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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$96.66 -1.16 (-1.19%)
As of 02:10 PM Eastern
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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)
1104
Total
Institutional Inflows
(last 12 months)
$5.85B
Number of
Institutional Sellers
(last 12 months)
895
Total
Institutional Outflows
(last 12 months)
$4.84B
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PSX Institutional Buying and Selling by Quarter

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Phillips 66 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Rowlandmiller & PARTNERS.ADV12,283$1.52M0.3%+2.2%0.003%
4/15/2025CX Institutional3,642$450K0.0%+14.8%0.001%
4/15/2025Assenagon Asset Management S.A.14,893$1.84M0.0%-97.4%0.004%
4/15/2025MV Capital Management Inc.1,999$247K0.0%+109.1%0.000%
4/15/2025Integrated Advisors Network LLC5,542$684K0.0%-2.5%0.001%
4/15/2025Sanibel Captiva Trust Company Inc.5,889$727K0.0%-13.9%0.001%
4/15/2025Parsons Capital Management Inc. RI36,718$4.53M0.2%-2.1%0.009%
4/15/2025First National Bank of Mount Dora Trust Investment Services8,617$1.06M0.3%-19.9%0.002%
4/15/2025Sonora Investment Management Group LLC25,896$3.20M0.3%-1.1%0.006%
4/15/2025Simplicity Wealth LLC3,013$372K0.0%N/A0.001%
4/15/2025 GAMMA Investing LLC9,634$1.19M0.1%+15.2%0.002%
4/14/2025Yousif Capital Management LLC61,411$7.58M0.1%+0.8%0.015%
4/14/2025Pallas Capital Advisors LLC3,666$453K0.0%+63.2%0.001%
4/14/2025Farther Finance Advisors LLC13,558$1.69M0.0%+65.6%0.003%
4/14/2025Daymark Wealth Partners LLC82,943$10.24M0.3%+0.1%0.020%
4/14/2025CHICAGO TRUST Co NA3,808$470K0.1%+47.4%0.001%
4/14/2025 Portside Wealth Group LLC1,910$236K0.0%+7.5%0.000%
4/14/2025Moss Adams Wealth Advisors LLC2,365$292K0.0%+21.5%0.001%
4/14/2025NewSquare Capital LLC49,747$6.06M0.5%-0.6%0.012%
4/14/2025Foundation Resource Management Inc.63,346$7.82M1.2%-2.4%0.016%
4/14/2025Wesbanco Bank Inc.47,740$5.90M0.2%-2.3%0.012%
4/14/2025Abacus Planning Group Inc.1,956$242K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC4,314$533K0.0%+4.1%0.001%
4/14/2025Central Bank & Trust Co.1,990$246K0.0%+12.0%0.000%
4/14/2025Bangor Savings Bank11,559$1.43M0.1%-3.3%0.003%
4/14/2025Park Avenue Securities LLC48,156$5.95M0.1%+0.8%0.012%
4/14/2025KMG Fiduciary Partners LLC19,416$2.40M0.2%+7.8%0.005%
4/14/2025Wealthcare Capital Partners LLC1,784$220K0.1%N/A0.000%
4/14/2025Bank of New Hampshire1,752$216K0.1%-11.8%0.000%
4/14/2025Miracle Mile Advisors LLC33,066$4.08M0.1%-2.2%0.008%
4/14/2025RDA Financial Network1,952$241K0.1%-46.1%0.000%
4/14/2025Wedmont Private Capital6,581$813K0.0%-4.0%0.002%
4/14/2025UMB Bank n.a.37,506$4.63M0.1%+1.5%0.009%
4/11/2025 Piscataqua Savings Bank816$101K0.1%+19.8%0.000%
4/11/2025 Gateway Investment Advisers LLC11,836$1.46M0.0%+11.3%0.003%
4/11/2025 Vanguard Capital Wealth Advisors2,216$274K0.3%-47.1%0.001%
4/11/2025 Independence Bank of Kentucky3,451$426K0.1%+4.1%0.001%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV2,225$275K0.0%-11.0%0.001%
4/11/2025 Impact Capital Partners LLC7,400$914K0.3%+13.3%0.002%
4/11/2025 Disciplined Investments LLC51,748$6.39M2.9%+0.5%0.013%
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4/11/2025 Sovereign Financial Group Inc.1,719$212K0.0%N/A0.000%
4/11/2025 Arkfeld Wealth Strategies L.L.C.4,539$560K0.2%-6.0%0.001%
4/11/2025 Procyon Advisors LLC21,576$2.66M0.2%+2.5%0.005%
4/11/2025 Stablepoint Partners LLC47,328$5.84M1.1%+8.2%0.012%
4/11/2025 Generali Investments Management Co LLC3,678$454K0.1%-17.6%0.001%
4/11/2025 AMI Investment Management Inc.1,729$213K0.1%N/A0.000%
4/11/2025 Annex Advisory Services LLC9,676$1.20M0.0%-94.1%0.002%
4/10/2025 Chatham Capital Group Inc.33,155$4.09M0.7%-1.0%0.008%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.33,251$4.11M0.7%+37.2%0.008%
4/10/2025 Beacon Financial Group31,459$3.89M0.4%-9.5%0.008%
4/10/2025 Key Client Fiduciary Advisors LLC1,660$205K0.1%N/A0.000%
4/10/2025 Wealth Alliance Advisory Group LLC9,030$1.12M0.2%+3.4%0.002%
4/10/2025 Veracity Capital LLC5,937$733K0.3%-4.8%0.001%
4/10/2025 Teamwork Financial Advisors LLC2,457$303K0.0%-33.9%0.001%
4/10/2025 Sendero Wealth Management LLC72,651$8.97M1.2%+219.4%0.018%
4/10/2025 Strategic Planning Group LLC35,348$4.37M0.9%+23.7%0.009%
4/10/2025 Apella Capital LLC1,984$245K0.0%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.13,182$1.63M0.1%+3.1%0.003%
4/10/2025 Viking Fund Management LLC87,000$10.74M1.5%+29.9%0.021%
4/10/2025 Bremer Bank National Association40,553$5.01M0.9%+9.7%0.010%
4/10/2025 Crestmont Private Wealth LLC1,698$210K0.1%N/A0.000%
4/10/2025 Bridge Creek Capital Management LLC7,026$868K0.3%-4.1%0.002%
4/9/2025 Sentry Investment Management LLC1,355$167K0.1%-23.0%0.000%
4/9/2025 RFG Advisory LLC7,003$865K0.0%-4.9%0.002%
4/9/2025 Chickasaw Capital Management LLC148,809$18.38M0.7%+5.1%0.036%
4/9/2025 Fulton Bank N.A.3,566$440K0.0%-25.6%0.001%
4/9/2025 ST Germain D J Co. Inc.1,482$183K0.0%-13.1%0.000%
4/9/2025 Merit Financial Group LLC10,331$1.28M0.0%+23.4%0.003%
4/9/2025 Baxter Bros Inc.29,437$3.64M0.5%+1.0%0.007%
4/9/2025 Lbmc Investment Advisors LLC2,488$307K0.0%+4.3%0.001%
4/9/2025 Bennett Associates Wealth Management3,863$477K0.4%-10.2%0.001%
4/9/2025 O Keefe Stevens Advisory Inc.24,159$2.98M1.0%+0.8%0.006%
4/9/2025 Eldred Rock Partners LLC94,915$11.66M3.6%+10.4%0.023%
4/9/2025 NBC Securities Inc.1,558$192K0.0%+155,700.0%0.000%
4/9/2025 Fiduciary Alliance LLC8,313$1.03M0.1%+10.0%0.002%
4/9/2025 Moller Wealth Partners2,096$259K0.1%-13.0%0.001%
4/9/2025 Websterrogers Financial Advisors LLC1,687$208K0.1%N/A0.000%
4/9/2025 Czech National Bank94,857$11.71M0.1%+6.0%0.023%
4/9/2025 Mirador Capital Partners LP49,073$6.06M1.1%+3.9%0.012%
4/8/2025 Rhumbline Advisers789,440$97.48M0.1%+3.1%0.194%
4/8/2025 Fifth Third Wealth Advisors LLC7,308$902K0.0%+33.1%0.002%
4/8/2025 Peoples Bank KS1,364$168K0.1%+15.4%0.000%
4/8/2025 IVC Wealth Advisors LLC1,730$214K0.1%N/A0.000%
4/8/2025 Marion Wealth Management13,634$1.68M0.4%+2.9%0.003%
4/8/2025 Stolper Co46,147$5.70M1.9%-0.3%0.011%
4/8/2025 Meyer Handelman Co.38,472$4.75M0.2%-0.4%0.009%
4/8/2025 Beese Fulmer Investment Management Inc.1,783$220K0.0%N/A0.000%
4/8/2025 Somerset Trust Co20,550$2.54M0.9%+3.8%0.005%
4/8/2025 Advisory Alpha LLC2,593$320K0.0%-10.4%0.001%
4/8/2025 Rothschild Investment LLC37,936$4.68M0.3%-0.6%0.009%
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4/8/2025 Parallel Advisors LLC10,959$1.35M0.0%+6.6%0.003%
4/7/2025 GAMMA Investing LLC1,189,606$146.89M0.0%+14,119.5%0.292%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO2,192$271K0.1%-8.6%0.001%
4/4/2025 Exeter Financial LLC12,940$1.60M0.7%+1.6%0.003%
4/4/2025 Farmers Trust Co.1,693$209K0.0%N/A0.000%
4/4/2025 Moody National Bank Trust Division3,775$466K0.0%+23.2%0.001%
4/4/2025 Baring Financial LLC5,334$659K0.6%-4.2%0.001%
4/4/2025 Cadinha & Co. LLC3,720$459K0.1%-7.5%0.001%
4/3/2025 Versant Capital Management Inc2,008$248K0.0%+50.3%0.000%
4/3/2025 First Hawaiian Bank6,381$788K0.0%-17.0%0.002%
(Data available from 1/1/2016 forward)

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PSX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSX shares?

During the previous two years, 1,979 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 1,637 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 83,995,350 shares in the last 24 months. This purchase volume represents approximately $10.44B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,237 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 ($17.67M), 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 101,346,505 shares in the last 24 months. This volume of shares sold represents approximately $11.37B in transactions.


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This page (NYSE:PSX) was last updated on 4/15/2025 by MarketBeat.com Staff
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