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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$169.05 -5.00 (-2.87%)
Closing price 06/30/2026 03:59 PM Eastern
Extended Trading
$169.00 -0.05 (-0.03%)
As of 05:02 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Phillips 66 (NYSE:PSX)

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1240
Total
Institutional Inflows
(last 12 months)
$7.30B
Number of
Institutional Sellers
(last 12 months)
938
Total
Institutional Outflows
(last 12 months)
$3.52B
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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
6/24/2026Basecamp Wealth Advisors LLC1,991$363K0.1%+7.2%0.000%
6/23/2026Ballast Advisors LLC786$143K0.0%N/A0.000%
6/22/2026Sapient Capital LLC1,214$221K0.0%-65.0%0.000%
6/18/2026Pacer Advisors Inc.20,173$3.68M0.0%-50.6%0.005%
6/10/2026FAS Wealth Partners Inc.5,956$1.09M0.1%-2.9%0.001%
6/9/2026Rathbones Group PLC5,630$1.03M0.0%-14.8%0.001%
6/8/2026First National Bank of Mount Dora Trust Investment Services6,583$1.20M0.3%-16.6%0.002%
6/8/2026Pine Valley Investments Ltd Liability Co5,170$942K0.0%-1.9%0.001%
6/3/2026DV Trading LLC1,300$237K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC11,037$2.01M0.0%+4.5%0.003%
6/3/2026NewEdge Advisors LLC824,364$150.18M0.5%-17.3%0.206%
6/1/2026Caerus Investment Advisors LLC5,927$1.08M0.4%-27.3%0.001%
6/1/2026First Nebraska Trust Co19,793$3.61M0.3%N/A0.005%
6/1/2026Keel Point LLC3,694$673K0.0%-1.9%0.001%
5/29/2026Asset Dedication LLC851$155K0.0%-31.9%0.000%
5/28/2026Cozad Asset Management Inc.7,143$1.30M0.1%+92.9%0.002%
5/28/2026Carlson Capital L.P.11,757$2.14M0.7%+256.3%0.003%
5/27/2026Alpine Woods Capital Investors LLC9,242$1.68M0.4%-13.9%0.002%
5/27/2026Allen Capital Group LLC6,501$1.18M0.1%+4.6%0.002%
5/26/2026Glenmede Trust Co. NA140,173$25.54M0.1%-2.2%0.035%
5/26/2026Axiom Investment Management LLC150$27K0.0%N/A0.000%
5/22/2026Summitry LLC1,720$313K0.0%N/A0.000%
5/22/2026Groupama Asset Managment7,713$1.41M0.0%-37.4%0.002%
5/22/2026Verus Capital Partners LLC1,853$338K0.0%-23.0%0.000%
5/21/2026Montchanin Asset Management LLC3,830$698K0.7%N/A0.001%
5/21/2026Essential Partners LLC3,871$705K0.2%-3.7%0.001%
5/21/2026Vestor Capital LLC2,322$423K0.0%+1,055.2%0.001%
5/20/2026CCM Investment Advisers LLC52,177$9.51M0.9%-44.8%0.013%
5/19/2026McIlrath & Eck LLC945$172K0.0%-16.7%0.000%
5/19/2026Paragon Private Wealth Management LLC1,400$255K0.1%N/A0.000%
5/19/2026Royal Fund Management LLC46,312$8.44M0.8%-14.1%0.012%
5/19/2026Ariadne Wealth Management LP1,224$223K0.1%N/A0.000%
5/19/2026Bank of America Corp DE2,971,036$541.26M0.0%+1.2%0.741%
5/19/2026Kentucky Retirement Systems49,499$9.02M0.3%+93.4%0.012%
5/19/2026Janus Henderson Group PLC39,267$7.15M0.0%+71.8%0.010%
5/19/2026Bull Harbor Capital LLC10,428$1.90M0.5%N/A0.003%
5/19/2026Arkadios Wealth Advisors41,439$7.55M0.1%-4.0%0.010%
5/19/2026Encore Global Management LP11,000$2.00M1.4%N/A0.003%
5/18/2026Sunbelt Securities Inc.5,384$981K0.1%-2.6%0.001%
5/18/2026Amundi3,667,451$668.14M0.2%+62.0%0.915%
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5/18/2026EverSource Wealth Advisors LLC12,446$2.27M0.1%+31.9%0.003%
5/18/2026California State Teachers Retirement System467,419$85.15M0.1%-3.2%0.117%
5/18/2026Royal Bank of Canada1,489,962$271.44M0.0%-7.6%0.372%
5/18/2026Recurrent Investment Advisors LLC414,064$75.43M4.5%-8.9%0.103%
5/18/2026Richwood Investment Advisors LLC4,110$749K0.6%-4.6%0.001%
5/18/2026Empowered Funds LLC122,663$22.35M0.1%-25.9%0.031%
5/18/2026Empyrean Capital Partners LP236,200$43.03M1.4%-10.8%0.059%
5/18/2026Encompass Capital Advisors LLC304,700$55.51M1.7%N/A0.076%
5/18/2026Energy Income Partners LLC73,405$13.37M0.2%+443.7%0.018%
5/18/2026Evelyn Partners Investment Management LLP1,270$231K0.0%-10.0%0.000%
5/16/2026The Manufacturers Life Insurance Company 274,978$50.10M0.0%-10.1%0.069%
5/16/2026KCM Investment Advisors LLC5,063$922K0.0%+10.1%0.001%
5/16/2026Infrastructure Capital Advisors LLC14,865$2.71M0.2%-66.0%0.004%
5/16/2026Quantinno Capital Management LP294,580$53.67M0.1%+9.9%0.073%
5/16/2026Lazard Asset Management LLC1,286$234K0.0%N/A0.000%
5/16/2026Family Manage LLC1,601$292K0.0%N/A0.000%
