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Phillips 66 (PSX) Institutional Ownership

$138.19
-4.57 (-3.20%)
(As of 05/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Phillips 66 (NYSE:PSX)

Current
Institutional Ownership
Percentage
76.93%
Number of
Institutional Buyers
(last 12 months)
1078
Total
Institutional Inflows
(last 12 months)
$5.26B
Number of
Institutional Sellers
(last 12 months)
844
Total
Institutional Outflows
(last 12 months)
$6.34B
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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
5/29/2024Pathway Financial Advisers LLC11,909$1.95M0.7%N/A0.003%
5/29/2024Birmingham Capital Management Co. Inc. AL5,801$948K0.3%-8.7%0.001%
5/29/2024 Soltis Investment Advisors LLC3,266$533K0.1%+68.7%0.001%
5/29/2024Garde Capital Inc.855$139K0.0%-30.9%0.000%
5/28/2024 Boston Partners5,453,892$889.21M1.1%+41.4%1.286%
5/28/2024 Verity Asset Management Inc.4,267$697K0.4%-7.1%0.001%
5/28/2024 Teachers Retirement System of The State of Kentucky263,279$43.00M0.4%-9.0%0.062%
5/24/2024 Cetera Advisors LLC45,928$7.50M0.1%+42.9%0.011%
5/24/2024 Cetera Investment Advisers142,548$23.28M0.1%+318.9%0.034%
5/24/2024 Invst LLC5,689$929K0.1%N/A0.001%
5/22/2024 Burney Co.19,530$3.19M0.1%-2.1%0.005%
5/22/2024 Beck Bode LLC4,612$753K0.2%N/A0.001%
5/22/2024 First City Capital Management Inc.1,288$210K0.1%N/A0.000%
5/22/2024 Orleans Capital Management Corp LA2,287$374K0.2%-31.0%0.001%
5/22/2024 Second Line Capital LLC1,642$268K0.1%N/A0.000%
5/21/2024 Atria Investments Inc32,351$5.28M0.1%-23.5%0.008%
5/21/2024Sanibel Captiva Trust Company Inc.6,666$1.09M0.0%-1.4%0.002%
5/20/2024 Independent Wealth Network Inc.1,626$266K0.1%+6.3%0.000%
5/20/2024Strategic Wealth Partners Ltd.5,105$834K0.1%-83.0%0.001%
5/20/2024 Highlander Capital Management LLC1,191$195K0.1%-23.7%0.000%
5/17/2024 Wahed Invest LLC8,416$1.38M0.3%+12.4%0.002%
5/17/2024 Citizens Financial Group Inc. RI2,195$358K0.0%-58.1%0.001%
5/17/2024 CCM Investment Advisers LLC81,286$13.28M1.6%-15.0%0.019%
5/17/2024 Advisory Resource Group232,642$38M8.7%-9.4%0.055%
5/17/2024 Lummis Asset Management LP150$25K0.0%-95.0%0.000%
5/17/2024 Montchanin Asset Management LLC3,830$626K0.6%N/A0.001%
5/17/2024 Plato Investment Management Ltd5,175$845K0.1%+893.3%0.001%
5/17/2024 Western Pacific Wealth Management LP845$138K0.1%N/A0.000%
5/17/2024 XML Financial LLC17,485$2.86M0.3%-23.5%0.004%
5/17/2024 iA Global Asset Management Inc.2,566$419K0.0%-14.0%0.001%
5/17/2024 KLCM Advisors Inc.2,072$338K0.0%-7.4%0.000%
5/17/2024 Vista Investment Partners LLC8,317$1.36M0.5%+19.6%0.002%
5/17/2024 LBP AM SA40,282$6.58M0.3%-44.5%0.010%
5/17/2024 First Western Trust Bank1,615$264K0.0%-59.9%0.000%
5/17/2024 Jaffetilchin Investment Partners LLC5,487$896K0.1%-9.0%0.001%
5/17/2024 Beacon Capital Management LLC509$83K0.0%+75.5%0.000%
5/17/2024 Comerica Bank156,718$25.60M0.1%-2.9%0.037%
5/17/2024 Hancock Whitney Corp21,968$3.59M0.1%-6.0%0.005%
5/17/2024 Tidal Investments LLC39,918$6.51M0.1%-1.0%0.009%
5/17/2024 DCM Advisors LLC22,125$3.61M1.5%-6.7%0.005%
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5/17/2024 Creekmur Asset Management LLC6,873$1.12M0.4%-5.7%0.002%
5/16/2024 Redwood Investment Management LLC9,578$1.56M0.1%-19.6%0.002%
5/16/2024 California State Teachers Retirement System711,677$116.25M0.1%-0.1%0.168%
5/16/2024 Global Financial Private Client LLC4,156$679K0.3%+321.1%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.38,175$6.24M0.1%+15.4%0.009%
5/16/2024 Ancora Advisors LLC41,583$6.79M0.2%-3.5%0.010%
5/16/2024 Dynasty Wealth Management LLC7,710$1.26M0.0%N/A0.002%
5/16/2024 Icon Wealth Advisors LLC18,391$3.00M0.3%+3.9%0.004%
5/16/2024 Jacobs Levy Equity Management Inc.432,003$70.56M0.3%+1,087.3%0.102%
5/16/2024 Janus Henderson Group PLC64,328$10.51M0.0%-37.8%0.015%
5/16/2024 Blackstone Inc.261,249$42.67M0.2%N/A0.062%
5/16/2024 Silvercrest Asset Management Group LLC20,955$3.42M0.0%+1.6%0.005%
5/16/2024 Captrust Financial Advisors127,391$20.81M0.1%-32.9%0.030%
5/16/2024 Caxton Associates LP5,630$920K0.1%+22.2%0.001%
5/15/2024 SVB Wealth LLC7,263$1.19M0.0%-29.6%0.002%
5/15/2024 Mount Yale Investment Advisors LLC6,597$1.08M0.1%+15.1%0.002%
5/15/2024 Public Employees Retirement System of Ohio179,717$29.36M0.1%-10.5%0.042%
