Phillips 66 (PSX) Institutional Ownership

$272.79 -1.42 (-0.52%)

Closing price 09/18/2026 03:59 PM Eastern

Extended Trading

$273.00 +0.21 (+0.08%)

As of 09/18/2026 07:59 PM Eastern

Compare

Current Institutional Ownership Percentage: 76.93%
Number of Institutional Buyers (last 12 months): 1218
Total Institutional Inflows (last 12 months): $13.81B

Number of Institutional Sellers (last 12 months): 831
Total Institutional Outflows (last 12 months): $2.97B

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.

PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/18/2026	Security National Bank of Sioux City Iowa IA	250	$42K	0.0%	N/A	0.000%
9/9/2026	The Manufacturers Life Insurance Company	262,251	$44.33M	0.0%	-4.6%	0.066%
9/9/2026	Blue Edge Capital LLC	2,423	$410K	0.0%	-26.6%	0.001%
9/9/2026	Sequoia Financial Advisors LLC	39,247	$6.64M	0.0%	+5.6%	0.010%
9/9/2026	Tidal Investments LLC	32,674	$5.52M	0.0%	+51.7%	0.008%
9/9/2026	Van Hulzen Asset Management LLC	7,737	$1.31M	0.1%	-1.0%	0.002%
9/9/2026	MCF Advisors LLC	10,840	$1.83M	0.1%	-0.7%	0.003%
9/9/2026	National Pension Service	732,811	$123.88M	0.1%	+5.0%	0.184%
9/9/2026	WINTON GROUP Ltd	52,543	$8.88M	0.3%	N/A	0.013%
9/9/2026	Engineers Gate Manager LP	47,859	$8.09M	0.1%	+194.9%	0.012%
Get the Latest News and Ratings for PSX and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Phillips 66 and its competitors with MarketBeat's FREE daily newsletter.
9/9/2026	Cidel Asset Management Inc.	9,467	$1.60M	0.1%	-3.3%	0.002%
9/9/2026	SVB Wealth LLC	2,164	$366K	0.0%	-16.4%	0.001%
9/9/2026	Pinnacle Wealth Management Advisory Group LLC	5,273	$891K	0.1%	-3.3%	0.001%
9/9/2026	NorthRock Partners LLC	2,819	$477K	0.0%	-49.8%	0.001%
9/9/2026	Integrated Wealth Concepts LLC	24,933	$4.22M	0.0%	+3.5%	0.006%
9/9/2026	Community Bank N.A.	21,311	$3.60M	0.4%	-2.8%	0.005%
9/9/2026	RFG Advisory LLC	7,609	$1.29M	0.0%	-49.2%	0.002%
9/9/2026	NewEdge Advisors LLC	823,275	$139.18M	0.4%	-0.1%	0.206%
9/9/2026	Pointe Capital Management LLC	1,261	$213K	0.1%	+4.3%	0.000%
9/9/2026	IFP Advisors Inc	19,223	$3.25M	0.1%	-2.5%	0.005%
9/9/2026	Baird Financial Group Inc.	117,597	$19.88M	0.0%	-4.2%	0.029%
9/9/2026	Sterling Investment Advisors Ltd.	2,189	$370K	0.1%	-9.7%	0.001%
9/8/2026	Allworth Financial LP	23,029	$3.89M	0.0%	-62.8%	0.006%
9/8/2026	Arizona State Retirement System	111,265	$18.81M	0.1%	+0.8%	0.028%
9/8/2026	West Family Investments Inc.	4,280	$724K	0.2%	N/A	0.001%
9/8/2026	Waverly Advisors LLC	40,457	$6.84M	0.0%	+17.8%	0.010%
9/8/2026	Bank OZK	20,334	$3.44M	1.1%	+11.6%	0.005%
9/8/2026	Empirical Finance LLC	15,385	$2.60M	0.1%	+3.0%	0.004%
9/8/2026	Nykredit A S	171,043	$28.92M	0.1%	N/A	0.043%
8/28/2026	Cornerstone Financial Management LLC	390	$66K	0.1%	+134.9%	0.000%
8/27/2026	Corient Private Wealth LP	628,169	$106.19M	0.1%	-11.1%	0.157%
8/26/2026	Amundi	2,958,255	$500.09M	0.1%	-19.3%	0.741%
8/26/2026	HighTower Advisors LLC	337,441	$57.04M	0.1%	+0.3%	0.085%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	12,200	$2.06M	0.0%	N/A	0.003%
