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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
20,871
shares
|
$2.78 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.41%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
20,728
shares
|
$2.76 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
20,683
shares
|
$2.76 Million
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,618
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
20,600
shares
|
$2.75 Million
0.3% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
20,574
shares
|
$2.74 Million
0.08% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
20,484
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,369
shares
|
$2.71 Million
0.04% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,360
shares
|
$2.71 Million
0.28% of portfolio
|
Q3 2023
Added 53.26%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
20,331
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2023
Added 4.93%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,164
shares
|
$2.69 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
20,161
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
20,141
shares
|
$2.68 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
19,969
shares
|
$2.66 Million
0.87% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
19,903
shares
|
$2.65 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
19,866
shares
|
$2.65 Million
0.08% of portfolio
|
Q3 2024
Added 25.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,863
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 21.38%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
19,860
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
19,771
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,745
shares
|
$2.63 Million
1.32% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
19,384
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
19,236
shares
|
$2.56 Million
0.15% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
19,190
shares
|
$2.56 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
19,141
shares
|
$2.55 Million
0.86% of portfolio
|
Q3 2019
Reduced 2.04%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
19,059
shares
|
$2.54 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.56%
|