Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,957 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 $37.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
105,150
shares
|
$13.8 Million
1.56% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
105,120
shares
|
$13.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,928
shares
|
$13.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
Nov 13, 2024 Q3 2024 |
104,635
shares
|
$13.8 Million
1.47% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
104,366
shares
|
$13.7 Million
0.03% of portfolio
|
Q3 2024
Added 45.41%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
104,193
shares
|
$13.7 Million
0.36% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
102,680
shares
|
$13.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
99,781
shares
|
$13.1 Million
2.56% of portfolio
|
Q4 2023
Reduced 2.97%
|
|
|
Adams Natural Resources Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
98,575
shares
|
$13 Million
2.02% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
96,358
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
95,956
shares
|
$12.6 Million
0.92% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
94,417
shares
|
$12.4 Million
0.15% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
93,752
shares
|
$12.3 Million
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
93,671
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2024
Added 94.82%
|
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
93,518
shares
|
$12.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
91,826
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
91,118
shares
|
$12 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
89,343
shares
|
$11.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
88,866
shares
|
$11.7 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
88,398
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.3%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
88,385
shares
|
$11.6 Million
1.81% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
87,095
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2024
Added 99.11%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
86,689
shares
|
$11.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
86,115
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 04, 2024 Q3 2024 |
85,718
shares
|
$11.3 Million
3.77% of portfolio
|
Q3 2024
Added 4.21%
|