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 |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
30
shares
|
$3,943
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
28
shares
|
$3,680
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$3,549
0.0% of portfolio
|
Q1 2022
Reduced 22.86%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
26
shares
|
$3,417
0.0% of portfolio
|
Q1 2024
Reduced 29.73%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
25
shares
|
$3,286
0.0% of portfolio
|
Q4 2023
Added 47.06%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
25
shares
|
$3,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
24
shares
|
$3,154
0.0% of portfolio
|
Q1 2024
Reduced 45.45%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
21
shares
|
$2,760
0.0% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
21
shares
|
$2,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
20
shares
|
$2,629
0.0% of portfolio
|
Q1 2023
Added 1900.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
20
shares
|
$2,629
0.06% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
19
shares
|
$2,497
0.0% of portfolio
|
Q3 2024
Reduced 71.64%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
19
shares
|
$2,497
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
19
shares
|
$2,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
19
shares
|
$2,497
0.0% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
16
shares
|
$2,103
0.0% of portfolio
|
Q4 2023
Reduced 73.77%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
15
shares
|
$1,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
14
shares
|
$1,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
14
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
Reduced 99.37%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
10
shares
|
$1,314
0.0% of portfolio
|
Q1 2021
Reduced 99.2%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
10
shares
|
$1,314
0.0% of portfolio
|
Q1 2023
Reduced 56.52%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
10
shares
|
$1,314
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
10
shares
|
$1,314
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$1,183
0.0% of portfolio
|
Q3 2024
New holding
|