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Phillips 66 (PSX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Phillips 66 (NYSE:PSX)

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1075
Total
Institutional Inflows
(last 12 months)
$4.89B
Number of
Institutional Sellers
(last 12 months)
853
Total
Institutional Outflows
(last 12 months)
$6.51B
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PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024SPC Financial Inc.1,942$317K0.0%+5.4%0.000%
5/4/2024McClarren Financial Advisors Inc.327$53K0.0%-60.3%0.000%
5/4/2024Keener Financial Planning LLC159$26K0.0%N/A0.000%
5/4/2024Geneos Wealth Management Inc.4,380$715K0.0%-90.0%0.001%
5/4/2024Affinity Investment Advisors LLC5,888$962K0.7%+115.8%0.001%
5/4/2024Csenge Advisory Group8,348$1.36M0.1%-14.2%0.002%
5/3/2024Signaturefd LLC9,589$1.57M0.0%-5.8%0.002%
5/3/2024FDx Advisors Inc.15,726$2.57M0.4%+11.9%0.004%
5/3/2024Embree Financial Group1,433$234K0.0%N/A0.000%
5/3/2024Carson Advisory Inc.1,384$226K0.2%N/A0.000%
5/3/2024Catalina Capital Group LLC2,790$456K0.2%+47.6%0.001%
5/3/2024Avidian Wealth Solutions LLC4,851$792K0.0%+6.0%0.001%
5/3/2024Mediolanum International Funds Ltd20,560$3.27M0.1%N/A0.005%
5/3/2024Larson Financial Group LLC1,270$207K0.0%+33.3%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors38,552$6.30M0.7%+3.1%0.009%
5/3/2024Rehmann Capital Advisory Group1,487$243K0.0%N/A0.000%
5/3/2024Chevy Chase Trust Holdings LLC240,604$39.30M0.1%-3.1%0.057%
5/3/2024Commerce Bank55,410$9.05M0.1%+3.7%0.013%
5/3/2024AA Financial Advisors LLC3,737$610K0.2%N/A0.001%
5/3/2024BI Asset Management Fondsmaeglerselskab A S37,802$6.18M0.1%+69.8%0.009%
5/3/2024United Community Bank2,252$368K0.1%-17.8%0.001%
5/3/2024Peoples Bank OH7,554$1.23M0.7%-1.5%0.002%
5/3/2024Nikko Asset Management Americas Inc.6,813$1.11M0.0%-7.2%0.002%
5/3/2024Franklin Parlapiano Turner & Welch LLC31,657$5.17M1.4%+3.9%0.007%
5/3/2024Whittier Trust Co. of Nevada Inc.6,076$992K0.0%+4.9%0.001%
5/3/2024Patron Partners LLC4,500$735K0.4%-4.5%0.001%
5/3/2024Whittier Trust Co.3,210$524K0.0%+5.9%0.001%
5/2/2024First Command Advisory Services Inc.333$54K0.0%+75.3%0.000%
5/2/2024Financial Counselors Inc.19,097$3.12M0.1%-3.5%0.005%
5/2/2024Jennison Associates LLC7,736$1.26M0.0%+37.6%0.002%
5/2/2024Mutual of America Capital Management LLC56,377$9.21M0.1%-4.3%0.013%
5/2/2024Summit Financial Wealth Advisors LLC1,312$214K0.0%N/A0.000%
5/2/2024Hartree Partners LP35,400$5.78M1.5%N/A0.008%
5/2/2024Daiwa Securities Group Inc.52,336$8.55M0.0%+7.7%0.012%
5/2/2024Graypoint LLC3,397$555K0.0%+12.3%0.001%
5/2/2024Haverford Trust Co12,278$2.01M0.0%-5.5%0.003%
5/2/2024Stack Financial Management Inc225,904$36.90M3.4%+0.2%0.053%
5/2/2024Pittenger & Anderson Inc.1,403$229K0.0%+33.4%0.000%
5/2/2024Consolidated Planning Corp3,799$620K0.1%+86.5%0.001%
5/2/2024Lincoln National Corp23,922$3.91M0.1%+11.7%0.006%
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5/2/2024Bryn Mawr Capital Management LLC78,957$12.90M0.7%-0.4%0.019%
5/2/2024Fidelis Capital Partners LLC5,524$902K0.2%+104.4%0.001%
5/2/2024Goelzer Investment Management Inc.2,505$409K0.0%+23.4%0.001%
5/2/2024Montgomery Investment Management Inc.40,535$6.62M2.5%-33.2%0.010%
5/2/2024Choreo LLC4,894$798K0.0%-16.1%0.001%
5/2/2024Tokio Marine Asset Management Co. Ltd.21,005$3.43M0.2%+6.6%0.005%
5/2/2024 Family Firm Inc.1,242$203K0.0%N/A0.000%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.7,464$1.22M0.3%+1.1%0.002%
