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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
14,640
shares
|
$1.95 Million
0.29% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
14,592
shares
|
$1.94 Million
0.86% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
14,551
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2024
Added 63.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,541
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,527
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
14,504
shares
|
$1.93 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
14,405
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,380
shares
|
$1.92 Million
0.11% of portfolio
|
Q3 2024
Added 253.49%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
14,233
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
14,200
shares
|
$1.89 Million
0.23% of portfolio
|
Q2 2024
Reduced 22.4%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,190
shares
|
$1.89 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,171
shares
|
$1.89 Million
1.02% of portfolio
|
Q1 2024
Added 13.86%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
14,142
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
14,001
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2024
Added 47.36%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
13,839
shares
|
$1.84 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,814
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,779
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
13,771
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2024
Added 36.45%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
13,655
shares
|
$1.82 Million
0.34% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
13,525
shares
|
$1.8 Million
0.48% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
13,437
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
13,267
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,226
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
13,172
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
13,164
shares
|
$1.75 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.56%
|