Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,941 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 $34.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
50,813
shares
|
$6.19 Million
0.29% of portfolio
|
Q3 2024
Added 22.11%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
50,486
shares
|
$6.15 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
50,381
shares
|
$6.14 Million
0.55% of portfolio
|
Q4 2024
Reduced 53.14%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
50,357
shares
|
$6.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 93.07%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
50,256
shares
|
$6.12 Million
0.7% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$6.09 Million
0.34% of portfolio
|
Q3 2020
Reduced 60.78%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
49,823
shares
|
$6.07 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
48,900
shares
|
$5.96 Million
0.33% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
48,849
shares
|
$5.95 Million
0.19% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
48,747
shares
|
$5.94 Million
0.76% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
48,585
shares
|
$5.92 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,282
shares
|
$5.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
48,013
shares
|
$5.85 Million
0.87% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,997
shares
|
$5.85 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
47,941
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2024
Added 782.4%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
47,774
shares
|
$5.82 Million
0.06% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
47,759
shares
|
$5.82 Million
0.89% of portfolio
|
Q3 2024
Reduced 43.99%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
47,215
shares
|
$5.75 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,038
shares
|
$5.73 Million
0.48% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
46,610
shares
|
$5.68 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
46,284
shares
|
$5.64 Million
1.76% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
45,309
shares
|
$5.52 Million
2.07% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,234
shares
|
$5.51 Million
0.03% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
44,848
shares
|
$5.47 Million
1.36% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
44,831
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.25%
|