Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,941 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 $34.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
14,592
shares
|
$1.78 Million
0.86% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,527
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
14,504
shares
|
$1.77 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
14,405
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,380
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2024
Added 253.49%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
14,233
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
14,200
shares
|
$1.73 Million
0.23% of portfolio
|
Q2 2024
Reduced 22.4%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,190
shares
|
$1.73 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
14,171
shares
|
$1.73 Million
1.02% of portfolio
|
Q1 2024
Added 13.86%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
14,142
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
14,001
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Added 47.36%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
13,839
shares
|
$1.69 Million
0.08% of portfolio
|
Q4 2022
Reduced 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,814
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
13,655
shares
|
$1.66 Million
0.34% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
13,622
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
13,525
shares
|
$1.65 Million
0.48% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
13,437
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
13,267
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,255
shares
|
$1.62 Million
0.4% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,226
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
13,172
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
12,908
shares
|
$1.57 Million
0.93% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,892
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
12,808
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|