Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,957 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 $37.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$16,431
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
118
shares
|
$15,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
116
shares
|
$15,248
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
115
shares
|
$15,116
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
111
shares
|
$14,590
0.01% of portfolio
|
Q1 2023
Reduced 46.63%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
110
shares
|
$14,459
0.0% of portfolio
|
Q1 2024
Reduced 32.1%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
106
shares
|
$13,933
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
106
shares
|
$13,933
0.0% of portfolio
|
Q3 2024
Added 430.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
105
shares
|
$13,802
0.01% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
105
shares
|
$13,802
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
104
shares
|
$13,670
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
103
shares
|
$13,539
0.0% of portfolio
|
Q1 2024
Reduced 82.86%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$13,144
0.0% of portfolio
|
Q3 2024
Added 53.85%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
100
shares
|
$13,144
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
100
shares
|
$13,144
0.01% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
100
shares
|
$13,144
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
95
shares
|
$12,487
0.01% of portfolio
|
Q2 2024
Reduced 43.79%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
91
shares
|
$11,961
0.0% of portfolio
|
Q3 2024
Added 264.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
89
shares
|
$11,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
85
shares
|
$11,173
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
85
shares
|
$11,173
0.01% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
85
shares
|
$11,173
0.0% of portfolio
|
Q1 2024
Reduced 32.54%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
82
shares
|
$10,778
0.01% of portfolio
|
Q2 2024
Reduced 48.43%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
81
shares
|
$10,647
0.0% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
78
shares
|
$10,253
0.01% of portfolio
|
Q3 2024
Added 85.71%
|