Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,939 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
765,601
shares
|
$94.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
707,249
shares
|
$87.2 Million
0.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
689,904
shares
|
$85.1 Million
0.23% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
666,491
shares
|
$82.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
662,908
shares
|
$81.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
641,763
shares
|
$79.1 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
625,290
shares
|
$77.1 Million
0.08% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
621,995
shares
|
$76.7 Million
0.09% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
598,318
shares
|
$73.8 Million
0.32% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
597,653
shares
|
$73.7 Million
0.07% of portfolio
|
Q3 2022
Added 1.01%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
584,615
shares
|
$72.1 Million
0.12% of portfolio
|
Q3 2024
Added 256.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
581,080
shares
|
$71.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
573,492
shares
|
$70.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
573,283
shares
|
$70.7 Million
0.1% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
540,000
shares
|
$66.6 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
525,317
shares
|
$64.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
517,892
shares
|
$63.9 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
511,153
shares
|
$63 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
496,591
shares
|
$61.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
484,407
shares
|
$59.7 Million
0.24% of portfolio
|
Q3 2024
Added 230.6%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
482,214
shares
|
$59.5 Million
1.37% of portfolio
|
Q1 2023
Reduced 4.21%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
477,123
shares
|
$58.8 Million
4.21% of portfolio
|
Q3 2024
Added 854.25%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
451,146
shares
|
$55.6 Million
0.7% of portfolio
|
Q2 2023
Added 6.24%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
444,277
shares
|
$54.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
425,363
shares
|
$52.5 Million
0.08% of portfolio
|
Q3 2024
Added 22.59%
|