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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,019
shares
|
$3.22 Million
0.05% of portfolio
|
Q4 2022
Reduced 1.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
25,849
shares
|
$3.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
25,810
shares
|
$3.19 Million
0.47% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
25,598
shares
|
$3.17 Million
0.85% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
25,535
shares
|
$3.16 Million
0.75% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
25,476
shares
|
$3.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
25,392
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 84.53%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
25,329
shares
|
$3.13 Million
0.17% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
25,239
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
25,151
shares
|
$3.11 Million
0.09% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
24,791
shares
|
$3.07 Million
0.2% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
24,655
shares
|
$3.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
24,408
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
24,357
shares
|
$3.01 Million
0.58% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
24,233
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 145.03%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
24,231
shares
|
$3 Million
0.58% of portfolio
|
Q4 2024
Added 36.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,221
shares
|
$3 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
24,125
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
24,075
shares
|
$2.98 Million
0.04% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
23,999
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Added 61.34%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
23,971
shares
|
$2.97 Million
0.92% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,969
shares
|
$2.97 Million
1.66% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
23,948
shares
|
$2.96 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
23,921
shares
|
$2.96 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
23,793
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 1.06%
|