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Phillips 66 (PSX) Institutional Ownership

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$130.82 -0.48 (-0.37%)
As of 10:59 AM 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)
1182
Total
Institutional Inflows
(last 12 months)
$9.30B
Number of
Institutional Sellers
(last 12 months)
938
Total
Institutional Outflows
(last 12 months)
$6.28B
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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
10/8/2025Patriot Financial Group Insurance Agency LLC1,630$222K0.0%-26.1%0.000%
10/8/2025Hilltop National Bank10,751$1.46M0.4%+8.6%0.003%
10/8/2025YHB Investment Advisors Inc.13,968$1.90M0.1%+3.7%0.003%
10/8/2025Teamwork Financial Advisors LLC1,952$266K0.0%-12.0%0.000%
10/8/2025Armstrong Advisory Group Inc.1,272$173K0.0%-6.5%0.000%
10/8/2025Fiduciary Alliance LLC5,957$810K0.1%-10.2%0.001%
10/8/2025Legacy Private Trust Co.3,142$427K0.0%+4.5%0.001%
10/8/2025Wedmont Private Capital11,886$1.57M0.1%+4.0%0.003%
10/8/2025Czech National Bank102,640$13.96M0.1%+3.1%0.025%
10/8/2025Country Club Bank7,222$994K0.1%-1.9%0.002%
10/8/2025Sendero Wealth Management LLC27,567$3.75M0.4%+2.9%0.007%
10/8/2025Veracity Capital LLC4,461$607K0.2%-4.6%0.001%
10/8/2025Beacon Financial Group27,839$3.79M0.4%-5.8%0.007%
10/7/2025 Chickasaw Capital Management LLC144,591$19.67M0.8%-5.2%0.036%
10/7/2025 Cooper Financial Group1,754$239K0.0%-7.9%0.000%
10/7/2025 Montecito Bank & Trust5,402$735K0.1%N/A0.001%
10/7/2025 Acropolis Investment Management LLC2,460$335K0.0%+23.9%0.001%
10/7/2025 ST Germain D J Co. Inc.1,746$237K0.0%+10.5%0.000%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.2,092$285K0.6%-94.9%0.001%
10/7/2025 Assenagon Asset Management S.A.220,616$30.01M0.0%-13.2%0.055%
10/7/2025 Cullen Investment Group LTD.1,630$217K0.0%N/A0.000%
10/7/2025 Salem Investment Counselors Inc.46,041$6.26M0.2%+0.8%0.011%
10/7/2025 Sonora Investment Management Group LLC18,861$2.57M0.2%-2.2%0.005%
10/7/2025 Union Bancaire Privee UBP SA1,650$224K0.0%N/A0.000%
10/7/2025 Hardin Capital Partners LLC1,571$214K0.1%N/A0.000%
10/7/2025 Mirador Capital Partners LP50,067$6.81M1.0%-0.6%0.012%
10/6/2025 Steph & Co.391$53K0.0%+41.7%0.000%
10/6/2025 Gradient Investments LLC1,473$200K0.0%N/A0.000%
10/6/2025 Heartwood Wealth Advisors LLC629$86K0.0%N/A0.000%
10/6/2025 Baring Financial LLC5,184$705K0.5%-1.9%0.001%
10/6/2025 Venture Visionary Partners LLC79,136$10.76M0.4%+13.8%0.020%
10/6/2025 Nilsine Partners LLC4,215$573K0.1%+13.6%0.001%
10/6/2025 Cambridge Financial Group LLC1,471$200K0.1%N/A0.000%
10/6/2025 Martin Capital Partners LLC33,727$4.59M1.8%-1.3%0.008%
10/3/2025 HCR Wealth Advisors3,479$469K0.0%+33.4%0.001%
10/3/2025 Summit Financial Wealth Advisors LLC2,037$274K0.0%+7.7%0.001%
10/3/2025 Aaron Wealth Advisors LLC5,056$688K0.0%+34.6%0.001%
10/3/2025 Shorepoint Capital Partners LLC39,657$5.39M1.1%N/A0.010%
10/2/2025 GAMMA Investing LLC14,095$1.92M0.1%+12.5%0.003%
10/2/2025 Bank of New Hampshire1,562$212K0.0%-6.6%0.000%
10/1/2025 Farmers Trust Co.1,682$229K0.0%N/A0.000%
10/1/2025 Praxis Investment Management Inc.31,328$4.26M0.3%+23.0%0.008%
9/29/2025 Summit Financial Wealth Advisors LLC1,891$226K0.0%N/A0.000%
9/26/2025Corient Private Wealth LLC767,416$91.55M0.1%-14.4%0.190%
9/24/2025Texas Permanent School Fund Corp55,046$6.57M0.1%+22.0%0.014%
9/22/2025Caldwell Trust Co14,584$1.74M0.2%N/A0.004%
9/12/2025Valeo Financial Advisors LLC15,159$1.81M0.0%+0.9%0.004%
9/4/2025SevenBridge Financial Group LLC33,719$4.05M0.7%+11.6%0.008%
9/4/2025Osaic Holdings Inc.113,076$13.51M0.0%+7.8%0.028%
8/29/2025Evolution Wealth Management Inc.210$25K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.1,656$198K0.0%-29.1%0.000%
8/27/2025Orion Porfolio Solutions LLC27,886$3.33M0.0%+32.0%0.007%
