Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,944 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
32,641
shares
|
$4.04 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
|
$4.02 Million
0.18% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
32,500
shares
|
$4.02 Million
0.96% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
32,486
shares
|
$4.02 Million
0.97% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
32,355
shares
|
$4 Million
0.62% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
31,890
shares
|
$3.95 Million
0.14% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
31,308
shares
|
$3.87 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,252
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 97.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
30,849
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
30,843
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
30,826
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
30,774
shares
|
$3.81 Million
0.3% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
30,560
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
30,550
shares
|
$3.78 Million
0.57% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
30,454
shares
|
$3.77 Million
0.65% of portfolio
|
Q4 2024
Reduced 23.33%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
30,354
shares
|
$3.76 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
30,313
shares
|
$3.75 Million
2.21% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
30,229
shares
|
$3.74 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 13, 2024 Q3 2024 |
30,228
shares
|
$3.74 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
30,109
shares
|
$3.72 Million
1.86% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
30,072
shares
|
$3.72 Million
0.06% of portfolio
|
Q3 2024
Added 557.02%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
30,062
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
29,985
shares
|
$3.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
29,787
shares
|
$3.68 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,532
shares
|
$3.65 Million
0.03% of portfolio
|
Q4 2024
Added 4.37%
|