Free Trial

Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$128.78 -2.77 (-2.11%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$129.04 +0.26 (+0.21%)
As of 02/21/2025 07:12 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 Polygon.io. 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)
1093
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
901
Total
Institutional Outflows
(last 12 months)
$4.43B
Get PSX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Phillips 66 stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
2/21/2025Putney Financial Group LLC679$77K0.1%N/A0.000%
2/20/2025 Mackenzie Financial Corp42,439$4.84M0.0%+14.1%0.010%
2/20/2025 Forum Financial Management LP7,486$853K0.0%+1.0%0.002%
2/20/2025Jupiter Wealth Management LLC7,359$838K0.4%-9.7%0.002%
2/19/2025 Toronto Dominion Bank160,250$18.26M0.0%-22.8%0.039%
2/19/2025 Auxier Asset Management17,017$1.94M0.3%-2.6%0.004%
2/19/2025 Invst LLC4,554$519K0.1%-26.6%0.001%
2/19/2025 GF Fund Management CO. LTD.113,722$12.96M0.3%N/A0.028%
2/19/2025 CTC Alternative Strategies Ltd.1,812$206K0.2%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC32,177$3.67M0.5%N/A0.008%
2/19/2025 Public Employees Retirement System of Ohio185,604$21.15M0.1%-6.3%0.045%
2/18/2025 Western Wealth Management LLC10,194$1.16M0.3%-29.1%0.002%
2/18/2025 Strait & Sound Wealth Management LLC2,045$233K0.1%-17.0%0.000%
2/18/2025 Sunbelt Securities Inc.4,510$505K0.0%+12.0%0.001%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC2,029,562$231.23M0.8%-2.1%0.491%
2/18/2025 GTS Securities LLC20,434$2.33M0.1%-0.7%0.005%
2/18/2025 Vise Technologies Inc.9,449$1.08M0.1%+63.6%0.002%
2/18/2025 Navalign LLC7,025$800K0.2%+4.1%0.002%
2/18/2025 Connecticut Wealth Management LLC4,561$520K0.0%-34.5%0.001%
2/18/2025 JT Stratford LLC2,940$335K0.1%-25.7%0.001%
2/18/2025 Pacific Center for Financial Services233$27K0.0%N/A0.000%
2/18/2025 Mosaic Family Wealth Partners LLC2,605$297K0.0%-21.2%0.001%
2/18/2025 Pinkerton Retirement Specialists LLC34,956$3.98M0.6%+8.0%0.008%
2/18/2025 DCM Advisors LLC20,724$2.36M1.1%+5.0%0.005%
2/18/2025 10Elms LLP1,354$154K0.2%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.1,892$216K0.0%+8.9%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC9,441$1.08M0.0%+5.2%0.002%
2/18/2025 CSS LLC IL2,550$291K0.0%-31.1%0.001%
2/18/2025 Lantern Wealth Advisors LLC2,224$253K0.2%+4.7%0.001%
2/18/2025 Vanguard Capital Wealth Advisors4,190$477K0.5%-31.2%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,535,417$288.86M0.1%+0.6%0.614%
2/17/2025 USS Investment Management Ltd115,794$13.19M0.1%+200.0%0.028%
2/17/2025 Voloridge Investment Management LLC459,938$52.40M0.2%-5.1%0.111%
2/17/2025 Worldquant Millennium Advisors LLC6,659$759K0.0%-96.5%0.002%
2/17/2025 Waverly Advisors LLC7,338$836K0.0%+41.6%0.002%
2/17/2025 Williams Jones Wealth Management LLC.12,112$1.38M0.0%+2.1%0.003%
2/17/2025 Woodline Partners LP24,802$2.83M0.0%N/A0.006%
2/17/2025 Vident Advisory LLC12,062$1.37M0.0%+1.4%0.003%
2/17/2025 Visionary Wealth Advisors68,322$7.78M0.5%+1.2%0.017%
2/17/2025 Waters Parkerson & CO. LLC2,087$238K0.0%+10.6%0.001%
Secret financial plot unfolding in Washington DC… [DEVELOPING] (Ad)

