Free Trial

Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$105.06 +1.01 (+0.97%)
As of 10:53 AM Eastern
This is a fair market value 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)
1106
Total
Institutional Inflows
(last 12 months)
$5.48B
Number of
Institutional Sellers
(last 12 months)
876
Total
Institutional Outflows
(last 12 months)
$4.82B
Get PSX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Phillips 66 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/30/2025Seamount Financial Group Inc.2,602$321K0.2%+10.6%0.001%
4/30/2025State of Michigan Retirement System112,012$13.83M0.1%-0.1%0.027%
4/30/2025Cerity Partners LLC139,341$17.21M0.0%+103.2%0.034%
4/30/2025Peoples Bank OH6,439$795K0.5%-7.3%0.002%
4/30/2025Telos Capital Management Inc.52,415$6.47M0.7%+2.6%0.013%
4/30/2025Financial Gravity Asset Management Inc.397$49K0.0%N/A0.000%
4/30/2025Alps Advisors Inc.190,652$23.54M0.1%-3.4%0.047%
4/30/2025Allworth Financial LP12,240$1.51M0.0%-19.8%0.003%
4/30/2025Parr Mcknight Wealth Management Group LLC33,632$4.15M0.6%+4.5%0.008%
4/30/2025Alpine Woods Capital Investors LLC2,497$308K0.1%N/A0.001%
4/30/2025Leavell Investment Management Inc.52,459$6.48M0.3%-3.3%0.013%
4/30/2025Quotient Wealth Partners LLC39,410$4.87M0.2%+10.5%0.010%
4/30/2025Bridges Investment Management Inc.5,007$618K0.0%+24.6%0.001%
4/30/2025First Interstate Bank1,938$239K0.0%-15.3%0.000%
4/30/2025Nisa Investment Advisors LLC183,266$22.63M0.1%-26.8%0.045%
4/30/2025Moloney Securities Asset Management LLC2,225$275K0.0%-9.2%0.001%
4/30/2025LBP AM SA83,256$10.28M0.2%+20.8%0.020%
4/30/2025New Mexico Educational Retirement Board19,328$2.39M0.1%-3.0%0.005%
4/30/2025Westbourne Investment Advisors Inc.5,741$709K0.3%-1.7%0.001%
4/30/2025Brick & Kyle Associates51,808$6.26M2.9%-1.7%0.013%
4/30/2025DekaBank Deutsche Girozentrale203,702$24.69M0.0%+2.1%0.050%
4/30/2025Valeo Financial Advisors LLC15,019$1.86M0.0%+5.9%0.004%
4/30/2025BXM Wealth LLC2,280$282K0.3%N/A0.001%
4/30/2025M&T Bank Corp507,283$62.64M0.2%-2.7%0.125%
4/30/2025Stratos Wealth Partners LTD.18,344$2.27M0.0%-6.2%0.005%
4/30/2025Stratos Investment Management LLC29,683$3.67M0.2%+24.1%0.007%
4/30/2025Navalign LLC7,414$915K0.3%+5.5%0.002%
4/30/2025Garrett Wealth Advisory Group LLC6,658$822K0.2%+3.8%0.002%
4/30/2025Brown Advisory Inc.57,294$7.08M0.0%-19.8%0.014%
4/30/2025Harbour Investment Management LLC14,521$1.79M0.8%-1.0%0.004%
4/30/2025Crossmark Global Holdings Inc.20,325$2.51M0.0%+6.6%0.005%
4/29/2025 Centennial Bank AR 1,325$164K0.1%+17.8%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC20,079$2.48M0.1%+37.2%0.005%
4/29/2025 Financial Counselors Inc.20,919$2.58M0.0%-5.0%0.005%
4/29/2025 TD Private Client Wealth LLC24,664$3.05M0.1%-5.9%0.006%
4/29/2025 Capital Advisors Inc. OK14,707$1.82M0.0%-1.1%0.004%
4/29/2025 Envestnet Asset Management Inc.1,762,512$217.64M0.1%+1.9%0.433%
