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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
   BLACKROCK INC. 141 - 2023-12-31 34,996,842 $4,659,480,000 112,340
   WELLINGTON MANAGEMENT CO LLP 92 - 2023-12-31 10,903,130 $1,451,643,000 1,842,226
   BARCLAYS PLC 19 - 2023-12-31 10,667,709 $1,420,299,000 2,907,000
   BANK OF NEW YORK MELLON CORP 79 - 2024-03-31 8,019,795 $1,309,954,000 2,209,043
   GEODE CAPITAL MANAGEMENT LLC 126 - 2023-12-31 9,825,651 $1,304,715,000 90,866
   MORGAN STANLEY 223 - 2023-12-31 7,039,279 $937,210,000 270,319
   HARRIS ASSOCIATES L P 21 - 2023-12-31 6,904,249 $919,232,000 4,998,771
   FMR LLC 335 - 2023-12-31 5,053,201 $672,783,000 1,256,684
   LEGAL & GENERAL GROUP PLC 151 - 2023-12-31 3,864,923 $514,576,000 598,876
   Boston Partners 34 - 2023-12-31 3,858,170 $513,327,000 3,494,878
   DIMENSIONAL FUND ADVISORS INC 103 - 2023-12-31 3,702,734 $492,974,000 315,889
   J P MORGAN CHASE & CO 388 - 2023-12-31 2,956,132 $393,579,000 273,230
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 169 - 2023-12-31 2,924,738 $389,393,000 28,826
   GOLDMAN SACHS GROUP INC/ 296 - 2023-12-31 2,350,949 $313,005,000 384,506
   ENVESTNET ASSET MANAGEMENT INC 179 - 2023-12-31 1,969,578 $262,230,000 22,769
   LSV ASSET MANAGEMENT 47 - 2023-12-31 1,967,536 $261,958,000 38,673
   DEUTSCHE BANK AG 164 - 2023-12-31 1,805,650 $240,404,000 535,712
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 242 - 2023-12-31 1,614,272 $214,924,000 20,450
   ALLIANCEBERNSTEIN L.P. 199 - 2023-12-31 1,546,071 $205,844,000 152,593
   PRICE T ROWE ASSOCIATES INC /MD/ 424 - 2023-12-31 1,454,649 $193,674,000 860,586
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 160 - 2024-03-31 1,179,053 $192,587,000 51,075
   HSBC HOLDINGS PLC 108 - 2023-12-31 1,341,389 $178,722,000 325,659
   PRUDENTIAL FINANCIAL INC 70 - 2023-12-31 1,326,821 $176,313,000 122,053
   NUVEEN ASSET MANAGEMENT, LLC 283 - 2023-12-31 1,232,069 $164,038,000 188,303
   CITADEL ADVISORS LLC 151 - 2023-12-31 1,080,278 $143,828,000 134,295
   RAYMOND JAMES & ASSOCIATES 208 - 2024-03-31 762,302 $124,514,000 17,261
   National Pension Service 138 - 2023-12-31 927,700 $123,514,000 22,307
   PNC FINANCIAL SERVICES GROUP INC 162 - 2023-12-31 834,504 $111,106,000 47,249
   CI Private Wealth LLC 119 - 2023-12-31 801,665 $106,733,000 27,315
   MARINER WEALTH ADVISORS, LLC 86 - 2023-12-31 785,702 $104,608,000 63,393
   Merewether Investment Management LP 3 - 2023-12-31 753,227 $100,285,000 140,527
   LPL FINANCIAL CORP 327 - 2023-12-31 641,534 $85,414,000 57,612
   AMERIPRISE FINANCIAL INC 589 - 2023-12-31 619,557 $82,598,000 50,992
   CIBC WORLD MARKETS CORP 39 - 2023-12-31 582,615 $77,569,000 558,038
   BNP PARIBAS ARBITRAGE SA 160 - 2023-12-31 566,550 $75,430,000 147,841
   BB&T CORP 169 - 2023-12-31 557,607 $74,240,000 25,366
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 130 - 2023-12-31 505,927 $67,359,000 16,527
   KOREA INVESTMENT CORP 132 - 2023-12-31 488,997 $65,105,000 329,405
   NATIONAL BANK OF CANADA /FI/ 165 - 2023-12-31 458,395 $61,561,000 276,260
   VICTORY CAPITAL MANAGEMENT INC 375 - 2023-12-31 443,710 $59,076,000 129,785
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 168 - 2023-12-31 432,340 $58,690,000 14,466
   SEI INVESTMENTS CO 262 - 2023-12-31 386,659 $51,481,000 8,954
   NATIXIS ASSET MANAGEMENT ADVISORS LP 190 - 2024-03-31 307,042 $50,152,000 12,302
   KAYNE ANDERSON CAPITAL ADVISORS LP 20 - 2023-12-31 371,548 $49,468,000 206,950
   RNC CAPITAL MANAGEMENT LLC 13 - 2023-12-31 362,636 $48,281,000 2,894
   COOKSON PEIRCE & CO INC 10 - 2024-03-31 282,203 $46,095,000 70,725
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 199 - 2024-03-31 279,793 $45,701,000 141,665
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 174 - 2023-09-30 366,158 $43,994,000 366,158
   PFS INVESTMENTS INC. 38 - 2023-06-30 451,146 $43,030,000 26,513
