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Phillips 66 (PSX) Institutional Ownership

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$124.90 +0.59 (+0.47%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$125.02 +0.11 (+0.09%)
As of 07/25/2025 07:55 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.

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

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1144
Total
Institutional Inflows
(last 12 months)
$7.12B
Number of
Institutional Sellers
(last 12 months)
917
Total
Institutional Outflows
(last 12 months)
$5.68B
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PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Community Bank N.A.22,627$2.70M0.4%+7.3%0.006%
7/25/2025NorthRock Partners LLC6,754$806K0.0%+8.2%0.002%
7/25/2025Verdence Capital Advisors LLC8,093$966K0.1%-1.8%0.002%
7/25/2025Atria Wealth Solutions Inc.15,868$1.91M0.0%-43.0%0.004%
7/25/2025Envestnet Portfolio Solutions Inc.39,501$4.71M0.0%-8.4%0.010%
7/25/2025Sequoia Financial Advisors LLC30,105$3.59M0.0%-2.5%0.007%
7/25/2025MGO One Seven LLC6,925$826K0.0%-31.0%0.002%
7/25/2025Welch Group LLC3,311$395K0.0%-5.6%0.001%
7/25/2025Stack Financial Management Inc221,856$26.47M2.3%-1.0%0.054%
7/25/2025Cypress Capital Group58,816$7.02M0.9%-7.2%0.014%
7/25/2025Hazlett Burt & Watson Inc.3,094$370K0.2%+18.5%0.001%
7/25/2025Allspring Global Investments Holdings LLC119,400$14.70M0.0%+0.4%0.029%
7/25/2025Sharp Financial Services LLC2,643$315K0.2%+32.6%0.001%
7/25/2025GW Henssler & Associates Ltd.3,970$474K0.0%-9.9%0.001%
7/25/2025LRI Investments LLC2,668$318K0.0%+29.8%0.001%
7/25/2025Commonwealth Financial Services LLC2,090$249K0.0%+5.6%0.001%
7/25/2025Valley Brook Capital Group Inc.5,750$686K0.5%-3.3%0.001%
7/25/2025SPC Financial Inc.2,235$267K0.0%+4.7%0.001%
7/25/2025CWM LLC42,204$5.04M0.0%+11.7%0.010%
7/25/2025Lawson Kroeker Investment Management Inc. NE150,520$17.96M3.3%+5.5%0.037%
7/25/2025OFI Invest Asset Management308,973$36.86M0.0%+7.4%0.076%
7/25/2025Vanguard Personalized Indexing Management LLC52,947$6.32M0.1%+19.0%0.013%
7/25/2025Concurrent Investment Advisors LLC30,713$3.66M0.1%+2.2%0.008%
7/25/2025Cerro Pacific Wealth Advisors LLC8,025$957K0.3%-7.2%0.002%
7/25/2025Asset Planning Inc1,075$128K0.1%+36.1%0.000%
7/25/2025Johnson Investment Counsel Inc.24,933$2.98M0.0%+2.7%0.006%
7/25/2025Apollon Wealth Management LLC15,126$1.81M0.0%+4.5%0.004%
7/25/2025Fifth Third Wealth Advisors LLC6,843$816K0.0%-6.4%0.002%
7/24/2025 Conning Inc.3,635$434K0.0%-2.9%0.001%
7/24/2025 Trust Co. of Toledo NA OH5,363$640K0.1%-3.9%0.001%
7/24/2025 Drucker Wealth 3.0 LLC3,274$427K0.1%N/A0.001%
7/24/2025 Aberdeen Group plc157,332$18.89M0.0%+4.5%0.039%
7/24/2025 Eastern Bank1,763$210K0.0%-6.6%0.000%
7/24/2025 First Fiduciary Investment Counsel Inc.56,810$6.78M1.3%+7.5%0.014%
7/24/2025 PDS Planning Inc3,924$468K0.0%+14.7%0.001%
7/24/2025 Endeavor Private Wealth Inc.5,237$625K0.3%-9.6%0.001%
7/24/2025 Cyndeo Wealth Partners LLC42,167$5.03M0.3%+3.7%0.010%
7/24/2025 Brandywine Oak Private Wealth LLC3,253$388K0.0%-4.7%0.001%
7/24/2025 Commerzbank Aktiengesellschaft FI29,529$3.52M0.1%+51.6%0.007%
7/24/2025 Argyle Capital Management LLC20,867$2.49M0.9%+2.2%0.005%
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7/24/2025 Horizon Bancorp Inc. IN750$89K0.0%N/A0.000%
7/24/2025 Ramirez Asset Management Inc.22,562$2.69M0.4%+136.0%0.006%
7/24/2025 IFP Advisors Inc7,749$987K0.0%-59.5%0.002%
7/24/2025 Callan Family Office LLC5,274$629K0.0%+73.1%0.001%
7/24/2025 Blair William & Co. IL201,721$24.07M0.1%+10.3%0.050%
7/24/2025 CarsonAllaria Wealth Management Ltd.1,972$235K0.1%-14.3%0.000%
7/24/2025 Lokken Investment Group LLC10,235$1.22M0.5%+7.4%0.003%
7/24/2025 US Bancorp DE246,576$29.42M0.0%-0.4%0.061%
7/24/2025 Baxter Bros Inc.26,067$3.11M0.4%-11.4%0.006%
7/23/2025 Hager Investment Management Services LLC749$89K0.1%-47.9%0.000%
7/23/2025 Vontobel Holding Ltd.34,404$4.10M0.0%+4.8%0.008%
7/23/2025 Maryland State Retirement & Pension System19,814$2.36M0.1%+2.7%0.005%
7/23/2025 Optas LLC1,888$225K0.0%N/A0.000%
7/23/2025 First Merchants Corp12,017$1.43M0.1%-15.4%0.003%
7/23/2025 Ignite Planners LLC1,895$239K0.0%N/A0.000%
7/23/2025 Citizens National Bank Trust Department26,267$3.13M0.6%-0.8%0.006%
7/23/2025 Hendley & Co. Inc.1,805$215K0.1%-69.1%0.000%
7/23/2025 Louisiana State Employees Retirement System21,500$2.57M0.0%-3.2%0.005%
7/23/2025 Venturi Wealth Management LLC4,949$590K0.0%+22.0%0.001%
7/23/2025 Independent Solutions Wealth Management LLC15,799$1.89M0.4%+3.1%0.004%
7/23/2025 Kingswood Wealth Advisors LLC1,756$210K0.0%-61.5%0.000%
7/23/2025 Richwood Investment Advisors LLC4,310$514K0.4%-2.6%0.001%
7/23/2025 Country Club Bank7,362$878K0.1%+1.3%0.002%
7/23/2025 Bennett Associates Wealth Management4,560$544K0.4%+18.0%0.001%
7/23/2025 Elm3 Financial Group LLC2,315$276K0.2%-27.6%0.001%
7/23/2025 KPP Advisory Services LLC1,793$214K0.1%N/A0.000%
7/23/2025 Prime Capital Investment Advisors LLC19,406$2.32M0.0%-22.2%0.005%
7/22/2025 Belpointe Asset Management LLC3,609$431K0.0%-15.9%0.001%
7/22/2025 Autumn Glory Partners LLC4,690$560K0.3%+4.4%0.001%
7/22/2025 Sendero Wealth Management LLC26,790$3.20M0.4%-63.1%0.007%
7/22/2025 Valeo Financial Advisors LLC1,446,469$172.56M0.5%+9,530.9%0.355%
7/22/2025 DAVENPORT & Co LLC25,678$3.06M0.0%+6.8%0.006%
7/22/2025 Glass Wealth Management Co LLC27,734$3.31M1.8%-1.8%0.007%
7/22/2025 Grimes & Company Inc.8,340$995K0.0%+22.9%0.002%
7/22/2025 Simplicity Wealth LLC4,484$535K0.0%+48.8%0.001%
7/22/2025 OLD National Bancorp IN45,001$5.37M0.1%+533.7%0.011%
7/22/2025 Olistico Wealth LLC729$87K0.0%+192.8%0.000%
7/22/2025 Wealthcare Advisory Partners LLC9,886$1.18M0.0%+1.6%0.002%
7/22/2025 Berger Financial Group Inc2,592$309K0.0%-17.0%0.001%
7/22/2025 Checchi Capital Advisers LLC5,621$671K0.0%-9.4%0.001%
7/22/2025 Oak Hill Wealth Advisors LLC8,405$1.09M0.2%+6.2%0.002%
7/22/2025 Peoples Bank OH6,289$750K0.5%-2.3%0.002%
7/21/2025 111 Capital2,536$303K0.1%N/A0.001%
7/21/2025 QRG Capital Management Inc.14,040$1.68M0.0%-28.4%0.003%
7/21/2025 ZWJ Investment Counsel Inc.285,629$34.08M1.3%+6.2%0.070%
7/21/2025 Segment Wealth Management LLC13,922$1.66M0.1%+1.6%0.003%
7/21/2025 Stock Yards Bank & Trust Co.18,880$2.25M0.1%+1.2%0.005%
7/21/2025 Ameritas Advisory Services LLC3,569$426K0.0%-28.4%0.001%
7/21/2025 Abundance Wealth Counselors5,467$652K0.1%+1.6%0.001%
7/21/2025 Mattern Capital Management LLC94,198$11.24M1.4%+2.2%0.023%
I warned you about Nvidia… now look what’s happening (Ad)

Nvidia just got Trump’s greenlight to sell high-powered AI chips to China — and their stock surged 5% before the open. That’s the kind of move Tim Sykes built his XGPT system to trade. It scans AI news in real time, filters the noise, and pinpoints when to strike. He’s now showing exactly how it works — before the next headline hits.

Watch how Tim Sykes trades AI headlines for real gains
7/21/2025 Ashton Thomas Securities LLC1,857$222K0.1%+6.1%0.000%
7/21/2025 Abacus Planning Group Inc.1,755$209K0.0%-10.3%0.000%
7/21/2025 Hilltop National Bank9,904$1.18M0.3%N/A0.002%
7/21/2025 F&V Capital Management LLC136,142$16.24M4.2%+2.4%0.033%
7/21/2025 Mirae Asset Global Investments Co. Ltd.49,390$5.89M0.0%+4.8%0.012%
7/21/2025 Patriot Financial Group Insurance Agency LLC2,206$263K0.0%+5.5%0.001%
7/21/2025 Catalina Capital Group LLC1,858$222K0.1%+10.5%0.000%
7/21/2025 First National Bank & Trust Co. of Newtown5,678$677K0.1%-1.6%0.001%
7/21/2025 TFG Advisers LLC2,189$261K0.1%-5.2%0.001%
7/21/2025 Riverview Trust Co761$91K0.1%-32.0%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, 2,031 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($4.99B), State Street Corp ($3.66B), BlackRock Inc. ($3.50B), Elliott Investment Management L.P. ($1.94B), Wells Fargo & Company MN ($1.83B), Bank of New York Mellon Corp ($1.09B), and Geode Capital Management LLC ($968.84M).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 1,690 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. ($14.95M), Norges Bank ($8.57M), Price T Rowe Associates Inc. MD ($6.55M), Boston Partners ($5.10M), Bank of New York Mellon Corp ($3.75M), Mizuho Securities USA LLC ($2.48M), and International Assets Investment Management LLC ($1.95M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 58,167,244 shares in the last 24 months. This purchase volume represents approximately $7.06B in transactions.

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

Of the 907 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), FMR LLC ($2.51M), Boston Partners ($1.55M), Deutsche Bank AG ($1.40M), Amundi ($1.40M), ING Groep NV ($1.17M), and Legal & General Group Plc ($1.07M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 46,153,212 shares in the last 24 months. This volume of shares sold represents approximately $5.68B in transactions.



This page (NYSE:PSX) was last updated on 7/26/2025 by MarketBeat.com Staff
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