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Get Institutions for : 
Phillips 66 (PSX)  
$143.61 0.26 (0.18%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1695    29
Total shares held : 
 328,031,319  
% of shares held : 
 75.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -72  
Amount of shares held : 
 12,466,987  
% of shares held change : 
   2.85%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $119.02  
Last Quarter's Ending Price : 
 $133.14  
Last Quarter's Average Price : 
 $119.52  
Change from last quarter's     
avg. price to the last closing  : 
24.09 (20.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
130
 5,654,740
 1.72%
 
Increased Positions :
555
 25,431,467
 7.75%
 
Unchanged Positions :
354
 3,575,612
 1.09%
 
Decreased Positions :
656
-15,851,097
-4.83%
 
Closed Positions :
101
-2,768,123
-0.84%
 
Guru Positions :
5
127,230
 0.04%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 201 *New 2023-12-31 4,201,855 $559,435,000 4,201,855
   SIR CAPITAL MANAGEMENT, L.P. 3 *New 2023-12-31 349,114 $46,481,000 349,114
   KEMPEN CAPITAL MANAGEMENT N.V. 75 *New 2023-12-31 209,792 $27,932,000 209,792
   FIL LTD 522 *New 2023-12-31 66,963 $8,915,000 66,963
   Railway Pension Investments Ltd 163 *New 2023-12-31 63,000 $8,388,000 63,000
   WESTCHESTER CAPITAL MANAGEMENT, LLC 48 *New 2023-12-31 53,400 $7,110,000 53,400
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 74 *New 2023-12-31 46,740 $6,222,000 46,740
   Walleye Trading Advisors LLC 334 *New 2023-12-31 35,044 $4,666,000 35,044
   SIMPLEX TRADING LLC 171 *New 2024-03-31 23,276 $3,801,000 23,276
   PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT V 7 *New 2023-12-31 20,000 $2,663,000 20,000
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 168 *New 2024-03-31 16,116 $2,633,000 16,116
   Varma Mutual Pension Insurance Co 235 *New 2023-12-31 19,300 $2,570,000 19,300
   LRT Capital Management LLC 7 *New 2023-12-31 18,681 $2,487,000 18,681
   Cypress Point Wealth Management LLC 22 *New 2023-12-31 12,379 $1,648,000 12,379
   ALLSTATE INVESTMENT MANAGEMENT CO 235 *New 2022-12-31 15,579 $1,621,000 15,579
   Simplicity WealthLLC 426 *New 2024-03-31 8,623 $1,409,000 8,623
   Investment Management Corp of Ontario 295 *New 2023-12-31 10,401 $1,385,000 10,401
   LAIRD NORTON TYEE TRUST CO 48 *New 2023-12-31 10,117 $1,347,000 10,117
   Great Lakes Retirement Inc. 112 *New 2023-12-31 8,826 $1,175,000 8,826
   Point72 Europe (London) LLP 106 *New 2023-12-31 8,187 $1,090,000 8,187
   BREVAN HOWARD CAPITAL MANAGEMENT LP 167 *New 2023-12-31 8,164 $1,087,000 8,164
   COLONY GROUP, LLC 443 *New 2023-12-31 7,913 $1,054,000 7,913
   CFO4Life L.P. 62 *New 2022-12-31 9,442 $983,000 9,442
   Summit Global Investments 252 *New 2023-12-31 6,910 $920,000 6,910
   Eagle Strategies LLC 115 *New 2024-03-31 5,519 $902,000 5,519
   TORON CAPITAL MARKETS INC. 128 *New 2023-12-31 6,571 $875,000 6,571
   FOX RUN MANAGEMENT L.L.C. 133 *New 2023-12-31 6,302 $839,000 6,302
   CASTLEARK MANAGEMENT LLC 211 *New 2023-12-31 6,260 $833,000 6,260
   Camden Capital LLC 128 *New 2023-12-31 6,146 $818,000 6,146
   Concentric Capital Strategies LP 138 *New 2023-12-31 5,723 $762,000 5,723
   Atomi Financial Group Inc. 185 *New 2023-12-31 5,372 $715,000 5,372
   Burns Matteson Capital Management LLC 64 *New 2023-12-31 5,164 $687,000 5,164
   OmniStar Financial Group Inc. 64 *New 2024-03-31 4,164 $680,000 4,164
   Kula Investments LLC 231 *New 2023-03-31 6,495 $658,000 6,495
   Baader Bank INC 161 *New 2023-12-31 4,909 $652,000 4,909
   EPG Wealth Management LLC 143 *New 2023-12-31 4,326 $628,000 4,326
   SMART PORTFOLIOS, LLC 39 *New 2023-12-31 3,820 $552,000 3,820
   SAM Advisors LLC 24 *New 2023-12-31 4,136 $551,000 4,136
   Unigestion Holding SA 124 *New 2023-12-31 4,126 $549,000 4,126
   Team Hewins LLC 147 *New 2023-12-31 3,998 $532,000 3,998
   FOUNDERS FINANCIAL SECURITIES LLC 257 *New 2024-03-31 3,193 $522,000 3,193
   MCDANIEL TERRY & CO *New 2023-12-31 3,168 $422,000 3,168
   Cambria Investment Management L.P. 222 *New 2023-12-31 3,154 $420,000 3,154
