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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
89
shares
|
$10,845
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
85
shares
|
$10,358
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
85
shares
|
$10,358
0.0% of portfolio
|
Q1 2024
Reduced 32.54%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
82
shares
|
$9,992
0.01% of portfolio
|
Q2 2024
Reduced 48.43%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
81
shares
|
$9,870
0.0% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
81
shares
|
$9,870
0.0% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
78
shares
|
$9,505
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
74
shares
|
$9,017
0.0% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
71
shares
|
$8,652
0.0% of portfolio
|
Q3 2024
Added 195.83%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
69
shares
|
$8,408
0.0% of portfolio
|
Q2 2024
Reduced 26.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
63
shares
|
$7,677
0.0% of portfolio
|
Q2 2021
Reduced 98.77%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
57
shares
|
$6,946
0.0% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
57
shares
|
$6,946
0.0% of portfolio
|
Q1 2024
Added 714.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
56
shares
|
$6,824
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
53
shares
|
$6,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
50
shares
|
$6,093
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
50
shares
|
$6,093
0.0% of portfolio
|
Q3 2023
Reduced 23.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
50
shares
|
$6,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
49
shares
|
$5,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
48
shares
|
$5,849
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
44
shares
|
$5,361
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
44
shares
|
$5,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
43
shares
|
$5,239
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
42
shares
|
$5,118
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
42
shares
|
$5,118
0.0% of portfolio
|
Q1 2024
Reduced 8.7%
|