Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,974 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
23,899
shares
|
$2.95 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
23,793
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
23,700
shares
|
$2.93 Million
0.04% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
23,616
shares
|
$2.92 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
23,493
shares
|
$2.9 Million
0.06% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
22,977
shares
|
$2.84 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
22,916
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
22,812
shares
|
$2.82 Million
0.06% of portfolio
|
Q4 2024
Added 17.68%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
22,746
shares
|
$2.81 Million
0.41% of portfolio
|
Q4 2024
Reduced 43.84%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
22,744
shares
|
$2.81 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
22,686
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.49%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
22,539
shares
|
$2.78 Million
0.03% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
22,464
shares
|
$2.78 Million
0.68% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
22,399
shares
|
$2.77 Million
0.14% of portfolio
|
Q3 2022
Added 0.87%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
22,200
shares
|
$2.74 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
22,195
shares
|
$2.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
22,191
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
Added 46.48%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
22,157
shares
|
$2.74 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
22,043
shares
|
$2.72 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
22,029
shares
|
$2.72 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
21,858
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 72.94%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,818
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.09%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
21,800
shares
|
$2.69 Million
0.05% of portfolio
|
Q4 2024
Added 108.81%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
21,662
shares
|
$2.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
21,537
shares
|
$2.66 Million
0.09% of portfolio
|
Q4 2024
Added 1.95%
|