S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
3 Key Stocks Helping to Drive the EV Race
Closing prices for crude oil, gold and other commodities
You Can Follow BlackRock’s Market View for Your Money
JPMorgan Chase Falls 5% as Consumer Cracking Begins to Show

Phillips 66 (PSX) Institutional Ownership

$162.41
-3.00 (-1.81%)
(As of 04/12/2024 ET)

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

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1136
Total
Institutional Inflows
(last 12 months)
$5.71B
Number of
Institutional Sellers
(last 12 months)
912
Total
Institutional Outflows
(last 12 months)
$6.96B
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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
4/12/2024Navalign LLC6,524$1.07M0.4%-3.6%0.002%
4/12/2024Ignite Planners LLC1,818$297K0.1%-9.7%0.000%
4/12/2024Harbor Investment Advisory LLC5,391$881K0.1%-9.5%0.001%
4/12/2024Global Assets Advisory LLC28,748$4.70M0.0%N/A0.007%
4/12/2024Southland Equity Partners LLC2,360$385K0.1%+16.1%0.001%
4/12/2024AdvisorNet Financial Inc1,113$182K0.0%-12.7%0.000%
4/12/2024Murphy Pohlad Asset Management LLC1,712$280K0.1%-7.6%0.000%
4/12/2024Lbmc Investment Advisors LLC2,382$389K0.0%-13.7%0.001%
4/12/2024True North Advisors LLC6,943$1.13M0.3%-13.7%0.002%
4/11/2024City Holding Co.19,794$3.23M0.5%-2.3%0.005%
4/11/2024Ballentine Partners LLC2,913$476K0.0%+3.9%0.001%
4/11/2024Royal Fund Management LLC53,849$8.80M0.9%-4.1%0.013%
4/11/2024Bridge Creek Capital Management LLC7,509$1.23M0.4%-2.4%0.002%
4/11/2024Cooper Financial Group1,745$285K0.0%+10.4%0.000%
4/11/2024Salem Investment Counselors Inc.50,172$8.20M0.3%-3.8%0.012%
4/11/2024Bangor Savings Bank12,330$2.01M0.2%-0.5%0.003%
4/11/2024International Assets Investment Management LLC12,455$2.03M0.1%-13.2%0.003%
4/11/2024Douglas Lane & Associates LLC1,961$320K0.0%N/A0.000%
4/11/2024City State Bank977$160K0.1%+16.2%0.000%
4/11/2024&PARTNERS4,743$775K0.1%-26.2%0.001%
4/11/2024Matthew Goff Investment Advisor LLC5,938$970K0.2%-35.0%0.001%
4/11/2024Sanders Morris Harris LLC1,312$214K0.0%N/A0.000%
4/11/2024MJP Associates Inc. ADV1,515$247K0.1%N/A0.000%
4/11/2024Gulf International Bank UK Ltd39,295$6.42M0.2%+0.2%0.009%
4/11/2024RFG Advisory LLC10,396$1.70M0.1%-2.4%0.002%
4/11/2024Eldred Rock Partners LLC78,909$12.89M7.0%+1.0%0.018%
4/11/2024Cadent Capital Advisors LLC2,472$404K0.2%-8.5%0.001%
4/11/2024PFW Advisors LLC20,554$3.36M1.0%-1.4%0.005%
4/10/2024 Spring Capital Management LLC1,705$278K0.2%N/A0.000%
4/10/2024 Daymark Wealth Partners LLC73,602$12.02M0.5%+1.1%0.017%
4/10/2024 Johnson & White Wealth Management LLC4,480$732K0.5%+2.9%0.001%
4/10/2024 Buckingham Capital Management Inc.49,505$8.09M1.0%-6.3%0.012%
4/10/2024 Threadgill Financial LLC1,502$245K0.1%N/A0.000%
4/10/2024 Park Avenue Securities LLC53,298$8.71M0.1%-1.3%0.012%
4/10/2024 American National Bank1,712$280K0.0%-6.6%0.000%
4/10/2024 KMG Fiduciary Partners LLC14,069$2.30M0.2%+0.8%0.003%
4/10/2024 First National Bank of Mount Dora Trust Investment Services12,491$2.04M0.5%-12.4%0.003%
4/10/2024 Wedmont Private Capital4,953$819K0.1%+20.2%0.001%
4/10/2024 Banque Cantonale Vaudoise19,717$3.22M0.1%-36.2%0.005%
4/10/2024 Czech National Bank75,659$12.36M0.2%-1.8%0.018%
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4/10/2024 Fulton Bank N.A.5,127$837K0.0%+18.2%0.001%
4/9/2024 Montecito Bank & Trust4,464$729K0.1%-5.0%0.001%
4/9/2024 Welch Group LLC3,949$645K0.0%-3.6%0.001%
4/9/2024 Stolper Co44,823$7.32M2.6%-0.2%0.010%
4/9/2024 Adirondack Trust Co.10,202$1.67M0.7%-1.9%0.002%
4/9/2024 Curbstone Financial Management Corp15,072$2.46M0.5%-7.1%0.004%
4/9/2024 Alaska Permanent Fund Corp78,046$12.75M0.2%-5.7%0.018%
4/9/2024 Farmers Trust Co.1,667$272K0.1%N/A0.000%
4/9/2024 Massmutual Trust Co. FSB ADV6,081$993K0.0%+8.6%0.001%
4/9/2024 Rise Advisors LLC248$40K0.0%N/A0.000%
4/9/2024 Ferguson Wellman Capital Management Inc.24,469$4.00M0.1%-6.3%0.006%
4/9/2024 Mather Group LLC.9,444$1.54M0.0%-38.0%0.002%
4/8/2024 Rowlandmiller & PARTNERS.ADV11,096$1.81M0.4%+8.8%0.003%
4/8/2024 Tompkins Financial Corp1,244$203K0.0%-19.4%0.000%
4/8/2024 Marion Wealth Management12,199$1.99M0.6%-1.0%0.003%