   INTECH INVESTMENT MANAGEMENT LLC 29 - 2023-12-31 321,541 $42,810,000 248
   COMMONWEALTH EQUITY SERVICES LLC. 242 - 2023-12-31 318,439 $42,397,000 36,287
   OFI INVEST ASSET MANAGEMENT 23 - 2023-12-31 335,246 $40,406,000 38,223
   Holocene Advisors LP 164 - 2023-12-31 297,441 $39,601,000 297,441
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 47 - 2023-12-31 289,395 $38,530,000 36,116
   MML INVESTORS SERVICES LLC 131 - 2023-12-31 282,634 $37,630,000 36,569
   BRANDYWINE ASSET MANAGEMENT LLC 96 - 2023-12-31 277,044 $36,886,000 49,557
   HIGHTOWER ADVISORS, LLC 315 - 2023-12-31 266,858 $35,558,000 5,883
   US BANCORP 219 - 2023-12-31 263,400 $35,070,000 1,017
   TORONTO DOMINION BANK 239 - 2023-12-31 245,847 $32,732,000 24,647
   SWANK ENERGY INCOME ADVISORS LP 15 - 2024-03-31 200,260 $32,710,000 93,260
   Pictet Asset Management Holding SA 374 - 2023-12-31 244,877 $32,603,000 365
   DEKABANK DEUTSCHE GIROZENTRALE 255 - 2024-03-31 203,702 $32,345,000 2,110
   ROYAL LONDON ASSET MANAGEMENT LTD 187 - 2023-12-31 240,960 $32,081,000 4,212
   JANNEY MONTGOMERY SCOTT LLC 196 - 2023-12-31 237,422 $31,611,000 9,941
   ALYESKA INVESTMENT GROUP, L.P. 151 - 2023-12-31 229,017 $30,491,000 229,017
   SCHRODER INVESTMENT MANAGEMENT GROUP 385 - 2023-12-31 224,862 $29,938,000 29,734
   PARALLAX VOLATILITY ADVISERS, LLC 19 - 2023-12-31 222,115 $29,572,000 97,755
   ROTHSCHILD ASSET MANAGEMENT INC 68 - 2022-12-31 259,175 $26,975,000 8,711
   PINEBRIDGE INVESTMENTS LTD 99 - 2023-12-31 201,429 $26,818,000 8,014
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 168 - 2023-12-31 200,768 $26,730,000 4,276
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 140 - 2023-12-31 200,000 $26,628,000 200,000
   VIRGINIA RETIREMENT SYSTEMS ET AL 126 - 2023-09-30 213,780 $25,686,000 80,500
   CAPTRUST FINANCIAL ADVISORS 194 - 2023-12-31 189,826 $25,273,000 3,996
   PICTET ASSET MANAGEMENT SA 424 - 2023-06-30 252,202 $24,055,000 6,293
   BLAIR WILLIAM & CO/IL 187 - 2023-12-31 179,050 $23,839,000 2,836
   TD ASSET MANAGEMENT INC 448 - 2023-12-31 166,874 $22,218,000 2,642
   Oakmont Partners LLC 35 - 2024-03-31 133,778 $21,851,000 15,152
   WALLINGTON ASSET MANAGEMENT LLC 9 - 2024-03-31 128,249 $20,948,000 1,877
   STRS OHIO 255 - 2023-12-31 157,096 $20,915,000 143,643
   F&V CAPITAL MANAGEMENT, LLC 2 - 2024-03-31 127,465 $20,820,000 395
   GABELLI FUNDS LLC 176 - 2023-12-31 155,600 $20,717,000 1,500
   KEYBANK NATIONAL ASSOCIATION/OH 170 - 2023-12-31 150,721 $20,067,000 2,795
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 321 - 2024-03-31 122,282 $19,974,000 4,748
   ANNEX ADVISORY SERVICES, LLC 31 - 2024-03-31 121,608 $19,864,000 18,002
   Empowered Funds LLC 20 - 2023-12-31 140,319 $18,682,000 1,833
   Rockefeller Capital Management L.P. 312 - 2023-12-31 131,980 $17,572,000 19,715
   Ensign Peak Advisors Inc 320 - 2023-12-31 131,219 $17,470,000 14,228
   NOMURA ASSET MANAGEMENT CO LTD 267 - 2023-12-31 128,923 $17,165,000 1,763
   MARTINGALE ASSET MANAGEMENT L P 112 - 2023-12-31 119,331 $15,888,000 107,380
   KESTRA PRIVATE WEALTH SERVICES LLC 52 - 2023-12-31 119,261 $15,878,000 854
   Steward Partners Investment Advisory LLC 111 - 2023-12-31 108,960 $14,507,000 11,850
   TCG Advisory Services LLC 21 - 2023-12-31 107,958 $14,374,000 98,147
   RICHARD C YOUNG & CO LTD 16 - 2023-12-31 107,177 $14,270,000 3,246
   MARSHALL WACE LLP 482 - 2023-12-31 105,551 $14,053,000 105,551
   JANUS HENDERSON GROUP PLC 609 - 2023-12-31 103,470 $13,775,000 35,702
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 348 - 2024-03-31 83,246 $13,597,000 266
   MERCER GLOBAL ADVISORS INC /ADV 249 - 2023-12-31 101,227 $13,477,000 13,232
   MATTERN CAPITAL MANAGEMENT LLC 3 - 2023-12-31 99,228 $13,211,000 397
   Eldred Rock Partners LLC 2 - 2024-03-31 78,909 $12,889,000 781
   BOLLARD GROUP LLC 29 - 2023-12-31 96,382 $12,832,000 727

  100 Records found
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