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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
8,903
shares
|
$1.19 Million
0.48% of portfolio
|
Q4 2021
Added 22.6%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
8,814
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 61.67%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
8,794
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
8,732
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
8,698
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
8,683
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,682
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
8,680
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,670
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,633
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
8,630
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
8,595
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
8,585
shares
|
$1.14 Million
0.56% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
8,570
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,507
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
8,489
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,346
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
8,343
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
8,334
shares
|
$1.11 Million
0.46% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
8,332
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
8,314
shares
|
$1.11 Million
0.4% of portfolio
|
Q2 2024
Added 8.89%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
8,301
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
8,286
shares
|
$1.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
8,284
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
8,255
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.49%
|