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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,278
shares
|
$155,737
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,272
shares
|
$155,005
0.01% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,267
shares
|
$154,396
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,253
shares
|
$152,690
0.02% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,235
shares
|
$150,497
0.05% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
1,219
shares
|
$148,547
0.07% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
1,200
shares
|
$146,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,195
shares
|
$145,622
0.1% of portfolio
|
Q2 2024
Reduced 31.91%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,191
shares
|
$145,135
0.08% of portfolio
|
Q1 2024
Reduced 23.65%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,187
shares
|
$144,647
0.07% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,182
shares
|
$144,038
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,166
shares
|
$142,088
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,153
shares
|
$140,504
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,149
shares
|
$140,017
0.04% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,145
shares
|
$139,529
0.09% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,126
shares
|
$137,214
0.13% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,110
shares
|
$135,264
0.01% of portfolio
|
Q4 2023
Added 96.81%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$134,046
0.01% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$134,046
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,100
shares
|
$134,046
0.01% of portfolio
|
Q2 2023
Added 10.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,093
shares
|
$133,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,088
shares
|
$132,583
0.02% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,078
shares
|
$131,365
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,074
shares
|
$130,877
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,053
shares
|
$128,318
0.08% of portfolio
|
Q2 2024
Reduced 1.31%
|