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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
64,110
shares
|
$7.83 Million
0.09% of portfolio
|
Q3 2024
Reduced 23.5%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
63,805
shares
|
$7.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
63,594
shares
|
$7.77 Million
0.4% of portfolio
|
Q3 2024
Added 304.9%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
62,351
shares
|
$7.62 Million
0.11% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
62,260
shares
|
$7.61 Million
0.04% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
61,943
shares
|
$7.57 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
60,946
shares
|
$7.45 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
59,045
shares
|
$7.21 Million
0.08% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
57,412
shares
|
$7.01 Million
0.12% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
57,157
shares
|
$6.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
55,776
shares
|
$6.81 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
55,553
shares
|
$6.79 Million
0.05% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
54,520
shares
|
$6.66 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
54,226
shares
|
$6.62 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
53,862
shares
|
$6.58 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
53,163
shares
|
$6.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
52,972
shares
|
$6.47 Million
2.97% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
52,893
shares
|
$6.46 Million
0.88% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
52,603
shares
|
$6.43 Million
0.04% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
52,216
shares
|
$6.38 Million
0.13% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
51,957
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
51,771
shares
|
$6.32 Million
3.49% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
51,536
shares
|
$6.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
51,111
shares
|
$6.24 Million
0.63% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
50,813
shares
|
$6.21 Million
0.29% of portfolio
|
Q3 2024
Added 22.11%
|