Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,964 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,980
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
17,788
shares
|
$2.28 Million
0.09% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
17,767
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,756
shares
|
$2.27 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,690
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
17,605
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
17,574
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
17,503
shares
|
$2.24 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
17,470
shares
|
$2.24 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
17,452
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
17,435
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
17,347
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
17,325
shares
|
$2.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
17,271
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
17,242
shares
|
$2.21 Million
0.07% of portfolio
|
Q4 2024
Added 222.58%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
17,220
shares
|
$2.2 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
17,120
shares
|
$2.19 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,852
shares
|
$2.16 Million
0.06% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
16,836
shares
|
$2.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
16,827
shares
|
$2.15 Million
0.11% of portfolio
|
Q4 2024
Added 51.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,739
shares
|
$2.14 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,725
shares
|
$2.14 Million
0.51% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
16,683
shares
|
$2.14 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
16,642
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
16,580
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Added 4.96%
|