What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. You see, I’ve recently uncovered a secret financial plot unfolding in Washington DC…

So please take a moment to watch it now.
2/17/2025 Westwood Holdings Group Inc.10,186$1.16M0.0%+39.3%0.002%
2/17/2025 Twinbeech Capital LP7,612$867K0.0%N/A0.002%
2/17/2025 Two Sigma Advisers LP50,700$5.78M0.0%N/A0.012%
2/17/2025 Two Sigma Investments LP30,044$3.42M0.0%N/A0.007%
2/17/2025 Tidal Investments LLC22,916$2.61M0.0%+6.5%0.006%
2/17/2025 TrinityPoint Wealth LLC5,520$629K0.1%+3.9%0.001%
2/17/2025 State of Wyoming1,857$212K0.0%+106.3%0.000%
2/17/2025 Strategic Wealth Partners Ltd.5,368$674K0.1%-26.9%0.001%
2/17/2025 Thomist Capital Management LP148,500$16.63M4.0%-56.9%0.036%
2/17/2025 Toronto Dominion Bank160,250$18.26M0.0%-22.8%0.039%
2/17/2025 Scissortail Wealth Management LLC48,289$5.50M1.4%+241,345.0%0.012%
2/17/2025 Second Line Capital LLC3,434$391K0.1%+11.1%0.001%
2/17/2025 Snowden Capital Advisors LLC17,980$2.05M0.1%-3.5%0.004%
2/17/2025 Shell Asset Management Co.1,360$155K0.0%-80.5%0.000%
2/17/2025 SIR Capital Management L.P.300,119$34.19M3.6%-17.7%0.073%
2/17/2025 Royal Bank of Canada1,497,300$170.59M0.0%+42.5%0.363%
2/17/2025 Rafferty Asset Management LLC146,836$16.73M0.1%+0.6%0.036%
2/17/2025 Raiffeisen Bank International AG3,058$342K0.0%N/A0.001%
2/17/2025 Recurrent Investment Advisors LLC393,339$44.81M4.1%+4.6%0.095%
2/17/2025 Redwood Investment Management LLC14,485$1.65M0.2%+41.5%0.004%
2/17/2025 Riverview Capital Advisers LLC27,875$3.18M1.0%-0.4%0.007%
2/17/2025 Polar Asset Management Partners Inc.197,000$22.44M0.3%N/A0.048%
2/17/2025 Port Capital LLC2,481$283K0.0%+5.2%0.001%
2/17/2025 Private Capital Management LLC13,146$1.50M0.2%+49.5%0.003%
2/17/2025 ProShare Advisors LLC84,732$9.65M0.0%+3.2%0.021%
2/17/2025 Quantinno Capital Management LP38,665$4.41M0.0%+48.2%0.009%
2/17/2025 Mufg Securities Americas Inc.6,097$695K0.1%N/A0.001%
2/17/2025 Man Group plc7,517$856K0.0%-92.0%0.002%
2/17/2025 Nissay Asset Management Corp Japan ADV51,320$5.78M0.0%-2.4%0.012%
2/17/2025 NorthRock Partners LLC5,554$633K0.0%N/A0.001%
2/17/2025 Nuveen Asset Management LLC955,230$108.83M0.0%-27.7%0.231%
2/17/2025 Occudo Quantitative Strategies LP7,190$819K0.1%-83.7%0.002%
2/17/2025 OMERS ADMINISTRATION Corp18,282$2.08M0.0%+19.6%0.004%
2/17/2025 Measured Risk Portfolios Inc.3,325$379K0.4%N/A0.001%
2/17/2025 Merewether Investment Management LP388,740$44.29M1.8%N/A0.094%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.41,684$4.75M0.0%-7.0%0.010%
2/17/2025 Lazard Asset Management LLC2,276$258K0.0%-3.6%0.001%
2/17/2025 LRI Investments LLC2,322$265K0.0%+37.7%0.001%
2/17/2025 LRT Capital Management LLC7,832$892K0.7%N/A0.002%
2/17/2025 Laird Norton Wetherby Wealth Management LLC11,428$1.30M0.1%-9.2%0.003%
2/17/2025 Lighthouse Investment Partners LLC4,180$476K0.0%N/A0.001%
2/17/2025 Jacobs Levy Equity Management Inc.1,541,240$175.59M0.6%+157.6%0.373%
2/17/2025 Janus Henderson Group PLC275,569$31.39M0.0%+20.8%0.067%
2/17/2025 Gotham Asset Management LLC151,530$17.26M0.2%+17.4%0.037%
2/17/2025 Graham Capital Management L.P.9,086$1.04M0.0%N/A0.002%
2/17/2025 Focus Partners Wealth400,379$45.86M0.1%+20.7%0.097%
2/17/2025 Ensign Peak Advisors Inc106,180$12.10M0.0%-13.9%0.026%
2/17/2025 Ethic Inc.9,095$1.04M0.0%+237.2%0.002%
2/17/2025 Fiduciary Trust Co12,014$1.37M0.0%+4.9%0.003%
2/17/2025 First Manhattan CO. LLC.26,459$3.01M0.0%+70.3%0.006%
Secret financial plot unfolding in Washington DC… [DEVELOPING] (Ad)

