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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$110.37 +0.02 (+0.02%)
(As of 12/20/2024 05:40 PM ET)
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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)
982
Total
Institutional Inflows
(last 12 months)
$5.26B
Number of
Institutional Sellers
(last 12 months)
854
Total
Institutional Outflows
(last 12 months)
$3.54B
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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
12/19/2024 Independent Solutions Wealth Management LLC15,362$2.02M0.5%+4.3%0.004%
12/19/2024 Principal Financial Group Inc.530,807$69.78M0.0%+2.8%0.129%
12/13/2024 B. Riley Wealth Advisors Inc.20,305$2.71M0.1%-28.2%0.005%
12/11/2024 1ST Source Bank6,103$802K0.0%-9.7%0.001%
12/10/2024 Birmingham Capital Management Co. Inc. AL6,653$875K0.3%+17.7%0.002%
12/6/2024 Retirement Systems of Alabama92,134$12.11M0.0%-1.5%0.022%
12/3/2024 Oddo BHF Asset Management Sas13,622$1.79M0.1%N/A0.003%
12/2/2024 Beaird Harris Wealth Management LLC734$96K0.0%-79.9%0.000%
11/29/2024 Old North State Trust LLC1,531$201K0.2%N/A0.000%
11/27/2024 Franklin Resources Inc.289,259$39.17M0.0%-27.3%0.070%
11/26/2024 Asset Advisors Investment Management LLC1,750$230K0.0%-15.9%0.000%
11/26/2024 Peapack Gladstone Financial Corp8,396$1.10M0.0%-10.9%0.002%
11/25/2024 Synovus Financial Corp26,554$3.49M0.0%+25.4%0.006%
11/25/2024 Tidal Investments LLC21,523$2.83M0.0%+11.8%0.005%
11/25/2024 Wilmington Savings Fund Society FSB33,858$4.45M0.1%-47.9%0.008%
11/25/2024 Arvest Bank Trust Division7,666$1.01M0.1%N/A0.002%
11/25/2024 World Investment Advisors LLC6,054$796K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC103,642$13.81M0.1%-5.9%0.025%
11/22/2024 Stock Yards Bank & Trust Co.22,768$2.99M0.1%-2.8%0.006%
11/22/2024 Fulcrum Equity Management3,970$522K0.4%-2.1%0.001%
11/21/2024 Anchor Investment Management LLC2,102$276K0.0%-9.2%0.001%
11/20/2024 Advisory Resource Group241,527$31.75M6.8%+4.3%0.058%
11/19/2024 Invst LLC6,201$815K0.1%+2.4%0.002%
11/19/2024 M&T Bank Corp525,317$69.05M0.2%-2.9%0.127%
11/19/2024 Unigestion Holding SA34,231$4.50M0.2%+729.6%0.008%
11/18/2024 Soltis Investment Advisors LLC3,157$415K0.0%-6.9%0.001%
11/18/2024 TD Private Client Wealth LLC27,407$3.60M0.1%-6.1%0.007%
11/18/2024 Fortem Financial Group LLC2,393$315K0.1%-81.9%0.001%
11/18/2024 Arete Wealth Advisors LLC2,741$359K0.0%N/A0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky351,186$46.16M0.4%+35.5%0.085%
11/18/2024 Sunbelt Securities Inc.4,027$529K0.1%+41.0%0.001%
11/18/2024 Toronto Dominion Bank207,528$27.28M0.0%-0.8%0.050%
11/18/2024 Neo Ivy Capital Management4,852$638K0.2%N/A0.001%
11/18/2024 Strait & Sound Wealth Management LLC2,465$324K0.2%-46.6%0.001%
11/16/2024 Geode Capital Management LLC8,447,484$1.11B0.1%-0.4%2.045%
11/15/2024 Vestcor Inc16,417$2.16M0.1%-3.5%0.004%
11/15/2024 Resources Management Corp CT ADV11,158$1.47M0.2%+5.7%0.003%
11/15/2024 M&T Bank Corp525,317$69.05M0.2%-2.9%0.127%
11/15/2024 Guardian Wealth Management Inc.10,198$1.34M0.9%-4.7%0.002%
11/15/2024 Barclays PLC6,993,604$919.31M0.2%-9.8%1.693%
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11/15/2024 LRI Investments LLC1,686$219K0.0%+37.0%0.000%
11/15/2024 Public Employees Retirement System of Ohio198,186$26.05M0.1%-2.0%0.048%
11/15/2024 Cape Cod Five Cents Savings Bank2,625$371K0.0%-4.5%0.001%
11/15/2024 Groupama Asset Managment10,440$1.37M0.0%+1.6%0.003%
11/15/2024 Nomura Asset Management Co. Ltd.132,205$17.38M0.1%+3.3%0.032%
11/15/2024 Y Intercept Hong Kong Ltd18,909$2.49M0.2%-28.3%0.005%
11/15/2024 MML Investors Services LLC224,839$29.56M0.1%-4.4%0.054%
11/15/2024 Hodges Capital Management Inc.3,252$427K0.0%N/A0.001%
11/15/2024 First National Bank of Omaha14,766$1.94M0.1%-35.4%0.004%
11/15/2024 Mosaic Financial Group LLC1,641$216K0.2%-21.9%0.000%
11/15/2024 Orion Portfolio Solutions LLC18,542$2.44M0.1%-18.6%0.004%
11/15/2024 Zacks Investment Management2,062$271K0.0%-91.1%0.000%
11/15/2024 iSAM Funds UK Ltd2,137$281K0.2%N/A0.001%
11/15/2024 National Bank of Canada FI425,363$55.91M0.1%+22.6%0.103%
11/15/2024 iA Global Asset Management Inc.3,099$407K0.0%N/A0.001%
11/15/2024 EP Wealth Advisors LLC11,445$1.50M0.0%+39.8%0.003%
11/15/2024 Insigneo Advisory Services LLC1,812$238K0.0%-41.3%0.000%
