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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,051
shares
|
$128,074
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,038
shares
|
$126,490
0.01% of portfolio
|
Q4 2022
Added 19.72%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,011
shares
|
$123,200
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,005
shares
|
$122,469
0.04% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$121,860
0.06% of portfolio
|
Q1 2023
Reduced 31.18%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
987
shares
|
$120,275
0.04% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
987
shares
|
$120,275
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
966
shares
|
$117,716
0.02% of portfolio
|
Q4 2024
Added 11.81%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
961
shares
|
$117,107
0.01% of portfolio
|
Q3 2024
Reduced 45.8%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
960
shares
|
$116,985
0.07% of portfolio
|
Q3 2023
Added 11.63%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
958
shares
|
$116,741
0.04% of portfolio
|
Q1 2022
Reduced 79.12%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
950
shares
|
$115,767
0.06% of portfolio
|
Q3 2024
Reduced 27.59%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
900
shares
|
$109,674
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
888
shares
|
$108,211
0.01% of portfolio
|
Q3 2024
Reduced 35.56%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
879
shares
|
$107,114
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
856
shares
|
$104,312
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
838
shares
|
$102,118
0.05% of portfolio
|
Q4 2021
Reduced 32.31%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
825
shares
|
$100,534
0.0% of portfolio
|
Q3 2024
Added 34.15%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
823
shares
|
$100,290
0.01% of portfolio
|
Q3 2022
Reduced 26.19%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
810
shares
|
$98,706
0.03% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
790
shares
|
$96,269
0.23% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
783
shares
|
$95,416
0.0% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
775
shares
|
$94,441
0.01% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
757
shares
|
$92,248
0.02% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
753
shares
|
$91,760
0.01% of portfolio
|
Q4 2024
Added 0.94%
|