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Phillips 66 (PSX) Institutional Ownership

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$120.64 +1.01 (+0.84%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
973
Total
Institutional Inflows
(last 12 months)
$5.24B
Number of
Institutional Sellers
(last 12 months)
835
Total
Institutional Outflows
(last 12 months)
$3.51B
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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
1/17/2025 Cerro Pacific Wealth Advisors LLC8,539$973K0.3%+2.7%0.002%
1/17/2025 New Century Financial Group LLC3,813$443K0.2%-18.2%0.001%
1/17/2025 FCG Investment Co5,803$661K0.4%-12.3%0.001%
1/17/2025 Veracity Capital LLC6,235$710K0.3%+8.5%0.002%
1/17/2025 Red Door Wealth Management LLC2,279$260K0.0%+16.1%0.001%
1/17/2025 Donoghue Forlines LLC12,625$1.44M0.5%N/A0.003%
1/17/2025 Avior Wealth Management LLC9,074$1.03M0.0%-1.5%0.002%
1/17/2025 Endeavor Private Wealth Inc.987$112K0.1%N/A0.000%
1/17/2025 Teamwork Financial Advisors LLC3,719$424K0.1%-11.0%0.001%
1/17/2025 Raleigh Capital Management Inc.523$60K0.0%+222.8%0.000%
1/17/2025 Adirondack Trust Co.9,923$1.13M0.4%-1.0%0.002%
1/17/2025 Mutual Advisors LLC16,852$2.02M0.1%+15.8%0.004%
1/17/2025 Independent Wealth Network Inc.1,937$221K0.1%+16.9%0.000%
1/17/2025 Janney Montgomery Scott LLC216,625$24.68M0.1%+0.4%0.052%
1/17/2025 Bartlett & CO. Wealth Management LLC17,767$2.02M0.0%-3.0%0.004%
1/17/2025 SG Americas Securities LLC193,528$22.05M0.1%+21.9%0.047%
1/17/2025 Sharp Financial Services LLC3,121$356K0.3%-34.6%0.001%
1/17/2025 Park Place Capital Corp1,149$131K0.0%-34.4%0.000%
1/17/2025 Daymark Wealth Partners LLC82,830$9.44M0.3%+10.0%0.020%
1/17/2025 Viking Fund Management LLC67,000$7.63M1.2%+91.4%0.016%
1/17/2025 Advisory Alpha LLC2,894$330K0.0%+51.1%0.001%
1/17/2025 Missouri Trust & Investment Co749$85K0.0%-11.4%0.000%
1/17/2025 Dakota Wealth Management50,486$5.75M0.1%-4.4%0.012%
1/17/2025 XML Financial LLC17,503$1.99M0.2%-1.9%0.004%
1/17/2025 Nisa Investment Advisors LLC250,404$28.53M0.1%+32.1%0.061%
1/17/2025 Fort Washington Investment Advisors Inc. OH238,300$27.15M0.2%+22.4%0.058%
1/17/2025 Atomi Financial Group Inc.5,122$584K0.0%-11.7%0.001%
1/17/2025 Clear Harbor Asset Management LLC3,264$372K0.0%N/A0.001%
1/17/2025 Segment Wealth Management LLC10,467$1.19M0.1%+2.6%0.003%
1/16/2025 ARS Investment Partners LLC3,186$363K0.0%+3.2%0.001%
1/16/2025 Crossmark Global Holdings Inc.19,075$2.17M0.0%-8.6%0.005%
1/16/2025 Royal Fund Management LLC50,381$5.79M0.5%-53.7%0.012%
1/16/2025 Sugar Maple Asset Management LLC410$47K0.0%N/A0.000%
1/16/2025 Mitchell & Pahl Private Wealth LLC19,436$2.21M1.0%+5.6%0.005%
1/16/2025 Ballentine Partners LLC3,040$346K0.0%+11.4%0.001%
1/16/2025 ZWJ Investment Counsel Inc.256,768$29.25M1.2%+3.5%0.062%
1/16/2025 Hoese & Co LLP302$34K0.0%-24.9%0.000%
1/16/2025 Uncommon Cents Investing LLC3,592$409K0.1%-2.8%0.001%
1/16/2025 Bremer Bank National Association36,965$4.21M0.8%+50.0%0.009%
1/16/2025 UMB Bank n.a.36,935$4.21M0.1%-6.3%0.009%
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1/16/2025 Eldred Rock Partners LLC86,011$9.73M3.3%+0.3%0.021%
1/16/2025 Annex Advisory Services LLC162,922$18.56M0.6%+25.7%0.039%
1/16/2025 Grove Bank & Trust1,088$124K0.0%+12.7%0.000%
1/16/2025 Clarius Group LLC2,881$328K0.0%-11.2%0.001%
1/15/2025 J2 Capital Management Inc4,199$478K0.4%N/A0.001%
1/15/2025 Aaron Wealth Advisors LLC3,635$414K0.0%+13.1%0.001%
1/15/2025 Wealth Alliance Advisory Group LLC8,736$995K0.2%-4.4%0.002%
1/15/2025 Moss Adams Wealth Advisors LLC1,946$222K0.0%-13.2%0.000%
1/15/2025 Ameritas Advisory Services LLC4,983$568K0.0%-24.9%0.001%
1/15/2025 HB Wealth Management LLC22,539$2.57M0.0%+14.0%0.005%
1/15/2025 Trust Co. of Vermont4,780$545K0.0%+3.4%0.001%
1/15/2025 Wallington Asset Management LLC133,905$15.26M2.2%-0.2%0.032%
