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
574
shares
|
$66,486
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
573
shares
|
$66,370
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
573
shares
|
$66,370
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
572
shares
|
$66,254
0.0% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
569
shares
|
$65,907
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
558
shares
|
$64,633
0.02% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
550
shares
|
$63,706
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
547
shares
|
$63,359
0.0% of portfolio
|
Q3 2024
Reduced 20.72%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
545
shares
|
$63,127
0.01% of portfolio
|
Q3 2024
Added 41.19%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
539
shares
|
$62,432
0.04% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
536
shares
|
$62,084
0.01% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
535
shares
|
$61,969
0.03% of portfolio
|
Q3 2024
Reduced 74.92%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
523
shares
|
$60,579
0.0% of portfolio
|
Q3 2024
Reduced 62.72%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
514
shares
|
$59,536
0.04% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
510
shares
|
$59,073
0.01% of portfolio
|
Q2 2023
Reduced 8.11%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
500
shares
|
$57,915
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
500
shares
|
$57,915
0.02% of portfolio
|
Q2 2024
Reduced 15.68%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
500
shares
|
$57,915
0.02% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
495
shares
|
$57,335
0.01% of portfolio
|
Q4 2023
Reduced 4.26%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
485
shares
|
$56,177
0.06% of portfolio
|
Q1 2024
Reduced 27.5%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
475
shares
|
$55,019
0.03% of portfolio
|
Q2 2022
Reduced 2.06%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
460
shares
|
$53,281
0.0% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
450
shares
|
$52,123
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
450
shares
|
$52,123
0.65% of portfolio
|
Q1 2024
New holding
|