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NYSE:PSX

Phillips 66 - PSX Institutional Ownership

$95.55
0.00 (0.00%)
(As of 03/21/2023 04:23 PM ET)
Add
Compare
Today's Range
$95.13
$98.31
50-Day Range
$93.65
$111.49
52-Week Range
$74.02
$113.53
Volume
7.21 million shs
Average Volume
3.73 million shs
Market Capitalization
$44.33 billion
P/E Ratio
4.16
Dividend Yield
4.40%
Price Target
$121.27

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

Current
Institutional Ownership
Percentage
70.76%
Number of
Institutional Buyers
(last 12 months)
1140
Total
Institutional Inflows
(last 12 months)
$6.19 B
Number of
Institutional Sellers
(last 12 months)
726
Total
Institutional Outflows
(last 12 months)
$2.28 B
Skip Chart & View Institutional Buying and Selling Data

PSX Institutional Buying and Selling by Quarter

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Phillips 66 Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.34,422$3.58M0.1%+8.4%0.007%
3/10/2023Mather Group LLC.19,742$2.06M0.0%-8.8%0.004%
3/10/2023Victory Capital Management Inc.526,735$54.82M0.1%-5.1%0.114%
3/6/2023Rockefeller Capital Management L.P.304,932$31.74M0.2%+1.9%0.066%
3/6/2023Aldebaran Financial Inc.4,565$0.48M0.5%-6.2%0.001%
3/6/2023North Star Asset Management Inc.2,715$0.28M0.0%N/A0.001%
3/2/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,549$0.37M0.0%-24.5%0.001%
3/1/2023Whitener Capital Management Inc.5,026$0.52M0.2%+2.1%0.001%
3/1/2023Regal Investment Advisors LLC2,254$0.24M0.0%-41.3%0.000%
2/28/2023Voya Investment Management LLC337,948$35.17M0.0%+3.0%0.073%
2/24/2023SRS Capital Advisors Inc.541$56K0.0%-27.7%0.000%
2/24/2023Natixis564,386$58.74M0.3%+75.6%0.119%
2/23/2023Chelsea Counsel Co.6,629$0.69M0.3%-2.6%0.001%
2/22/2023Kovack Advisors Inc.5,379$0.56M0.1%+6.0%0.001%
2/21/2023OLD Republic International Corp558,400$58.12M1.8%-21.2%0.118%
2/21/2023Macquarie Group Ltd.103,113$10.73M0.0%+8.2%0.022%
2/21/2023Northwestern Mutual Wealth Management Co.34,533$3.59M0.0%+3.2%0.007%
2/21/2023B. Riley Wealth Advisors Inc.34,422$3.58M0.1%+8.4%0.007%
2/21/2023Equitable Trust Co.16,100$1.68M0.1%+185.7%0.003%
2/21/2023Northwestern Mutual Investment Management Company LLC14,813$1.54M0.0%-17.1%0.003%
2/21/2023National Pension Service727,816$75.75M0.1%+1.5%0.154%
2/17/2023Truist Financial Corp502,294$52.28M0.1%+13.4%0.106%
2/17/2023Compass Wealth Management LLC1,531$0.16M0.1%N/A0.000%
2/16/2023GHP Investment Advisors Inc.3,331$0.35M0.0%-5.7%0.001%
2/16/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main34,349$3.58M0.0%+5.4%0.007%
2/16/2023American Trust8,622$0.90M0.1%-3.6%0.002%
2/16/2023Brick & Kyle Associates53,669$5.59M3.3%-1.2%0.011%
2/16/2023Beach Investment Counsel Inc. PA2,460$0.26M0.0%N/A0.001%
2/16/2023Alliancebernstein L.P.1,414,648$147.24M0.1%-10.8%0.299%
2/16/2023CreativeOne Wealth LLC3,227$0.34M0.0%+13.0%0.001%
2/16/2023Financial Advocates Investment Management10,018$1.04M0.1%+13.3%0.002%
2/16/2023Personal Capital Advisors Corp3,098$0.32M0.0%-23.5%0.001%
