Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,964 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
43,869
shares
|
$5.62 Million
0.35% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
43,739
shares
|
$5.6 Million
0.91% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
43,315
shares
|
$5.55 Million
5.03% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
43,178
shares
|
$5.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.69%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
42,705
shares
|
$5.47 Million
0.02% of portfolio
|
Q4 2024
Added 24.91%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
42,482
shares
|
$5.44 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 14, 2025 Q4 2024 |
42,439
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
42,129
shares
|
$5.39 Million
1.51% of portfolio
|
Q1 2022
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
42,095
shares
|
$5.39 Million
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
42,013
shares
|
$5.38 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
41,684
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
41,657
shares
|
$5.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 35.02%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
41,468
shares
|
$5.31 Million
1.06% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
41,264
shares
|
$5.28 Million
0.16% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
40,795
shares
|
$5.22 Million
0.1% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
40,727
shares
|
$5.21 Million
0.36% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Nkcfo LLC
|
Jan 30, 2025 Q4 2024 |
40,500
shares
|
$5.19 Million
2.03% of portfolio
|
Q3 2024
Reduced 47.74%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
40,485
shares
|
$5.18 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
40,235
shares
|
$5.15 Million
0.1% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
39,916
shares
|
$5.11 Million
0.37% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
39,322
shares
|
$5.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 77.82%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
39,142
shares
|
$5.01 Million
0.09% of portfolio
|
Q4 2024
Added 44.21%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
39,120
shares
|
$5.01 Million
0.25% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
39,032
shares
|
$5 Million
0.07% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
38,959
shares
|
$4.99 Million
0.12% of portfolio
|
Q4 2024
New holding
|