   INCEPTIONR LLC 146 *New 2023-12-31 2,987 $398,000 2,987
   SageView Advisory Group LLC 385 *New 2023-12-31 2,784 $396,000 2,784
   Lebenthal Global Advisors LLC 132 *New 2023-12-31 2,880 $383,000 2,880
   MORNINGSTAR INVESTMENT SERVICES, INC. 329 *New 2023-12-31 2,640 $351,000 2,640
   Fractal Investments LLC 53 *New 2023-12-31 2,500 $333,000 2,500
   PRIVATE CAPITAL MANAGEMENT LLC 135 *New 2024-03-31 2,023 $330,000 2,023
   Red Door Wealth Management LLC 152 *New 2024-03-31 1,995 $326,000 1,995
   Douglas Lane & Associates LLC 204 *New 2024-03-31 1,961 $320,000 1,961
   Fifth Third Wealth Advisors LLC 186 *New 2024-03-31 1,952 $319,000 1,952
   LAKE STREET ADVISORS GROUP LLC 273 *New 2023-12-31 2,365 $315,000 2,365
   GOODWIN DANIEL L 64 *New 2023-09-30 2,500 $300,000 2,500
   MITCHELL SINKLER & STARR/PA 158 *New 2023-12-31 2,248 $299,000 2,248
   DAGCO INC. 42 *New 2023-12-31 2,248 $299,000 2,248
   GREENUP STREET WEALTH MANAGEMENT LLC 69 *New 2023-12-31 2,219 $295,000 2,219
   Key Client Fiduciary Advisors LLC 139 *New 2024-03-31 1,795 $293,000 1,795
   Clarity Financial LLC 97 *New 2024-03-31 1,700 $278,000 1,700
   SPRING CAPITAL MANAGEMENT LLC 28 *New 2024-03-31 1,705 $278,000 1,705
   BUTLER WICK TRUST CO 153 *New 2024-03-31 1,667 $272,000 1,667
   Capital Asset Advisory Services LLC 260 *New 2024-03-31 1,586 $271,000 1,586
   ALPINE WOODS CAPITAL INVESTORS LLC *New 2023-12-31 2,038 $271,000 2,038
   GOELZER INVESTMENT MANAGEMENT, INC. 218 *New 2023-12-31 2,030 $270,000 2,030
   KOCHIS FITZ/QUINTILE LLC 266 *New 2024-03-31 1,637 $267,000 1,637
   PURE FINANCIAL ADVISORS, INC. 269 *New 2024-03-31 1,582 $258,000 1,582
   Massey Quick & Co. LLC 335 *New 2024-03-31 1,569 $256,000 1,569
   TrueWealth Advisors LLC 174 *New 2024-03-31 1,556 $254,000 1,556
   MJP ASSOCIATES INC /ADV 199 *New 2024-03-31 1,515 $247,000 1,515
   GYL Financial Synergies LLC 314 *New 2023-12-31 1,857 $247,000 1,857
   REGATTA CAPITAL GROUP LLC 161 *New 2024-03-31 1,506 $246,000 1,506
   SPC FINANCIAL, INC. 200 *New 2023-12-31 1,842 $245,000 1,842
   EDGE WEALTH MANAGEMENT LLC 66 *New 2024-03-31 1,500 $245,000 1,500
   THREADGILL FINANCIAL LLC 57 *New 2024-03-31 1,502 $245,000 1,502
   Bank Julius Baer & Co. Ltd Zurich 346 *New 2023-12-31 1,831 $244,000 1,831
   Beirne Wealth Consulting Services LLC 123 *New 2023-12-31 1,820 $242,000 1,820
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 93 *New 2024-03-31 1,457 $241,000 1,457
   McAdam LLC 260 *New 2024-03-31 1,475 $241,000 1,475
   Traveka Wealth LLC 104 *New 2024-03-31 1,468 $240,000 1,468
   HTLF Bank 206 *New 2024-03-31 1,466 $239,000 1,466
   EPIQ Capital Group LLC 47 *New 2023-12-31 1,796 $239,000 1,796
   One Wealth Advisors LLC 210 *New 2024-03-31 1,458 $238,000 1,458
   Smith Anglin Financial LLC 162 *New 2024-03-31 1,459 $238,000 1,459
   Legacy Advisors LLC 273 *New 2023-12-31 1,775 $236,000 1,775
   PAPP L ROY & ASSOCIATES 164 *New 2024-03-31 1,433 $234,000 1,433
   Canvas Wealth Advisors LLC 130 *New 2024-03-31 1,484 $233,000 1,484
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 261 *New 2023-12-31 1,746 $232,000 1,746
   LPWM LLC 66 *New 2024-03-31 1,390 $230,000 1,390
   Cornerstone Retirement Group Inc. 30 *New 2023-09-30 1,900 $228,000 1,900
   CATALYST FINANCIAL PARTNERS LLC 207 *New 2024-03-31 1,440 $226,000 1,440
   Northwest Bancshares Inc. 192 *New 2024-03-31 1,366 $223,000 1,366
   Alpine Partners VI LLC 131 *New 2023-12-31 1,663 $221,000 1,663
   HENDERSHOT INVESTMENTS INC. 110 *New 2024-03-31 1,350 $221,000 1,350
   Objective Capital Management LLC 110 *New 2023-12-31 1,659 $221,000 1,659
   WEALTHSPAN PARTNERS LLC 80 *New 2023-12-31 1,656 $220,000 1,656
   MEMBERS Trust Co 111 *New 2024-03-31 1,332 $218,000 1,332
   Biltmore Family Office LLC 180 *New 2023-12-31 1,639 $218,000 1,639
   Edmonds Duncan Registered Investment Advisors LLC 122 *New 2024-03-31 1,330 $217,000 1,330
   TIEMANN INVESTMENT ADVISORS LLC 176 *New 2023-12-31 1,630 $217,000 1,630
   Loudon Investment Management LLC 92 *New 2023-12-31 1,627 $217,000 1,627
  100 Records found
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