Phillips 66 (PSX) Institutional Ownership

$142.21

-0.30 (-0.21%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 76.93%
Number of Institutional Buyers (last 12 months): 1078
Total Institutional Inflows (last 12 months): $5.32B

Number of Institutional Sellers (last 12 months): 855
Total Institutional Outflows (last 12 months): $6.27B

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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
7/26/2024	Railway Pension Investments Ltd	46,400	$6.55M	0.1%	-26.3%	0.011%
7/26/2024	Signature Estate & Investment Advisors LLC	1,766	$249K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	96,942	$13.69M	0.0%	-7.2%	0.023%
7/26/2024	State of Michigan Retirement System	116,112	$16.39M	0.1%	-1.4%	0.027%
7/26/2024	First Command Advisory Services Inc.	615	$87K	0.0%	+84.7%	0.000%
7/26/2024	Hyman Charles D	169,271	$23.90M	1.3%	-0.3%	0.040%
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7/26/2024	Alpha Omega Wealth Management LLC	32,503	$4.59M	0.9%	-2.3%	0.008%
7/26/2024	Verdence Capital Advisors LLC	8,690	$1.23M	0.1%	-7.4%	0.002%
7/26/2024	Bank of New York Mellon Corp	8,422,720	$1.19B	0.2%	+5.0%	1.987%
7/26/2024	Catalyst Financial Partners LLC	1,514	$214K	0.0%	+5.1%	0.000%
7/26/2024	TFG Advisers LLC	2,444	$345K	0.1%	+7.7%	0.001%
7/26/2024	Patten Group Inc.	8,868	$1.25M	0.3%	-1.2%	0.002%
7/26/2024	Catalyst Capital Advisors LLC	23,170	$3.27M	0.1%	-0.6%	0.005%
7/25/2024	New Millennium Group LLC	3,929	$555K	0.4%	N/A	0.001%
7/25/2024	apricus wealth LLC	1,500	$212K	0.2%	-26.8%	0.000%
7/25/2024	Hills Bank & Trust Co	3,211	$453K	0.0%	+3.0%	0.001%
7/25/2024	Cypress Capital Group	64,703	$9.13M	1.1%	-0.3%	0.015%
7/25/2024	Raymond James Trust N.A.	109,057	$15.40M	0.4%	-2.2%	0.026%
7/25/2024	Wedgewood Investors Inc. PA	3,400	$480K	0.6%	N/A	0.001%
7/25/2024	Capital Advisors Ltd. LLC	1,364	$193K	0.0%	+7.9%	0.000%
7/25/2024	Calamos Advisors LLC	72,889	$10.29M	0.0%	-3.5%	0.017%
7/25/2024	Northcape Wealth Management LLC	2,539	$358K	0.1%	+20.2%	0.001%
7/25/2024	AMG National Trust Bank	7,555	$1.07M	0.0%	+7.7%	0.002%
7/25/2024	AMI Investment Management Inc.	1,729	$244K	0.1%	-4.0%	0.000%
7/25/2024	Independence Bank of Kentucky	1,071	$151K	0.0%	+33.7%	0.000%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	4,363	$616K	0.1%	+1.8%	0.001%
7/25/2024	Spirit of America Management Corp NY	95,336	$13.46M	2.7%	-14.3%	0.022%
7/25/2024	Institute for Wealth Management LLC.	7,948	$1.12M	0.2%	-1.2%	0.002%
7/25/2024	Kanawha Capital Management LLC	2,985	$421K	0.0%	+7.4%	0.001%
7/25/2024	Red Cedar Investment Management LLC	11,596	$1.64M	0.2%	-51.4%	0.003%
7/25/2024	First Merchants Corp	13,347	$1.88M	0.1%	+1.3%	0.003%
7/25/2024	Tributary Capital Management LLC	2,750	$388K	0.0%	-3.5%	0.001%
7/25/2024	Atlantic Union Bankshares Corp	44,605	$6.30M	0.4%	-1.8%	0.011%
7/24/2024	LRI Investments LLC	1,231	$174K	0.0%	+1,331.4%	0.000%
7/24/2024	Gilliland Jeter Wealth Management LLC	2,653	$375K	0.1%	-6.3%	0.001%
7/24/2024	Advisory Resource Group	231,597	$32.69M	7.4%	-0.4%	0.055%
7/24/2024	TrueWealth Advisors LLC	2,620	$370K	0.1%	+68.4%	0.001%
7/24/2024	Tower Bridge Advisors	10,762	$1.52M	0.1%	+1.4%	0.003%
7/24/2024	Retirement Systems of Alabama	93,518	$13.20M	0.1%	-1.5%	0.022%
7/24/2024	Quotient Wealth Partners LLC	40,010	$5.65M	0.2%	+12.5%	0.009%
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7/24/2024	Herold Advisors Inc.	25,091	$3.54M	0.8%	+3.0%	0.006%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	177,257	$25.02M	0.3%	-13.6%	0.042%
7/24/2024	Lebenthal Global Advisors LLC	3,367	$475K	0.1%	+18.3%	0.001%
7/24/2024	Everhart Financial Group Inc.	3,184	$449K	0.1%	-2.6%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	5,511	$778K	0.1%	+23.5%	0.001%
7/24/2024	Catalina Capital Group LLC	3,097	$437K	0.2%	+11.0%	0.001%
