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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
25,598
shares
|
$3.41 Million
0.85% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
25,535
shares
|
$3.4 Million
0.75% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
25,525
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
25,485
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 24.46%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
25,438
shares
|
$3.39 Million
0.53% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
25,392
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2024
Reduced 84.53%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
24,985
shares
|
$3.33 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
24,837
shares
|
$3.31 Million
0.22% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
24,696
shares
|
$3.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
24,639
shares
|
$3.28 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
24,408
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
24,357
shares
|
$3.25 Million
0.58% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
24,344
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Added 50.55%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
24,300
shares
|
$3.24 Million
0.09% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
24,264
shares
|
$3.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
24,226
shares
|
$3.23 Million
1.57% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
24,221
shares
|
$3.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
24,125
shares
|
$3.22 Million
0.04% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
23,969
shares
|
$3.19 Million
1.66% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
23,948
shares
|
$3.19 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
23,851
shares
|
$3.18 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
23,802
shares
|
$3.17 Million
0.4% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
23,600
shares
|
$3.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
23,544
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
23,493
shares
|
$3.13 Million
0.07% of portfolio
|
Q2 2024
Added 0.01%
|