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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
319
shares
|
$36,343
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
315
shares
|
$35,887
0.0% of portfolio
|
Q4 2023
Reduced 32.26%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
304
shares
|
$34,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
300
shares
|
$34,179
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
299
shares
|
$34,065
0.03% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
295
shares
|
$33,609
0.0% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
280
shares
|
$31,900
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
276
shares
|
$31,444
0.0% of portfolio
|
Q3 2024
Reduced 77.15%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
276
shares
|
$31,444
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
276
shares
|
$31,444
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
275
shares
|
$31,330
0.01% of portfolio
|
Q4 2023
Added 49.46%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
275
shares
|
$31,330
0.01% of portfolio
|
Q4 2022
Reduced 1.08%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
274
shares
|
$31,216
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
272
shares
|
$30,988
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
271
shares
|
$30,875
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
267
shares
|
$30,419
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
266
shares
|
$30,305
0.01% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
259
shares
|
$29,507
0.0% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
257
shares
|
$29,280
0.02% of portfolio
|
Q1 2023
Reduced 69.18%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
256
shares
|
$29,166
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
255
shares
|
$29,052
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
254
shares
|
$28,938
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
250
shares
|
$28,482
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
250
shares
|
$28,482
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
247
shares
|
$28,140
0.01% of portfolio
|
Q3 2024
Reduced 79.1%
|