7/24/2024	Secure Asset Management LLC	2,017	$285K	0.1%	+33.0%	0.000%
7/24/2024	Diversified LLC	1,912	$270K	0.0%	+6.0%	0.000%
7/24/2024	Powers Advisory Group LLC	3,143	$444K	0.2%	-6.0%	0.001%
7/24/2024	New York State Teachers Retirement System	376,623	$53.17M	0.1%	-7.5%	0.089%
7/24/2024	Louisiana State Employees Retirement System	24,000	$3.39M	0.1%	-4.0%	0.006%
7/24/2024	&PARTNERS	68,473	$9.65M	0.4%	+1,343.7%	0.016%
7/23/2024	First National Bank & Trust Co. of Newtown	5,881	$830K	0.2%	-7.8%	0.001%
7/23/2024	NewSquare Capital LLC	50,434	$7.03M	0.6%	+5.7%	0.012%
7/23/2024	Busey Bank	6,901	$974K	0.0%	+15.2%	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	6,397	$903K	0.1%	+227.7%	0.002%
7/23/2024	XML Financial LLC	17,092	$2.41M	0.2%	-2.2%	0.004%
7/22/2024	Atria Wealth Solutions Inc.	28,475	$4.02M	0.0%	-17.2%	0.007%
7/22/2024	Aaron Wealth Advisors LLC	2,999	$423K	0.1%	+14.4%	0.001%
7/22/2024	Fifth Third Bancorp	31,427	$4.44M	0.0%	+0.8%	0.007%
7/22/2024	Veracity Capital LLC	5,733	$809K	0.3%	-20.5%	0.001%
7/22/2024	Commerzbank Aktiengesellschaft FI	23,649	$3.34M	0.1%	+85.4%	0.006%
7/22/2024	Chevy Chase Trust Holdings LLC	234,288	$33.07M	0.1%	-2.6%	0.055%
7/22/2024	Focus Financial Network Inc.	4,757	$670K	0.0%	+6.8%	0.001%
7/22/2024	Carnegie Investment Counsel	22,390	$3.16M	0.1%	-4.6%	0.005%
7/22/2024	Cidel Asset Management Inc.	6,119	$864K	0.1%	-3.4%	0.001%
7/22/2024	M3 Advisory Group LLC	2,214	$313K	0.3%	+7.4%	0.001%
7/22/2024	Denver Wealth Management Inc.	2,369	$334K	0.2%	-7.3%	0.001%
7/22/2024	Dakota Wealth Management	138,028	$19.49M	0.5%	+3.2%	0.033%
7/20/2024	First Citizens Bank & Trust Co.	3,020	$426K	0.0%	+15.3%	0.001%
7/20/2024	ZWJ Investment Counsel Inc.	242,895	$34.29M	1.5%	+0.6%	0.057%
7/20/2024	First Horizon Advisors Inc.	2,835	$400K	0.0%	+230.0%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	28,099	$3.97M	0.3%	-0.5%	0.007%
7/20/2024	Raymond James Financial Services Advisors Inc.	705,226	$99.56M	0.1%	+0.4%	0.166%
7/20/2024	Apollon Wealth Management LLC	12,777	$1.80M	0.1%	+10.8%	0.003%
7/20/2024	Nisa Investment Advisors LLC	190,198	$26.85M	0.2%	-8.6%	0.045%
7/20/2024	Hennion & Walsh Asset Management Inc.	12,182	$1.72M	0.1%	+13.2%	0.003%
7/19/2024	MONECO Advisors LLC	6,512	$919K	0.1%	+2.6%	0.002%
7/19/2024	Greylin Investment Management Inc	6,704	$946K	0.2%	-3.1%	0.002%
7/19/2024	Garrett Wealth Advisory Group LLC	6,184	$873K	0.3%	N/A	0.001%
7/19/2024	Western Financial Corp CA	5,791	$818K	0.5%	+5.5%	0.001%
7/19/2024	Demars Financial Group LLC	4,334	$612K	0.3%	-48.4%	0.001%
7/19/2024	Vista Investment Partners LLC	2,910	$411K	0.1%	-65.0%	0.001%
7/19/2024	Raymond James & Associates	722,304	$101.97M	0.1%	-5.2%	0.170%
7/19/2024	OFI Invest Asset Management	242,515	$31.94M	0.8%	-11.9%	0.057%
7/19/2024	Hoylecohen LLC	2,254	$318K	0.0%	+8.1%	0.001%
7/19/2024	Oakworth Capital Inc.	1,216	$172K	0.0%	+52.8%	0.000%
7/19/2024	Boston Trust Walden Corp	7,493	$1.06M	0.0%	-19.8%	0.002%
7/19/2024	Accordant Advisory Group Inc	7,800	$1.10M	1.0%	+17.7%	0.002%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	993,450	$140.25M	0.1%	-15.7%	0.234%
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7/19/2024	Tyche Wealth Partners LLC	6,691	$945K	0.2%	-34.1%	0.002%
7/19/2024	Everpar Advisors LLC	4,587	$648K	0.3%	+29.4%	0.001%
7/18/2024	Sutton Place Investors LLC	1,978	$279K	0.2%	-68.5%	0.000%
7/18/2024	Brookstone Capital Management	22,625	$3.18M	0.1%	-2.0%	0.005%
7/18/2024	Blue Trust Inc.	3,763	$531K	0.0%	+37.8%	0.001%
7/18/2024	Old Port Advisors	1,650	$233K	0.1%	+8.7%	0.000%
7/18/2024	Royal Fund Management LLC	45,564	$6.49M	0.5%	-15.4%	0.011%
7/18/2024	Miracle Mile Advisors LLC	23,294	$3.29M	0.1%	+2.1%	0.005%
7/18/2024	Merrion Investment Management Co LLC	5,350	$755K	0.5%	+57.4%	0.001%
7/18/2024	Assenagon Asset Management S.A.	423,049	$59.72M	0.1%	+273.6%	0.100%