8/23/2026	Ameritas Advisory Services LLC	3,800	$642K	0.0%	+96.7%	0.001%
8/23/2026	Wedmont Private Capital	12,894	$2.18M	0.1%	+1.4%	0.003%
8/23/2026	Kintra Wealth LLC	2,468	$417K	0.0%	-10.5%	0.001%
8/23/2026	Endeavor Private Wealth Inc.	5,283	$893K	0.2%	-9.8%	0.001%
8/23/2026	Beaird Harris Wealth Management LLC	939	$159K	0.0%	+27.1%	0.000%
8/23/2026	HB Wealth Management LLC	41,017	$6.93M	0.0%	+7.7%	0.010%
The REAL Reason Trump is Invading Iran (Ad) For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason. Click here to find out what it is.
8/23/2026	Nilsine Partners LLC	4,068	$688K	0.0%	+1.5%	0.001%
8/23/2026	Saudi Central Bank	28,069	$4.75M	0.1%	+88.7%	0.007%
8/23/2026	Angeles Wealth Management LLC	6,004	$1.02M	0.0%	+1.6%	0.002%
8/22/2026	Compass Financial Management LLC	157	$28K	0.0%	N/A	0.000%
8/22/2026	NBH Bank	710	$120K	0.1%	N/A	0.000%
8/22/2026	AlphaGrep UK Ltd	2,499	$422K	0.1%	N/A	0.001%
8/22/2026	Oakmont Investment Advisors Inc.	9,109	$1.54M	1.1%	N/A	0.002%
8/22/2026	Plan A Wealth LLC	1,823	$308K	0.1%	-31.6%	0.000%
8/22/2026	Syon Capital LLC	5,392	$912K	0.0%	+5.5%	0.001%
8/22/2026	TD Waterhouse Canada Inc.	59,533	$10.39M	0.0%	-0.9%	0.015%
8/22/2026	Premier Path Wealth Partners LLC	5,006	$846K	0.1%	+1.9%	0.001%
8/22/2026	Barlow Wealth Partners LLC	1,092	$205K	0.0%	N/A	0.000%
8/22/2026	United Community Bank	595	$101K	0.0%	-39.8%	0.000%
8/22/2026	Concurrent Investment Advisors LLC	79,658	$13.47M	0.1%	+23.5%	0.020%
8/22/2026	NEOS Investment Management LLC	65,327	$11.04M	0.0%	+13.3%	0.016%
8/22/2026	Allen Mooney & Barnes Investment Advisors LLC	5,104	$863K	0.1%	-2.0%	0.001%
8/21/2026	Alley Investment Management Company LLC	39,713	$6.71M	0.8%	-4.6%	0.010%
8/21/2026	Athena Investment Management	1,698	$287K	0.2%	-37.2%	0.000%
8/21/2026	Paragon Private Wealth Management LLC	1,270	$215K	0.1%	-9.3%	0.000%
8/21/2026	Nykredit A S	171,043	$28.92M	0.1%	N/A	0.043%
8/21/2026	B. Metzler seel. Sohn & Co. AG	75,146	$12.70M	0.1%	+3.7%	0.019%
8/21/2026	PFG Private Wealth Management LLC	2,376	$402K	0.2%	+3.0%	0.001%
8/21/2026	SkyOak Wealth LLC	1,703	$288K	0.0%	-6.8%	0.000%
8/21/2026	XML Financial LLC	13,825	$2.34M	0.2%	-10.2%	0.003%
8/21/2026	Symphony Financial Ltd. Co.	5,919	$1.02M	0.1%	-4.8%	0.001%
8/21/2026	Independence Bank of Kentucky	2,938	$497K	0.1%	-9.3%	0.001%
8/21/2026	Investors Research Corp	4,650	$786K	0.1%	-0.9%	0.001%
8/21/2026	Legacy Financial Advisors Inc.	3,678	$622K	0.1%	-57.0%	0.001%
8/20/2026	Proficio Capital Partners LLC	2,273	$384K	0.0%	N/A	0.001%
8/20/2026	Community Bank & Trust Waco Texas	33,772	$5.71M	1.0%	-2.1%	0.008%
8/20/2026	Nwam LLC	3,047	$515K	0.0%	-25.4%	0.001%
8/20/2026	Teza Capital Management LLC	2,032	$344K	0.7%	+33.5%	0.001%
8/20/2026	Clifford Swan Investment Counsel LLC	17,152	$2.90M	0.1%	-0.6%	0.004%
8/20/2026	F&V Capital Management LLC	140,587	$23.77M	4.4%	+1.4%	0.035%
8/20/2026	Headlands Technologies LLC	3,513	$594K	0.1%	+158.7%	0.001%
8/20/2026	Ancora Advisors LLC	33,814	$5.72M	0.1%	-6.9%	0.008%