4/29/2025 Hendley & Co. Inc.5,835$721K0.3%-61.8%0.001%
4/29/2025 Tradewinds LLC.5,404$667K0.2%-2.8%0.001%
4/29/2025 Cloud Capital Management LLC772$95K0.1%N/A0.000%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
4/29/2025 Compass Wealth Management LLC20,629$2.55M0.6%+1,221.5%0.005%
4/29/2025 Sharp Financial Services LLC1,993$246K0.2%-36.1%0.000%
4/29/2025 Adell Harriman & Carpenter Inc.78,125$9.65M0.7%-9.3%0.019%
4/29/2025 Concurrent Investment Advisors LLC30,055$3.71M0.1%+45.3%0.007%
4/29/2025 Simmons Bank74,319$9.18M0.7%-2.0%0.018%
4/29/2025 HM Payson & Co.36,692$4.53M0.1%-1.7%0.009%
4/29/2025 DT Investment Partners LLC23,670$2.92M0.3%-23.1%0.006%
4/29/2025 Bank of New York Mellon Corp8,857,505$1.09B0.2%-5.2%2.174%
4/29/2025 World Investment Advisors8,079$998K0.0%+5.0%0.002%
4/29/2025 von Borstel & Associates Inc.221$27K0.0%N/A0.000%
4/29/2025 Olde Wealth Management LLC230$28K0.0%N/A0.000%
4/29/2025 Truist Financial Corp586,515$72.42M0.1%+2.3%0.144%
4/29/2025 Capital Investment Advisory Services LLC3,735$461K0.0%+13.9%0.001%
4/29/2025 Argyle Capital Management LLC20,417$2.52M0.9%+2.4%0.005%
4/29/2025 Investors Asset Management of Georgia Inc. GA ADV2,602$321K0.2%-3.7%0.001%
4/29/2025 Brookstone Capital Management19,516$2.41M0.0%-5.1%0.005%
4/29/2025 Catalyst Capital Advisors LLC527$65K0.0%+45.2%0.000%
4/29/2025 Huntleigh Advisors Inc.17,208$2.13M0.4%+3.0%0.004%
4/29/2025 Pacific Heights Asset Management LLC75,000$9.26M0.6%-50.0%0.018%
4/29/2025 IFM Investors Pty Ltd71,861$9.45M0.1%+14.3%0.018%
4/29/2025 GF Fund Management CO. LTD.109,388$13.51M0.3%-3.8%0.027%
4/29/2025 OneDigital Investment Advisors LLC28,635$3.54M0.0%-0.4%0.007%
4/29/2025 Avantax Planning Partners Inc.17,067$2.11M0.1%-6.0%0.004%
4/29/2025 Silver Oak Securities Incorporated2,394$291K0.0%+12.1%0.001%
4/29/2025 Calamos Advisors LLC71,944$8.88M0.0%+1.1%0.018%
4/29/2025 Aviance Capital Partners LLC5,939$733K0.1%-7.3%0.001%
4/29/2025 Checchi Capital Advisers LLC6,204$766K0.0%+5.2%0.002%
4/28/2025 D.A. Davidson & CO.96,057$11.86M0.1%+52.0%0.024%
4/28/2025 Principal Financial Group Inc.531,381$65.62M0.0%+2.6%0.130%
4/28/2025 Mutual Advisors LLC16,464$2.03M0.1%-2.3%0.004%
4/28/2025 Oregon Public Employees Retirement Fund35,849$4.43M0.1%+1.2%0.009%
4/28/2025 ZWJ Investment Counsel Inc.269,056$33.22M1.4%+4.8%0.066%
4/28/2025 Teacher Retirement System of Texas79,556$9.82M0.0%-39.0%0.020%
4/28/2025 First Horizon Advisors Inc.3,535$437K0.0%+18.9%0.001%
4/28/2025 Alley Investment Management Company LLC56,531$6.98M0.9%+1.0%0.014%
4/28/2025 Pinnacle Financial Partners Inc6,305$769K0.0%-1.7%0.002%
4/28/2025 Miller Howard Investments Inc. NY285,566$35.26M1.1%+0.1%0.070%
4/28/2025 Kanawha Capital Management LLC2,995$370K0.0%+8.2%0.001%
4/28/2025 Aaron Wealth Advisors LLC3,788$468K0.1%+4.2%0.001%
4/28/2025 WCM Investment Management LLC23,395$2.85M0.0%-3.5%0.006%
