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Phillips 66 (PSX) Institutional Ownership

Phillips 66 logo
$122.79 +0.21 (+0.17%)
Closing price 03:59 PM Eastern
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$122.62 -0.18 (-0.14%)
As of 07:57 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)
1174
Total
Institutional Inflows
(last 12 months)
$8.71B
Number of
Institutional Sellers
(last 12 months)
938
Total
Institutional Outflows
(last 12 months)
$6.20B
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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
8/14/2025Schwerin Boyle Capital Management Inc.97,322$11.61M1.3%-7.5%0.024%
8/14/2025NewEdge Advisors LLC116,121$13.85M0.1%+42.4%0.029%
8/14/2025Investment Management Corp of Ontario10,001$1.19M0.0%-14.5%0.002%
8/14/2025Tripletail Wealth Management LLC3,662$434K0.7%N/A0.001%
8/14/2025AXA S.A.69,696$8.32M0.0%-4.7%0.017%
8/14/2025Fayez Sarofim & Co629,795$75.13M0.2%-5.1%0.156%
8/14/2025State Street Corp24,318,409$2.90B0.1%-6.7%6.018%
8/14/2025Daiwa Securities Group Inc.78,377$9.35M0.0%+2.4%0.019%
8/14/2025CoreFirst Bank & Trust2,718$324K0.2%-13.7%0.001%
8/14/2025SVB Wealth LLC2,761$329K0.0%N/A0.001%
8/14/2025Natixis31,422$3.75M0.0%+269.7%0.008%
8/14/2025Bank of Nova Scotia49,491$5.90M0.0%+4.1%0.012%
8/14/2025Bollard Group LLC111,818$13.34M0.3%+7.2%0.028%
8/14/2025California Public Employees Retirement System696,577$83.10M0.1%+3.9%0.172%
8/14/2025Cary Street Partners Financial LLC35,609$4.25M0.1%-4.1%0.009%
8/14/2025Cerity Partners LLC75,062$8.96M0.0%-46.1%0.019%
8/14/2025Federated Hermes Inc.23,193$2.77M0.0%-15.8%0.006%
8/13/2025Gabelli Funds LLC114,850$13.70M0.1%+0.5%0.028%
8/13/2025Gamco Investors INC. ET AL16,910$2.02M0.0%+151.5%0.004%
8/13/2025StoneX Group Inc.6,830$815K0.0%-4.6%0.002%
8/13/2025Cheviot Value Management LLC22,485$2.68M0.3%-0.5%0.006%
8/13/2025Cresset Asset Management LLC20,182$2.41M0.0%+5.8%0.005%
8/13/2025Capital Advisors Wealth Management LLC8,320$993K0.2%-10.8%0.002%
8/13/2025Brown Advisory Inc.57,439$6.85M0.0%+0.3%0.014%
8/13/2025Amundi2,334,612$295.24M0.1%+2.2%0.578%
8/13/2025SCS Capital Management LLC10,109$1.21M0.0%+29.8%0.003%
8/13/2025Marshall Wace LLP204,320$24.38M0.0%+44.8%0.051%
8/13/2025Veltria Advisors Corp.1,951$233K0.2%N/A0.000%
8/13/2025Baird Financial Group Inc.236,167$28.18M0.0%+0.5%0.058%
8/13/2025First Trust Advisors LP238,064$28.40M0.0%-36.2%0.059%
8/13/2025Guggenheim Capital LLC88,489$10.56M0.1%+6.5%0.022%
8/13/2025JBR Co Financial Management Inc8,223$981K0.5%-9.3%0.002%
8/13/2025EverSource Wealth Advisors LLC6,858$818K0.0%+25.6%0.002%
8/13/2025Invesco Ltd.4,704,727$561.27M0.1%-1.3%1.164%
8/13/2025CW Advisors LLC82,691$9.87M0.1%-2.5%0.020%
8/13/2025JT Stratford LLC2,006$239K0.0%N/A0.000%
8/13/2025Argyle Capital Partners LLC4,297$513K0.4%+11.7%0.001%
8/13/2025Twin Peaks Wealth Advisors LLC317$38K0.0%N/A0.000%
8/13/2025River Wealth Advisors LLC15,853$1.89M0.2%-18.0%0.004%
8/13/2025Fort Sheridan Advisors LLC2,457$293K0.0%-16.9%0.001%
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8/13/2025Pinkerton Wealth LLC39,980$4.77M0.6%+8.2%0.010%
8/13/2025Beacon Pointe Advisors LLC27,407$3.27M0.0%-4.1%0.007%
8/13/2025Quantbot Technologies LP15,920$1.90M0.0%N/A0.004%
8/13/2025M&T Bank Corp493,201$58.84M0.2%-2.8%0.122%
8/13/2025Riverview Capital Advisers LLC21,248$2.54M0.7%-22.8%0.005%
8/13/2025OMERS ADMINISTRATION Corp15,652$1.87M0.0%-59.8%0.004%
8/13/2025Fisher Asset Management LLC7,720$921K0.0%+24.4%0.002%
8/13/2025Edgestream Partners L.P.41,511$4.95M0.1%N/A0.010%
8/13/2025Panagora Asset Management Inc.2,719$324K0.0%-40.8%0.001%
8/13/2025Smith Moore & CO.10,008$1.19M0.1%+1.7%0.002%
8/13/2025River Road Asset Management LLC55,604$6.87M0.1%+51.7%0.014%
8/13/2025VestGen Advisors LLC2,141$255K0.0%-6.8%0.001%
8/13/2025Estabrook Capital Management3,507$418K0.1%-14.7%0.001%
8/13/2025Trustmark Bank Trust Department3,914$467K0.0%-8.2%0.001%
8/13/2025Stablepoint Partners LLC47,648$5.68M1.0%+0.7%0.012%
8/13/2025Legacy Capital Wealth Partners LLC3,434$410K0.1%+7.2%0.001%
8/13/2025Kuhn & Co Investment Counsel4,903$585K0.4%+23.6%0.001%
8/13/2025New York State Common Retirement Fund163,500$19.51M0.0%-62.0%0.040%
