Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,938 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 $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
35,374
shares
|
$4.36 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
35,217
shares
|
$4.34 Million
0.27% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
35,202
shares
|
$4.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
35,148
shares
|
$4.33 Million
0.12% of portfolio
|
Q4 2024
Added 47.67%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
34,961
shares
|
$4.31 Million
0.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
34,915
shares
|
$4.31 Million
0.07% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
34,779
shares
|
$4.29 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
34,446
shares
|
$4.25 Million
1.07% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
34,319
shares
|
$4.23 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
34,303
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
34,231
shares
|
$4.22 Million
0.22% of portfolio
|
Q3 2024
Added 729.64%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,226
shares
|
$4.22 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.9%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
33,980
shares
|
$4.19 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,954
shares
|
$4.19 Million
0.03% of portfolio
|
Q2 2023
Reduced 63.67%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
33,802
shares
|
$4.17 Million
0.08% of portfolio
|
Q4 2024
Added 56.09%
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
33,800
shares
|
$4.17 Million
3.12% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
33,523
shares
|
$4.13 Million
0.87% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
33,192
shares
|
$4.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
32,983
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
32,938
shares
|
$4.06 Million
0.72% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
32,747
shares
|
$4.04 Million
0.04% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
32,720
shares
|
$4.04 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
32,641
shares
|
$4.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
32,535
shares
|
$4.01 Million
0.18% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
32,500
shares
|
$4.01 Million
0.96% of portfolio
|
Q4 2023
Reduced 23.53%
|