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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$173.90 -5.44 (-3.03%)
Closing price 03:59 PM Eastern
Extended Trading
$175.18 +1.28 (+0.73%)
As of 07:56 PM 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.

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

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1233
Total
Institutional Inflows
(last 12 months)
$7.31B
Number of
Institutional Sellers
(last 12 months)
933
Total
Institutional Outflows
(last 12 months)
$3.50B
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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
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%
5/20/2026 CCM Investment Advisers LLC52,177$9.51M0.9%-44.8%0.013%
5/19/2026 McIlrath & Eck LLC945$172K0.0%-16.7%0.000%
5/19/2026 Paragon Private Wealth Management LLC1,400$255K0.1%N/A0.000%
5/19/2026 Royal Fund Management LLC46,312$8.44M0.8%-14.1%0.012%
5/19/2026 Ariadne Wealth Management LP1,224$223K0.1%N/A0.000%
5/19/2026 Bank of America Corp DE2,971,036$541.26M0.0%+1.2%0.741%
5/19/2026 Kentucky Retirement Systems49,499$9.02M0.3%+93.4%0.012%
5/19/2026 Janus Henderson Group PLC39,267$7.15M0.0%+71.8%0.010%
5/19/2026 Bull Harbor Capital LLC10,428$1.90M0.5%N/A0.003%
5/19/2026 Arkadios Wealth Advisors41,439$7.55M0.1%-4.0%0.010%
5/19/2026 Encore Global Management LP11,000$2.00M1.4%N/A0.003%
5/18/2026 Sunbelt Securities Inc.5,384$981K0.1%-2.6%0.001%
5/18/2026 Amundi3,667,451$668.14M0.2%+62.0%0.915%
5/18/2026 EverSource Wealth Advisors LLC12,446$2.27M0.1%+31.9%0.003%
5/18/2026 California State Teachers Retirement System467,419$85.15M0.1%-3.2%0.117%
5/18/2026 Royal Bank of Canada1,489,962$271.44M0.0%-7.6%0.372%
5/18/2026 Recurrent Investment Advisors LLC414,064$75.43M4.5%-8.9%0.103%
5/18/2026 Richwood Investment Advisors LLC4,110$749K0.6%-4.6%0.001%
5/18/2026 Empowered Funds LLC122,663$22.35M0.1%-25.9%0.031%
5/18/2026 Empyrean Capital Partners LP236,200$43.03M1.4%-10.8%0.059%
5/18/2026 Encompass Capital Advisors LLC304,700$55.51M1.7%N/A0.076%
5/18/2026 Energy Income Partners LLC73,405$13.37M0.2%+443.7%0.018%
5/18/2026 Evelyn Partners Investment Management LLP1,270$231K0.0%-10.0%0.000%
5/16/2026 The Manufacturers Life Insurance Company 274,978$50.10M0.0%-10.1%0.069%
5/16/2026 KCM Investment Advisors LLC5,063$922K0.0%+10.1%0.001%
5/16/2026 Infrastructure Capital Advisors LLC14,865$2.71M0.2%-66.0%0.004%
5/16/2026 Quantinno Capital Management LP294,580$53.67M0.1%+9.9%0.073%
5/16/2026 Lazard Asset Management LLC1,286$234K0.0%N/A0.000%
5/16/2026 Family Manage LLC1,601$292K0.0%N/A0.000%
5/15/2026 Cardiff Park Advisors LLC1,388$253K0.0%N/A0.000%
5/15/2026 Gateway Wealth Partners LLC1,455$265K0.0%N/A0.000%
5/15/2026 Cypress Capital Group57,688$10.51M1.2%-0.6%0.014%
5/15/2026 OMERS ADMINISTRATION Corp36,146$6.59M0.0%+19.5%0.009%
5/15/2026 Bradley Foster & Sargent Inc. CT6,604$1.20M0.0%-2.7%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA5,656$1.03M0.0%N/A0.001%
5/15/2026 Waverly Advisors LLC34,340$6.26M0.0%-1.3%0.009%
5/15/2026 Entropy Technologies LP18,554$3.38M0.2%N/A0.005%
5/15/2026 Sustainable Insight Capital Management LLC3,000$547K0.2%-76.5%0.001%
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5/15/2026 Cannell & Spears LLC10,370$1.89M0.0%-13.6%0.003%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund25,306$4.61M0.0%+58.9%0.006%
5/14/2026 Dai ichi Life Insurance Company Ltd17,016$3.10M0.1%-4.0%0.004%
5/14/2026 Bollard Group LLC109,270$19.91M0.6%-0.4%0.027%
5/14/2026 Gabelli Funds LLC128,900$23.48M0.2%-8.4%0.032%
5/14/2026 Gamco Investors INC. ET AL14,039$2.56M0.0%-1.0%0.004%
5/14/2026 Hilltop Holdings Inc.6,849$1.25M0.1%-64.5%0.002%
5/14/2026 GC Wealth Management RIA LLC18,481$3.37M0.1%-4.3%0.005%
5/14/2026 Public Employees Retirement System of Ohio124,328$22.65M0.1%-2.7%0.031%
5/14/2026 Compound Planning Inc.6,047$1.10M0.0%-5.4%0.002%