5/15/2026Cardiff Park Advisors LLC1,388$253K0.0%N/A0.000%
5/15/2026Gateway Wealth Partners LLC1,455$265K0.0%N/A0.000%
5/15/2026Cypress Capital Group57,688$10.51M1.2%-0.6%0.014%
5/15/2026OMERS ADMINISTRATION Corp36,146$6.59M0.0%+19.5%0.009%
5/15/2026Bradley Foster & Sargent Inc. CT6,604$1.20M0.0%-2.7%0.002%
5/15/2026Lombard Odier Asset Management Switzerland SA5,656$1.03M0.0%N/A0.001%
5/15/2026Waverly Advisors LLC34,340$6.26M0.0%-1.3%0.009%
5/15/2026Entropy Technologies LP18,554$3.38M0.2%N/A0.005%
5/15/2026Sustainable Insight Capital Management LLC3,000$547K0.2%-76.5%0.001%
5/15/2026Cannell & Spears LLC10,370$1.89M0.0%-13.6%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund25,306$4.61M0.0%+58.9%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd17,016$3.10M0.1%-4.0%0.004%
5/14/2026Bollard Group LLC109,270$19.91M0.6%-0.4%0.027%
5/14/2026Gabelli Funds LLC128,900$23.48M0.2%-8.4%0.032%
5/14/2026Gamco Investors INC. ET AL14,039$2.56M0.0%-1.0%0.004%
5/14/2026Hilltop Holdings Inc.6,849$1.25M0.1%-64.5%0.002%
5/14/2026GC Wealth Management RIA LLC18,481$3.37M0.1%-4.3%0.005%
5/14/2026Public Employees Retirement System of Ohio124,328$22.65M0.1%-2.7%0.031%
5/14/2026Compound Planning Inc.6,047$1.10M0.0%-5.4%0.002%
5/14/2026Modern Wealth Management LLC4,056$712K0.0%-18.7%0.001%
5/14/2026Keebeck Wealth Management2,176$396K0.0%N/A0.001%
5/14/2026Volterra Technologies LP3,281$598K0.1%N/A0.001%
5/14/2026Arrowstreet Capital Limited Partnership796,505$145.11M0.1%N/A0.199%
5/14/2026Caxton Associates LLP2,565$467K0.0%-70.3%0.001%
5/14/2026Bank of Nova Scotia94,725$17.26M0.0%-35.3%0.024%
5/14/2026Sei Investments Co.304,954$55.56M0.1%-19.0%0.076%
5/14/2026Keynote Financial Services LLC5,694$1.04M0.6%-1.7%0.001%
5/14/2026Davis R M Inc.318,620$58.05M1.0%-1.6%0.079%
5/14/2026State of Wyoming4,833$880K0.1%+182.6%0.001%
5/13/2026Cetera Investment Advisers258,194$47.04M0.1%+8.5%0.064%
5/13/2026Prestige Wealth Management Group LLC633$115K0.0%+76.8%0.000%
5/13/2026Clearwater Capital Advisors LLC1,174$214K0.0%N/A0.000%
5/13/2026NewEdge Wealth LLC6,659$1.21M0.0%-42.3%0.002%
5/13/2026Arvest Bank Trust Division7,871$1.43M0.1%-1.9%0.002%
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5/13/2026First Citizens Bank & Trust Co.7,150$1.30M0.0%-3.9%0.002%
5/13/2026CI Investments Inc.3,847$701K0.0%-9.8%0.001%
5/13/2026First Trust Advisors LP277,463$50.55M0.0%+40.1%0.069%
5/12/2026Marin Bay Wealth Advisors LLC3,275$597K0.2%-4.0%0.001%
5/12/2026Saturna Capital Corp8,334$1.52M0.0%+48.2%0.002%
5/12/2026Millennium Capital Advisors LLC1,112$203K0.1%N/A0.000%
5/12/2026ABN Amro Investment Solutions24,041$4.38M0.1%+15.1%0.006%
5/8/2026PNC Financial Services Group Inc.754,343$137.43M0.1%+0.3%0.188%
5/8/2026Oslo Pensjonsforsikring AS2,890$526K0.1%N/A0.001%
5/8/2026Glenview Trust Co7,589$1.38M0.0%-2.1%0.002%


PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,092 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($6.70B), State Street Corp ($3.04B), Elliott Investment Management L.P. ($2.30B), Wells Fargo & Company MN ($1.83B), Geode Capital Management LLC ($1.34B), Bank of New York Mellon Corp ($1.25B), and Barclays PLC ($919.31M).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 1,748 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: Elliott Investment Management L.P. ($18.48M), Norges Bank ($13.72M), Vanguard Group Inc. ($11.54M), Price T Rowe Associates Inc. MD ($5.14M), AQR Capital Management LLC ($3.20M), Mizuho Securities USA LLC ($2.48M), and Amundi ($2.27M).

Institutional investors have bought a total of 56,204,383 shares in the last 24 months. This purchase volume represents approximately $7.30B in transactions.

Of the 938 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: State Street Corp ($2.64M), 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), and Invesco Ltd. ($895.47K).

Institutional investors have sold a total of 26,748,810 shares in the last 24 months. This volume of shares sold represents approximately $3.52B in transactions.


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This page (NYSE:PSX) was last updated on 7/1/2026 by MarketBeat.com Staff.
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