2/16/2023Port Capital LLC2,568$0.27M0.0%-8.4%0.001%
2/16/2023RFG Advisory LLC11,193$1.11M0.1%+22.8%0.002%
2/16/2023Resurgent Financial Advisors LLC2,243$0.23M0.1%N/A0.000%
2/16/2023United Capital Financial Advisers LLC69,457$7.23M0.0%+13.9%0.015%
2/16/2023German American Bancorp Inc.25,371$2.64M0.4%+0.5%0.005%
2/15/2023Retirement Group LLC8,559$0.89M0.4%+2.6%0.002%
2/15/2023Greenwood Gearhart Inc.2,470$0.26M0.0%N/A0.001%
2/15/2023Public Employees Retirement System of Ohio276,471$28.78M0.1%+0.6%0.058%
2/15/2023Steward Partners Investment Advisory LLC100,354$10.45M0.2%+1.9%0.021%
2/15/2023CI Private Wealth LLC128,150$13.34M0.0%N/A0.027%
2/15/2023Green Square Capital Advisors LLC2,886$0.30M0.0%-88.7%0.001%
2/15/2023Metropolitan Life Insurance Co NY27,336$2.85M0.1%-4.5%0.006%
2/15/2023MetLife Investment Management LLC123,432$12.85M0.1%-3.3%0.026%
2/15/2023Moneta Group Investment Advisors LLC9,979,304$1.04B0.0%+100,843.8%2.111%
2/15/2023Columbia Trust Co 010120169,636$1M0.6%-8.8%0.002%
2/15/2023Principal Street Partners LLC2,304$0.24M0.1%N/A0.000%
2/15/2023Atlas Capital Advisors LLC2,951$0.31M0.1%+8.0%0.001%
2/15/2023Cape Cod Five Cents Savings Bank4,686$0.49M0.1%+5.8%0.001%
2/15/2023State of Tennessee Treasury Department72,728$7.57M0.0%-7.4%0.015%
2/15/2023Salem Investment Counselors Inc.50,274$5.23M0.2%+4.5%0.011%
2/15/2023Apollon Wealth Management LLC9,753$1.02M0.1%-10.0%0.002%
2/15/2023Utah Retirement Systems83,967$8.74M0.1%-2.6%0.018%
2/15/2023Captrust Financial Advisors155,120$16.15M0.1%-5.2%0.033%
2/15/2023Bragg Financial Advisors Inc12,119$1.26M0.1%+4.8%0.003%
2/15/2023Lazard Asset Management LLC249$25K0.0%-87.8%0.000%
2/15/2023Retirement Investment Advisors Inc.10,255$1.07M0.7%N/A0.002%
2/15/2023SageView Advisory Group LLC2,337$0.24M0.0%N/A0.000%
2/15/2023PFS Investments Inc.383,638$39.93M0.7%+11.9%0.081%
2/15/2023Gamco Investors INC. ET AL5,233$0.55M0.0%-17.2%0.001%
2/15/2023Cerity Partners LLC55,639$5.79M0.0%+4.3%0.012%
2/15/2023CCM Investment Advisers LLC107,632$11.20M1.8%-6.1%0.023%
2/15/2023Toroso Investments LLC22,720$2.37M0.1%+0.9%0.005%
2/15/2023Wisconsin Capital Management LLC23,980$2.50M1.9%N/A0.005%
2/15/2023State of Wisconsin Investment Board289,183$30.10M0.1%-9.5%0.061%
2/15/2023Susquehanna Fundamental Investments LLC64,797$6.74M0.1%N/A0.014%
2/15/2023Syntax Advisors LLC5,231$0.54M0.5%-15.7%0.001%
2/15/2023Schonfeld Strategic Advisors LLC7,400$0.77M0.0%-70.2%0.002%
2/15/2023SeaCrest Wealth Management LLC9,492$0.99M0.1%-10.9%0.002%
2/15/2023Shorepoint Capital Partners LLC38,568$4.01M1.1%+0.8%0.008%
2/15/2023Sovereign Financial Group Inc.2,027$0.21M0.1%N/A0.000%
2/15/2023Soviero Asset Management LP35,000$3.64M2.2%N/A0.007%
2/15/2023Stokes Family Office LLC2,353$0.25M0.0%N/A0.000%
2/15/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,549$0.38M0.0%-24.5%0.001%
2/15/2023Laidlaw Wealth Management LLC3,667$0.38M0.1%+6.9%0.001%
2/15/2023Left Brain Wealth Management LLC16,978$1.77M1.3%N/A0.004%
2/15/2023Legal & General Group Plc3,512,615$365.59M0.1%-7.1%0.743%
2/15/2023Linscomb & Williams Inc.9,550$0.99M0.1%+87.1%0.002%
2/15/2023Mackenzie Financial Corp39,197$4.08M0.0%-35.9%0.008%
2/15/2023MAS Advisors LLC2,550$0.27M0.2%N/A0.001%
2/15/2023Mcintyre Freedman & Flynn Investment Advisers Inc.3,016$0.31M0.3%N/A0.001%
2/15/2023Money Concepts Capital Corp4,318$0.45M0.0%+323.3%0.001%
2/15/2023Morgan Stanley6,961,625$724.57M0.1%+16.2%1.473%
2/15/2023Mosaic Family Wealth Partners LLC3,969$0.41M0.1%N/A0.001%
2/15/2023Man Group plc87,315$9.09M0.0%-76.7%0.018%
2/15/2023Mariner LLC673,913$70.14M0.2%+8.4%0.143%
2/15/2023Mount Lucas Management LP57,480$5.98M2.0%+105.0%0.012%
2/15/2023NFJ Investment Group LLC328,490$34.19M0.9%-20.5%0.070%
2/15/2023Nissay Asset Management Corp Japan ADV57,270$5.96M0.1%+1.6%0.012%
2/15/2023Norges Bank3,499,591$364.24M0.1%N/A0.740%
2/15/2023Demars Financial Group LLC26,114$2.72M1.5%-15.6%0.006%
2/15/2023Duquesne Family Office LLC113,850$11.85M0.6%N/A0.024%
2/15/2023Evergreen Capital Management LLC4,334$0.45M0.0%+3.2%0.001%
2/15/2023Exencial Wealth Advisors LLC32,584$3.39M0.2%-7.9%0.007%
2/15/2023Eqis Capital Management Inc.3,800$0.40M0.0%-6.5%0.001%
2/15/2023Equitable Holdings Inc.5,766$0.60M0.0%-3.5%0.001%
2/15/2023Fairfield Bush & CO.12,522$1.30M0.9%-10.5%0.003%
2/15/2023First Manhattan Co.15,604$1.62M0.0%+105.2%0.003%
2/15/2023Fortis Capital Advisors LLC1,200$0.13M0.1%N/A0.000%
(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, 1,676 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($7.12B), Vanguard Group Inc. ($4.09B), BlackRock Inc. ($2.85B), State Street Corp ($2.66B), Private Advisor Group LLC ($2.01B), Wells Fargo & Company MN ($1.75B), and Moneta Group Investment Advisors LLC ($1.04B).Learn more on PSX's institutional investors.

What percentage of Phillips 66 stock is owned by institutional investors?

70.76% 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 1,480 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: Moneta Group Investment Advisors LLC ($9.97M), Norges Bank ($7.31M), BlackRock Inc. ($4.62M), State Street Corp ($3.91M), Vanguard Group Inc. ($3.75M), Amundi ($3.24M), and Wellington Management Group LLP ($2.75M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 109,001,932 shares in the last 24 months. This purchase volume represents approximately $9.38B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,027 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: Wellington Management Group LLP ($5.97M), BlackRock Inc. ($3.52M), Barrow Hanley Mewhinney & Strauss LLC ($2.41M), Morgan Stanley ($2.13M), LSV Asset Management ($2.06M), Marshall Wace LLP ($2.01M), and Bank of New York Mellon Corp ($1.95M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 62,284,623 shares in the last 24 months. This volume of shares sold represents approximately $5.08B in transactions.

This page (NYSE:PSX) was last updated on 3/21/2023 by MarketBeat.com Staff