Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,961 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 $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
85,608
shares
|
$9.75 Million
0.03% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
85,317
shares
|
$9.72 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Czech National Bank
Prague, 2N |
Oct 07, 2024 Q3 2024 |
85,266
shares
|
$9.71 Million
0.11% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
84,197
shares
|
$9.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
83,278
shares
|
$9.49 Million
0.01% of portfolio
|
Q3 2024
Added 263.29%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
82,786
shares
|
$9.43 Million
2.2% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
82,423
shares
|
$9.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
82,068
shares
|
$9.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
81,999
shares
|
$9.34 Million
0.01% of portfolio
|
Q3 2024
Added 42.3%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
81,699
shares
|
$9.31 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
81,294
shares
|
$9.26 Million
0.97% of portfolio
|
Q3 2022
Added 16.57%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
80,786
shares
|
$9.2 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
80,419
shares
|
$9.16 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
78,994
shares
|
$9 Million
0.57% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
78,536
shares
|
$8.95 Million
0.34% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
77,922
shares
|
$8.88 Million
0.89% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
76,875
shares
|
$8.76 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
76,554
shares
|
$8.72 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
76,362
shares
|
$8.7 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
75,295
shares
|
$8.58 Million
0.34% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Pacific Heights Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
75,000
shares
|
$8.54 Million
0.75% of portfolio
|
Q3 2023
Reduced 11.76%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
74,412
shares
|
$8.48 Million
0.03% of portfolio
|
Q3 2024
Added 463.6%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
73,382
shares
|
$8.36 Million
0.71% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
73,288
shares
|
$8.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
72,979
shares
|
$8.31 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.03%
|