5/14/2026 Modern Wealth Management LLC4,056$712K0.0%-18.7%0.001%
5/14/2026 Keebeck Wealth Management2,176$396K0.0%N/A0.001%
5/14/2026 Volterra Technologies LP3,281$598K0.1%N/A0.001%
5/14/2026 Arrowstreet Capital Limited Partnership796,505$145.11M0.1%N/A0.199%
5/14/2026 Caxton Associates LLP2,565$467K0.0%-70.3%0.001%
5/14/2026 Bank of Nova Scotia94,725$17.26M0.0%-35.3%0.024%
5/14/2026 Sei Investments Co.304,954$55.56M0.1%-19.0%0.076%
5/14/2026 Keynote Financial Services LLC5,694$1.04M0.6%-1.7%0.001%
5/14/2026 Davis R M Inc.318,620$58.05M1.0%-1.6%0.079%
5/14/2026 State of Wyoming4,833$880K0.1%+182.6%0.001%
5/13/2026 Cetera Investment Advisers258,194$47.04M0.1%+8.5%0.064%
5/13/2026 Prestige Wealth Management Group LLC633$115K0.0%+76.8%0.000%
5/13/2026 Clearwater Capital Advisors LLC1,174$214K0.0%N/A0.000%
5/13/2026 NewEdge Wealth LLC6,659$1.21M0.0%-42.3%0.002%
5/13/2026 Arvest Bank Trust Division7,871$1.43M0.1%-1.9%0.002%
5/13/2026 First Citizens Bank & Trust Co.7,150$1.30M0.0%-3.9%0.002%
5/13/2026 CI Investments Inc.3,847$701K0.0%-9.8%0.001%
5/13/2026 First Trust Advisors LP277,463$50.55M0.0%+40.1%0.069%
5/12/2026 Marin Bay Wealth Advisors LLC3,275$597K0.2%-4.0%0.001%
5/12/2026 Saturna Capital Corp8,334$1.52M0.0%+48.2%0.002%
5/12/2026 Millennium Capital Advisors LLC1,112$203K0.1%N/A0.000%
5/12/2026 ABN Amro Investment Solutions24,041$4.38M0.1%+15.1%0.006%
5/8/2026 PNC Financial Services Group Inc.754,343$137.43M0.1%+0.3%0.188%
5/8/2026 Oslo Pensjonsforsikring AS2,890$526K0.1%N/A0.001%
5/8/2026 Glenview Trust Co7,589$1.38M0.0%-2.1%0.002%
5/8/2026 Cutler Investment Counsel LLC39,285$7.16M0.7%N/A0.010%
5/8/2026 Johnson Financial Group Inc.465$85K0.0%-31.5%0.000%
5/8/2026 Convergence Investment Partners LLC34,038$6.20M1.0%+50.0%0.008%
5/8/2026 Amova Asset Management Americas Inc.8,018$1.46M0.0%+20.8%0.002%
5/8/2026 Commerzbank Aktiengesellschaft FI7,061$1.29M0.0%-82.6%0.002%
5/7/2026 Alta Advisers Ltd1,545$281K0.1%N/A0.000%
5/7/2026 Earned Wealth Advisors LLC2,410$439K0.0%-28.3%0.001%
5/7/2026 Commonwealth Financial Services LLC1,656$302K0.0%+6.6%0.000%
5/7/2026 Carson Advisory Inc.1,219$222K0.1%N/A0.000%
5/7/2026 Meeder Asset Management Inc.8,176$1.49M0.1%+4,545.5%0.002%
5/7/2026 Meeder Advisory Services Inc.13,596$2.48M0.1%+6.2%0.003%
5/7/2026 Dimensional Fund Advisors LP2,839,278$517.36M0.1%+1.5%0.708%
5/7/2026 Scarborough Advisors LLC1,128$205K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC11,037$2.01M0.0%+4.5%0.003%
5/7/2026 Resolute Wealth Strategies LLC1,287$234K0.1%N/A0.000%
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5/7/2026 Greenwood Gearhart LLC1,792$326K0.0%N/A0.000%
5/7/2026 True North Advisors LLC1,785$325K0.0%-25.3%0.000%
5/7/2026 Swiss National Bank1,182,450$215.42M0.1%+6.8%0.295%
5/7/2026 AIA Group Ltd15,314$2.79M0.0%+558.7%0.004%
5/7/2026 Mediolanum International Funds Ltd18,611$3.44M0.0%+1.2%0.005%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC8,255$1.50M0.2%+0.8%0.002%
5/6/2026 Pavion Blue Capital LLC8,926$1.63M0.7%-1.5%0.002%
5/6/2026 German American Bancorp Inc.26,031$4.74M0.4%-8.7%0.006%
5/6/2026 California Public Employees Retirement System687,713$125.29M0.1%-2.1%0.172%
5/6/2026 Bartlett & CO. Wealth Management LLC17,577$3.14M0.0%+3.3%0.004%


PSX Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,089 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 56,315,770 shares in the last 24 months. This purchase volume represents approximately $7.31B in transactions.

Of the 932 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. ($1.84M), 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 26,633,701 shares in the last 24 months. This volume of shares sold represents approximately $3.50B in transactions.



This page (NYSE:PSX) was last updated on 5/21/2026 by MarketBeat.com Staff.
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