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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
   FINANCIAL ENGINES ADVISORS L.L.C. 311 *Closed 2023-12-31 0 $0 -19,983
   DUALITY ADVISERS LP 564 *Closed 2023-12-31 0 $0 -17,980
   Arabesque Asset Management Ltd 3 *Closed 2023-03-31 0 $0 -3,100
   Gallacher Capital Management LLC 259 *Closed 2023-12-31 0 $0 -2,036
   Trexquant Investment LP 1391 *Closed 2023-12-31 0 $0 -35,356
   AXQ CAPITAL LP 658 *Closed 2023-12-31 0 $0 -9,900
   Bayesian Capital Management LP 784 *Closed 2023-12-31 0 $0 -3,800
   Vident Investment Advisory LLC 181 *Closed 2023-09-30 0 $0 -20,180
   Kalos Management Inc. 178 *Closed 2023-06-30 0 $0 -28
   TOWLE & CO 63 *Closed 2023-12-31 0 $0 -11,050
   Coppell Advisory Solutions Corp. 282 *Closed 2023-03-31 0 $0 -18
   Pearl River Capital LLC 473 *Closed 2023-12-31 0 $0 -36,784
   LMR Partners LLP 597 *Closed 2023-12-31 0 $0 -124
   Gyroscope Capital Management Group LLC 234 *Closed 2023-09-30 0 $0 -96,387
   VERITY & VERITY, LLC 132 *Closed 2024-03-31 0 $0 -63,919
   CYPRESS CAPITAL MANAGEMENT LLC 38 *Closed 2022-12-31 0 $0 -6,487
   Quantamental Technologies LLC 350 *Closed 2023-09-30 0 $0 -17,765
   Meridian Wealth Management LLC 270 *Closed 2024-03-31 0 $0 -1,600
   LexAurum Advisors LLC 302 *Closed 2024-03-31 0 $0 -26,585
   KARLINSKI ANDREW C 19 *Closed 2022-12-31 0 $0 -54
   Cercano Management LLC 106 *Closed 2023-12-31 0 $0 -18,500
   ANTONETTI CAPITAL MANAGEMENT LLC 318 *Closed 2023-09-30 0 $0 -200
   YCMNET ADVISORS INC 202 *Closed 2023-12-31 0 $0 -1,986
   Level Financial Advisors Inc. 112 *Closed 2024-03-31 0 $0 -101
   Yaupon Capital Management LP 91 *Closed 2023-12-31 0 $0 -215,556
   Itau Unibanco Holding S.A. 380 *Closed 2023-12-31 0 $0 -597
   Fund Management at Engine No. 1 LLC 92 *Closed 2023-12-31 0 $0 -6,368
   SPRINGBOK CAPITAL MANAGEMENT LLC 1130 *Closed 2023-12-31 0 $0 -5,163
   OSSIAM 670 *Closed 2023-12-31 0 $0 -848
   Centiva Capital LP 1321 *Closed 2023-12-31 0 $0 -12,830
   Mascoma Wealth Management LLC *Closed 2023-12-31 0 $0 -20
   QUANTBOT TECHNOLOGIES LLC 1736 *Closed 2023-12-31 0 $0 -608
   POINTSTATE CAPITAL LP 50 *Closed 2023-12-31 0 $0 -118,059
   Jackson Creek Investment Advisors LLC 316 *Closed 2023-12-31 0 $0 -9,457
   Milestone Investment Advisors LLC 313 *Closed 2023-12-31 0 $0 -50
   GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 79 *Closed 2023-12-31 0 $0 -3,047
   Alpha Paradigm Partners LLC 530 *Closed 2022-12-31 0 $0 -1,842
   OAK HILL WEALTH ADVISORS LLC 46 *Closed 2024-03-31 0 $0 -8,512
   HUSSMAN ECONOMETRICS ADVISORS INC 273 *Closed 2023-12-31 0 $0 -25,200
   Aventail Capital Group LP 78 *Closed 2023-12-31 0 $0 -8,271
   Morris Retirement Advisors LLC 116 *Closed 2023-12-31 0 $0 -1,837
   Ergoteles LLC 521 *Closed 2023-09-30 0 $0 -17,840
   Jump Financial LLC 1924 *Closed 2023-12-31 0 $0 -4,846
   Inscription Capital LLC 231 *Closed 2024-03-31 0 $0 -7,444
   RENAISSANCE TECHNOLOGIES LLC 4192 *Closed 2023-12-31 0 $0 -541,779
   CAPSTONE INVESTMENT ADVISORS LLC 1023 *Closed 2023-12-31 0 $0 -2,630
   Ten Capital Wealth Advisors LLC 304 *Closed 2023-06-30 0 $0 -584
   Aquatic Capital Management LLC 1476 *Closed 2023-12-31 0 $0 -19,200
   TUDOR INVESTMENT CORP ET AL 1787 *Closed 2023-12-31 0 $0 -179,410
   Mendota Financial Group LLC 329 *Closed 2024-03-31 0 $0 -415
   Axiom Investment Management LLC 251 *Closed 2022-12-31 0 $0 -663
   W. E. Donoghue & Co. LLC 224 *Closed 2023-12-31 0 $0 -11,626
   THOMAS J. HERZFELD ADVISORS, INC. 303 *Closed 2023-12-31 0 $0 -38
   VERITABLE LP 345 *Closed 2023-09-30 0 $0 -22,424
   TCWP LLC 104 *Closed 2023-12-31 0 $0 -2,389
   Capula Management Ltd 371 *Closed 2023-12-31 0 $0 -4,040
   Diametric Capital LP 294 *Closed 2023-12-31 0 $0 -3,544
   Cutler Group LP 1108 *Closed 2024-03-31 0 $0 -3,964
   Cunning Capital Partners LP 86 *Closed 2023-12-31 0 $0 -19,750
   SEGALL BRYANT & HAMILL 448 *Closed 2023-12-31 0 $0 -28,942
   Cypress Capital Management LLC (WY) 174 *Closed 2023-12-31 0 $0 -50
   MT LUCAS MANAGEMENT CORP 159 *Closed 2023-12-31 0 $0 -27,629
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 247 *Closed 2022-12-31 0 $0 -225
   Hibernia Wealth Partners LLC 306 *Closed 2023-12-31 0 $0 -32
   SCP Investment LP 60 *Closed 2023-12-31 0 $0 -3,812
   MEEDER ASSET MANAGEMENT INC *Closed 2023-12-31 0 $0 -56,968
   Keebeck Alpha LP 337 *Closed 2023-12-31 0 $0 -3,552
   Edgestream Partners L.P. 923 *Closed 2023-12-31 0 $0 -11,354
   Teza Capital Management LLC 680 *Closed 2023-09-30 0 $0 -45,979
   GUARDIAN CAPITAL ADVISORS LP 178 *Closed 2023-12-31 0 $0 -2,088
   Strengthening Families & Communities LLC 412 *Closed 2023-12-31 0 $0 -359
   Planned Solutions Inc. 477 *Closed 2024-03-31 0 $0 -980
   ExodusPoint Capital Management LP 1655 *Closed 2023-12-31 0 $0 -138,290
   Chiron Investment Management LLC 99 *Closed 2023-12-31 0 $0 -1,026
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 940 *Closed 2023-12-31 0 $0 -7,255
   BT Investment Management Ltd 534 *Closed 2022-12-31 0 $0 -5,076
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1500 *Closed 2023-12-31 0 $0 -330,910
   Retireful LLC 117 *Closed 2024-03-31 0 $0 -16,910
   C2C Wealth Management LLC 180 *Closed 2023-12-31 0 $0 -6,267
   CARL STUART INVESTMENT ADVISOR INC 28 *Closed 2024-03-31 0 $0 -2,599
   Independent Wealth Network Inc. 181 *Closed 2024-03-31 0 $0 -1,529
   Genus Capital Management Inc. 143 *Closed 2023-12-31 0 $0 -42,300
   Stonebridge Capital Advisors LLC 862 *Closed 2023-12-31 0 $0 -885
   APCM Wealth Management for Individuals 135 *Closed 2024-03-31 0 $0 -1,622
   ISAM Funds (UK) Ltd 288 *Closed 2023-12-31 0 $0 -6,876
   WEISS MULTI-STRATEGY ADVISERS LLC 323 *Closed 2024-03-31 0 $0 -57,333
   Authentikos Wealth Advisory LLC 539 *Closed 2023-12-31 0 $0 -77
   ING INVESTMENT MANAGEMENT, INC. 276 *Closed 2023-12-31 0 $0 -37,700
   J.Safra Asset Management Corp 129 *Closed 2023-12-31 0 $0 -92
   ENERGY OPPORUTUNITIES CAPITAL MANAGEMENT, LLC 38 *Closed 2022-12-31 0 $0 -3,455
   Lineweaver Wealth Advisors LLC 139 *Closed 2023-12-31 0 $0 -5,069
   Acrisure Capital Management LLC 169 *Closed 2023-06-30 0 $0 -4,038
   PETRUS TRUST COMPANY, LTA 765 *Closed 2023-12-31 0 $0 -4,637
   Bard Financial Services Inc. 235 *Closed 2023-12-31 0 $0 -1,670
   Winton Capital Group Ltd 887 *Closed 2023-12-31 0 $0 -1,704
   McGlone Suttner Wealth Management Inc. 770 *Closed 2024-03-31 0 $0 -179
   EARNEST PARTNERS LLC 1074 *Closed 2023-12-31 0 $0 -211
   17 CAPITAL PARTNERS LLC 129 *Closed 2024-03-31 0 $0 -11,915
   ALPHAMARK ADVISORS LLC 821 *Closed 2024-03-31 0 $0 -445
   Sunburst Financial Group LLC 115 *Closed 2024-03-31 0 $0 -1,503

  100 Records found
  1    
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