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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
682
shares
|
$85,584
0.01% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
681
shares
|
$85,458
0.07% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
679
shares
|
$85,207
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
675
shares
|
$84,705
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
655
shares
|
$82,195
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
650
shares
|
$81,568
0.01% of portfolio
|
Q4 2024
Reduced 45.74%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
644
shares
|
$80,815
0.01% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
644
shares
|
$80,815
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
633
shares
|
$79,435
0.01% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
625
shares
|
$78,431
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
624
shares
|
$78,305
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
620
shares
|
$77,803
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
617
shares
|
$77,427
0.04% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
615
shares
|
$77,176
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Feb 10, 2025 Q4 2024 |
612
shares
|
$76,799
0.06% of portfolio
|
Q4 2023
Reduced 76.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
610
shares
|
$76,548
0.01% of portfolio
|
Q2 2022
Reduced 66.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
605
shares
|
$75,921
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
605
shares
|
$75,921
0.03% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
604
shares
|
$75,795
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
603
shares
|
$75,670
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
600
shares
|
$75,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
580
shares
|
$72,784
0.01% of portfolio
|
Q2 2023
Added 9.43%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
575
shares
|
$72,156
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
574
shares
|
$72,031
0.01% of portfolio
|
Q3 2024
Added 42.08%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
574
shares
|
$72,031
0.04% of portfolio
|
Q4 2022
New holding
|