Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,940 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 $34.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,928
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
104,635
shares
|
$12.8 Million
1.47% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
104,590
shares
|
$12.8 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
104,366
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Added 45.41%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
104,193
shares
|
$12.7 Million
0.36% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
103,717
shares
|
$12.7 Million
1.37% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
103,642
shares
|
$12.7 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
102,680
shares
|
$12.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
99,781
shares
|
$12.2 Million
2.56% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
|
Adams Natural Resources Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
98,575
shares
|
$12 Million
2.02% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,358
shares
|
$11.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
96,050
shares
|
$11.7 Million
0.19% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
95,956
shares
|
$11.7 Million
0.92% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
94,417
shares
|
$11.5 Million
0.15% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
93,781
shares
|
$11.5 Million
1.2% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
93,752
shares
|
$11.5 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
93,671
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2024
Added 94.82%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
91,826
shares
|
$11.2 Million
0.08% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
91,118
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
90,260
shares
|
$11 Million
0.94% of portfolio
|
Q4 2024
Added 33.64%
|
|
|
Czech National Bank
Prague, 2N |
Jan 13, 2025 Q4 2024 |
89,493
shares
|
$10.9 Million
0.1% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
89,415
shares
|
$10.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
88,866
shares
|
$10.9 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
88,398
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.3%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
88,385
shares
|
$10.8 Million
1.81% of portfolio
|
Q2 2024
Reduced 1.78%
|