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 |
|---|---|---|---|---|---|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
12,908
shares
|
$1.55 Million
0.93% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,892
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
12,808
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
12,783
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,754
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Added 22.18%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
12,730
shares
|
$1.53 Million
0.67% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,673
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2022
Added 5.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,649
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
12,625
shares
|
$1.52 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,624
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
12,600
shares
|
$1.52 Million
0.33% of portfolio
|
Q3 2021
Added 31.25%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,584
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,566
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
12,473
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
12,396
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,324
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 159.4%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
12,297
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
12,158
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
12,147
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
12,137
shares
|
$1.46 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
12,021
shares
|
$1.45 Million
0.29% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
11,959
shares
|
$1.44 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
11,912
shares
|
$1.43 Million
0.91% of portfolio
|
Q4 2024
Added 133.11%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
11,895
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.07%
|