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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
10,013
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$1.33 Million
1.62% of portfolio
|
Q2 2023
Reduced 9.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
9,996
shares
|
$1.33 Million
0.48% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,903
shares
|
$1.32 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.69%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
9,890
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 310.37%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
9,866
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
9,848
shares
|
$1.31 Million
1.03% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
9,769
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
9,750
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 37.9%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
9,700
shares
|
$1.29 Million
0.48% of portfolio
|
Q2 2024
Reduced 20.49%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
9,694
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
9,677
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2022
Added 37.36%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
9,665
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
9,656
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,655
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
9,651
shares
|
$1.29 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,631
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,604
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 17.99%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
9,600
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
9,598
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,582
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
9,562
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2023
Added 29.67%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,552
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,548
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2022
Reduced 2.07%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
9,435
shares
|
$1.26 Million
0.81% of portfolio
|
Q1 2024
Reduced 1.36%
|