(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, 1,839 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. ($6.74B), BlackRock Inc. ($3.50B), State Street Corp ($2.98B), Wells Fargo & Company MN ($1.75B), Wellington Management Group LLP ($1.45B), and Bank of New York Mellon Corp ($1.19B).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 1,590 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: Boston Partners ($5.10M), Wellington Management Group LLP ($4.49M), Norges Bank ($4.20M), Bank of New York Mellon Corp ($3.11M), Vanguard Group Inc. ($2.54M), International Assets Investment Management LLC ($2.06M), and FMR LLC ($1.63M).

How much institutional buying is happening at Phillips 66?: Institutional investors have bought a total of 75,169,528 shares in the last 24 months. This purchase volume represents approximately $8.57B in transactions.
Which Phillips 66 major shareholders have been selling company stock?: Of the 1,132 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 ($31.40M), Deutsche Bank AG ($3.25M), BlackRock Inc. ($3.12M), FMR LLC ($2.25M), Barrow Hanley Mewhinney & Strauss LLC ($2.10M), Wellington Management Group LLP ($1.87M), and Renaissance Technologies LLC ($1.71M).
How much institutional selling is happening at Phillips 66?: Institutional investors have sold a total of 85,812,631 shares in the last 24 months. This volume of shares sold represents approximately $8.80B in transactions.