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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,398
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
23,303
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
23,290
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
23,149
shares
|
$2.64 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
22,788
shares
|
$2.6 Million
0.09% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
22,768
shares
|
$2.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,490
shares
|
$2.56 Million
0.46% of portfolio
|
Q3 2024
Added 80.9%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
22,422
shares
|
$2.55 Million
0.22% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
22,399
shares
|
$2.55 Million
0.14% of portfolio
|
Q3 2022
Added 0.87%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
22,223
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
22,127
shares
|
$2.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
22,080
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
21,681
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
21,655
shares
|
$2.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
21,523
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,439
shares
|
$2.44 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
21,416
shares
|
$2.44 Million
1.75% of portfolio
|
Q2 2022
Reduced 1.38%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
21,385
shares
|
$2.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
21,352
shares
|
$2.43 Million
0.24% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,258
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
21,230
shares
|
$2.42 Million
0.79% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
21,126
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
20,959
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2022
Reduced 22.58%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
20,907
shares
|
$2.38 Million
0.65% of portfolio
|
Q3 2024
Reduced 39.61%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
20,875
shares
|
$2.38 Million
1.46% of portfolio
|
Q3 2024
Reduced 17.59%
|