Free Trial
→ The trade I’ve been waiting for since 2011 (From Traders Agency) (Ad)tc pixel Free PSX Stock Alerts

Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$277.60 -4.00 (-1.42%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$278.70 +1.09 (+0.39%)
As of 10/9/2026 07:59 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 Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1204
Total
Institutional Inflows
(last 12 months)
$13.84B
Number of
Institutional Sellers
(last 12 months)
817
Total
Institutional Outflows
(last 12 months)
$2.93B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Wealth Enhancement Trust Services Inc.4,816$1.23M0.1%-6.0%0.001%
10/6/2026Bangor Savings Bank9,362$2.39M0.2%-7.3%0.002%
10/6/2026Moody National Bank Trust Division3,628$926K0.1%+1.9%0.001%
10/5/2026Tompkins Financial Corp1,244$318K0.0%-11.5%0.000%
10/5/2026Eastern Bank1,526$390K0.0%+12.5%0.000%
10/1/2026 Coastline Trust Co1,369$350K0.0%-3.7%0.000%
9/23/2026QRG Capital Management Inc.55,595$9.40M0.1%+22.4%0.014%
9/23/2026Envestnet Portfolio Solutions Inc.16,403$2.77M0.0%+1.4%0.004%
9/23/2026Envestnet Asset Management Inc.1,008,833$170.54M0.0%-1.8%0.253%
9/22/2026State Street Corp26,044,694$4.40B0.1%+1.1%6.527%
9/18/2026Security National Bank of Sioux City Iowa IA250$42K0.0%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company262,251$44.33M0.0%-4.6%0.066%
9/9/2026Blue Edge Capital LLC2,423$410K0.0%-26.6%0.001%
9/9/2026Sequoia Financial Advisors LLC39,247$6.64M0.0%+5.6%0.010%
9/9/2026Tidal Investments LLC32,674$5.52M0.0%+51.7%0.008%
9/9/2026Van Hulzen Asset Management LLC7,737$1.31M0.1%-1.0%0.002%
9/9/2026MCF Advisors LLC10,840$1.83M0.1%-0.7%0.003%
9/9/2026National Pension Service732,811$123.88M0.1%+5.0%0.184%
9/9/2026WINTON GROUP Ltd52,543$8.88M0.3%N/A0.013%
9/9/2026Engineers Gate Manager LP47,859$8.09M0.1%+194.9%0.012%
9/9/2026Cidel Asset Management Inc.9,467$1.60M0.1%-3.3%0.002%
9/9/2026SVB Wealth LLC2,164$366K0.0%-16.4%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC5,273$891K0.1%-3.3%0.001%
9/9/2026NorthRock Partners LLC2,819$477K0.0%-49.8%0.001%
9/9/2026Integrated Wealth Concepts LLC24,933$4.22M0.0%+3.5%0.006%
9/9/2026Community Bank N.A.21,311$3.60M0.4%-2.8%0.005%
9/9/2026RFG Advisory LLC7,609$1.29M0.0%-49.2%0.002%
9/9/2026NewEdge Advisors LLC823,275$139.18M0.4%-0.1%0.206%
9/9/2026Pointe Capital Management LLC1,261$213K0.1%+4.3%0.000%
9/9/2026IFP Advisors Inc19,223$3.25M0.1%-2.5%0.005%
9/9/2026Baird Financial Group Inc.117,597$19.88M0.0%-4.2%0.029%
9/9/2026Sterling Investment Advisors Ltd.2,189$370K0.1%-9.7%0.001%
9/8/2026Allworth Financial LP23,029$3.89M0.0%-62.8%0.006%
9/8/2026Arizona State Retirement System111,265$18.81M0.1%+0.8%0.028%
9/8/2026West Family Investments Inc.4,280$724K0.2%N/A0.001%
9/8/2026Waverly Advisors LLC40,457$6.84M0.0%+17.8%0.010%
9/8/2026Bank OZK20,334$3.44M1.1%+11.6%0.005%
9/8/2026Empirical Finance LLC15,385$2.60M0.1%+3.0%0.004%
9/8/2026Nykredit A S171,043$28.92M0.1%N/A0.043%
8/28/2026Cornerstone Financial Management LLC390$66K0.1%+134.9%0.000%
Analyst nicknamed “The Prophet” issues new warning for America (Ad)

