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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
44,312
shares
|
$5.05 Million
0.44% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2024 Q3 2024 |
44,057
shares
|
$5.02 Million
1.16% of portfolio
|
Q3 2024
Added 80.63%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
43,869
shares
|
$5 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
43,869
shares
|
$5 Million
0.38% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
43,791
shares
|
$4.99 Million
0.5% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
43,685
shares
|
$4.98 Million
1.81% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
43,244
shares
|
$4.93 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
43,019
shares
|
$4.9 Million
1.03% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
42,829
shares
|
$4.88 Million
0.34% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
42,607
shares
|
$4.85 Million
1.12% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
42,438
shares
|
$4.83 Million
0.09% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Sovereign Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
42,129
shares
|
$4.8 Million
1.91% of portfolio
|
Q1 2022
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
41,340
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
41,306
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
40,535
shares
|
$4.62 Million
2.03% of portfolio
|
Q1 2024
Reduced 33.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
40,514
shares
|
$4.62 Million
0.12% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
40,501
shares
|
$4.61 Million
0.87% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Nkcfo LLC
|
Oct 17, 2024 Q3 2024 |
40,500
shares
|
$4.61 Million
2.54% of portfolio
|
Q3 2024
Reduced 47.74%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,474
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
40,297
shares
|
$4.59 Million
0.12% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
40,247
shares
|
$4.59 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
39,723
shares
|
$4.53 Million
1.07% of portfolio
|
Q3 2024
Added 45.71%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
39,472
shares
|
$4.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
39,468
shares
|
$4.5 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
39,431
shares
|
$4.49 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.25%
|