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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$214.11 +10.20 (+5.00%)
As of 02:58 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)
1189
Total
Institutional Inflows
(last 12 months)
$14.19B
Number of
Institutional Sellers
(last 12 months)
865
Total
Institutional Outflows
(last 12 months)
$3.32B
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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
8/10/2026Empirical Asset Management LLC3,514$594K0.1%N/A0.001%
8/10/2026Great Lakes Advisors LLC363$61K0.0%N/A0.000%
8/10/2026Great Lakes Advisors LLC88,714$15.00M0.1%N/A0.022%
8/10/2026Compass Wealth Management LLC32,662$5.52M1.0%N/A0.008%
8/10/2026BOK Financial Private Wealth Inc.328$55K0.0%N/A0.000%
8/10/2026Danske Bank A S9,939$1.68M0.0%N/A0.002%
8/10/2026Diversify Advisory Services LLC7,366$1.53M0.0%N/A0.002%
8/10/2026Gables Capital Management Inc.2,602$440K0.2%N/A0.001%
8/8/2026 Wealthfront Advisers LLC75,124$12.70M0.0%N/A0.019%
8/8/2026 Foster & Motley Inc.3,225$545K0.0%N/A0.001%
8/8/2026 First National Bank of Omaha20,290$3.45M0.1%N/A0.005%
8/8/2026 Navigoe LLC209$35K0.0%N/A0.000%
8/8/2026 Hurlow Wealth Management Group Inc.1,209$204K0.0%N/A0.000%
8/8/2026 Aljian Capital Management LLC2,250$380K0.1%N/A0.001%
8/8/2026 Energy Income Partners LLC114,652$19.38M0.3%N/A0.029%
8/8/2026 Alpine Woods Capital Investors LLC8,644$1.46M0.3%N/A0.002%
8/8/2026 Meeder Advisory Services Inc.12,488$2.11M0.1%N/A0.003%
8/8/2026 Meeder Asset Management Inc.310$52K0.0%N/A0.000%
8/7/2026 Citizens Financial Group Inc. RI12,693$2.15M0.0%N/A0.003%
8/7/2026 Texas Capital Bank Wealth Management Services Inc5,914$1M0.1%N/A0.001%
8/7/2026 Pavion Blue Capital LLC8,927$1.51M0.6%N/A0.002%
8/7/2026 UNIVEST FINANCIAL Corp2,971$502K0.0%N/A0.001%
8/7/2026 Argyle Capital Partners LLC4,072$688K0.4%N/A0.001%
8/7/2026 MidFirst Bank38,348$6.48M0.5%N/A0.010%
8/7/2026 BlackRock Inc.34,112,861$5.77B0.1%N/A8.508%
8/7/2026 Pallas Capital Advisors LLC10,903$1.84M0.1%N/A0.003%
8/7/2026 Performance Wealth Partners LLC1,238$209K0.0%N/A0.000%
8/7/2026 Deutsche Bank AG1,603,832$271.13M0.1%N/A0.400%
8/7/2026 Perigon Wealth Management LLC5,738$970K0.0%N/A0.001%
8/7/2026 Commerzbank Aktiengesellschaft FI6,789$1.15M0.0%N/A0.002%
8/7/2026 Trust Co. of Vermont6,454$1.09M0.0%N/A0.002%
8/7/2026 Principle Wealth Partners LLC26,244$4.44M0.2%N/A0.007%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.982,876$166.16M0.1%N/A0.245%
8/7/2026 OneDigital Investment Advisors LLC28,469$4.81M0.0%N/A0.007%
8/7/2026 Hikari Power Ltd155,300$26.25M3.1%N/A0.039%
8/7/2026 Plato Investment Management Ltd2,833$476K0.0%N/A0.001%
8/7/2026 Bell Investment Advisors Inc314$53K0.0%N/A0.000%
8/7/2026 AMG National Trust Bank7,148$1.21M0.0%N/A0.002%
8/7/2026 Roman Butler Fullerton & Co.2,162$430K0.1%N/A0.001%
8/7/2026 Simplicity Wealth LLC6,639$1.12M0.0%N/A0.002%
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8/7/2026 Baxter Bros Inc.22,439$3.79M0.4%N/A0.006%
8/7/2026 Uniting Wealth Partners LLC2,309$390K0.1%N/A0.001%
8/7/2026 Trivium Point Advisory LLC2,066$349K0.0%N/A0.001%
8/7/2026 Wealthspan Partners LLC1,625$275K0.1%N/A0.000%
8/7/2026 N.E.W. Advisory Services LLC288$49K0.0%N/A0.000%
8/7/2026 HBK Sorce Advisory LLC15,670$3.17M0.1%N/A0.004%
8/7/2026 Tulsa Wealth Advisors INC1,975$334K0.0%N/A0.000%
8/6/2026 German American Bancorp Inc.19,720$3.33M0.3%N/A0.005%
8/6/2026 Nippon Life Global Investors Americas Inc.4,320$730K0.0%N/A0.001%
8/6/2026 J.Safra Asset Management Corp178$30K0.0%N/A0.000%
8/6/2026 Flputnam Investment Management Co.15,288$2.58M0.0%N/A0.004%
8/6/2026 Global Retirement Partners LLC12,029$2.03M0.0%N/A0.003%
8/6/2026 1ST Source Bank6,321$1.07M0.0%N/A0.002%
8/6/2026 Fielder Capital Group LLC1,496$253K0.1%N/A0.000%
8/6/2026 SCS Capital Management LLC1,700$287K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp6,466,764$1.09B0.2%N/A1.613%
8/6/2026 Focus Partners Advisor Solutions LLC30,361$5.13M0.0%N/A0.008%
8/6/2026 Summit Asset Management LLC1,878$317K0.0%N/A0.000%
8/6/2026 Kelleher Financial Advisors171$29K0.0%N/A0.000%
8/6/2026 Stoneridge Investment Partners LLC1,679$355K0.2%N/A0.000%
8/6/2026 Clearstead Trust LLC660$112K0.0%N/A0.000%
8/5/2026USA Financial Formulas3,103$565K0.1%N/A0.001%
8/3/2026 BIP Wealth LLC2,099$355K0.0%N/A0.001%
8/3/2026 SWS Partners19,349$3.27M0.7%N/A0.005%
8/3/2026 Next Capital Management LLC1,738$294K0.1%N/A0.000%
8/3/2026 Everett Harris & Co. CA13,632$2.30M0.0%N/A0.003%
8/3/2026 Stack Financial Management Inc214,827$36.32M2.8%N/A0.054%
8/3/2026 Oppenheimer Asset Management Inc.96,515$16.32M0.2%N/A0.024%
8/3/2026 Bryn Mawr Trust Advisors LLC70,057$11.84M0.5%N/A0.017%
8/3/2026 Mill Capital Management LLC3,462$585K0.0%N/A0.001%
8/3/2026 Plan Group Financial LLC2,675$452K0.1%N/A0.001%
8/3/2026 Dockside LLC12,036$2.04M0.5%N/A0.003%
8/1/2026 Belpointe Asset Management LLC5,352$905K0.0%+5.1%0.001%
8/1/2026 Fortis Capital Advisors LLC2,433$411K0.0%+12.7%0.001%
8/1/2026 Private Management Group Inc.12,791$2.16M0.1%-18.8%0.003%
8/1/2026 Soltis Investment Advisors LLC5,937$1.00M0.1%+5.3%0.001%
8/1/2026 Mirabella Financial Services LLP2,463$416K0.0%+97.8%0.001%
8/1/2026 Daymark Wealth Partners LLC87,073$14.72M0.4%+0.3%0.022%
8/1/2026 Miller Howard Investments Inc. NY293,135$49.55M1.3%-0.4%0.073%
8/1/2026 Integrity Alliance LLC.2,377$402K0.0%+30.5%0.001%
8/1/2026 HUB Investment Partners LLC83,540$14.12M0.3%+0.9%0.021%
8/1/2026 AIA Group Ltd10,252$1.73M0.0%-33.1%0.003%
8/1/2026 Ellerson Group Inc. ADV26,452$4.47M2.6%-1.5%0.007%
8/1/2026 Zullo Investment Group Inc.2,185$369K0.1%-6.3%0.001%
8/1/2026 Becker Capital Management Inc.19,043$3.22M0.1%-0.8%0.005%
8/1/2026 MGO One Seven LLC13,074$2.21M0.0%+4.8%0.003%
7/31/2026 Powers Advisory Group LLC1,625$275K0.1%-13.3%0.000%
7/31/2026 Levin Capital Strategies L.P.8,762$1.48M0.1%N/A0.002%
7/31/2026 Convergence Investment Partners LLC43,453$7.35M0.7%+27.7%0.011%
7/31/2026 Harfst & Associates Inc.9,952$1.68M0.3%-0.7%0.002%
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7/31/2026 Simmons Bank73,577$12.44M0.7%-2.2%0.018%
7/31/2026 Linscomb Wealth Inc.3,012$509K0.0%-54.2%0.001%
7/31/2026 Aberdeen Group plc141,926$23.99M0.0%+4.6%0.035%
7/31/2026 New Republic Capital LLC1,349$228K0.1%+13.4%0.000%
7/31/2026 Napier Financial LLC972$164K0.0%+14.4%0.000%
7/31/2026 Avail Investment Partners LLC3,009$509K0.4%+41.9%0.001%
7/31/2026 Calamos Wealth Management LLC3,084$521K0.0%+2.0%0.001%
7/31/2026 Calamos Advisors LLC67,875$11.47M0.0%-5.9%0.017%
7/31/2026 Kornitzer Capital Management Inc. KS47,977$8.11M0.2%-0.6%0.012%
7/31/2026 Daiwa Securities Group Inc.82,438$13.94M0.0%-5.1%0.021%


PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,082 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($6.70B), BlackRock Inc. ($5.77B), State Street Corp ($3.04B), Elliott Investment Management L.P. ($2.30B), Wells Fargo & Company MN ($1.83B), Geode Capital Management LLC ($1.34B), and Bank of New York Mellon Corp ($1.09B).Learn more on Phillips 66's institutional investors.

76.93% of Phillips 66's stock is owned by institutional investors. Learn more on PSX's institutional investor holdings.

Of the 1,749 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: BlackRock Inc. ($34.11M), Elliott Investment Management L.P. ($18.48M), Norges Bank ($13.72M), Vanguard Group Inc. ($11.54M), Bank of New York Mellon Corp ($7.64M), Price T Rowe Associates Inc. MD ($5.14M), and AQR Capital Management LLC ($3.20M).

Institutional investors have bought a total of 95,225,535 shares in the last 24 months. This purchase volume represents approximately $14.18B in transactions.

Of the 865 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: State Street Corp ($2.64M), Bank of New York Mellon Corp ($2.52M), Barrow Hanley Mewhinney & Strauss LLC ($2.16M), Pacer Advisors Inc. ($1.86M), Price T Rowe Associates Inc. MD ($1.23M), Wells Fargo & Company MN ($951.10K), and Invesco Ltd. ($895.47K).

Institutional investors have sold a total of 24,910,677 shares in the last 24 months. This volume of shares sold represents approximately $3.32B in transactions.


Related Companies

Institutional ownership data for NYSE:PSX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/10/2026. New 13F filings are added each quarter as they're published.
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