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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$131.63 +1.10 (+0.84%)
Closing price 03:59 PM Eastern
Extended Trading
$131.77 +0.14 (+0.11%)
As of 05:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1182
Total
Institutional Inflows
(last 12 months)
$9.35B
Number of
Institutional Sellers
(last 12 months)
949
Total
Institutional Outflows
(last 12 months)
$6.26B
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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
9/4/2025 Osaic Holdings Inc.113,076$13.51M0.0%+7.8%0.028%
8/29/2025 Evolution Wealth Management Inc.210$25K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.1,656$198K0.0%-29.1%0.000%
8/27/2025 Orion Porfolio Solutions LLC27,886$3.33M0.0%+32.0%0.007%
8/26/2025 Thrivent Financial for Lutherans42,205$5.04M0.0%+81.1%0.010%
8/26/2025 MASTERINVEST Kapitalanlage GmbH1,839$219K0.0%N/A0.000%
8/25/2025 Fulcrum Equity Management1,787$213K0.2%-26.7%0.000%
8/22/2025 TT Capital Management LLC44,756$5.01M1.7%N/A0.011%
8/20/2025 Kentucky Retirement Systems26,451$3.16M0.1%-6.2%0.007%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund11,226$1.34M0.1%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.10,474$1.25M0.1%N/A0.003%
8/19/2025 Advisory Services Network LLC76,795$9.49M0.2%+0.5%0.019%
8/19/2025 State of Wyoming1,812$216K0.0%+21.9%0.000%
8/19/2025 Pitcairn Co.3,155$376K0.0%-35.0%0.001%
8/18/2025 Old North State Trust LLC4,760$568K0.4%+37.8%0.001%
8/18/2025 Geneos Wealth Management Inc.22,054$2.63M0.1%+378.5%0.005%
8/18/2025 CYBER HORNET ETFs LLC1,123$134K0.1%N/A0.000%
8/18/2025 Rexford Capital Inc.5,151$615K0.5%N/A0.001%
8/16/2025 Nikko Asset Management Americas Inc.6,049$722K0.0%+36.6%0.001%
8/16/2025 Parr Mcknight Wealth Management Group LLC36,478$4.35M0.6%+8.5%0.009%
8/16/2025 Public Sector Pension Investment Board108,669$12.96M0.1%-1.6%0.027%
8/16/2025 Evergreen Capital Management LLC4,483$535K0.0%-4.1%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co254,522$30.40M0.0%-2.7%0.063%
8/15/2025 Tower Research Capital LLC TRC 9,691$1.16M0.0%-69.7%0.002%
8/15/2025 MUFG Securities EMEA plc1,204$144K0.0%N/A0.000%
8/15/2025 Brooks Moore & Associates Inc.2,001$247K0.1%-4.0%0.000%
8/15/2025 Resources Management Corp CT ADV10,273$1.23M0.2%-1.6%0.003%
8/15/2025 Fairfield Bush & CO.7,564$902K0.5%-6.2%0.002%
8/15/2025 Corient Private Wealth LLC767,421$91.56M0.1%-14.4%0.190%
8/15/2025 Northeast Financial Consultants Inc32,220$3.84M0.2%-1.5%0.008%
8/15/2025 State of Tennessee Department of Treasury74,388$8.87M0.0%-31.4%0.018%
8/15/2025 DCM Advisors LLC21,854$2.61M1.1%+10.7%0.005%
8/15/2025 Captrust Financial Advisors125,031$14.92M0.0%-0.3%0.031%
8/15/2025 Keel Point LLC3,517$420K0.0%-9.8%0.001%
8/15/2025 WFA of San Diego LLC438$52K0.0%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC2,247$268K0.2%N/A0.001%
8/15/2025 Vident Advisory LLC16,064$1.92M0.0%+1.0%0.004%
8/15/2025 Visionary Wealth Advisors76,497$9.13M0.5%+6.1%0.019%
8/15/2025 Voleon Capital Management LP16,982$2.03M0.1%-34.6%0.004%
8/15/2025 Tidal Investments LLC19,143$2.28M0.0%+3.0%0.005%
8/15/2025 Smartleaf Asset Management LLC2,200$262K0.0%-34.2%0.001%
8/15/2025 Snowden Capital Advisors LLC11,923$1.42M0.0%-31.9%0.003%
8/15/2025 Royal London Asset Management Ltd.182,854$21.81M0.0%-6.2%0.045%
8/15/2025 Rafferty Asset Management LLC128,314$15.31M0.1%+4.3%0.032%
8/15/2025 Redwood Investment Management LLC14,675$1.75M0.2%N/A0.004%
8/15/2025 Ruggaard & Associates LLC2,532$302K0.1%-5.2%0.001%
8/15/2025 Orion Porfolio Solutions LLC27,862$3.32M0.0%+31.9%0.007%
8/15/2025 MML Investors Services LLC237,553$28.34M0.1%+3.1%0.059%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.2,371$283K0.0%-83.8%0.001%
8/15/2025 Modern Wealth Management LLC4,484$535K0.0%+10.7%0.001%
8/15/2025 Holocene Advisors LP711,599$84.89M0.2%+2,433.1%0.176%
8/15/2025 IHT Wealth Management LLC11,956$1.43M0.0%-13.5%0.003%
8/15/2025 Great Valley Advisor Group Inc.14,640$1.75M0.0%-6.0%0.004%
8/15/2025 EP Wealth Advisors LLC11,721$1.40M0.0%+13.0%0.003%
8/15/2025 Energy Income Partners LLC13,792$1.65M0.0%-1.7%0.003%
8/15/2025 Engineers Gate Manager LP131,516$15.69M0.2%+504.9%0.033%
8/15/2025 Curi Capital LLC6,245$745K0.0%+129.8%0.002%
8/15/2025 Benjamin Edwards Inc.30,878$3.68M0.0%+4.9%0.008%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S16,619$1.98M0.0%+15.4%0.004%
8/15/2025 Boothbay Fund Management LLC2,569$306K0.0%-55.4%0.001%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp64,114$7.65M0.0%-18.8%0.016%
