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 |
|---|---|---|---|---|---|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
15,579
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
15,545
shares
|
$2.07 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
15,533
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
15,499
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
15,446
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 45.6%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,289
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 25.05%
|
|
|
Hendley & CO Inc
|
Oct 31, 2024 Q3 2024 |
15,270
shares
|
$2.04 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
15,221
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
15,178
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
15,158
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
15,150
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,118
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
15,073
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
15,058
shares
|
$2.01 Million
0.57% of portfolio
|
Q3 2022
Reduced 1.43%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
15,057
shares
|
$2.01 Million
0.17% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
15,034
shares
|
$2 Million
1.22% of portfolio
|
Q2 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
15,028
shares
|
$2 Million
0.09% of portfolio
|
Q3 2024
Reduced 74.75%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
14,934
shares
|
$1.99 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
14,903
shares
|
$1.99 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,875
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
14,833
shares
|
$1.98 Million
1.24% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,785
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
14,766
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.45%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
14,702
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
14,699
shares
|
$1.96 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.28%
|