Whitney Tilson exposed a major company on 60 Minutes in an Emmy-winning investigation - the stock lost nearly 80% afterward. He also called the housing crisis and the collapse of Bear Stearns and Lehman Brothers before they happened. Now Tilson says the day after this year's midterm elections, America enters a period of economic change unlike anything seen in decades - and most investors are unprepared.tc pixel

See Whitney Tilson's full midterm election presentation now.
8/27/2026Corient Private Wealth LP628,169$106.19M0.1%-11.1%0.157%
8/26/2026Amundi2,958,255$500.09M0.1%-19.3%0.741%
8/26/2026HighTower Advisors LLC337,441$57.04M0.1%+0.3%0.085%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al12,200$2.06M0.0%N/A0.003%
8/23/2026Ameritas Advisory Services LLC3,800$642K0.0%+96.7%0.001%
8/23/2026Wedmont Private Capital12,894$2.18M0.1%+1.4%0.003%
8/23/2026Kintra Wealth LLC2,468$417K0.0%-10.5%0.001%
8/23/2026Endeavor Private Wealth Inc.5,283$893K0.2%-9.8%0.001%
8/23/2026Beaird Harris Wealth Management LLC939$159K0.0%+27.1%0.000%
8/23/2026HB Wealth Management LLC41,017$6.93M0.0%+7.7%0.010%
8/23/2026Nilsine Partners LLC4,068$688K0.0%+1.5%0.001%
8/23/2026Saudi Central Bank28,069$4.75M0.1%+88.7%0.007%
8/23/2026Angeles Wealth Management LLC6,004$1.02M0.0%+1.6%0.002%
8/22/2026Compass Financial Management LLC157$28K0.0%N/A0.000%
8/22/2026NBH Bank710$120K0.1%N/A0.000%
8/22/2026AlphaGrep UK Ltd2,499$422K0.1%N/A0.001%
8/22/2026Oakmont Investment Advisors Inc.9,109$1.54M1.1%N/A0.002%
8/22/2026Plan A Wealth LLC1,823$308K0.1%-31.6%0.000%
8/22/2026Syon Capital LLC5,392$912K0.0%+5.5%0.001%
8/22/2026TD Waterhouse Canada Inc.59,533$10.39M0.0%-0.9%0.015%
8/22/2026Premier Path Wealth Partners LLC5,006$846K0.1%+1.9%0.001%
8/22/2026Barlow Wealth Partners LLC1,092$205K0.0%N/A0.000%
8/22/2026United Community Bank595$101K0.0%-39.8%0.000%
8/22/2026Concurrent Investment Advisors LLC79,658$13.47M0.1%+23.5%0.020%
8/22/2026NEOS Investment Management LLC65,327$11.04M0.0%+13.3%0.016%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC5,104$863K0.1%-2.0%0.001%
8/21/2026Alley Investment Management Company LLC39,713$6.71M0.8%-4.6%0.010%
8/21/2026Athena Investment Management1,698$287K0.2%-37.2%0.000%
8/21/2026Paragon Private Wealth Management LLC1,270$215K0.1%-9.3%0.000%
8/21/2026Nykredit A S171,043$28.92M0.1%N/A0.043%
8/21/2026B. Metzler seel. Sohn & Co. AG75,146$12.70M0.1%+3.7%0.019%
8/21/2026PFG Private Wealth Management LLC2,376$402K0.2%+3.0%0.001%
8/21/2026SkyOak Wealth LLC1,703$288K0.0%-6.8%0.000%
8/21/2026XML Financial LLC13,825$2.34M0.2%-10.2%0.003%
8/21/2026Symphony Financial Ltd. Co.5,919$1.02M0.1%-4.8%0.001%
8/21/2026Independence Bank of Kentucky2,938$497K0.1%-9.3%0.001%
8/21/2026Investors Research Corp4,650$786K0.1%-0.9%0.001%
8/21/2026Legacy Financial Advisors Inc.3,678$622K0.1%-57.0%0.001%
8/20/2026Proficio Capital Partners LLC2,273$384K0.0%N/A0.001%
8/20/2026Community Bank & Trust Waco Texas33,772$5.71M1.0%-2.1%0.008%
8/20/2026Nwam LLC3,047$515K0.0%-25.4%0.001%
8/20/2026Teza Capital Management LLC2,032$344K0.7%+33.5%0.001%
8/20/2026Clifford Swan Investment Counsel LLC17,152$2.90M0.1%-0.6%0.004%
8/20/2026F&V Capital Management LLC140,587$23.77M4.4%+1.4%0.035%
8/20/2026Headlands Technologies LLC3,513$594K0.1%+158.7%0.001%
8/20/2026Ancora Advisors LLC33,814$5.72M0.1%-6.9%0.008%
8/20/2026Two Sigma Securities LLC8,059$1.36M0.1%+298.2%0.002%
8/20/2026Benjamin Edwards Inc.26,111$4.41M0.0%-15.6%0.007%
8/20/2026Alyeska Investment Group L.P.345,112$58.34M0.2%+227.1%0.086%
8/20/2026Flputnam Investment Management Co.15,288$2.58M0.0%-1.2%0.004%
No. 1 stock to cash in on the death of iPhone (Ad)

Analyst Josh Baylin, who warned Congress about smartphones years before the iPhone launched, says the world's richest man may be building an iPhone rival he calls Starphone. Baylin points to FCC rulings, two trademarks filed the same day, multibillion-dollar spectrum deals, chip partnerships, and a string of posts from Elon Musk as evidence pointing to one conclusion. See the full research and the stock Baylin is watching now.tc pixel

Get the free ticker and see Baylin's full research now
8/20/2026Cookson Peirce & Co. Inc.3,512$594K0.0%+5.1%0.001%
8/20/2026Northwestern Mutual Wealth Management Co.35,789$6.05M0.0%-0.5%0.009%
8/20/2026Private Management Group Inc.12,791$2.16M0.1%-18.8%0.003%
8/20/2026Wedbush Securities Inc.28,386$4.80M0.1%-0.5%0.007%
8/20/2026Meiji Yasuda Life Insurance Co1,200$203K0.0%N/A0.000%
8/20/2026Hennessy Advisors Inc.4,282$724K0.0%-10.8%0.001%
8/20/2026Spinnaker Trust4,075$689K0.0%+5.2%0.001%
8/20/2026Cullinan Associates Inc.9,762$1.65M0.1%+1.3%0.002%
8/20/2026Greenleaf Trust10,645$1.80M0.0%-2.9%0.003%
8/19/2026Capital Advisors Inc. OK16,130$2.73M0.0%+0.4%0.004%


PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,119 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 ($4.40B), 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 1,788 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 ($3.17M).

Institutional investors have bought a total of 87,594,150 shares in the last 24 months. This purchase volume represents approximately $13.84B in transactions.

Of the 814 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: 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), State Street Corp ($904.48K), and Amundi ($845.42K).

Institutional investors have sold a total of 21,237,774 shares in the last 24 months. This volume of shares sold represents approximately $2.93B 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 10/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
This free guide explains options the way they should be taught
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
A simple options setup that cuts through the noise
Ian Cooper says most options traders overcomplicate the process, juggling countless indicators, strategies, an...
TradeWins | Sponsoredtc pixel
A weekly dividend fund holding Nvidia and Palantir
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel