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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$244.50 +4.69 (+1.96%)
As of 08/28/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1211
Total
Institutional Inflows
(last 12 months)
$31.62B
Number of
Institutional Sellers
(last 12 months)
824
Total
Institutional Outflows
(last 12 months)
$2.95B
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PSX Institutional Buying and Selling by Quarter

Phillips 66 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2026 Cornerstone Financial Management LLC390$66K0.1%+134.9%0.000%
8/27/2026 Corient Private Wealth LP628,169$106.19M0.1%-11.1%0.157%
8/26/2026 Amundi2,958,255$500.09M0.1%-19.3%0.741%
8/26/2026 HighTower Advisors LLC337,441$57.04M0.1%+0.3%0.085%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al12,200$2.06M0.0%N/A0.003%
8/24/2026 California State Teachers Retirement System106,125,026$17.94B0.0%+22,604.5%26.596%
8/23/2026 Ameritas Advisory Services LLC3,800$642K0.0%+96.7%0.001%
8/23/2026 Wedmont Private Capital12,894$2.18M0.1%+1.4%0.003%
8/23/2026 Kintra Wealth LLC2,468$417K0.0%-10.5%0.001%
8/23/2026 Endeavor Private Wealth Inc.5,283$893K0.2%-9.8%0.001%
8/23/2026 Beaird Harris Wealth Management LLC939$159K0.0%+27.1%0.000%
8/23/2026 HB Wealth Management LLC41,017$6.93M0.0%+7.7%0.010%
8/23/2026 Nilsine Partners LLC4,068$688K0.0%+1.5%0.001%
8/23/2026 Saudi Central Bank28,069$4.75M0.1%+88.7%0.007%
8/23/2026 Angeles Wealth Management LLC6,004$1.02M0.0%+1.6%0.002%
8/22/2026 Compass Financial Management LLC157$28K0.0%N/A0.000%
8/22/2026 NBH Bank710$120K0.1%N/A0.000%
8/22/2026 AlphaGrep UK Ltd2,499$422K0.1%N/A0.001%
8/22/2026 Oakmont Investment Advisors Inc.9,109$1.54M1.1%N/A0.002%
8/22/2026 Plan A Wealth LLC1,823$308K0.1%-31.6%0.000%
8/22/2026 Syon Capital LLC5,392$912K0.0%+5.5%0.001%
8/22/2026 TD Waterhouse Canada Inc.59,533$10.39M0.0%-0.9%0.015%
8/22/2026 Premier Path Wealth Partners LLC5,006$846K0.1%+1.9%0.001%
8/22/2026 Barlow Wealth Partners LLC1,092$205K0.0%N/A0.000%
8/22/2026 United Community Bank595$101K0.0%-39.8%0.000%
8/22/2026 Concurrent Investment Advisors LLC79,658$13.47M0.1%+23.5%0.020%
8/22/2026 NEOS Investment Management LLC65,327$11.04M0.0%+13.3%0.016%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC5,104$863K0.1%-2.0%0.001%
8/21/2026 Alley Investment Management Company LLC39,713$6.71M0.8%-4.6%0.010%
8/21/2026 Athena Investment Management1,698$287K0.2%-37.2%0.000%
8/21/2026 Paragon Private Wealth Management LLC1,270$215K0.1%-9.3%0.000%
8/21/2026 Nykredit A S171,043$28.92M0.1%N/A0.043%
8/21/2026 B. Metzler seel. Sohn & Co. AG75,146$12.70M0.1%+3.7%0.019%
8/21/2026 PFG Private Wealth Management LLC2,376$402K0.2%+3.0%0.001%
8/21/2026 SkyOak Wealth LLC1,703$288K0.0%-6.8%0.000%
8/21/2026 XML Financial LLC13,825$2.34M0.2%-10.2%0.003%
8/21/2026 Symphony Financial Ltd. Co.5,919$1.02M0.1%-4.8%0.001%
8/21/2026 Independence Bank of Kentucky2,938$497K0.1%-9.3%0.001%
8/21/2026 Investors Research Corp4,650$786K0.1%-0.9%0.001%
8/21/2026 Legacy Financial Advisors Inc.3,678$622K0.1%-57.0%0.001%
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8/20/2026 Proficio Capital Partners LLC2,273$384K0.0%N/A0.001%
8/20/2026 Community Bank & Trust Waco Texas33,772$5.71M1.0%-2.1%0.008%
8/20/2026 Nwam LLC3,047$515K0.0%-25.4%0.001%
8/20/2026 Teza Capital Management LLC2,032$344K0.7%+33.5%0.001%
8/20/2026 Clifford Swan Investment Counsel LLC17,152$2.90M0.1%-0.6%0.004%
8/20/2026 F&V Capital Management LLC140,587$23.77M4.4%+1.4%0.035%
8/20/2026 Headlands Technologies LLC3,513$594K0.1%+158.7%0.001%
8/20/2026 Ancora Advisors LLC33,814$5.72M0.1%-6.9%0.008%
8/20/2026 Two Sigma Securities LLC8,059$1.36M0.1%+298.2%0.002%
8/20/2026 Benjamin Edwards Inc.26,111$4.41M0.0%-15.6%0.007%
8/20/2026 Alyeska Investment Group L.P.345,112$58.34M0.2%+227.1%0.086%
8/20/2026 Flputnam Investment Management Co.15,288$2.58M0.0%-1.2%0.004%
8/20/2026 Cookson Peirce & Co. Inc.3,512$594K0.0%+5.1%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.35,789$6.05M0.0%-0.5%0.009%
8/20/2026 Private Management Group Inc.12,791$2.16M0.1%-18.8%0.003%
8/20/2026 Wedbush Securities Inc.28,386$4.80M0.1%-0.5%0.007%
8/20/2026 Meiji Yasuda Life Insurance Co1,200$203K0.0%N/A0.000%
8/20/2026 Hennessy Advisors Inc.4,282$724K0.0%-10.8%0.001%
8/20/2026 Spinnaker Trust4,075$689K0.0%+5.2%0.001%
8/20/2026 Cullinan Associates Inc.9,762$1.65M0.1%+1.3%0.002%
8/20/2026 Greenleaf Trust10,645$1.80M0.0%-2.9%0.003%
8/19/2026 Capital Advisors Inc. OK16,130$2.73M0.0%+0.4%0.004%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,361,396$399.19M0.1%+1.7%0.592%
8/19/2026 New Mexico Educational Retirement Board20,128$3.40M0.1%+8.6%0.005%
8/19/2026 Royal London Asset Management Ltd.164,804$27.86M0.1%-3.7%0.041%
8/19/2026 Mufg Securities Americas Inc.12,076$2.04M0.1%+8.3%0.003%
8/19/2026 Investors Asset Management of Georgia Inc. GA ADV2,024$342K0.1%-4.2%0.001%
8/19/2026 Van ECK Associates Corp90,926$15.37M0.0%-70.3%0.023%
8/19/2026 Ferguson Wellman Capital Management Inc.19,742$3.34M0.0%-2.0%0.005%
8/19/2026 Nissay Asset Management Corp Japan53,639$9.07M0.0%+3.9%0.013%
8/19/2026 Navellier & Associates Inc.59,960$10.14M0.8%+48.9%0.015%
8/19/2026 Field & Main Bank3,407$576K0.1%N/A0.001%
8/19/2026 Wellington Management Group LLP1,178,961$199.30M0.0%+30.3%0.295%
8/19/2026 Archer Investment Corp759$128K0.0%N/A0.000%
8/19/2026 Kingsview Wealth Management LLC43,343$7.33M0.1%N/A0.011%
8/18/2026 Beacon Pointe Advisors LLC47,011$7.95M0.0%N/A0.012%
8/18/2026 Kimelman & Baird LLC625$106K0.0%N/A0.000%
8/18/2026 Pin Oak Investment Advisors Inc.450$76K0.0%N/A0.000%
8/18/2026 Strait & Sound Wealth Management LLC1,705$288K0.1%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.65,580$11.41M0.0%N/A0.016%
8/18/2026 Glenview Trust Co7,790$1.32M0.0%N/A0.002%
8/18/2026 North Star Asset Management Inc.2,112$357K0.0%N/A0.001%
8/18/2026 Empowered Funds LLC179,617$30.36M0.2%N/A0.045%
8/18/2026 United Capital Financial Advisors LLC35,317$5.97M0.0%N/A0.009%
8/18/2026 Dearborn Partners LLC3,513$594K0.0%N/A0.001%
8/18/2026 Brooks Moore & Associates Inc.2,085$352K0.2%N/A0.001%
8/18/2026 Bank OZK20,334$3.44M1.0%N/A0.005%
8/18/2026 Hamilton Capital LLC3,409$576K0.0%N/A0.001%
8/18/2026 Old North State Trust LLC6,443$1.09M0.6%N/A0.002%
8/18/2026 Caitlin John LLC1,278$216K0.1%N/A0.000%
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8/18/2026 Ruggaard & Associates LLC2,254$381K0.1%N/A0.001%
8/18/2026 Equitable Holdings Inc.20,976$3.55M0.0%N/A0.005%
8/18/2026 Centaurus Financial Inc.1,718$290K0.0%N/A0.000%
8/18/2026 Pacific Heights Asset Management LLC100,000$16.91M0.5%N/A0.025%
8/18/2026 Coastal Bridge Advisors LLC7,364$1.25M0.1%N/A0.002%
8/18/2026Jefferies Financial Group Inc.4,115$696K0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio173,128$29.27M0.1%N/A0.043%
8/18/2026 MASTERINVEST Kapitalanlage GmbH2,513$425K0.0%N/A0.001%
8/17/2026 Blue Edge Capital LLC2,423$410K0.0%N/A0.001%
8/17/2026 Jacobs Equity LLC4,180$707K0.5%N/A0.001%


PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,125 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were California State Teachers Retirement System ($17.94B), 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), and Geode Capital Management LLC ($1.34B).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 1,794 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: California State Teachers Retirement System ($105.66M), 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), and Price T Rowe Associates Inc. MD ($5.14M).

Institutional investors have bought a total of 192,800,221 shares in the last 24 months. This purchase volume represents approximately $31.62B in transactions.

Of the 824 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 21,435,448 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.


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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 8/28/2026. New 13F filings are added each quarter as they're published.
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