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 |
|---|---|---|---|---|---|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
29,421
shares
|
$3.64 Million
2.45% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
29,040
shares
|
$3.59 Million
0.1% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,872
shares
|
$3.57 Million
0.07% of portfolio
|
Q2 2024
Added 64.74%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
28,764
shares
|
$3.56 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
28,574
shares
|
$3.53 Million
0.6% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
28,257
shares
|
$3.5 Million
0.39% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
28,239
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Added 201.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
28,084
shares
|
$3.47 Million
0.08% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,975
shares
|
$3.46 Million
1.16% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
27,740
shares
|
$3.43 Million
0.04% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,681
shares
|
$3.42 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Feb 10, 2025 Q4 2024 |
27,610
shares
|
$3.42 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
27,283
shares
|
$3.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
27,234
shares
|
$3.37 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
26,983
shares
|
$3.34 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
26,721
shares
|
$3.31 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
26,620
shares
|
$3.29 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
26,617
shares
|
$3.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
26,554
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,281
shares
|
$3.25 Million
0.23% of portfolio
|
Q3 2024
Added 301.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
26,211
shares
|
$3.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
26,204
shares
|
$3.24 Million
0.22% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
26,196
shares
|
$3.24 Million
0.25% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,098
shares
|
$3.23 Million
0.05% of portfolio
|
Q3 2024
Added 35.52%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
26,085
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Added 7.77%
|