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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
32,274
shares
|
$4.3 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
31,657
shares
|
$4.22 Million
1.07% of portfolio
|
Q1 2024
Added 3.85%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
31,620
shares
|
$4.21 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
31,584
shares
|
$4.21 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
31,424
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 171.32%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,252
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 97.59%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
31,027
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
31,012
shares
|
$4.13 Million
0.16% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
30,945
shares
|
$4.12 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Nov 01, 2024 Q3 2024 |
30,936
shares
|
$4.12 Million
2.58% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
30,843
shares
|
$4.11 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
30,826
shares
|
$4.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
30,739
shares
|
$4.1 Million
2.23% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Robeco Institutional Asset Management B.V.
|
Oct 29, 2024 Q3 2024 |
30,651
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
30,560
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
30,550
shares
|
$4.07 Million
0.57% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 13, 2024 Q3 2024 |
30,228
shares
|
$4.03 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
30,072
shares
|
$4.01 Million
0.06% of portfolio
|
Q3 2024
Added 557.02%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
30,067
shares
|
$4.01 Million
2.48% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
30,062
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
30,059
shares
|
$4.01 Million
0.04% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
29,787
shares
|
$3.97 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,194
shares
|
$3.89 Million
0.19% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
29,160
shares
|
$3.89 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
29,040
shares
|
$3.87 Million
0.1% of portfolio
|
Q3 2024
Added 6.8%
|