Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,958 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 $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
29,040
shares
|
$3.87 Million
0.1% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,872
shares
|
$3.85 Million
0.07% of portfolio
|
Q2 2024
Added 64.74%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
28,618
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
28,499
shares
|
$3.8 Million
2.94% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
28,296
shares
|
$3.77 Million
0.04% of portfolio
|
Q3 2024
Added 40.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
28,288
shares
|
$3.77 Million
0.1% of portfolio
|
Q2 2024
Reduced 25.9%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
28,257
shares
|
$3.77 Million
0.39% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
28,099
shares
|
$3.75 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
28,085
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,975
shares
|
$3.73 Million
1.16% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
27,681
shares
|
$3.69 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
27,584
shares
|
$3.68 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
27,407
shares
|
$3.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
27,283
shares
|
$3.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
27,142
shares
|
$3.62 Million
0.09% of portfolio
|
Q3 2024
Reduced 98.91%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
26,983
shares
|
$3.6 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,799
shares
|
$3.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
26,728
shares
|
$3.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
26,717
shares
|
$3.56 Million
0.69% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
26,554
shares
|
$3.54 Million
0.04% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
26,331
shares
|
$3.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,281
shares
|
$3.5 Million
0.23% of portfolio
|
Q3 2024
Added 301.36%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
26,147
shares
|
$3.49 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,098
shares
|
$3.48 Million
0.05% of portfolio
|
Q3 2024
Added 35.52%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
26,085
shares
|
$3.48 Million
0.03% of portfolio
|
Q3 2024
Added 7.77%
|