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 |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
2,364
shares
|
$315,239
0.08% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
2,363
shares
|
$315,106
0.25% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,362
shares
|
$314,972
0.0% of portfolio
|
Q2 2024
Reduced 40.92%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,360
shares
|
$314,706
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,359
shares
|
$314,572
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
2,352
shares
|
$313,639
0.23% of portfolio
|
Q2 2024
Added 17.6%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,351
shares
|
$313,505
0.1% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
2,350
shares
|
$313,372
0.01% of portfolio
|
Q3 2024
Added 660.52%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
2,346
shares
|
$312,839
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$312,439
0.28% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
2,342
shares
|
$312,305
0.02% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
2,327
shares
|
$310,305
0.02% of portfolio
|
Q3 2024
Reduced 55.03%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
2,325
shares
|
$310,038
0.11% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
2,325
shares
|
$310,038
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,322
shares
|
$309,638
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,322
shares
|
$309,638
0.17% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
2,320
shares
|
$309,372
0.02% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,306
shares
|
$307,505
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,304
shares
|
$307,238
0.05% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,293
shares
|
$305,771
0.03% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
2,284
shares
|
$304,571
0.01% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,281
shares
|
$304,171
0.04% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,280
shares
|
$304,038
0.08% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,278
shares
|
$303,771
0.02% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 13, 2024 Q3 2024 |
2,270
shares
|
$302,704
0.12% of portfolio
|
Q3 2024
Reduced 6.2%
|