8/15/2025 Brevan Howard Capital Management LP37,992$4.53M0.0%+94.5%0.009%
8/15/2025 Balyasny Asset Management L.P.9,765$1.17M0.0%-71.1%0.002%
8/15/2025 Adage Capital Partners GP L.L.C.398,201$47.51M0.1%-0.9%0.099%
8/15/2025 Ameriprise Financial Inc.420,409$50.18M0.0%-16.5%0.104%
8/15/2025 AQR Capital Management LLC360,806$43.04M0.0%+19.3%0.089%
8/14/2025 Ausdal Financial Partners Inc.5,844$697K0.0%+11.0%0.001%
8/14/2025 California State Teachers Retirement System490,721$58.54M0.1%-0.4%0.121%
8/14/2025 Raymond James Financial Inc.1,505,913$179.66M0.1%-1.0%0.373%
8/14/2025 Worldquant Millennium Advisors LLC905,005$107.97M0.5%N/A0.224%
8/14/2025 Transamerica Financial Advisors LLC1,521$181K0.0%-9.0%0.000%
8/14/2025 Elliott Investment Management L.P.19,251,000$2.30B13.1%+22.4%4.764%
8/14/2025 Canada Pension Plan Investment Board505,849$60.35M0.1%+0.5%0.125%
8/14/2025 Quantinno Capital Management LP143,614$17.13M0.1%+96.3%0.036%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.51,676$6.17M0.0%-14.9%0.013%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,979$355K0.0%-52.8%0.001%
8/14/2025 Diversify Advisory Services LLC7,611$914K0.0%+149.5%0.002%
8/14/2025 Alliancebernstein L.P.695,337$82.95M0.0%-28.8%0.172%
8/14/2025 Peapack Gladstone Financial Corp6,993$834K0.0%-1.2%0.002%
8/14/2025 Doheny Asset Management CA5,379$642K0.4%-5.4%0.001%
8/14/2025 Hamilton Capital LLC3,041$363K0.0%+18.3%0.001%
8/14/2025 Operose Advisors LLC346$41K0.0%+260.4%0.000%
8/14/2025 HUB Investment Partners LLC103,570$12.36M0.4%+0.4%0.026%
8/14/2025 Ieq Capital LLC56,249$6.71M0.0%+31.0%0.014%
8/14/2025 Treasurer of the State of North Carolina190,433$22.72M0.1%+0.8%0.047%
8/14/2025 Glenview Trust co8,949$1.07M0.0%+2.6%0.002%
8/14/2025 Beacon Investment Advisors LLC9,322$1.11M0.5%-1.2%0.002%
8/14/2025 The Manufacturers Life Insurance Company 346,679$41.36M0.0%+9.1%0.086%
8/14/2025 German American Bancorp Inc.27,852$3.32M0.3%-3.0%0.007%
8/14/2025 Becker Capital Management Inc.19,758$2.36M0.1%-3.0%0.005%
8/14/2025 Sei Investments Co.157,455$18.79M0.0%+28.3%0.039%
8/14/2025 Frisch Financial Group Inc.1,989$237K0.1%N/A0.000%
8/14/2025 Heritage Wealth Management Inc.6,711$801K0.3%-8.8%0.002%
8/14/2025 Dearborn Partners LLC4,483$535K0.0%+32.2%0.001%
8/14/2025 Schwerin Boyle Capital Management Inc.97,322$11.61M1.3%-7.5%0.024%
8/14/2025 NewEdge Advisors LLC116,121$13.85M0.1%+42.4%0.029%
8/14/2025 Investment Management Corp of Ontario10,001$1.19M0.0%-14.5%0.002%
8/14/2025 Tripletail Wealth Management LLC3,662$434K0.7%N/A0.001%
8/14/2025 AXA S.A.69,696$8.32M0.0%-4.7%0.017%
8/14/2025 Fayez Sarofim & Co629,795$75.13M0.2%-5.1%0.156%
(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, 2,047 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($5.53B), State Street Corp ($2.90B), Elliott Investment Management L.P. ($2.30B), Wells Fargo & Company MN ($1.83B), Geode Capital Management LLC ($1.23B), Bank of New York Mellon Corp ($1.12B), and Barclays PLC ($919.31M).Learn more on Phillips 66's institutional investors.

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

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

Which institutional investors have been buying Phillips 66's stock?

Of the 1,704 institutional investors that purchased Phillips 66's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elliott Investment Management L.P. ($18.48M), Norges Bank ($12.96M), Vanguard Group Inc. ($7.56M), Price T Rowe Associates Inc. MD ($6.55M), Boston Partners ($5.10M), Bank of New York Mellon Corp ($4.29M), and Mizuho Securities USA LLC ($2.48M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 77,760,397 shares in the last 24 months. This purchase volume represents approximately $9.35B in transactions.

Which of Phillips 66's major shareholders have been selling company stock?

Of the 949 institutional investors that sold Phillips 66's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($16.26M), State Street Corp ($2.56M), FMR LLC ($2.51M), Boston Partners ($1.60M), Deutsche Bank AG ($1.40M), Amundi ($1.40M), and ING Groep NV ($1.17M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 51,284,090 shares in the last 24 months. This volume of shares sold represents approximately $6.26B in transactions.


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This page (NYSE:PSX) was last updated on 9/4/2025 by MarketBeat.com Staff
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