8/26/2025Thrivent Financial for Lutherans42,205$5.04M0.0%+81.1%0.010%
8/26/2025MASTERINVEST Kapitalanlage GmbH1,839$219K0.0%N/A0.000%
8/25/2025Fulcrum Equity Management1,787$213K0.2%-26.7%0.000%
8/22/2025TT Capital Management LLC44,756$5.01M1.7%N/A0.011%
8/20/2025Kentucky Retirement Systems26,451$3.16M0.1%-6.2%0.007%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund11,226$1.34M0.1%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.10,474$1.25M0.1%N/A0.003%
8/19/2025Advisory Services Network LLC76,795$9.49M0.2%+0.5%0.019%
8/19/2025State of Wyoming1,812$216K0.0%+21.9%0.000%
8/19/2025Pitcairn Co.3,155$376K0.0%-35.0%0.001%
8/18/2025Old North State Trust LLC4,760$568K0.4%+37.8%0.001%
8/18/2025Geneos Wealth Management Inc.22,054$2.63M0.1%+378.5%0.005%
8/18/2025CYBER HORNET ETFs LLC1,123$134K0.1%N/A0.000%
8/18/2025Rexford Capital Inc.5,151$615K0.5%N/A0.001%
8/16/2025Nikko Asset Management Americas Inc.6,049$722K0.0%+36.6%0.001%
8/16/2025Parr Mcknight Wealth Management Group LLC36,478$4.35M0.6%+8.5%0.009%
8/16/2025Public Sector Pension Investment Board108,669$12.96M0.1%-1.6%0.027%
8/16/2025Evergreen Capital Management LLC4,483$535K0.0%-4.1%0.001%
8/15/2025CANADA LIFE ASSURANCE Co254,522$30.40M0.0%-2.7%0.063%
8/15/2025Tower Research Capital LLC TRC 9,691$1.16M0.0%-69.7%0.002%
8/15/2025MUFG Securities EMEA plc1,204$144K0.0%N/A0.000%
8/15/2025Brooks Moore & Associates Inc.2,001$247K0.1%-4.0%0.000%
8/15/2025Resources Management Corp CT ADV10,273$1.23M0.2%-1.6%0.003%
8/15/2025Fairfield Bush & CO.7,564$902K0.5%-6.2%0.002%
8/15/2025Corient Private Wealth LLC767,421$91.56M0.1%-14.4%0.190%
8/15/2025Northeast Financial Consultants Inc32,220$3.84M0.2%-1.5%0.008%
8/15/2025State of Tennessee Department of Treasury74,388$8.87M0.0%-31.4%0.018%
8/15/2025DCM Advisors LLC21,854$2.61M1.1%+10.7%0.005%
8/15/2025Captrust Financial Advisors125,031$14.92M0.0%-0.3%0.031%
8/15/2025Keel Point LLC3,517$420K0.0%-9.8%0.001%
8/15/2025WFA of San Diego LLC438$52K0.0%N/A0.000%
8/15/2025Lantern Wealth Advisors LLC2,247$268K0.2%N/A0.001%
8/15/2025Vident Advisory LLC16,064$1.92M0.0%+1.0%0.004%
8/15/2025Visionary Wealth Advisors76,497$9.13M0.5%+6.1%0.019%
8/15/2025Voleon Capital Management LP16,982$2.03M0.1%-34.6%0.004%
8/15/2025Tidal Investments LLC19,143$2.28M0.0%+3.0%0.005%
8/15/2025Smartleaf Asset Management LLC2,200$262K0.0%-34.2%0.001%
8/15/2025Snowden Capital Advisors LLC11,923$1.42M0.0%-31.9%0.003%
8/15/2025Royal London Asset Management Ltd.182,854$21.81M0.0%-6.2%0.045%
8/15/2025Rafferty Asset Management LLC128,314$15.31M0.1%+4.3%0.032%
8/15/2025Redwood Investment Management LLC14,675$1.75M0.2%N/A0.004%
8/15/2025Ruggaard & Associates LLC2,532$302K0.1%-5.2%0.001%
8/15/2025Orion Porfolio Solutions LLC27,862$3.32M0.0%+31.9%0.007%
8/15/2025MML Investors Services LLC237,553$28.34M0.1%+3.1%0.059%
8/15/2025Meiji Yasuda Asset Management Co Ltd.2,371$283K0.0%-83.8%0.001%
8/15/2025Modern Wealth Management LLC4,484$535K0.0%+10.7%0.001%
8/15/2025Holocene Advisors LP711,599$84.89M0.2%+2,433.1%0.176%
8/15/2025IHT Wealth Management LLC11,956$1.43M0.0%-13.5%0.003%
(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, 2,052 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 1,710 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 77,391,761 shares in the last 24 months. This purchase volume represents approximately $9.30B in transactions.

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

Of the 936 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 51,439,411 shares in the last 24 months. This volume of shares sold represents approximately $6.28B in transactions.


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This page (NYSE:PSX) was last updated on 10/9/2025 by MarketBeat.com Staff
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