Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,961 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 $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,958
shares
|
$223,074
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
1,949
shares
|
$222,049
0.11% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
1,948
shares
|
$221,935
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,945
shares
|
$221,593
0.09% of portfolio
|
Q2 2024
Added 337.08%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,930
shares
|
$219,884
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
1,925
shares
|
$219,315
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,922
shares
|
$218,973
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,920
shares
|
$218,745
0.08% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
1,918
shares
|
$218,517
0.19% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,915
shares
|
$218,175
0.01% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,912
shares
|
$217,834
0.03% of portfolio
|
Q2 2024
Added 5.99%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
1,912
shares
|
$217,834
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,906
shares
|
$217,150
0.06% of portfolio
|
Q2 2024
Added 14.54%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,904
shares
|
$216,922
0.1% of portfolio
|
Q3 2024
Reduced 61.82%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
1,902
shares
|
$216,694
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,900
shares
|
$216,467
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,894
shares
|
$215,783
0.01% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,893
shares
|
$215,669
0.05% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,893
shares
|
$215,669
0.04% of portfolio
|
Q2 2024
Reduced 6.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,892
shares
|
$215,555
0.01% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
1,891
shares
|
$215,441
0.09% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,887
shares
|
$214,985
0.01% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
1,885
shares
|
$214,758
0.03% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,885
shares
|
$214,758
0.02% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
1,883
shares
|
$214,530
0.1% of portfolio
|
Q3 2024
Added 0.59%
|