NYSE:PSX

Phillips 66 - PSX Institutional Ownership

$95.55

0.00 (0.00%)

(As of 03/21/2023 04:23 PM ET)

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Today's Range: $95.13
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$98.31
50-Day Range: $93.65
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$111.49
52-Week Range: $74.02
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$113.53

Volume: 7.21 million shs
Average Volume: 3.73 million shs
Market Capitalization: $44.33 billion

P/E Ratio: 4.16
Dividend Yield: 4.40%
Price Target: $121.27

Institutional Ownership

Current Institutional Ownership Percentage: 70.76%
Number of Institutional Buyers (last 12 months): 1140
Total Institutional Inflows (last 12 months): $6.19 B
Number of Institutional Sellers (last 12 months): 726
Total Institutional Outflows (last 12 months): $2.28 B

PSX Institutional Buying and Selling by Quarter

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Phillips 66 Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/15/2023	B. Riley Wealth Advisors Inc.	34,422	$3.58M	0.1%	+8.4%	0.007%
3/10/2023	Mather Group LLC.	19,742	$2.06M	0.0%	-8.8%	0.004%
3/10/2023	Victory Capital Management Inc.	526,735	$54.82M	0.1%	-5.1%	0.114%
3/6/2023	Rockefeller Capital Management L.P.	304,932	$31.74M	0.2%	+1.9%	0.066%
3/6/2023	Aldebaran Financial Inc.	4,565	$0.48M	0.5%	-6.2%	0.001%
3/6/2023	North Star Asset Management Inc.	2,715	$0.28M	0.0%	N/A	0.001%

3/2/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	3,549	$0.37M	0.0%	-24.5%	0.001%
3/1/2023	Whitener Capital Management Inc.	5,026	$0.52M	0.2%	+2.1%	0.001%
3/1/2023	Regal Investment Advisors LLC	2,254	$0.24M	0.0%	-41.3%	0.000%
2/28/2023	Voya Investment Management LLC	337,948	$35.17M	0.0%	+3.0%	0.073%
2/24/2023	SRS Capital Advisors Inc.	541	$56K	0.0%	-27.7%	0.000%
2/24/2023	Natixis	564,386	$58.74M	0.3%	+75.6%	0.119%
2/23/2023	Chelsea Counsel Co.	6,629	$0.69M	0.3%	-2.6%	0.001%
2/22/2023	Kovack Advisors Inc.	5,379	$0.56M	0.1%	+6.0%	0.001%
2/21/2023	OLD Republic International Corp	558,400	$58.12M	1.8%	-21.2%	0.118%
2/21/2023	Macquarie Group Ltd.	103,113	$10.73M	0.0%	+8.2%	0.022%
2/21/2023	Northwestern Mutual Wealth Management Co.	34,533	$3.59M	0.0%	+3.2%	0.007%
2/21/2023	B. Riley Wealth Advisors Inc.	34,422	$3.58M	0.1%	+8.4%	0.007%
2/21/2023	Equitable Trust Co.	16,100	$1.68M	0.1%	+185.7%	0.003%
2/21/2023	Northwestern Mutual Investment Management Company LLC	14,813	$1.54M	0.0%	-17.1%	0.003%
2/21/2023	National Pension Service	727,816	$75.75M	0.1%	+1.5%	0.154%
2/17/2023	Truist Financial Corp	502,294	$52.28M	0.1%	+13.4%	0.106%
2/17/2023	Compass Wealth Management LLC	1,531	$0.16M	0.1%	N/A	0.000%
2/16/2023	GHP Investment Advisors Inc.	3,331	$0.35M	0.0%	-5.7%	0.001%
2/16/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	34,349	$3.58M	0.0%	+5.4%	0.007%
2/16/2023	American Trust	8,622	$0.90M	0.1%	-3.6%	0.002%
2/16/2023	Brick & Kyle Associates	53,669	$5.59M	3.3%	-1.2%	0.011%
2/16/2023	Beach Investment Counsel Inc. PA	2,460	$0.26M	0.0%	N/A	0.001%
2/16/2023	Alliancebernstein L.P.	1,414,648	$147.24M	0.1%	-10.8%	0.299%
2/16/2023	CreativeOne Wealth LLC	3,227	$0.34M	0.0%	+13.0%	0.001%
2/16/2023	Financial Advocates Investment Management	10,018	$1.04M	0.1%	+13.3%	0.002%
2/16/2023	Personal Capital Advisors Corp	3,098	$0.32M	0.0%	-23.5%	0.001%
2/16/2023	Port Capital LLC	2,568	$0.27M	0.0%	-8.4%	0.001%
2/16/2023	RFG Advisory LLC	11,193	$1.11M	0.1%	+22.8%	0.002%
2/16/2023	Resurgent Financial Advisors LLC	2,243	$0.23M	0.1%	N/A	0.000%
2/16/2023	United Capital Financial Advisers LLC	69,457	$7.23M	0.0%	+13.9%	0.015%
2/16/2023	German American Bancorp Inc.	25,371	$2.64M	0.4%	+0.5%	0.005%
2/15/2023	Retirement Group LLC	8,559	$0.89M	0.4%	+2.6%	0.002%
2/15/2023	Greenwood Gearhart Inc.	2,470	$0.26M	0.0%	N/A	0.001%
2/15/2023	Public Employees Retirement System of Ohio	276,471	$28.78M	0.1%	+0.6%	0.058%