What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. You see, I’ve recently uncovered a secret financial plot unfolding in Washington DC…

So please take a moment to watch it now.
2/17/2025 FORA Capital LLC5,977$681K0.1%-92.6%0.001%
2/17/2025 Deutsche Bank AG2,579,365$293.87M0.1%+9.7%0.625%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main10,264$1.17M0.0%+218.0%0.002%
2/17/2025 Eagle Global Advisors LLC7,754$883K0.0%+342.1%0.002%
2/17/2025 EP Wealth Advisors LLC9,701$1.11M0.0%-15.2%0.002%
2/17/2025 EPG Wealth Management LLC5,086$579K0.2%+3.9%0.001%
2/17/2025 Colonial Trust Co SC37,932$4.32M0.6%+0.9%0.009%
2/17/2025 CoreCap Advisors LLC793$90K0.0%-27.4%0.000%
2/17/2025 Cresset Asset Management LLC20,022$2.28M0.0%-58.5%0.005%
2/17/2025 Capital Advantage Inc.2,783$317K0.1%N/A0.001%
(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, 1,967 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Aspire Private Capital LLC ($169.20B), Vanguard Group Inc. ($4.61B), State Street Corp ($3.66B), BlackRock Inc. ($3.50B), Wells Fargo & Company MN ($1.83B), Bank of New York Mellon Corp ($1.06B), and Geode Capital Management LLC ($968.84M).Learn more on PSX's institutional investors.

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

76.93% 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 1,631 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: Norges Bank ($8.57M), Price T Rowe Associates Inc. MD ($5.86M), Boston Partners ($5.10M), Wellington Management Group LLP ($4.49M), Bank of New York Mellon Corp ($3.75M), Mizuho Securities USA LLC ($2.48M), and International Assets Investment Management LLC ($2.04M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 82,574,951 shares in the last 24 months. This purchase volume represents approximately $10.26B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,233 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: OFI Invest Asset Management ($31.40M), Wellington Management Group LLP ($14.08M), FMR LLC ($4.77M), Deutsche Bank AG ($2.93M), State Street Corp ($1.97M), Nuveen Asset Management LLC ($1.68M), and Barrow Hanley Mewhinney & Strauss LLC ($1.46M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 96,874,144 shares in the last 24 months. This volume of shares sold represents approximately $10.85B in transactions.



This page (NYSE:PSX) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners