Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,975 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,384
shares
|
$299,168
0.04% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,384
shares
|
$299,168
0.13% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
2,379
shares
|
$298,540
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,378
shares
|
$298,415
0.06% of portfolio
|
Q3 2023
Added 1.62%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
2,376
shares
|
$298,164
0.02% of portfolio
|
Q4 2024
Reduced 15.11%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,372
shares
|
$297,662
0.1% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,371
shares
|
$297,536
0.02% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,368
shares
|
$297,160
0.03% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
2,364
shares
|
$296,658
0.07% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
2,363
shares
|
$296,532
0.21% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
2,360
shares
|
$296,156
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
2,352
shares
|
$295,152
0.19% of portfolio
|
Q2 2024
Added 17.6%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,351
shares
|
$295,026
0.09% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,347
shares
|
$294,525
0.02% of portfolio
|
Q4 2024
Reduced 67.77%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
2,346
shares
|
$294,399
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
2,326
shares
|
$291,889
0.08% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,325
shares
|
$291,764
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
2,323
shares
|
$291,513
0.19% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,322
shares
|
$291,387
0.1% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
2,322
shares
|
$291,387
0.03% of portfolio
|
Q4 2024
Added 37.72%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,320
shares
|
$291,136
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,318
shares
|
$290,885
0.09% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,313
shares
|
$290,258
0.02% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,304
shares
|
$289,128
0.05% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,295
shares
|
$287,999
0.01% of portfolio
|
Q4 2024
New holding
|