Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,956 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 $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifm Investors Pty LTD
|
Oct 22, 2024 Q3 2024 |
71,861
shares
|
$9.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
71,833
shares
|
$9.57 Million
0.03% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
71,693
shares
|
$9.55 Million
1.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,283
shares
|
$9.5 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.74%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
71,143
shares
|
$9.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
71,102
shares
|
$9.48 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
70,758
shares
|
$9.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
69,167
shares
|
$9.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
69,167
shares
|
$9.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,700
shares
|
$9.16 Million
0.24% of portfolio
|
Q3 2024
Added 3171.43%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
68,509
shares
|
$9.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
67,882
shares
|
$9.05 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
67,541
shares
|
$9 Million
0.87% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
67,516
shares
|
$9 Million
0.56% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
67,481
shares
|
$8.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
67,162
shares
|
$8.95 Million
1.26% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
65,830
shares
|
$8.77 Million
0.02% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
65,636
shares
|
$8.75 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.9%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
65,544
shares
|
$8.74 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
65,492
shares
|
$8.73 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Foundation Resource Management Inc
|
Oct 10, 2024 Q3 2024 |
65,482
shares
|
$8.73 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,345
shares
|
$8.71 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
65,300
shares
|
$8.7 Million
0.98% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
64,977
shares
|
$8.66 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
64,436
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.54%
|