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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$122.79 +0.21 (+0.17%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$123.62 +0.83 (+0.68%)
As of 08:07 AM 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)
1180
Total
Institutional Inflows
(last 12 months)
$9.26B
Number of
Institutional Sellers
(last 12 months)
946
Total
Institutional Outflows
(last 12 months)
$6.24B
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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
8/14/2025Ausdal Financial Partners Inc.5,844$697K0.0%+11.0%0.001%
8/14/2025California State Teachers Retirement System490,721$58.54M0.1%-0.4%0.121%
8/14/2025Raymond James Financial Inc.1,505,913$179.66M0.1%-1.0%0.373%
8/14/2025Worldquant Millennium Advisors LLC905,005$107.97M0.5%N/A0.224%
8/14/2025Transamerica Financial Advisors LLC1,521$181K0.0%-9.0%0.000%
8/14/2025Elliott Investment Management L.P.19,251,000$2.30B13.1%+22.4%4.764%
8/14/2025Canada Pension Plan Investment Board505,849$60.35M0.1%+0.5%0.125%
8/14/2025Quantinno Capital Management LP143,614$17.13M0.1%+96.3%0.036%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.51,676$6.17M0.0%-14.9%0.013%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main2,979$355K0.0%-52.8%0.001%
8/14/2025Diversify Advisory Services LLC7,611$914K0.0%+149.5%0.002%
8/14/2025Alliancebernstein L.P.695,337$82.95M0.0%-28.8%0.172%
8/14/2025Peapack Gladstone Financial Corp6,993$834K0.0%-1.2%0.002%
8/14/2025Doheny Asset Management CA5,379$642K0.4%-5.4%0.001%
8/14/2025Hamilton Capital LLC3,041$363K0.0%+18.3%0.001%
8/14/2025Operose Advisors LLC346$41K0.0%+260.4%0.000%
8/14/2025HUB Investment Partners LLC103,570$12.36M0.4%+0.4%0.026%
8/14/2025Ieq Capital LLC56,249$6.71M0.0%+31.0%0.014%
8/14/2025Treasurer of the State of North Carolina190,433$22.72M0.1%+0.8%0.047%
8/14/2025Glenview Trust co8,949$1.07M0.0%+2.6%0.002%
8/14/2025Beacon Investment Advisors LLC9,322$1.11M0.5%-1.2%0.002%
8/14/2025The Manufacturers Life Insurance Company 346,679$41.36M0.0%+9.1%0.086%
8/14/2025German American Bancorp Inc.27,852$3.32M0.3%-3.0%0.007%
8/14/2025Becker Capital Management Inc.19,758$2.36M0.1%-3.0%0.005%
8/14/2025Sei Investments Co.157,455$18.79M0.0%+28.3%0.039%
8/14/2025Frisch Financial Group Inc.1,989$237K0.1%N/A0.000%
8/14/2025Heritage Wealth Management Inc.6,711$801K0.3%-8.8%0.002%
8/14/2025Dearborn Partners LLC4,483$535K0.0%+32.2%0.001%
8/14/2025Schwerin Boyle Capital Management Inc.97,322$11.61M1.3%-7.5%0.024%
8/14/2025NewEdge Advisors LLC116,121$13.85M0.1%+42.4%0.029%
8/14/2025Investment Management Corp of Ontario10,001$1.19M0.0%-14.5%0.002%
8/14/2025Tripletail Wealth Management LLC3,662$434K0.7%N/A0.001%
8/14/2025AXA S.A.69,696$8.32M0.0%-4.7%0.017%
8/14/2025Fayez Sarofim & Co629,795$75.13M0.2%-5.1%0.156%
8/14/2025State Street Corp24,318,409$2.90B0.1%-6.7%6.018%
8/14/2025Daiwa Securities Group Inc.78,377$9.35M0.0%+2.4%0.019%
8/14/2025CoreFirst Bank & Trust2,718$324K0.2%-13.7%0.001%
8/14/2025SVB Wealth LLC2,761$329K0.0%N/A0.001%
8/14/2025 Natixis31,422$3.75M0.0%+269.7%0.008%
8/14/2025 Bank of Nova Scotia49,491$5.90M0.0%+4.1%0.012%
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8/14/2025 Bollard Group LLC111,818$13.34M0.3%+7.2%0.028%
8/14/2025 California Public Employees Retirement System696,577$83.10M0.1%+3.9%0.172%
8/14/2025 Cary Street Partners Financial LLC35,609$4.25M0.1%-4.1%0.009%
8/14/2025 Cerity Partners LLC75,062$8.96M0.0%-46.1%0.019%
8/14/2025 Federated Hermes Inc.23,193$2.77M0.0%-15.8%0.006%
8/13/2025 Gabelli Funds LLC114,850$13.70M0.1%+0.5%0.028%
8/13/2025 Gamco Investors INC. ET AL16,910$2.02M0.0%+151.5%0.004%
8/13/2025 StoneX Group Inc.6,830$815K0.0%-4.6%0.002%
8/13/2025 Cheviot Value Management LLC22,485$2.68M0.3%-0.5%0.006%
8/13/2025 Cresset Asset Management LLC20,182$2.41M0.0%+5.8%0.005%
8/13/2025 Capital Advisors Wealth Management LLC8,320$993K0.2%-10.8%0.002%
8/13/2025 Brown Advisory Inc.57,439$6.85M0.0%+0.3%0.014%
8/13/2025 Amundi2,334,612$295.24M0.1%+2.2%0.578%
8/13/2025 SCS Capital Management LLC10,109$1.21M0.0%+29.8%0.003%
8/13/2025 Marshall Wace LLP204,320$24.38M0.0%+44.8%0.051%
8/13/2025 Veltria Advisors Corp.1,951$233K0.2%N/A0.000%
8/13/2025 Baird Financial Group Inc.236,167$28.18M0.0%+0.5%0.058%
8/13/2025 First Trust Advisors LP238,064$28.40M0.0%-36.2%0.059%
8/13/2025 Guggenheim Capital LLC88,489$10.56M0.1%+6.5%0.022%
8/13/2025 JBR Co Financial Management Inc8,223$981K0.5%-9.3%0.002%
8/13/2025 EverSource Wealth Advisors LLC6,858$818K0.0%+25.6%0.002%
8/13/2025 Invesco Ltd.4,704,727$561.27M0.1%-1.3%1.164%
8/13/2025 CW Advisors LLC82,691$9.87M0.1%-2.5%0.020%
8/13/2025 JT Stratford LLC2,006$239K0.0%N/A0.000%
8/13/2025 Argyle Capital Partners LLC4,297$513K0.4%+11.7%0.001%
8/13/2025 Twin Peaks Wealth Advisors LLC317$38K0.0%N/A0.000%
8/13/2025 River Wealth Advisors LLC15,853$1.89M0.2%-18.0%0.004%
8/13/2025 Fort Sheridan Advisors LLC2,457$293K0.0%-16.9%0.001%
8/13/2025 Pinkerton Wealth LLC39,980$4.77M0.6%+8.2%0.010%
8/13/2025 Beacon Pointe Advisors LLC27,407$3.27M0.0%-4.1%0.007%
8/13/2025 Quantbot Technologies LP15,920$1.90M0.0%N/A0.004%
8/13/2025 M&T Bank Corp493,201$58.84M0.2%-2.8%0.122%
8/13/2025 Riverview Capital Advisers LLC21,248$2.54M0.7%-22.8%0.005%
8/13/2025 OMERS ADMINISTRATION Corp15,652$1.87M0.0%-59.8%0.004%
8/13/2025 Fisher Asset Management LLC7,720$921K0.0%+24.4%0.002%
8/13/2025 Edgestream Partners L.P.41,511$4.95M0.1%N/A0.010%
8/13/2025 Panagora Asset Management Inc.2,719$324K0.0%-40.8%0.001%
8/13/2025 Smith Moore & CO.10,008$1.19M0.1%+1.7%0.002%
8/13/2025 River Road Asset Management LLC55,604$6.87M0.1%+51.7%0.014%
8/13/2025 VestGen Advisors LLC2,141$255K0.0%-6.8%0.001%
8/13/2025 Estabrook Capital Management3,507$418K0.1%-14.7%0.001%
8/13/2025 Trustmark Bank Trust Department3,914$467K0.0%-8.2%0.001%
8/13/2025 Stablepoint Partners LLC47,648$5.68M1.0%+0.7%0.012%
8/13/2025 Legacy Capital Wealth Partners LLC3,434$410K0.1%+7.2%0.001%
8/13/2025 Kuhn & Co Investment Counsel4,903$585K0.4%+23.6%0.001%
8/13/2025 New York State Common Retirement Fund163,500$19.51M0.0%-62.0%0.040%
8/13/2025 Schroder Investment Management Group50,260$6.00M0.0%-3.8%0.012%
8/13/2025 Mackenzie Financial Corp49,615$5.92M0.0%+13.1%0.012%
8/13/2025 Colonial Trust Advisors40,063$4.78M0.4%-6.4%0.010%
8/13/2025 F m Investments LLC18,066$2.16M0.1%+5.7%0.004%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/13/2025 Norges Bank4,390,231$523.76M0.1%N/A1.086%
8/13/2025 Quadrature Capital Ltd40,272$4.80M0.1%N/A0.010%
8/13/2025 Level Four Advisory Services LLC47,588$5.68M0.2%+9.9%0.012%
8/13/2025 Hsbc Holdings PLC1,021,121$122.03M0.1%-30.0%0.253%
8/13/2025 Patrick M Sweeney & Associates Inc.2,361$301K0.2%+20.2%0.001%
8/13/2025 Crossingbridge Advisors LLC1,000$119K0.1%-90.0%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.36,003$4.30M0.0%+1.5%0.009%
8/13/2025 Groupama Asset Managment20,951$2.50M0.0%-1.4%0.005%
8/13/2025 State Board of Administration of Florida Retirement System390,982$46.64M0.1%+1.1%0.097%
8/13/2025 Johnson Financial Group Inc.860$103K0.0%-44.2%0.000%
(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, 2,038 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 1,696 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 76,944,803 shares in the last 24 months. This purchase volume represents approximately $9.25B in transactions.

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

Of the 944 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 51,106,196 shares in the last 24 months. This volume of shares sold represents approximately $6.24B in transactions.


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This page (NYSE:PSX) was last updated on 8/15/2025 by MarketBeat.com Staff
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