4/28/2025 Lawson Kroeker Investment Management Inc. NE142,737$17.63M3.3%+36.5%0.035%
4/28/2025 NovaPoint Capital LLC1,767$218K0.1%N/A0.000%
4/28/2025 CarsonAllaria Wealth Management Ltd.2,300$284K0.2%+79.4%0.001%
4/28/2025 Harbour Trust & Investment Management Co1,689$209K0.0%-55.7%0.000%
4/28/2025 Keybank National Association OH140,226$17.32M0.1%-3.1%0.034%
4/28/2025 DAVENPORT & Co LLC24,039$2.97M0.0%+1.0%0.006%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd49,226$6.08M0.1%+1.9%0.012%
4/28/2025 Cidel Asset Management Inc.7,084$875K0.1%+7.8%0.002%
4/28/2025 BLB&B Advisors LLC1,648$203K0.0%N/A0.000%
4/28/2025 Vontobel Holding Ltd.32,823$4.05M0.0%-7.2%0.008%
Trump announcement boosts “next Bitcoin” (Ad)

President Trump just made his first big crypto move ... Announcing the creation of a national strategic reserve for Bitcoin and Ethereum. But there's something else going on here …

To learn more about this next Bitcoin — click here before another proclamation by Trump sends the pr
4/25/2025 JNBA Financial Advisors1,674$207K0.0%+155.6%0.000%
4/25/2025 Mather Group LLC.6,242$771K0.0%-28.8%0.002%
4/25/2025 Alta Advisers Ltd2,045$253K0.1%N/A0.001%
4/25/2025 Deseret Mutual Benefit Administrators1,538$190K0.1%+9.4%0.000%
4/25/2025 Smallwood Wealth Investment Management LLC237$29K0.0%N/A0.000%
4/25/2025 New Millennium Group LLC712$88K0.1%-54.7%0.000%
4/25/2025 Saxon Interests Inc.2,471$305K0.1%-12.4%0.001%
4/25/2025 Beaton Management Co. Inc.3,131$387K0.2%N/A0.001%
4/25/2025 Koshinski Asset Management Inc.15,066$1.86M0.2%-0.9%0.004%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA2,891$357K0.1%-73.1%0.001%
(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, 1,999 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($4.61B), State Street Corp ($3.66B), BlackRock Inc. ($3.50B), Wells Fargo & Company MN ($1.83B), Bank of New York Mellon Corp ($1.09B), Geode Capital Management LLC ($968.84M), and Barclays PLC ($919.31M).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 1,654 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: Norges Bank ($8.57M), Price T Rowe Associates Inc. MD ($5.86M), Boston Partners ($5.10M), Wellington Management Group LLP ($4.49M), 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 83,971,058 shares in the last 24 months. This purchase volume represents approximately $10.45B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,237 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 ($17.67M), FMR LLC ($4.77M), Deutsche Bank AG ($2.93M), State Street Corp ($1.97M), Nuveen Asset Management LLC ($1.68M), and Barrow Hanley Mewhinney & Strauss LLC ($1.46M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 101,936,201 shares in the last 24 months. This volume of shares sold represents approximately $11.45B in transactions.



This page (NYSE:PSX) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners