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 |
|---|---|---|---|---|---|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
10,084
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
10,071
shares
|
$1.21 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,013
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$1.2 Million
1.62% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
9,996
shares
|
$1.2 Million
0.48% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
9,923
shares
|
$1.19 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,903
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
9,897
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
9,866
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
9,857
shares
|
$1.19 Million
1.08% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
9,833
shares
|
$1.18 Million
1.33% of portfolio
|
Q4 2024
Reduced 59.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
9,791
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,769
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
9,739
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
9,682
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,677
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2022
Added 37.36%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
9,665
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
9,658
shares
|
$1.16 Million
0.29% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,655
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,651
shares
|
$1.16 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,631
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
9,600
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,582
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
9,562
shares
|
$1.15 Million
0.24% of portfolio
|
Q4 2023
Added 29.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,552
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|