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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
35,674
shares
|
$4.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
35,429
shares
|
$4.54 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
35,377
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
35,374
shares
|
$4.53 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
35,248
shares
|
$4.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
35,202
shares
|
$4.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.65%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
35,148
shares
|
$4.5 Million
0.12% of portfolio
|
Q4 2024
Added 47.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
34,915
shares
|
$4.47 Million
0.07% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
34,779
shares
|
$4.45 Million
0.45% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
34,770
shares
|
$4.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
34,486
shares
|
$4.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 59.58%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
34,446
shares
|
$4.41 Million
1.07% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
34,364
shares
|
$4.4 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
34,303
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 40.91%
|
|
|
Unigestion Holding Sa
|
Feb 13, 2025 Q4 2024 |
34,231
shares
|
$4.38 Million
0.23% of portfolio
|
Q3 2024
Added 729.64%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
34,226
shares
|
$4.38 Million
0.08% of portfolio
|
Q3 2022
Reduced 10.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
33,954
shares
|
$4.35 Million
0.03% of portfolio
|
Q2 2023
Reduced 63.67%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
33,802
shares
|
$4.33 Million
0.08% of portfolio
|
Q4 2024
Added 56.09%
|
|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
33,800
shares
|
$4.33 Million
2.84% of portfolio
|
Q4 2023
Reduced 26.84%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
33,523
shares
|
$4.29 Million
0.87% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
33,517
shares
|
$4.29 Million
0.0% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
33,480
shares
|
$4.29 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
33,192
shares
|
$4.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
33,143
shares
|
$4.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
33,022
shares
|
$4.23 Million
0.03% of portfolio
|
Q4 2024
Added 0.84%
|