2/15/2023	Steward Partners Investment Advisory LLC	100,354	$10.45M	0.2%	+1.9%	0.021%
2/15/2023	CI Private Wealth LLC	128,150	$13.34M	0.0%	N/A	0.027%
2/15/2023	Green Square Capital Advisors LLC	2,886	$0.30M	0.0%	-88.7%	0.001%
2/15/2023	Metropolitan Life Insurance Co NY	27,336	$2.85M	0.1%	-4.5%	0.006%
2/15/2023	MetLife Investment Management LLC	123,432	$12.85M	0.1%	-3.3%	0.026%
2/15/2023	Moneta Group Investment Advisors LLC	9,979,304	$1.04B	0.0%	+100,843.8%	2.111%
2/15/2023	Columbia Trust Co 01012016	9,636	$1M	0.6%	-8.8%	0.002%
2/15/2023	Principal Street Partners LLC	2,304	$0.24M	0.1%	N/A	0.000%
2/15/2023	Atlas Capital Advisors LLC	2,951	$0.31M	0.1%	+8.0%	0.001%
2/15/2023	Cape Cod Five Cents Savings Bank	4,686	$0.49M	0.1%	+5.8%	0.001%
2/15/2023	State of Tennessee Treasury Department	72,728	$7.57M	0.0%	-7.4%	0.015%
2/15/2023	Salem Investment Counselors Inc.	50,274	$5.23M	0.2%	+4.5%	0.011%
2/15/2023	Apollon Wealth Management LLC	9,753	$1.02M	0.1%	-10.0%	0.002%
2/15/2023	Utah Retirement Systems	83,967	$8.74M	0.1%	-2.6%	0.018%
2/15/2023	Captrust Financial Advisors	155,120	$16.15M	0.1%	-5.2%	0.033%
2/15/2023	Bragg Financial Advisors Inc	12,119	$1.26M	0.1%	+4.8%	0.003%
2/15/2023	Lazard Asset Management LLC	249	$25K	0.0%	-87.8%	0.000%
2/15/2023	Retirement Investment Advisors Inc.	10,255	$1.07M	0.7%	N/A	0.002%
2/15/2023	SageView Advisory Group LLC	2,337	$0.24M	0.0%	N/A	0.000%
2/15/2023	PFS Investments Inc.	383,638	$39.93M	0.7%	+11.9%	0.081%
2/15/2023	Gamco Investors INC. ET AL	5,233	$0.55M	0.0%	-17.2%	0.001%
2/15/2023	Cerity Partners LLC	55,639	$5.79M	0.0%	+4.3%	0.012%
2/15/2023	CCM Investment Advisers LLC	107,632	$11.20M	1.8%	-6.1%	0.023%
2/15/2023	Toroso Investments LLC	22,720	$2.37M	0.1%	+0.9%	0.005%
2/15/2023	Wisconsin Capital Management LLC	23,980	$2.50M	1.9%	N/A	0.005%
2/15/2023	State of Wisconsin Investment Board	289,183	$30.10M	0.1%	-9.5%	0.061%
2/15/2023	Susquehanna Fundamental Investments LLC	64,797	$6.74M	0.1%	N/A	0.014%
2/15/2023	Syntax Advisors LLC	5,231	$0.54M	0.5%	-15.7%	0.001%
2/15/2023	Schonfeld Strategic Advisors LLC	7,400	$0.77M	0.0%	-70.2%	0.002%
2/15/2023	SeaCrest Wealth Management LLC	9,492	$0.99M	0.1%	-10.9%	0.002%
2/15/2023	Shorepoint Capital Partners LLC	38,568	$4.01M	1.1%	+0.8%	0.008%
2/15/2023	Sovereign Financial Group Inc.	2,027	$0.21M	0.1%	N/A	0.000%
2/15/2023	Soviero Asset Management LP	35,000	$3.64M	2.2%	N/A	0.007%
2/15/2023	Stokes Family Office LLC	2,353	$0.25M	0.0%	N/A	0.000%
2/15/2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	3,549	$0.38M	0.0%	-24.5%	0.001%
2/15/2023	Laidlaw Wealth Management LLC	3,667	$0.38M	0.1%	+6.9%	0.001%
2/15/2023	Left Brain Wealth Management LLC	16,978	$1.77M	1.3%	N/A	0.004%
2/15/2023	Legal & General Group Plc	3,512,615	$365.59M	0.1%	-7.1%	0.743%
2/15/2023	Linscomb & Williams Inc.	9,550	$0.99M	0.1%	+87.1%	0.002%
2/15/2023	Mackenzie Financial Corp	39,197	$4.08M	0.0%	-35.9%	0.008%
2/15/2023	MAS Advisors LLC	2,550	$0.27M	0.2%	N/A	0.001%
2/15/2023	Mcintyre Freedman & Flynn Investment Advisers Inc.	3,016	$0.31M	0.3%	N/A	0.001%
2/15/2023	Money Concepts Capital Corp	4,318	$0.45M	0.0%	+323.3%	0.001%
2/15/2023	Morgan Stanley	6,961,625	$724.57M	0.1%	+16.2%	1.473%
2/15/2023	Mosaic Family Wealth Partners LLC	3,969	$0.41M	0.1%	N/A	0.001%
2/15/2023	Man Group plc	87,315	$9.09M	0.0%	-76.7%	0.018%
2/15/2023	Mariner LLC	673,913	$70.14M	0.2%	+8.4%	0.143%
2/15/2023	Mount Lucas Management LP	57,480	$5.98M	2.0%	+105.0%	0.012%
2/15/2023	NFJ Investment Group LLC	328,490	$34.19M	0.9%	-20.5%	0.070%
2/15/2023	Nissay Asset Management Corp Japan ADV	57,270	$5.96M	0.1%	+1.6%	0.012%

