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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$129.96 +3.56 (+2.82%)
Closing price 07/8/2025 03:59 PM Eastern
Extended Trading
$130.18 +0.22 (+0.17%)
As of 07/8/2025 07:35 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.
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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)
1130
Total
Institutional Inflows
(last 12 months)
$6.90B
Number of
Institutional Sellers
(last 12 months)
908
Total
Institutional Outflows
(last 12 months)
$5.72B
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Skip Chart & View Institutional Buying and Selling Data

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
7/8/2025Everpar Advisors LLC5,346$638K0.3%+41.2%0.001%
7/8/2025Baker Ellis Asset Management LLC7,084$845K0.1%-3.5%0.002%
7/8/2025Martin Capital Partners LLC34,158$4.08M1.6%+248.4%0.008%
7/8/2025Webster Bank N. A.270$32K0.0%+58.8%0.000%
7/8/2025RMR Wealth Builders21,576$2.57M0.2%N/A0.005%
7/8/2025Livelsberger Financial Advisory449$54K1.0%N/A0.000%
7/8/2025Legacy Private Trust Co.3,007$359K0.0%+3.3%0.001%
7/8/2025Parallel Advisors LLC9,768$1.17M0.0%-10.9%0.002%
7/7/2025 Trust Co. of Oklahoma2,497$298K0.1%N/A0.001%
7/7/2025 Wealth Alliance Advisory Group LLC8,940$1.07M0.2%-1.0%0.002%
7/7/2025 Teamwork Financial Advisors LLC2,219$265K0.0%-9.7%0.001%
7/7/2025 Wesbanco Bank Inc.47,888$5.71M0.2%+0.3%0.012%
7/7/2025 Bangor Savings Bank11,280$1.35M0.1%-2.4%0.003%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.40,743$4.86M0.6%+22.5%0.010%
7/7/2025 Salem Investment Counselors Inc.45,681$5.45M0.2%-0.4%0.011%
7/7/2025 Douglas Lane & Associates LLC2,008$240K0.0%-4.7%0.000%
7/3/2025 City Center Advisors LLC1,961$234K0.3%N/A0.000%
7/2/2025 Capital Market Strategies LLC2,339$279K0.2%-7.9%0.001%
7/2/2025 Neville Rodie & Shaw Inc.16,203$1.93M0.1%-1.2%0.004%
7/1/2025 Harbor Investment Advisory LLC3,238$386K0.0%-36.2%0.001%
7/1/2025 First National Bank Sioux Falls2,946$351K0.1%-7.5%0.001%
7/1/2025 Rowlandmiller & PARTNERS.ADV12,698$1.52M0.3%+3.4%0.003%
6/26/2025AG2R LA Mondiale Gestion D Actifs52,804$5.99M0.3%N/A0.013%
6/18/2025Voya Investment Management LLC96,007$11.86M0.0%-48.1%0.024%
6/9/20251248 Management LLC4,046$500K0.2%+15.3%0.001%
6/4/2025 First Hawaiian Bank6,381$788K0.0%-17.0%0.002%
6/2/2025Modern Wealth Management LLC4,052$500K0.0%+35.9%0.001%
5/29/2025 Nova Wealth Management Inc.301$37K0.0%N/A0.000%
5/28/2025Strs Ohio92,332$11.40M0.0%N/A0.023%
5/28/2025Intrua Financial LLC8,890$1.10M0.2%+8.8%0.002%
5/27/2025Advisors Capital Management LLC63,433$7.83M0.1%+6.7%0.016%
5/27/2025SWS Partners20,572$2.54M0.8%-3.6%0.005%
5/22/2025Chelsea Counsel Co.2,285$282K0.2%-65.3%0.001%
5/21/2025McAdam LLC1,720$212K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC19,674$2.43M0.0%-30.3%0.005%
5/21/2025Geneos Wealth Management Inc.4,609$569K0.0%+5.3%0.001%
5/21/2025IFM Investors Pty Ltd67,621$8.35M0.1%+7.6%0.017%
5/20/2025Blue Rock Wealth Management LLC1,674$207K0.2%N/A0.000%
5/20/2025Belpointe Asset Management LLC4,292$530K0.0%-16.8%0.001%
5/20/2025Intech Investment Management LLC25,336$3.13M0.0%-35.6%0.006%
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5/20/2025Focus Partners Wealth409,156$50.52M0.1%+2.2%0.100%
5/20/2025Integrity Alliance LLC.2,178$269K0.0%N/A0.001%
5/20/2025Ransom Advisory Ltd3,725$460K0.2%N/A0.001%
5/20/2025Glenview Trust co8,720$1.08M0.0%-4.9%0.002%
5/19/2025Bayforest Capital Ltd1,718$212K0.1%+166.8%0.000%
5/19/2025SCS Capital Management LLC7,789$962K0.0%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,572,986$317.71M0.1%+1.5%0.632%
5/19/2025DCM Advisors LLC19,745$2.43M1.3%-4.7%0.005%
5/16/2025Woodline Partners LP34,891$4.31M0.0%+40.7%0.009%
5/16/2025McIlrath & Eck LLC983$121K0.0%-17.7%0.000%
5/16/2025Empowered Funds LLC154,136$19.03M0.3%-8.5%0.038%
5/16/2025MBB Public Markets I LLC2,471$305K0.0%N/A0.001%
5/16/2025RNC Capital Management LLC334,871$41.35M2.1%+0.5%0.082%
5/16/2025Coppell Advisory Solutions LLC21,031$2.60M0.2%+11,086.7%0.005%
5/16/2025United Services Automobile Association9,709$1.18M0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.14,672$1.81M0.1%-2.0%0.004%
5/16/2025Arete Wealth Advisors LLC2,950$364K0.0%-3.3%0.001%
5/16/2025Great Lakes Advisors LLC243,804$29.67M0.3%-21.6%0.060%
5/16/2025Strait & Sound Wealth Management LLC1,745$215K0.1%-14.7%0.000%
5/16/2025Signature Estate & Investment Advisors LLC1,768$218K0.0%-12.0%0.000%
