Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,958 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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,888
shares
|
$385,114
0.05% of portfolio
|
Q3 2024
Added 89.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,878
shares
|
$383,781
0.02% of portfolio
|
Q3 2024
Added 35.24%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
2,876
shares
|
$383,514
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,865
shares
|
$382,047
0.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,863
shares
|
$381,781
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,861
shares
|
$381,514
0.12% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$380,714
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,851
shares
|
$380,180
0.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,839
shares
|
$378,580
0.0% of portfolio
|
Q3 2024
Reduced 65.87%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
2,839
shares
|
$378,580
0.13% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,833
shares
|
$377,780
0.09% of portfolio
|
Q2 2022
Reduced 19.99%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,830
shares
|
$377,380
0.16% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,826
shares
|
$376,847
0.01% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
2,825
shares
|
$376,713
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
2,821
shares
|
$376,180
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,817
shares
|
$375,646
0.22% of portfolio
|
Q2 2023
Reduced 4.67%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,808
shares
|
$374,446
0.6% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,804
shares
|
$373,913
0.07% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
2,802
shares
|
$373,646
0.18% of portfolio
|
Q1 2024
Reduced 22.21%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,799
shares
|
$373,246
0.02% of portfolio
|
Q3 2024
Reduced 19.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,797
shares
|
$372,979
0.03% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,772
shares
|
$369,646
0.12% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
2,771
shares
|
$369,512
0.03% of portfolio
|
Q3 2024
Reduced 47.97%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
2,763
shares
|
$368,446
0.08% of portfolio
|
Q3 2024
Added 57.17%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,763
shares
|
$368,446
0.06% of portfolio
|
Q3 2024
Added 24.85%
|