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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$208.85 +1.99 (+0.96%)
Closing price 07/20/2026 03:59 PM Eastern
Extended Trading
$210.34 +1.49 (+0.71%)
As of 08:29 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)
1215
Total
Institutional Inflows
(last 12 months)
$7.17B
Number of
Institutional Sellers
(last 12 months)
910
Total
Institutional Outflows
(last 12 months)
$3.51B
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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
7/10/2026 Annex Advisory Services LLC2,877$486K0.0%-20.3%0.001%
7/10/2026 Family Wealth Partners LLC1,284$217K0.1%+16.7%0.000%
7/10/2026 Tema ETFs LLC7,651$1.29M0.0%+10.5%0.002%
7/10/2026 Arkfeld Wealth Strategies L.L.C.4,361$773K0.2%-3.8%0.001%
7/10/2026 Fruth Investment Management11,123$1.88M0.4%-1.1%0.003%
7/10/2026 Generali Investments Management Co LLC6,419$1.09M0.2%-17.3%0.002%
7/10/2026 City Holding Co.19,351$3.27M0.4%+2.8%0.005%
7/10/2026 Charles Schwab Trust Co1,354$229K0.0%+14.8%0.000%
7/10/2026 Spinnaker Investment Group LLC2,036$344K0.1%N/A0.001%
7/10/2026 Fulton Bank N.A.3,308$559K0.0%-17.1%0.001%
7/10/2026 Wealthcare Advisory Partners LLC4,438$750K0.0%-51.4%0.001%
7/9/2026 Financial Management Professionals Inc.920$156K0.0%+20.3%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC1,624$275K0.1%+3.5%0.000%
7/9/2026 Vista Investment Partners LLC3,129$529K0.1%-2.2%0.001%
7/9/2026 Bay Rivers Group1,282$217K0.1%N/A0.000%
7/9/2026 Barry Investment Advisors LLC7,127$1.21M0.3%-9.3%0.002%
7/9/2026 Everhart Financial Group Inc.5,413$915K0.1%+1.3%0.001%
7/9/2026 Sax Wealth Advisors LLC2,184$398K0.0%+20.6%0.001%
7/9/2026 Everpar Advisors LLC4,480$757K0.2%-13.2%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.6,305$1.07M0.0%-34.6%0.002%
7/9/2026 First National Bank of Mount Dora Trust Investment Services6,512$1.10M0.2%-1.1%0.002%
7/9/2026 Valeo Financial Advisors LLC12,763$2.16M0.0%+1.4%0.003%
7/8/2026 Beaird Harris Wealth Management LLC939$159K0.0%+27.1%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.3,369$570K0.2%-55.8%0.001%
7/8/2026 Baring Financial LLC5,027$850K0.5%-3.5%0.001%
7/8/2026 Eldred Rock Partners LLC97,837$16.54M3.6%+6.5%0.024%
7/8/2026 Trust Point Inc.2,577$436K0.0%-8.1%0.001%
7/8/2026 LifeGoal Investments LLC1,586$268K0.1%+34.9%0.000%
7/8/2026 Cooper Financial Group2,551$431K0.0%+21.6%0.001%
7/8/2026 Threadgill Financial LLC1,693$286K0.1%+3.5%0.000%
7/8/2026 Czech National Bank114,121$19.29M0.1%+4.0%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab86,229$14.58M0.1%+12.8%0.022%
7/8/2026 Assenagon Asset Management S.A.231,785$39.18M0.0%-16.8%0.058%
7/8/2026 Apella Capital LLC3,656$654K0.0%+3.6%0.001%
7/8/2026 Lincoln Capital LLC4,310$729K0.1%-3.4%0.001%
7/7/2026 Fermata Advisors LLC1,312$222K0.0%N/A0.000%
7/7/2026 Foster Group Inc.1,518$257K0.0%-48.5%0.000%
7/7/2026 Mirador Capital Partners LP47,295$8.00M1.0%+0.5%0.012%
7/7/2026 Dynamic Advisor Solutions LLC11,026$1.86M0.1%-1.7%0.003%
7/7/2026 Martin Capital Partners LLC23,709$4.01M1.5%-29.7%0.006%
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7/7/2026 GAMMA Investing LLC17,206$2.91M0.1%+7.0%0.004%
7/7/2026 Avior Wealth Management LLC9,269$1.57M0.0%-6.5%0.002%
7/7/2026 Crescent Sterling Ltd.11,579$1.96M1.8%-2.6%0.003%
7/7/2026 Mader & Shannon Wealth Management Inc.24,917$4.21M2.0%+2.0%0.006%
7/7/2026 Sandy Cove Advisors LLC2,159$365K0.1%+6.2%0.001%
7/7/2026 CoreCap Advisors LLC885$150K0.0%-54.8%0.000%
7/6/2026 Bangor Savings Bank10,100$1.71M0.1%-2.7%0.003%
7/6/2026 Somerset Trust Co21,301$3.60M1.0%+0.3%0.005%
7/2/2026 Versant Capital Management Inc2,772$469K0.0%+11.1%0.001%
7/2/2026 CX Institutional5,839$987K0.0%-4.4%0.001%
6/24/2026Basecamp Wealth Advisors LLC1,991$363K0.1%+7.2%0.000%
6/23/2026Ballast Advisors LLC786$143K0.0%N/A0.000%
6/22/2026 Sapient 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%
6/8/2026 First 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%


PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,083 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 1,741 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 55,073,063 shares in the last 24 months. This purchase volume represents approximately $7.17B in transactions.

Of the 908 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 26,617,765 shares in the last 24 months. This volume of shares sold represents approximately $3.51B in transactions.


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This page (NYSE:PSX) was last updated on 7/21/2026 by MarketBeat.com Staff.
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