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 |
|---|---|---|---|---|---|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,651
shares
|
$1.25 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,631
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
9,600
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
9,589
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,582
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,562
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2023
Added 29.67%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,548
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2022
Reduced 2.07%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
9,520
shares
|
$1.23 Million
0.66% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
9,399
shares
|
$1.22 Million
0.58% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
9,369
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 170.55%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,354
shares
|
$1.21 Million
0.56% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
9,253
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
Added 118.7%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
9,249
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
9,236
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
9,200
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
9,168
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,140
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
9,113
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,080
shares
|
$1.18 Million
0.36% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,074
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
9,055
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2023
Reduced 6.7%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
9,053
shares
|
$1.17 Million
0.53% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
9,038
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
9,032
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
9,006
shares
|
$1.17 Million
0.31% of portfolio
|
Q4 2024
Added 27.96%
|