5/16/2025Hamilton Capital LLC2,570$317K0.0%+8.4%0.001%
5/16/2025Voleon Capital Management LP 25,961$3.21M0.3%-1.9%0.006%
5/16/2025Ashton Thomas Private Wealth LLC35,186$4.35M0.2%+10.3%0.009%
5/16/2025Goldman Sachs Group Inc.3,781,064$466.89M0.1%+11.1%0.928%
5/16/2025Kestra Investment Management LLC584$72K0.0%+1,142.6%0.000%
5/16/2025Resources Management Corp CT ADV10,436$1.29M0.2%-6.6%0.003%
5/16/2025Jones Financial Companies Lllp119,134$14.71M0.0%+247.3%0.029%
5/16/2025Dynamic Technology Lab Private Ltd12,201$1.51M0.2%N/A0.003%
5/16/2025UniSuper Management Pty Ltd33,778$4.17M0.0%+3.1%0.008%
5/16/2025Pinnacle Family Advisors LLC1,726$213K0.1%N/A0.000%
5/16/2025Plancorp LLC3,093$382K0.0%-3.1%0.001%
5/16/2025Nexpoint Asset Management L.P.14,962$1.85M0.2%N/A0.004%
5/16/2025NFJ Investment Group LLC13,903$1.72M0.1%-4.5%0.003%
5/16/2025Nearwater Capital Markets Ltd100,000$12.35M0.4%N/A0.025%
5/16/2025NewEdge Advisors LLC81,525$10.07M0.1%+3.4%0.020%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,743$7.49M0.0%+45.7%0.015%
5/16/2025Integrated Wealth Concepts LLC9,963$1.23M0.0%+2.7%0.002%
5/16/2025Jacobs Levy Equity Management Inc.1,552,413$191.69M0.8%+0.7%0.381%
5/16/2025Hancock Whitney Corp17,575$2.17M0.1%+1.8%0.004%
5/16/2025Engine Capital Management LP20,000$2.47M0.5%N/A0.005%
5/16/2025Clifford Group LLC3,395$419K0.4%-15.9%0.001%
5/16/2025Curi RMB Capital LLC2,717$336K0.0%N/A0.001%
5/16/2025Alliancebernstein L.P.975,977$120.51M0.0%-8.1%0.240%
5/16/2025AQR Capital Management LLC302,484$37.08M0.0%+148.0%0.074%
5/16/2025Advisors Asset Management Inc.56,870$7.02M0.1%-10.2%0.014%
5/16/2025AlTi Global Inc.42,232$5.22M0.1%-32.8%0.010%
5/16/2025Alyeska Investment Group L.P.176,589$21.81M0.1%-63.9%0.043%
5/16/2025Amundi2,284,860$282.14M0.1%-38.0%0.561%
5/16/2025Ancora Advisors LLC36,509$4.51M0.1%+0.3%0.009%
5/16/20251 North Wealth Services LLC474$59K0.0%N/A0.000%
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5/16/2025Adage Capital Partners GP L.L.C.401,901$49.63M0.1%+1.5%0.099%
5/15/2025Federation des caisses Desjardins du Quebec15,474$1.91M0.0%+14.3%0.004%
5/15/2025Chiron Capital Management LLC2,105$260K0.2%+5.0%0.001%
5/15/2025EP Wealth Advisors LLC10,372$1.28M0.0%+6.9%0.003%
5/15/2025Ashton Thomas Securities LLC1,751$219K0.1%N/A0.000%
5/15/2025First Manhattan CO. LLC.26,079$3.22M0.0%-1.4%0.006%
5/15/2025GW Henssler & Associates Ltd.4,406$544K0.0%-58.2%0.001%
5/15/2025Elliott Investment Management L.P.15,725,000$1.94B12.8%+1,929.0%3.859%
5/15/2025Cigna Investments Inc. New4,129$510K0.1%-4.3%0.001%
5/15/20251248 Management LLC3,035$375K0.2%-13.5%0.001%
(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, 2,026 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($4.99B), State Street Corp ($3.66B), BlackRock Inc. ($3.50B), Elliott Investment Management L.P. ($1.94B), Wells Fargo & Company MN ($1.83B), Bank of New York Mellon Corp ($1.09B), and Geode Capital Management LLC ($968.84M).Learn more on Phillips 66's institutional investors.

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

76.93% of Phillips 66's stock is owned by institutional investors. Learn more on PSX's institutional investor holdings.

Which institutional investors have been buying Phillips 66's stock?

Of the 1,677 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. ($14.95M), Norges Bank ($8.57M), Price T Rowe Associates Inc. MD ($6.55M), Boston Partners ($5.10M), Bank of New York Mellon Corp ($3.75M), Mizuho Securities USA LLC ($2.48M), and International Assets Investment Management LLC ($1.99M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 56,646,331 shares in the last 24 months. This purchase volume represents approximately $6.90B in transactions.

Which of Phillips 66's major shareholders have been selling company stock?

Of the 908 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: Wellington Management Group LLP ($16.26M), FMR LLC ($2.51M), Boston Partners ($1.55M), Deutsche Bank AG ($1.40M), Amundi ($1.40M), ING Groep NV ($1.17M), and Legal & General Group Plc ($1.07M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 46,371,152 shares in the last 24 months. This volume of shares sold represents approximately $5.72B in transactions.


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This page (NYSE:PSX) was last updated on 7/9/2025 by MarketBeat.com Staff
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