5/2/2024 Moloney Securities Asset Management LLC8,765$1.43M0.2%-8.1%0.002%
5/2/2024 Hunter Associates Investment Management LLC7,063$1.15M0.2%-3.4%0.002%
5/2/2024 Rockline Wealth Management LLC19,864$3.25M1.1%+3.0%0.005%
5/2/2024 Valley Brook Capital Group Inc.7,424$1.21M1.0%+11.8%0.002%
5/2/2024 Palisade Asset Management LLC5,878$960K0.1%+2.2%0.001%
5/2/2024 PDS Planning Inc3,115$509K0.1%+2.7%0.001%
5/2/2024 Fortem Financial Group LLC13,866$2.27M1.0%+2.6%0.003%
5/1/2024 Schear Investment Advisers LLC6,152$1.01M0.8%+25.5%0.001%
5/1/2024 Connecticut Wealth Management LLC6,999$1.14M0.1%-2.1%0.002%
5/1/2024 Cherry Tree Wealth Management LLC1,629$266K0.1%-7.8%0.000%
5/1/2024 Janney Montgomery Scott LLC236,367$38.61M0.1%-0.4%0.055%
5/1/2024 Mirae Asset Global Investments Co. Ltd.133,736$21.84M0.0%+42.3%0.031%
5/1/2024 BOK Financial Private Wealth Inc.193$32K0.0%-67.7%0.000%
5/1/2024 Mission Wealth Management LP5,066$827K0.0%+3.8%0.001%
5/1/2024 Stegent Equity Advisors Inc.5,632$920K0.9%-1.2%0.001%
5/1/2024 Northcape Wealth Management LLC2,112$345K0.1%-24.7%0.000%
5/1/2024 Worth Financial Advisory Group LLC5,326$870K0.6%+7.1%0.001%
5/1/2024 Sequoia Financial Advisors LLC19,445$3.18M0.0%-73.0%0.005%
5/1/2024 Lineweaver Wealth Advisors LLC1,384$226K0.1%N/A0.000%
4/30/2024 Private Advisor Group LLC45,372$7.41M0.1%-0.5%0.011%
4/30/2024 J.W. Cole Advisors Inc.10,066$1.64M0.1%-4.6%0.002%
4/30/2024 Cutter & CO Brokerage Inc.1,476$241K0.1%-37.2%0.000%
4/30/2024 Hartline Investment Corp1,391$227K0.0%N/A0.000%
4/30/2024 Retirement Systems of Alabama94,906$15.50M0.1%-2.1%0.022%
4/30/2024 North Star Investment Management Corp.4,668$762K0.1%-4.5%0.001%
4/30/2024 Norden Group LLC3,743$611K0.0%+73.2%0.001%
4/30/2024 Van ECK Associates Corp28,406$4.64M0.0%-0.6%0.007%
4/30/2024 SWS Partners22,939$3.75M1.1%-2.7%0.005%
4/30/2024 LifePlan Financial LLC1,879$307K0.3%-3.8%0.000%
4/30/2024 HB Wealth Management LLC18,244$2.98M0.0%+0.5%0.004%
4/30/2024 SpiderRock Advisors LLC7,955$1.25M0.0%N/A0.002%
4/30/2024 Mitchell Sinkler & Starr PA1,974$322K0.1%-12.2%0.000%
4/30/2024Concord Wealth Partners535$87K0.0%-22.4%0.000%
4/30/2024 WealthBridge Capital Management LLC1,992$325K0.1%+7.7%0.000%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.728$119K0.0%N/A0.000%
4/30/2024 Joel Isaacson & Co. LLC3,345$546K0.0%-5.7%0.001%
4/30/2024 Arkadios Wealth Advisors43,347$7.08M0.5%-2.5%0.010%
4/30/2024 Tandem Investment Advisors Inc.1,237$202K0.0%N/A0.000%
4/30/2024 Naples Global Advisors LLC2,033$332K0.0%+13.1%0.000%
4/30/2024 Perigon Wealth Management LLC3,951$646K0.0%+10.3%0.001%
4/30/2024 Mayflower Financial Advisors LLC3,375$551K0.0%-4.3%0.001%
4/30/2024 M3 Advisory Group LLC2,062$337K0.3%+4.7%0.000%
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4/30/2024 OFI Invest Asset Management275,326$41.64M1.1%-17.9%0.064%
4/30/2024 Stock Yards Bank & Trust Co.23,914$3.91M0.1%-4.0%0.006%
4/30/2024 Townsend Asset Management Corp NC ADV3,044$497K0.2%-2.6%0.001%
4/30/2024 Allspring Global Investments Holdings LLC104,465$17.06M0.0%-31.6%0.024%
4/29/2024Commonwealth Equity Services LLC297,874$48.66M0.1%-6.5%0.070%
4/29/2024 Mcdaniel Terry & Co.3,267$534K0.0%+3.1%0.001%
4/29/2024 Field & Main Bank3,958$646K0.3%-1.9%0.001%
4/29/2024 Greenleaf Trust10,762$1.76M0.0%+2.3%0.003%
4/29/2024 Benjamin Edwards Inc.4,357$712K0.1%+91.9%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.17,526$2.86M0.1%-10.9%0.004%
(Data available from 1/1/2016 forward)

PSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSX shares?

During the previous two years, 1,822 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Aspire Private Capital LLC ($169.20B), Vanguard Group Inc. ($4.82B), BlackRock Inc. ($3.50B), State Street Corp ($2.98B), Wells Fargo & Company MN ($1.75B), Wellington Management Group LLP ($1.45B), and Bank of New York Mellon Corp ($1.31B).Learn more on PSX's institutional investors.

What percentage of Phillips 66 stock is owned by institutional investors?

76.93% of Phillips 66 stock is owned by institutional investors. Learn more on PSX's institutional investor holdings.

Which institutional investors have been buying Phillips 66 stock?

Of the 1,590 institutional investors that purchased Phillips 66 stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($4.49M), Norges Bank ($4.20M), BlackRock Inc. ($3.56M), Vanguard Group Inc. ($3.51M), Boston Partners ($3.50M), State Street Corp ($3.41M), and Bank of New York Mellon Corp ($3.33M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 84,714,073 shares in the last 24 months. This purchase volume represents approximately $8.81B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,115 institutional investors that sold Phillips 66 stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($31.37M), Deutsche Bank AG ($3.25M), BlackRock Inc. ($3.12M), FMR LLC ($2.25M), Barrow Hanley Mewhinney & Strauss LLC ($2.10M), Wellington Management Group LLP ($1.87M), and Renaissance Technologies LLC ($1.71M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 86,066,928 shares in the last 24 months. This volume of shares sold represents approximately $8.63B in transactions.


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This page (NYSE:PSX) was last updated on 5/5/2024 by MarketBeat.com Staff

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