8/20/2026	Two Sigma Securities LLC	8,059	$1.36M	0.1%	+298.2%	0.002%
8/20/2026	Benjamin Edwards Inc.	26,111	$4.41M	0.0%	-15.6%	0.007%
8/20/2026	Alyeska Investment Group L.P.	345,112	$58.34M	0.2%	+227.1%	0.086%
8/20/2026	Flputnam Investment Management Co.	15,288	$2.58M	0.0%	-1.2%	0.004%
8/20/2026	Cookson Peirce & Co. Inc.	3,512	$594K	0.0%	+5.1%	0.001%
8/20/2026	Northwestern Mutual Wealth Management Co.	35,789	$6.05M	0.0%	-0.5%	0.009%
8/20/2026	Private Management Group Inc.	12,791	$2.16M	0.1%	-18.8%	0.003%
8/20/2026	Wedbush Securities Inc.	28,386	$4.80M	0.1%	-0.5%	0.007%
8/20/2026	Meiji Yasuda Life Insurance Co	1,200	$203K	0.0%	N/A	0.000%
8/20/2026	Hennessy Advisors Inc.	4,282	$724K	0.0%	-10.8%	0.001%
8/20/2026	Spinnaker Trust	4,075	$689K	0.0%	+5.2%	0.001%
8/20/2026	Cullinan Associates Inc.	9,762	$1.65M	0.1%	+1.3%	0.002%
8/20/2026	Greenleaf Trust	10,645	$1.80M	0.0%	-2.9%	0.003%
8/19/2026	Capital Advisors Inc. OK	16,130	$2.73M	0.0%	+0.4%	0.004%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,361,396	$399.19M	0.1%	+1.7%	0.592%
8/19/2026	New Mexico Educational Retirement Board	20,128	$3.40M	0.1%	+8.6%	0.005%
8/19/2026	Royal London Asset Management Ltd.	164,804	$27.86M	0.1%	-3.7%	0.041%
8/19/2026	Mufg Securities Americas Inc.	12,076	$2.04M	0.1%	+8.3%	0.003%
8/19/2026	Investors Asset Management of Georgia Inc. GA ADV	2,024	$342K	0.1%	-4.2%	0.001%
8/19/2026	Van ECK Associates Corp	90,926	$15.37M	0.0%	-70.3%	0.023%
8/19/2026	Ferguson Wellman Capital Management Inc.	19,742	$3.34M	0.0%	-2.0%	0.005%
8/19/2026	Nissay Asset Management Corp Japan	53,639	$9.07M	0.0%	+3.9%	0.013%
8/19/2026	Navellier & Associates Inc.	59,960	$10.14M	0.8%	+48.9%	0.015%
8/19/2026	Field & Main Bank	3,407	$576K	0.1%	N/A	0.001%

PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,127 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 1,795 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 87,448,891 shares in the last 24 months. This purchase volume represents approximately $13.81B in transactions.

Of the 831 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 21,506,779 shares in the last 24 months. This volume of shares sold represents approximately $2.97B 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 9/18/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Phillips 66 (PSX) Institutional Ownership

PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

PSX Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Phillips 66 (PSX) Institutional Ownership

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

PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

PSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSX shares?

What percentage of Phillips 66's stock is owned by institutional investors?

Which institutional investors have been buying Phillips 66's stock?

How much institutional buying is happening at Phillips 66?

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

How much institutional selling is happening at Phillips 66?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools