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Phillips 66 (PSX) Institutional Ownership

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$111.84 -9.06 (-7.49%)
Closing price 03:59 PM Eastern
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$112.20 +0.36 (+0.32%)
As of 05:07 PM Eastern
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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)
1133
Total
Institutional Inflows
(last 12 months)
$7.17B
Number of
Institutional Sellers
(last 12 months)
907
Total
Institutional Outflows
(last 12 months)
$5.71B
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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
5/21/2025McAdam LLC1,720$212K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC19,674$2.43M0.0%-30.3%0.005%
5/21/2025 Geneos Wealth Management Inc.4,609$569K0.0%+5.3%0.001%
5/21/2025 IFM Investors Pty Ltd67,621$8.35M0.1%+7.6%0.017%
5/20/2025Blue Rock Wealth Management LLC1,674$207K0.2%N/A0.000%
5/20/2025Belpointe Asset Management LLC4,292$530K0.0%-16.8%0.001%
5/20/2025Intech Investment Management LLC25,336$3.13M0.0%-35.6%0.006%
5/20/2025 Focus Partners Wealth409,156$50.52M0.1%+2.2%0.100%
5/20/2025Integrity Alliance LLC.2,178$269K0.0%N/A0.001%
5/20/2025Ransom Advisory Ltd3,725$460K0.2%N/A0.001%
5/20/2025 Glenview Trust co8,720$1.08M0.0%-4.9%0.002%
5/19/2025 Bayforest Capital Ltd1,718$212K0.1%+166.8%0.000%
5/19/2025 SCS Capital Management LLC7,789$962K0.0%N/A0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,572,986$317.71M0.1%+1.5%0.632%
5/19/2025 DCM Advisors LLC19,745$2.43M1.3%-4.7%0.005%
5/16/2025 Woodline Partners LP34,891$4.31M0.0%+40.7%0.009%
5/16/2025 McIlrath & Eck LLC983$121K0.0%-17.7%0.000%
5/16/2025 Empowered Funds LLC154,136$19.03M0.3%-8.5%0.038%
5/16/2025 MBB Public Markets I LLC2,471$305K0.0%N/A0.001%
5/16/2025 RNC Capital Management LLC334,871$41.35M2.1%+0.5%0.082%
5/16/2025 Coppell Advisory Solutions LLC21,031$2.60M0.2%+11,086.7%0.005%
5/16/2025 United Services Automobile Association9,709$1.18M0.0%N/A0.002%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.14,672$1.81M0.1%-2.0%0.004%
5/16/2025 Arete Wealth Advisors LLC2,950$364K0.0%-3.3%0.001%
5/16/2025 Great Lakes Advisors LLC243,804$29.67M0.3%-21.6%0.060%
5/16/2025 Strait & Sound Wealth Management LLC1,745$215K0.1%-14.7%0.000%
5/16/2025 Signature Estate & Investment Advisors LLC1,768$218K0.0%-12.0%0.000%
5/16/2025 Hamilton Capital LLC2,570$317K0.0%+8.4%0.001%
5/16/2025 Voleon Capital Management LP 25,961$3.21M0.3%-1.9%0.006%
5/16/2025 Ashton Thomas Private Wealth LLC35,186$4.35M0.2%+10.3%0.009%
5/16/2025 Goldman Sachs Group Inc.3,781,064$466.89M0.1%+11.1%0.928%
5/16/2025 Kestra Investment Management LLC584$72K0.0%+1,142.6%0.000%
5/16/2025 Resources Management Corp CT ADV10,436$1.29M0.2%-6.6%0.003%
5/16/2025 Jones Financial Companies Lllp119,134$14.71M0.0%+247.3%0.029%
5/16/2025 Dynamic Technology Lab Private Ltd12,201$1.51M0.2%N/A0.003%
5/16/2025 UniSuper Management Pty Ltd33,778$4.17M0.0%+3.1%0.008%
5/16/2025 Pinnacle Family Advisors LLC1,726$213K0.1%N/A0.000%
5/16/2025 Plancorp LLC3,093$382K0.0%-3.1%0.001%
5/16/2025 Nexpoint Asset Management L.P.14,962$1.85M0.2%N/A0.004%
5/16/2025 NFJ Investment Group LLC13,903$1.72M0.1%-4.5%0.003%
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5/16/2025 Nearwater Capital Markets Ltd100,000$12.35M0.4%N/A0.025%
5/16/2025 NewEdge Advisors LLC81,525$10.07M0.1%+3.4%0.020%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,743$7.49M0.0%+45.7%0.015%
5/16/2025 Integrated Wealth Concepts LLC9,963$1.23M0.0%+2.7%0.002%
5/16/2025 Jacobs Levy Equity Management Inc.1,552,413$191.69M0.8%+0.7%0.381%
5/16/2025 Hancock Whitney Corp17,575$2.17M0.1%+1.8%0.004%
5/16/2025 Engine Capital Management LP20,000$2.47M0.5%N/A0.005%
5/16/2025 Clifford Group LLC3,395$419K0.4%-15.9%0.001%
5/16/2025 Curi RMB Capital LLC2,717$336K0.0%N/A0.001%
5/16/2025 Alliancebernstein L.P.975,977$120.51M0.0%-8.1%0.240%
5/16/2025 AQR Capital Management LLC302,484$37.08M0.0%+148.0%0.074%
5/16/2025 Advisors Asset Management Inc.56,870$7.02M0.1%-10.2%0.014%
5/16/2025 AlTi Global Inc.42,232$5.22M0.1%-32.8%0.010%
