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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
39,431
shares
|
$5.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
39,165
shares
|
$5.22 Million
0.16% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
39,023
shares
|
$5.2 Million
0.44% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
38,930
shares
|
$5.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
38,886
shares
|
$5.18 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2024 Q3 2024 |
38,600
shares
|
$5.14 Million
0.04% of portfolio
|
Q4 2023
Reduced 29.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
38,118
shares
|
$5.08 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
37,587
shares
|
$5.01 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
37,554
shares
|
$5 Million
0.08% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
37,537
shares
|
$5 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
37,525
shares
|
$5 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
37,480
shares
|
$4.99 Million
0.08% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
37,364
shares
|
$4.98 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
37,283
shares
|
$4.97 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
37,206
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
37,200
shares
|
$4.96 Million
0.03% of portfolio
|
Q3 2024
Added 53.24%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
37,047
shares
|
$4.94 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
37,030
shares
|
$4.93 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
36,810
shares
|
$4.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
36,810
shares
|
$4.91 Million
0.05% of portfolio
|
Q3 2024
Added 74.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
36,631
shares
|
$4.88 Million
0.21% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
36,502
shares
|
$4.86 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
36,083
shares
|
$4.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
35,906
shares
|
$4.79 Million
1.88% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
35,779
shares
|
$4.77 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.64%
|