5/15/2024 Public Employees Retirement Association of Colorado942,476$153.94M0.7%-1.1%0.222%
5/15/2024 Energy Income Partners LLC13,028$2.13M0.0%+33.2%0.003%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund14,190$2.32M0.2%-9.5%0.003%
5/15/2024 Kentucky Retirement Systems32,655$5.33M0.2%-7.2%0.008%
5/15/2024 Price T Rowe Associates Inc. MD2,863,603$467.74M0.1%+96.9%0.675%
5/15/2024 BOKF NA59,981$9.80M0.2%-61.1%0.014%
5/15/2024 Kestra Advisory Services LLC71,565$11.69M0.1%+7.8%0.017%
5/15/2024 Steel Grove Capital Advisors LLC3,440$562K0.0%+6.4%0.001%
5/15/2024 Magnetar Financial LLC15,324$2.50M0.1%N/A0.004%
5/15/2024 Lazard Asset Management LLC3,998$652K0.0%+12.7%0.001%
5/15/2024 Epoch Investment Partners Inc.6,102$997K0.0%-1.4%0.001%
5/15/2024 LRI Investments LLC1,148$188K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.182,021$29.73M0.0%+518.2%0.043%
5/15/2024 Gabelli Funds LLC100,600$16.43M0.1%-35.3%0.024%
5/15/2024 Gamco Investors INC. ET AL4,283$700K0.0%-4.5%0.001%
5/14/2024 Toronto Dominion Bank245,637$40.12M0.1%-0.1%0.058%
5/14/2024 Sheaff Brock Investment Advisors LLC4,485$733K0.0%-4.5%0.001%
5/14/2024 Rodgers Brothers Inc.47,988$7.84M1.1%-0.3%0.011%
5/14/2024 Advisors Asset Management Inc.90,803$14.83M0.3%-5.9%0.021%
5/14/2024 Axxcess Wealth Management LLC12,203$1.99M0.1%+24.5%0.003%
5/14/2024 EP Wealth Advisors LLC8,286$1.35M0.0%+16.3%0.002%
5/14/2024 Freestone Capital Holdings LLC7,623$1.25M0.0%+112.3%0.002%
5/14/2024 CreativeOne Wealth LLC3,209$524K0.0%+51.5%0.001%
5/14/2024 Fayez Sarofim & Co631,904$103.22M0.3%-0.2%0.149%
5/14/2024 Shell Asset Management Co.11,932$1.95M0.1%-2.3%0.003%
5/14/2024 Mattern Wealth Management LLC36,685$5.99M1.5%+0.2%0.009%
5/14/2024 Mattern Capital Management LLC90,268$14.74M2.0%-9.0%0.021%
5/14/2024 Payden & Rygel Investment Group74,500$12.17M0.6%N/A0.018%
5/14/2024 Crewe Advisors LLC152$25K0.0%N/A0.000%
5/14/2024 Natixis270,823$44.24M0.2%N/A0.064%
5/14/2024 InterOcean Capital Group LLC251,299$41.05M1.0%-4.7%0.059%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund123,000$20.09M0.1%-38.5%0.029%
5/14/2024 Saturna Capital Corp1,500$245K0.0%N/A0.000%
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5/14/2024 CANADA LIFE ASSURANCE Co239,211$39.11M0.1%+0.6%0.056%
5/14/2024 American International Group Inc.112,535$18.38M0.1%-2.5%0.027%
5/14/2024 Vaughan David Investments LLC IL4,381$716K0.0%-5.4%0.001%
5/14/2024 National Bank of Canada FI286,002$46.72M0.1%-37.6%0.067%
5/14/2024 Lake Street Advisors Group LLC3,228$527K0.0%+36.5%0.001%
5/13/2024 Bessemer Group Inc.54,212$8.86M0.0%+22.5%0.013%
5/13/2024 Paragon Capital Management LLC12,364$2.02M1.1%+0.9%0.003%
5/13/2024 UniSuper Management Pty Ltd12,104$1.98M0.0%+208.0%0.003%
5/13/2024 Clearbridge Investments LLC32,737$5.35M0.0%-2.6%0.008%
5/13/2024 O Shaughnessy Asset Management LLC71,072$11.61M0.1%+46.3%0.017%
(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, 1,824 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), BlackRock Inc. ($3.50B), State Street Corp ($2.98B), Wells Fargo & Company MN ($1.75B), Wellington Management Group LLP ($1.45B), and Bank of New York Mellon Corp ($1.31B).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 1,579 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 ($2.71M), Vanguard Group Inc. ($2.54M), International Assets Investment Management LLC ($2.06M), and FMR LLC ($1.63M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 74,850,963 shares in the last 24 months. This purchase volume represents approximately $8.47B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,115 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 ($31.37M), Deutsche Bank AG ($3.25M), BlackRock Inc. ($3.12M), FMR LLC ($2.25M), Barrow Hanley Mewhinney & Strauss LLC ($2.10M), Wellington Management Group LLP ($1.87M), and Renaissance Technologies LLC ($1.71M).

How much institutional selling is happening at Phillips 66?

Institutional investors have sold a total of 85,529,357 shares in the last 24 months. This volume of shares sold represents approximately $8.75B in transactions.


This page (NYSE:PSX) was last updated on 5/29/2024 by MarketBeat.com Staff

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