5/16/2025 Alyeska Investment Group L.P.176,589$21.81M0.1%-63.9%0.043%
5/16/2025 Amundi2,284,860$282.14M0.1%-38.0%0.561%
5/16/2025 Ancora Advisors LLC36,509$4.51M0.1%+0.3%0.009%
5/16/2025 1 North Wealth Services LLC474$59K0.0%N/A0.000%
5/16/2025 Adage Capital Partners GP L.L.C.401,901$49.63M0.1%+1.5%0.099%
5/15/2025 Federation des caisses Desjardins du Quebec15,474$1.91M0.0%+14.3%0.004%
5/15/2025 Chiron Capital Management LLC2,105$260K0.2%+5.0%0.001%
5/15/2025 EP Wealth Advisors LLC10,372$1.28M0.0%+6.9%0.003%
5/15/2025 Ashton Thomas Securities LLC1,751$219K0.1%N/A0.000%
5/15/2025 First Manhattan CO. LLC.26,079$3.22M0.0%-1.4%0.006%
5/15/2025 GW Henssler & Associates Ltd.4,406$544K0.0%-58.2%0.001%
5/15/2025 Elliott Investment Management L.P.15,725,000$1.94B12.8%+1,929.0%3.859%
5/15/2025 Cigna Investments Inc. New4,129$510K0.1%-4.3%0.001%
5/15/2025 1248 Management LLC3,035$375K0.2%-13.5%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC12,151$1.50M0.0%+28.7%0.003%
5/15/2025 Flputnam Investment Management Co.2,600$321K0.0%-46.5%0.001%
5/15/2025 Royal Bank of Canada914,046$112.87M0.0%-39.0%0.224%
5/15/2025 Energy Income Partners LLC14,035$1.73M0.0%+54.2%0.003%
5/15/2025 Retirement Planning Co of New England Inc.6,309$779K0.3%+1.7%0.002%
5/15/2025 MAI Capital Management44,664$5.52M0.0%-3.2%0.011%
5/15/2025 Quarry LP5,830$720K0.2%-49.6%0.001%
5/15/2025 DRW Securities LLC8,748$1.08M0.0%+354.0%0.002%
5/15/2025 Second Line Capital LLC3,134$387K0.1%-8.7%0.001%
5/15/2025 Baird Financial Group Inc.235,039$29.02M0.1%+5.1%0.058%
5/15/2025 Vident Advisory LLC15,912$1.97M0.0%+31.9%0.004%
5/15/2025 Evergreen Capital Management LLC4,674$577K0.0%+10.5%0.001%
5/15/2025 The Manufacturers Life Insurance Company 317,691$39.23M0.0%+0.6%0.078%
5/15/2025 Magnetar Financial LLC85,895$10.61M0.1%N/A0.021%
5/15/2025 Canada Pension Plan Investment Board503,474$62.17M0.1%-15.5%0.124%
5/15/2025 GKV Capital Management Co. Inc.330$41K0.0%+111.5%0.000%
5/15/2025 State of Wyoming1,486$183K0.0%-20.0%0.000%
5/15/2025 OMERS ADMINISTRATION Corp38,952$4.81M0.0%+113.1%0.010%
5/14/2025 Wealth Preservation Advisors LLC517$64K0.0%N/A0.000%
5/14/2025 B. Metzler seel. Sohn & Co. AG27,238$3.36M0.0%-24.9%0.007%
5/14/2025 Delta Investment Management LLC1,992$246K0.0%-6.7%0.000%
5/14/2025 Guggenheim Capital LLC83,108$10.26M0.1%+25.3%0.020%
5/14/2025 CreativeOne Wealth LLC4,325$534K0.0%+8.2%0.001%
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5/14/2025 Ieq Capital LLC42,938$5.30M0.0%+78.9%0.011%
5/14/2025 Warwick Investment Management Inc.2,706$334K0.1%+10.0%0.001%
5/14/2025 Per Stirling Capital Management LLC.1,711$211K0.0%N/A0.000%
5/14/2025 Gamco Investors INC. ET AL6,723$830K0.0%+77.7%0.002%
5/14/2025 Gabelli Funds LLC114,225$14.11M0.1%-24.5%0.028%
5/14/2025 Keeley Teton Advisors LLC9,876$1.22M0.1%-2.3%0.002%
5/14/2025 Rafferty Asset Management LLC123,042$15.19M0.1%-16.2%0.030%
5/14/2025 Harvest Portfolios Group Inc.15,315$1.89M0.1%+13.8%0.004%
5/14/2025 Schwerin Boyle Capital Management Inc.105,236$13.00M1.3%-0.4%0.026%
5/14/2025 WealthTrust Axiom LLC7,241$894K0.3%+1.1%0.002%
(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, 2,024 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 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 1,677 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: 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 ($1.99M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 96,129,197 shares in the last 24 months. This purchase volume represents approximately $12.14B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,250 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 ($31.40M), Wellington Management Group LLP ($18.13M), Deutsche Bank AG ($4.33M), FMR LLC ($2.81M), State Street Corp ($1.97M), Nuveen Asset Management LLC ($1.68M), and Boston Partners ($1.58M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 105,541,919 shares in the last 24 months. This volume of shares sold represents approximately $12.05B in transactions.



This page (NYSE:PSX) was last updated on 5/21/2025 by MarketBeat.com Staff
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