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 |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,690
shares
|
$205,943
0.01% of portfolio
|
Q3 2024
Reduced 89.44%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,686
shares
|
$205,455
0.02% of portfolio
|
Q3 2024
Added 36.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
1,675
shares
|
$204,115
0.02% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$203,993
0.02% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$202,896
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,660
shares
|
$202,287
0.02% of portfolio
|
Q3 2024
Added 36.51%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,659
shares
|
$202,165
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,658
shares
|
$202,043
0.01% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
1,644
shares
|
$200,337
0.01% of portfolio
|
Q2 2024
Added 13.54%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,642
shares
|
$200,094
0.0% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,641
shares
|
$199,972
0.04% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,641
shares
|
$199,972
0.15% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,638
shares
|
$199,606
0.02% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
1,632
shares
|
$198,875
0.02% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,626
shares
|
$198,144
0.08% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
1,623
shares
|
$197,778
0.04% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,621
shares
|
$197,535
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,621
shares
|
$197,535
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
1,620
shares
|
$197,413
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$197,169
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,613
shares
|
$196,560
0.04% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
1,612
shares
|
$196,438
0.07% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
1,609
shares
|
$196,072
0.02% of portfolio
|
Q3 2024
Reduced 57.87%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,608
shares
|
$195,950
0.04% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,606
shares
|
$195,707
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|