Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,942 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 $34.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
14,702
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,699
shares
|
$1.77 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
14,640
shares
|
$1.76 Million
0.29% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
14,634
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
14,592
shares
|
$1.76 Million
0.86% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
14,504
shares
|
$1.74 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
14,405
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,380
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Added 253.49%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
14,200
shares
|
$1.71 Million
0.2% of portfolio
|
Q2 2024
Reduced 22.4%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,190
shares
|
$1.71 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,183
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,171
shares
|
$1.7 Million
1.02% of portfolio
|
Q1 2024
Added 13.86%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
14,152
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
14,142
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
14,001
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 47.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,866
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Added 24.15%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
13,839
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,814
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
13,622
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
13,525
shares
|
$1.63 Million
0.48% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
13,437
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
13,342
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2024
Added 137.15%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
13,267
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,255
shares
|
$1.59 Million
0.4% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.7%
|