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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
18,916
shares
|
$2.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
18,909
shares
|
$2.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
18,895
shares
|
$2.52 Million
0.11% of portfolio
|
Q2 2022
Added 10.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
18,831
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
18,786
shares
|
$2.5 Million
1.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
18,662
shares
|
$2.49 Million
0.79% of portfolio
|
Q3 2024
Reduced 24.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,641
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
18,591
shares
|
$2.48 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
18,542
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
18,509
shares
|
$2.47 Million
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
18,500
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
18,407
shares
|
$2.45 Million
1.16% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
18,340
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
18,322
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,298
shares
|
$2.44 Million
0.04% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,077
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
17,839
shares
|
$2.38 Million
0.22% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
17,811
shares
|
$2.37 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
17,789
shares
|
$2.37 Million
0.71% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,627
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,578
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
17,548
shares
|
$2.34 Million
0.14% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
17,470
shares
|
$2.33 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
17,452
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,435
shares
|
$2.32 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.06%
|