Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,946 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 $36.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
11,082
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2022
Added 0.81%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,076
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,017
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
10,904
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,876
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
10,855
shares
|
$1.41 Million
0.54% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
10,820
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
10,758
shares
|
$1.39 Million
0.46% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
10,757
shares
|
$1.39 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,641
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
10,636
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
10,626
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
10,609
shares
|
$1.37 Million
0.43% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,552
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2023
Added 2.55%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
10,549
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,467
shares
|
$1.36 Million
0.08% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
10,445
shares
|
$1.35 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,442
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
10,440
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
10,375
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,374
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,366
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 43.26%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,334
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,281
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
10,279
shares
|
$1.33 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.48%
|