4/5/2024 First Hawaiian Bank16,459$2.69M0.1%-0.8%0.004%
4/5/2024 Chickasaw Capital Management LLC148,606$24.27M1.2%-5.0%0.035%
4/5/2024 GAMMA Investing LLC5,323$869K0.2%+17.6%0.001%
4/5/2024 Capital Market Strategies LLC2,109$344K0.3%-4.0%0.000%
4/5/2024 Martin Capital Partners LLC33,884$5.54M2.1%-2.5%0.008%
4/5/2024 Los Angeles Capital Management LLC38,730$6.33M0.0%-82.9%0.009%
4/5/2024 NBC Securities Inc.4,261$695K0.1%-2.2%0.001%
4/5/2024 Somerset Trust Co19,327$3.16M1.3%+2.5%0.005%
4/5/2024 Madison Park Capital Advisors LLC2,346$383K0.3%+3.0%0.001%
4/4/2024 Cullen Investment Group LTD.1,660$281K0.0%-4.0%0.000%
4/4/2024 Trust Co. of Toledo NA OH5,667$926K0.1%-2.2%0.001%
4/3/2024 Duncan Williams Asset Management LLC2,000$327K0.3%N/A0.000%
4/2/2024 M&R Capital Management Inc.8,413$1.37M0.3%+71.2%0.002%
4/1/2024 Park National Corp OH1,685$275K0.0%-10.9%0.000%
4/1/2024 General Partner Inc.1,301$213K0.1%+75.8%0.000%
3/29/2024 Adirondack Trust Co.10,402$1.48M0.7%-1.8%0.002%
3/29/2024Kapitalo Investimentos Ltda3,648$486K0.1%-8.5%0.001%
3/28/2024Newbridge Financial Services Group Inc.936$125K0.1%-33.4%0.000%
3/27/2024Nomura Holdings Inc.36,822$4.90M0.0%-90.8%0.009%
3/26/2024HighPoint Advisor Group LLC5,293$705K0.1%N/A0.001%
3/25/2024Quadrature Capital Ltd70,122$9.34M0.2%-68.4%0.016%
3/22/2024Livelsberger Financial Advisory426$57K0.1%N/A0.000%
3/22/2024PNC Financial Services Group Inc.834,504$111.11M0.1%+6.0%0.195%
3/19/2024M3 Advisory Group LLC1,970$262K0.3%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.33,086$4.41M0.1%-13.3%0.008%
3/14/2024Ables Iannone Moore & Associates Inc.200$27K0.0%N/A0.000%
3/14/2024Leo Wealth LLC1,629$233K0.0%N/A0.000%
3/13/2024MONECO Advisors LLC6,067$808K0.2%+6.9%0.001%
3/11/2024Wahed Invest LLC7,485$997K0.3%+1.9%0.002%
3/8/2024Trust Co. of Vermont2,497$332K0.0%-4.8%0.001%
3/8/2024ICA Group Wealth Management LLC1,499$200K0.0%N/A0.000%
3/7/2024Objective Capital Management LLC1,659$221K0.2%N/A0.000%
3/6/2024SageView Advisory Group LLC2,784$396K0.0%N/A0.001%
3/5/2024Fisher Asset Management LLC7,012$934K0.0%-14.9%0.002%
3/5/2024Wellington Management Group LLP10,903,130$1.45B0.3%+20.3%2.549%
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3/5/2024CCM Investment Advisers LLC95,585$12.73M1.6%-4.6%0.022%
3/1/2024Creekmur Asset Management LLC7,289$970K0.3%N/A0.002%
2/29/2024Scarborough Advisors LLC1,310$174K0.0%N/A0.000%
2/29/2024Acima Private Wealth LLC500$67K0.0%-80.0%0.000%
2/28/2024American International Group Inc.115,413$15.37M0.1%-2.2%0.027%
2/28/2024EP Wealth Advisors LLC7,124$948K0.0%-4.4%0.002%
2/27/2024Counterweight Ventures LLC2,310$308K0.3%N/A0.001%
2/26/2024Syon Capital LLC3,401$453K0.0%+7.9%0.001%
2/26/2024Teachers Retirement System of The State of Kentucky289,395$38.53M0.4%+14.3%0.068%
2/23/2024Beacon Financial Group42,285$5.63M0.7%+0.3%0.010%
(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, 1,879 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Aspire Private Capital LLC ($169.20B), Vanguard Group Inc. ($5.28B), BlackRock Inc. ($3.50B), State Street Corp ($2.98B), Wells Fargo & Company MN ($1.63B), Wellington Management Group LLP ($1.45B), and Barclays PLC ($932.45M).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 1,660 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 ($7.70M), Wellington Management Group LLP ($7.24M), Barclays PLC ($6.32M), BlackRock Inc. ($3.56M), Vanguard Group Inc. ($3.51M), and Boston Partners ($3.50M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 116,823,798 shares in the last 24 months. This purchase volume represents approximately $11.82B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,172 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 ($31.31M), Deutsche Bank AG ($3.42M), BlackRock Inc. ($3.12M), Marshall Wace LLP ($2.51M), FMR LLC ($2.25M), Barrow Hanley Mewhinney & Strauss LLC ($2.10M), and Wellington Management Group LLP ($1.87M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 92,969,583 shares in the last 24 months. This volume of shares sold represents approximately $9.25B in transactions.


This page (NYSE:PSX) was last updated on 4/13/2024 by MarketBeat.com Staff

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