2/15/2023	Norges Bank	3,499,591	$364.24M	0.1%	N/A	0.740%
2/15/2023	Demars Financial Group LLC	26,114	$2.72M	1.5%	-15.6%	0.006%
2/15/2023	Duquesne Family Office LLC	113,850	$11.85M	0.6%	N/A	0.024%
2/15/2023	Evergreen Capital Management LLC	4,334	$0.45M	0.0%	+3.2%	0.001%
2/15/2023	Exencial Wealth Advisors LLC	32,584	$3.39M	0.2%	-7.9%	0.007%
2/15/2023	Eqis Capital Management Inc.	3,800	$0.40M	0.0%	-6.5%	0.001%
2/15/2023	Equitable Holdings Inc.	5,766	$0.60M	0.0%	-3.5%	0.001%
2/15/2023	Fairfield Bush & CO.	12,522	$1.30M	0.9%	-10.5%	0.003%
2/15/2023	First Manhattan Co.	15,604	$1.62M	0.0%	+105.2%	0.003%
2/15/2023	Fortis Capital Advisors LLC	1,200	$0.13M	0.1%	N/A	0.000%

(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, 1,676 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($7.12B), Vanguard Group Inc. ($4.09B), BlackRock Inc. ($2.85B), State Street Corp ($2.66B), Private Advisor Group LLC ($2.01B), Wells Fargo & Company MN ($1.75B), and Moneta Group Investment Advisors LLC ($1.04B).Learn more on PSX's institutional investors.
What percentage of Phillips 66 stock is owned by institutional investors?: 70.76% 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 1,480 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: Moneta Group Investment Advisors LLC ($9.97M), Norges Bank ($7.31M), BlackRock Inc. ($4.62M), State Street Corp ($3.91M), Vanguard Group Inc. ($3.75M), Amundi ($3.24M), and Wellington Management Group LLP ($2.75M).

How much institutional buying is happening at Phillips 66?: Institutional investors have bought a total of 109,001,932 shares in the last 24 months. This purchase volume represents approximately $9.38B in transactions.
Which Phillips 66 major shareholders have been selling company stock?: Of the 1,027 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: Wellington Management Group LLP ($5.97M), BlackRock Inc. ($3.52M), Barrow Hanley Mewhinney & Strauss LLC ($2.41M), Morgan Stanley ($2.13M), LSV Asset Management ($2.06M), Marshall Wace LLP ($2.01M), and Bank of New York Mellon Corp ($1.95M).
How much institutional selling is happening at Phillips 66?: Institutional investors have sold a total of 62,284,623 shares in the last 24 months. This volume of shares sold represents approximately $5.08B in transactions.

This page (NYSE:PSX) was last updated on 3/21/2023 by MarketBeat.com Staff

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Phillips 66 - PSX Institutional Ownership

PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

PSX Institutional Ownership - Frequently Asked Questions

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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