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Phillips 66

Institutional position changes, all quarters

495 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedBlackRock, Inc.Jun 30, 2026+3,193,514+10%34,112,861$539.86Mhigh
AddedSTATE STREET CORPORATIONJun 30, 2026+2,455,144+10%26,044,694$415.04Mhigh
AddedVictory Capital Management, Inc.Jun 30, 2026+729,594+195%1,103,316$123.34Mhigh
AddedDEUTSCHE BANK AGJun 30, 2026+554,061+53%1,603,832$93.66Mhigh
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+136,841+16%982,876$23.13Mmedium
AddedQuadrature Capital LtdJun 30, 2026+68,683+665%79,009$11.61Mmedium
TrimmedGF FUND MANAGEMENT CO. LTD.Jun 30, 2026-63,319-66%31,898$10.70Mmedium
NewWINTON GROUP LtdJun 30, 2026+52,543New52,543$8.88Mmedium
NewBARINGS LLCJun 30, 2026+41,977New41,977$7.10Mmedium
AddedEnergy Income Partners, LLCJun 30, 2026+41,247+56%114,652$6.97Mmedium
ExitedFiera Capital CorpJun 30, 2026-41,953-100%0$5.41Mmedium
TrimmedLPL Financial LLCJun 30, 2026-18,181-2.0%876,262$3.07Mlow
TrimmedRNC CAPITAL MANAGEMENT LLCJun 30, 2026-15,169-4.6%315,716$2.56Mlow
TrimmedDakota Wealth ManagementJun 30, 2026-11,862-25%34,804$2.01Mlow
TrimmedThe PNC Financial Services Group, Inc.Jun 30, 2026-11,050-1.5%740,879$1.87Mlow
TrimmedMarble Wealth, LLCJun 30, 2026-9,944-81%2,352$1.68Mlow
ExitedVersor Investments LPJun 30, 2026-11,600-100%0$1.50Mlow
AddedSCP Investment, LPJun 30, 2026+5,188+173%8,188$877.0Klow
AddedMML INVESTORS SERVICES, LLCJun 30, 2026+5,105+2.8%190,233$863.0Klow
TrimmedSCHWERIN BOYLE CAPITAL MANAGEMENT INCJun 30, 2026-4,703-5.0%89,788$795.0Klow
AddedWealthfront Advisers LLCJun 30, 2026+4,603+6.5%75,124$778.1Klow
AddedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026+4,455+54%12,693$753.1Klow
AddedNordwand Advisors, LLCJun 30, 2026+4,398+7.5%62,724$743.5Klow
NewCannon Financial Strategists, Inc.Jun 30, 2026+4,024New4,024$680.3Klow
NewPERSONAL CFO SOLUTIONS, LLCJun 30, 2026+3,786New3,786$639.9Klow
TrimmedFIRST NATIONAL BANK OF OMAHAJun 30, 2026-3,248-14%20,290$552.8Klow
ExitedAlphaQuest LLCJun 30, 2026-4,220-100%0$544.5Klow
AddedDisciplined Investments, LLCJun 30, 2026+2,445+5.4%47,936$413.3Klow
AddedPlato Investment Management LtdJun 30, 2026+2,409+568%2,833$404.9Klow
AddedLido Advisors, LLCJun 30, 2026+2,208+4.7%49,178$373.3Klow
TrimmedArizona State Retirement SystemJun 30, 2026-2,082-1.8%111,265$352.0Klow
NewHexagon Capital Partners LLCJun 30, 2026+1,886New1,886$318.9Klow
AddedEthos Financial Group, LLCJun 30, 2026+1,484+93%3,084$277.8Klow
TrimmedPerigon Wealth Management, LLCJun 30, 2026-1,589-22%5,738$268.6Klow
AddedTexas Capital Bank Wealth Management Services IncJun 30, 2026+1,491+34%5,914$252.1Klow
AddedRWA WEALTH PARTNERS, LLCJun 30, 2026+1,428+29%6,358$241.4Klow
ExitedMQS Management LLCJun 30, 2026-1,736-100%0$224.0Klow
NewLeConte Wealth Management, LLCJun 30, 2026+1,314New1,314$222.1Klow
ExitedDUMONT & BLAKE INVESTMENT ADVISORS LLCJun 30, 2026-1,153-100%0$210.1Klow
NewPerfromance Wealth Partners, LLCJun 30, 2026+1,238New1,238$209.3Klow
ExitedGRANDFIELD & DODD, LLCJun 30, 2026-1,147-100%0$209.0Klow
TrimmedSigma Planning CorpJun 30, 2026-1,145-11%8,813$193.6Klow
TrimmedPallas Capital Advisors LLCJun 30, 2026-1,114-9.3%10,903$188.3Klow
AddedAMG National Trust BankJun 30, 2026+1,066+18%7,148$180.2Klow
TrimmedCFM WEALTH PARTNERS LLCJun 30, 2026-1,000-9.4%9,623$169.1Klow
AddedTRUST CO OF VERMONTJun 30, 2026+999+18%6,454$168.9Klow
TrimmedDonoghue Forlines LLCJun 30, 2026-810-7.8%9,527$136.9Klow
TrimmedALPINE WOODS CAPITAL INVESTORS, LLCJun 30, 2026-598-6.5%8,644$101.1Klow
AddedMASTER'S WEALTH MANAGEMENT INC.Jun 30, 2026+436+13%3,682$73.7Klow
AddedSG Americas Securities, LLCJun 30, 2026+425,771+978%469,325$72.0Klow
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