11/15/2024 Kovitz Investment Group Partners LLC37,200$4.89M0.0%+53.2%0.009%
11/15/2024 Wellington Management Group LLP4,178,787$549.30M0.1%-67.3%1.012%
11/15/2024 Worldquant Millennium Advisors LLC189,035$24.85M0.2%N/A0.046%
11/15/2024 Wahed Invest LLC10,159$1.34M0.2%+6.8%0.002%
11/15/2024 Weaver Consulting Group3,722$489K0.2%-19.5%0.001%
11/15/2024 Weiss Asset Management LP258,974$34.04M0.8%N/A0.063%
11/15/2024 State Street Corp27,849,686$3.66B0.1%-2.9%6.743%
11/15/2024 Stifel Financial Corp392,592$51.61M0.1%-7.0%0.095%
11/15/2024 Quadrature Capital Ltd85,317$11.22M0.3%N/A0.021%
11/15/2024 Quantinno Capital Management LP26,098$3.43M0.0%+35.5%0.006%
11/15/2024 Quarry LP25,598$3.37M0.9%+15.6%0.006%
11/15/2024 Recurrent Investment Advisors LLC376,007$49.43M4.9%+13.1%0.091%
11/15/2024 Redwood Investment Management LLC10,234$1.34M0.1%+2.4%0.002%
11/15/2024 Morse Asset Management Inc3,750$493K0.1%N/A0.001%
11/15/2024 NFJ Investment Group LLC14,702$1.93M0.1%-1.4%0.004%
11/15/2024 IHT Wealth Management LLC15,777$2.08M0.1%+32.5%0.004%
11/15/2024 Ingalls & Snyder LLC9,127$1.20M0.0%-10.2%0.002%
11/15/2024 Integrated Wealth Concepts LLC9,769$1.28M0.0%-1.0%0.002%
11/15/2024 Investment Management Corp of Ontario14,001$1.84M0.0%+47.4%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.598,318$78.65M0.3%+10.2%0.145%
11/15/2024 Janus Henderson Group PLC228,165$29.99M0.0%+359.5%0.055%
11/15/2024 HighTower Advisors LLC226,540$29.79M0.0%-5.2%0.055%
11/15/2024 Hilltop Holdings Inc.26,281$3.46M0.2%+301.4%0.006%
11/15/2024 Holocene Advisors LP48,585$6.39M0.0%N/A0.012%
11/15/2024 Cheviot Value Management LLC20,164$2.65M0.5%-5.3%0.005%
11/15/2024 Chevy Chase Trust Holdings LLC227,440$29.90M0.1%-2.9%0.055%
11/15/2024 Community Bank N.A.16,977$2.23M0.3%+3.9%0.004%
11/15/2024 Benjamin Edwards Inc.30,072$3.95M0.1%+557.0%0.007%
11/15/2024 Paloma Partners Management Co15,638$2.06M0.1%-51.8%0.004%
11/15/2024 Point72 Asia Singapore Pte. Ltd.2,225$292K0.1%N/A0.001%
11/15/2024 Point72 Hong Kong Ltd304$40K0.0%N/A0.000%
11/15/2024 B&L Asset Management LLC2,694$354K0.2%N/A0.001%
11/14/2024 Cobblestone Capital Advisors LLC NY17,548$2.31M0.1%+0.5%0.004%
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11/14/2024 Tradition Wealth Management LLC2,048$269K0.0%-12.8%0.000%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp70,758$9.30M0.1%-13.7%0.017%
11/14/2024 Captrust Financial Advisors123,852$16.28M0.0%-7.2%0.030%
11/14/2024 Atlantic Union Bankshares Corp43,244$5.68M0.3%-3.1%0.010%
11/14/2024 Icon Wealth Advisors LLC19,684$2.59M0.2%+3.4%0.005%
11/14/2024 Rockefeller Capital Management L.P.136,104$17.90M0.0%-4.0%0.033%
11/14/2024 Martingale Asset Management L P76,554$10.06M0.2%-0.6%0.019%
11/14/2024 Infrastructure Capital Advisors LLC22,490$2.96M0.4%+80.9%0.005%
11/14/2024 Northwest & Ethical Investments L.P.14,785$1.94M0.1%-17.4%0.004%
11/14/2024 Vinva Investment Management Ltd5,345$700K0.0%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, 1,844 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. ($6.74B), State Street Corp ($3.66B), BlackRock Inc. ($3.50B), Wells Fargo & Company MN ($1.75B), Bank of New York Mellon Corp ($1.19B), and Geode Capital Management LLC ($1.11B).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 1,546 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: Boston Partners ($5.10M), Wellington Management Group LLP ($4.49M), Norges Bank ($4.20M), Bank of New York Mellon Corp ($3.11M), Mizuho Securities USA LLC ($2.47M), International Assets Investment Management LLC ($2.02M), and Bank of Montreal Can ($1.80M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 66,933,602 shares in the last 24 months. This purchase volume represents approximately $8.41B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,176 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 ($10.49M), FMR LLC ($4.65M), Deutsche Bank AG ($3.04M), State Street Corp ($1.97M), Barrow Hanley Mewhinney & Strauss LLC ($1.93M), and Barclays PLC ($1.40M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 89,124,674 shares in the last 24 months. This volume of shares sold represents approximately $9.91B in transactions.


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This page (NYSE:PSX) was last updated on 12/21/2024 by MarketBeat.com Staff
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