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Phillips 66 (PSX) Institutional Ownership

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$125.43 -1.04 (-0.82%)
Closing price 03:58 PM Eastern
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$125.49 +0.06 (+0.05%)
As of 06:34 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)
1095
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
904
Total
Institutional Outflows
(last 12 months)
$4.87B
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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
3/24/2025Fulcrum Equity Management2,290$261K0.3%-42.3%0.001%
3/24/2025 Wellington Management Group LLP589,413$67.15M0.0%-85.9%0.145%
3/24/2025Mascagni Wealth Management Inc.1,011$115K0.1%N/A0.000%
3/18/2025 California State Teachers Retirement System497,521$56.68M0.1%-35.3%0.122%
3/18/2025CWC Advisors LLC.9,743$1.11M1.1%+1.0%0.002%
3/18/2025111 Capital4,159$474K0.1%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC132,109$15.05M0.0%+7.2%0.032%
3/17/2025 NorthCrest Asset Manangement LLC18,414$2.10M0.1%-0.5%0.005%
3/12/2025 Centaurus Financial Inc.1,522$173K0.0%-6.1%0.000%
3/12/2025 Wealthedge Investment Advisors LLC1,798$205K0.1%N/A0.000%
3/10/2025 Old North State Trust LLC3,454$394K0.3%+125.6%0.001%
3/10/2025 Mattson Financial Services LLC300$34K0.0%N/A0.000%
3/6/2025 Copia Wealth Management317$36K0.0%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC262$29K0.0%N/A0.000%
3/5/2025 Probity Advisors Inc.4,928$561K0.1%+3.0%0.001%
3/4/2025 Birmingham Capital Management Co. Inc. AL6,773$772K0.3%+1.8%0.002%
3/4/2025 Dogwood Wealth Management LLC4,559$519K0.3%+17.9%0.001%
3/4/2025 Siemens Fonds Invest GmbH7,935$889K0.0%+34.8%0.002%
2/28/2025 Menard Financial Group LLC327$37K0.0%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH287,819$32.79M0.1%N/A0.071%
2/27/2025 Chelsea Counsel Co.6,585$750K0.4%-23.3%0.002%
2/27/2025 Pinnacle Wealth Planning Services Inc.5,157$588K0.1%-10.6%0.001%
2/25/2025 Heck Capital Advisors LLC6,563$748K0.0%N/A0.002%
2/25/2025 B. Riley Wealth Advisors Inc.17,968$2.05M0.1%-11.5%0.004%
2/25/2025 Brick & Kyle Associates52,683$6.00M2.6%-0.5%0.013%
2/25/2025 Polar Asset Management Partners Inc.197,000$22.44M0.2%N/A0.048%
2/25/2025 Garde Capital Inc.1,303$148K0.0%+52.2%0.000%
2/24/2025 Great Valley Advisor Group Inc.15,695$1.79M0.0%+1.3%0.004%
2/21/2025 Putney Financial Group LLC679$77K0.1%N/A0.000%
2/20/2025 Mackenzie Financial Corp42,439$4.84M0.0%+14.1%0.010%
2/20/2025 Forum Financial Management LP7,486$853K0.0%+1.0%0.002%
2/20/2025 Jupiter Wealth Management LLC7,359$838K0.4%-9.7%0.002%
2/19/2025 Toronto Dominion Bank160,250$18.26M0.0%-22.8%0.039%
2/19/2025 Auxier Asset Management17,017$1.94M0.3%-2.6%0.004%
2/19/2025 Invst LLC4,554$519K0.1%-26.6%0.001%
2/19/2025 GF Fund Management CO. LTD.113,722$12.96M0.3%N/A0.028%
2/19/2025 CTC Alternative Strategies Ltd.1,812$206K0.2%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC32,177$3.67M0.5%N/A0.008%
2/19/2025 Public Employees Retirement System of Ohio185,604$21.15M0.1%-6.3%0.045%
2/18/2025 Western Wealth Management LLC10,194$1.16M0.3%-29.1%0.002%
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2/18/2025 Strait & Sound Wealth Management LLC2,045$233K0.1%-17.0%0.000%
2/18/2025 Sunbelt Securities Inc.4,510$505K0.0%+12.0%0.001%
2/18/2025 Barrow Hanley Mewhinney & Strauss LLC2,029,562$231.23M0.8%-2.1%0.491%
2/18/2025 GTS Securities LLC20,434$2.33M0.1%-0.7%0.005%
2/18/2025 Vise Technologies Inc.9,449$1.08M0.1%+63.6%0.002%
2/18/2025 Navalign LLC7,025$800K0.2%+4.1%0.002%
2/18/2025 Connecticut Wealth Management LLC4,561$520K0.0%-34.5%0.001%
2/18/2025 JT Stratford LLC2,940$335K0.1%-25.7%0.001%
2/18/2025 Pacific Center for Financial Services233$27K0.0%N/A0.000%
2/18/2025 Mosaic Family Wealth Partners LLC2,605$297K0.0%-21.2%0.001%
2/18/2025 Pinkerton Retirement Specialists LLC34,956$3.98M0.6%+8.0%0.008%
2/18/2025 DCM Advisors LLC20,724$2.36M1.1%+5.0%0.005%