1/15/2025 Premier Path Wealth Partners LLC5,103$581K0.1%-9.8%0.001%
1/15/2025 Verity & Verity LLC90,260$10.28M0.9%+33.6%0.022%
1/15/2025 Arkadios Wealth Advisors48,900$5.57M0.3%+14.2%0.012%
1/15/2025 Spring Capital Management LLC1,767$201K0.1%N/A0.000%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.2,525$288K0.0%+8.6%0.001%
1/15/2025 O Keefe Stevens Advisory Inc.23,971$2.73M0.8%+0.5%0.006%
1/15/2025 Brooklyn Investment Group2,146$244K0.1%+40.7%0.001%
1/15/2025 Somerset Trust Co19,802$2.26M0.8%+3.2%0.005%
1/15/2025 Merit Financial Group LLC8,372$954K0.0%+100.9%0.002%
1/15/2025 Walker Asset Management LLC2,659$303K0.2%+4.6%0.001%
1/15/2025 First National Bank of Mount Dora Trust Investment Services10,757$1.23M0.3%-2.3%0.003%
1/15/2025 Saxon Interests Inc.2,820$321K0.1%+14.7%0.001%
1/15/2025 Wealthcare Advisory Partners LLC9,791$1.12M0.0%-2.3%0.002%
1/15/2025 Procyon Advisors LLC21,057$2.40M0.2%+26.6%0.005%
1/15/2025 Everpar Advisors LLC4,005$456K0.2%+2.5%0.001%
1/15/2025 RDA Financial Network3,619$412K0.1%+5.1%0.001%
1/15/2025 KMG Fiduciary Partners LLC18,017$2.05M0.2%+19.7%0.004%
1/15/2025 Empirical Asset Management LLC35,148$4.00M0.1%+47.7%0.009%
1/15/2025 Bennett Associates Wealth Management4,300$490K0.4%+10.9%0.001%
1/15/2025 Capital Advisors Wealth Management LLC8,935$1.02M0.2%+7.1%0.002%
1/15/2025 Carnegie Investment Counsel21,374$2.44M0.1%-6.2%0.005%
1/15/2025 Tallon Kerry Patrick2,939$336K0.3%N/A0.001%
1/15/2025 Gateway Investment Advisers LLC10,636$1.21M0.0%-22.8%0.003%
1/15/2025 Mirador Capital Partners LP47,215$5.38M1.0%-0.7%0.011%
1/15/2025 Hennion & Walsh Asset Management Inc.12,783$1.46M0.1%+4.3%0.003%
1/14/2025 Flywheel Private Wealth LLC2,273$259K0.2%N/A0.001%
1/14/2025 Brady Family Wealth LLC36,628$4.17M1.3%-1.1%0.009%
1/14/2025 Stolper Co46,284$5.27M1.8%+1.5%0.011%
1/14/2025 BluePath Capital Management LLC6,030$699K0.4%+25.5%0.001%
1/14/2025 Sendero Wealth Management LLC22,746$2.59M0.4%-43.8%0.006%
1/14/2025 Pinnacle Bancorp Inc.2,535$289K0.1%+3.9%0.001%
1/14/2025 Godsey & Gibb Inc.650$74K0.0%-45.7%0.000%
1/14/2025 Armstrong Advisory Group Inc.1,483$169K0.0%+13.8%0.000%
1/14/2025 Burney Co.18,009$2.05M0.1%-41.9%0.004%
1/14/2025 Meyer Handelman Co.38,609$4.40M0.2%-2.2%0.009%
1/14/2025 Radnor Capital Management LLC1,842$210K0.0%-14.0%0.000%
1/14/2025 Foundation Resource Management Inc.64,915$7.40M1.2%-0.9%0.016%
1/14/2025 Acropolis Investment Management LLC2,150$245K0.0%-5.6%0.001%
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1/14/2025 Thurston Springer Miller Herd & Titak Inc.24,231$2.76M0.6%+36.2%0.006%
1/14/2025 Park Avenue Securities LLC47,774$5.44M0.1%+8.9%0.012%
1/14/2025 Assenagon Asset Management S.A.573,492$65.34M0.1%-21.7%0.139%
1/14/2025 Fifth Third Wealth Advisors LLC5,490$625K0.0%+4.6%0.001%
1/14/2025 Oak Thistle LLC7,036$802K0.2%N/A0.002%
1/14/2025 SeaCrest Wealth Management LLC3,799$433K0.0%-25.3%0.001%
1/14/2025 Rosenberg Matthew Hamilton5,503$627K0.2%-8.2%0.001%
1/13/2025 Johnson & White Wealth Management LLC4,180$478K0.3%N/A0.001%
1/13/2025 Exeter Financial LLC12,730$1.45M0.7%+15.2%0.003%
1/13/2025 FNY Investment Advisers LLC1,100$125K0.1%N/A0.000%
(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, 1,842 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 1,537 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 ($2.04M), and Bank of Montreal Can ($1.80M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 66,786,446 shares in the last 24 months. This purchase volume represents approximately $8.40B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,180 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 89,263,067 shares in the last 24 months. This volume of shares sold represents approximately $9.93B in transactions.



This page (NYSE:PSX) was last updated on 1/21/2025 by MarketBeat.com Staff
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