8/13/2025Schroder Investment Management Group50,260$6.00M0.0%-3.8%0.012%
8/13/2025Mackenzie Financial Corp49,615$5.92M0.0%+13.1%0.012%
8/13/2025Colonial Trust Advisors40,063$4.78M0.4%-6.4%0.010%
8/13/2025F m Investments LLC18,066$2.16M0.1%+5.7%0.004%
8/13/2025Norges Bank4,390,231$523.76M0.1%N/A1.086%
8/13/2025Quadrature Capital Ltd40,272$4.80M0.1%N/A0.010%
8/13/2025Level Four Advisory Services LLC47,588$5.68M0.2%+9.9%0.012%
8/13/2025Hsbc Holdings PLC1,021,121$122.03M0.1%-30.0%0.253%
8/13/2025Patrick M Sweeney & Associates Inc.2,361$301K0.2%+20.2%0.001%
8/13/2025Crossingbridge Advisors LLC1,000$119K0.1%-90.0%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.36,003$4.30M0.0%+1.5%0.009%
8/13/2025Groupama Asset Managment20,951$2.50M0.0%-1.4%0.005%
8/13/2025State Board of Administration of Florida Retirement System390,982$46.64M0.1%+1.1%0.097%
8/13/2025Johnson Financial Group Inc.860$103K0.0%-44.2%0.000%
8/13/2025Korea Investment CORP274,339$32.73M0.1%+14.1%0.068%
8/13/2025Harfst & Associates Inc.9,670$1.15M0.2%+77.5%0.002%
8/13/2025Carlson Capital L.P.7,000$835K0.3%N/A0.002%
8/13/2025GM Advisory Group LLC2,705$323K0.0%N/A0.001%
8/13/2025Quadrant Capital Group LLC9,273$1.11M0.0%-9.8%0.002%
8/13/2025Vinva Investment Management Ltd12,256$1.46M0.0%-29.4%0.003%
8/13/2025Choreo LLC23,417$2.79M0.0%-0.5%0.006%
8/13/2025Russell Investments Group Ltd.483,994$57.74M0.1%+8.4%0.120%
8/13/2025Pinpoint Asset Management Singapore Pte. Ltd.266$32K0.0%N/A0.000%
8/12/2025 Boston Partners1,416,063$168.95M0.2%-1.8%0.350%
8/12/2025 J.W. Cole Advisors Inc.53,182$6.35M0.1%+0.8%0.013%
8/12/2025 FourThought Financial Partners LLC11,275$1.35M0.1%-28.1%0.003%
8/12/2025 Armor Investment Advisors LLC4,781$570K0.2%-6.2%0.001%
8/12/2025 Associated Banc Corp98,193$11.71M0.3%-4.1%0.024%
8/12/2025 Elo Mutual Pension Insurance Co31,235$3.73M0.1%-1.9%0.008%
8/12/2025 Financial Advocates Investment Management5,140$613K0.0%-49.6%0.001%
8/12/2025 Advisors Asset Management Inc.51,119$6.10M0.1%-10.1%0.013%
8/12/2025 Verity & Verity LLC106,103$12.66M1.1%+1.4%0.026%
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8/12/2025 Columbia Bank11,177$1.45M0.4%+1.8%0.003%
8/12/2025 Laurel Wealth Advisors LLC285,247$34.03M0.0%+10,795.6%0.071%
8/12/2025 RiverFront Investment Group LLC1,721$205K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC108,175$12.91M0.1%+0.7%0.027%
8/12/2025 Jaffetilchin Investment Partners LLC1,793$214K0.0%+8.9%0.000%
8/12/2025 CreativeOne Wealth LLC4,160$496K0.0%-3.8%0.001%
8/12/2025 Foster Dykema Cabot & Partners LLC1,171$140K0.0%+104.4%0.000%
8/12/2025 Fiducient Advisors LLC2,000$239K0.0%N/A0.000%
8/12/2025 Summit Global Investments2,889$345K0.0%+4.9%0.001%
8/12/2025 Ameritas Investment Partners Inc.24,048$2.87M0.1%+0.6%0.006%
(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, 2,048 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were Vanguard Group Inc. ($5.53B), State Street Corp ($2.90B), Elliott Investment Management L.P. ($1.94B), Wells Fargo & Company MN ($1.83B), Geode Capital Management LLC ($1.23B), Bank of New York Mellon Corp ($1.12B), and Barclays PLC ($919.31M).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 1,707 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 ($12.96M), Vanguard Group Inc. ($7.56M), Price T Rowe Associates Inc. MD ($6.55M), Boston Partners ($5.10M), Bank of New York Mellon Corp ($4.29M), and Mizuho Securities USA LLC ($2.48M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 72,508,579 shares in the last 24 months. This purchase volume represents approximately $8.73B in transactions.

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

Of the 943 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), State Street Corp ($2.56M), FMR LLC ($2.51M), Boston Partners ($1.60M), Deutsche Bank AG ($1.40M), Amundi ($1.40M), and ING Groep NV ($1.17M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 51,038,902 shares in the last 24 months. This volume of shares sold represents approximately $6.24B in transactions.


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This page (NYSE:PSX) was last updated on 8/14/2025 by MarketBeat.com Staff
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