2/18/2025 10Elms LLP1,354$154K0.2%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.1,892$216K0.0%+8.9%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC9,441$1.08M0.0%+5.2%0.002%
2/18/2025 CSS LLC IL2,550$291K0.0%-31.1%0.001%
2/18/2025 Lantern Wealth Advisors LLC2,224$253K0.2%+4.7%0.001%
2/18/2025 Vanguard Capital Wealth Advisors4,190$477K0.5%-31.2%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,535,417$288.86M0.1%+0.6%0.614%
2/17/2025 USS Investment Management Ltd115,794$13.19M0.1%+200.0%0.028%
2/17/2025 Voloridge Investment Management LLC459,938$52.40M0.2%-5.1%0.111%
2/17/2025 Worldquant Millennium Advisors LLC6,659$759K0.0%-96.5%0.002%
2/17/2025 Waverly Advisors LLC7,338$836K0.0%+41.6%0.002%
2/17/2025 Williams Jones Wealth Management LLC.12,112$1.38M0.0%+2.1%0.003%
2/17/2025 Woodline Partners LP24,802$2.83M0.0%N/A0.006%
2/17/2025 Vident Advisory LLC12,062$1.37M0.0%+1.4%0.003%
2/17/2025 Visionary Wealth Advisors68,322$7.78M0.5%+1.2%0.017%
2/17/2025 Waters Parkerson & CO. LLC2,087$238K0.0%+10.6%0.001%
2/17/2025 Westwood Holdings Group Inc.10,186$1.16M0.0%+39.3%0.002%
2/17/2025 Twinbeech Capital LP7,612$867K0.0%N/A0.002%
2/17/2025 Two Sigma Advisers LP50,700$5.78M0.0%N/A0.012%
2/17/2025 Two Sigma Investments LP30,044$3.42M0.0%N/A0.007%
2/17/2025 Tidal Investments LLC22,916$2.61M0.0%+6.5%0.006%
2/17/2025 TrinityPoint Wealth LLC5,520$629K0.1%+3.9%0.001%
2/17/2025 State of Wyoming1,857$212K0.0%+106.3%0.000%
2/17/2025 Strategic Wealth Partners Ltd.5,368$674K0.1%-26.9%0.001%
2/17/2025 Thomist Capital Management LP148,500$16.63M4.0%-56.9%0.036%
2/17/2025 Toronto Dominion Bank160,250$18.26M0.0%-22.8%0.039%
2/17/2025 Scissortail Wealth Management LLC48,289$5.50M1.4%+241,345.0%0.012%
2/17/2025 Second Line Capital LLC3,434$391K0.1%+11.1%0.001%
2/17/2025 Snowden Capital Advisors LLC17,980$2.05M0.1%-3.5%0.004%
2/17/2025 Shell Asset Management Co.1,360$155K0.0%-80.5%0.000%
2/17/2025 SIR Capital Management L.P.300,119$34.19M3.6%-17.7%0.073%
2/17/2025 Royal Bank of Canada1,497,300$170.59M0.0%+42.5%0.363%
2/17/2025 Rafferty Asset Management LLC146,836$16.73M0.1%+0.6%0.036%
2/17/2025 Raiffeisen Bank International AG3,058$342K0.0%N/A0.001%
2/17/2025 Recurrent Investment Advisors LLC393,339$44.81M4.1%+4.6%0.095%
2/17/2025 Redwood Investment Management LLC14,485$1.65M0.2%+41.5%0.004%
2/17/2025 Riverview Capital Advisers LLC27,875$3.18M1.0%-0.4%0.007%
2/17/2025 Polar Asset Management Partners Inc.197,000$22.44M0.3%N/A0.048%
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Right now, I've found 4 miners showing the exact same pattern as previous 100-baggers.
2/17/2025 Port Capital LLC2,481$283K0.0%+5.2%0.001%
2/17/2025 Private Capital Management LLC13,146$1.50M0.2%+49.5%0.003%
2/17/2025 ProShare Advisors LLC84,732$9.65M0.0%+3.2%0.021%
2/17/2025 Quantinno Capital Management LP38,665$4.41M0.0%+48.2%0.009%
2/17/2025 Mufg Securities Americas Inc.6,097$695K0.1%N/A0.001%
2/17/2025 Man Group plc7,517$856K0.0%-92.0%0.002%
2/17/2025 Nissay Asset Management Corp Japan ADV51,320$5.78M0.0%-2.4%0.012%
2/17/2025 NorthRock Partners LLC5,554$633K0.0%N/A0.001%
2/17/2025 Nuveen Asset Management LLC955,230$108.83M0.0%-27.7%0.231%
2/17/2025 Occudo Quantitative Strategies LP7,190$819K0.1%-83.7%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, 1,978 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 1,639 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 82,824,672 shares in the last 24 months. This purchase volume represents approximately $10.29B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,234 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 100,703,631 shares in the last 24 months. This volume of shares sold represents approximately $11.29B in transactions.


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This page (NYSE:PSX) was last updated on 3/25/2025 by MarketBeat.com Staff
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