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Phillips 66 (PSX) Institutional Ownership

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-5.83 (-3.71%)
(As of 04/26/2024 08:53 PM ET)
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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)
1075
Total
Institutional Inflows
(last 12 months)
$4.99B
Number of
Institutional Sellers
(last 12 months)
862
Total
Institutional Outflows
(last 12 months)
$6.63B
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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
4/27/2024Conning Inc.3,928$642K0.0%-2.7%0.001%
4/27/2024BayBridge Capital Group LLC9,331$1.47M1.3%+2.3%0.002%
4/26/2024Pinnacle Associates Ltd.34,177$5.58M0.1%-2.2%0.008%
4/26/2024Trueblood Wealth Management LLC1,952$319K0.2%-10.5%0.000%
4/26/2024Securian Asset Management Inc.25,326$4.14M0.1%-9.1%0.006%
4/26/2024Triasima Portfolio Management inc.3,595$587K0.0%-12.8%0.001%
4/26/2024Pavion Blue Capital LLC10,087$1.65M0.8%-3.9%0.002%
4/26/2024UMB Bank n.a.40,703$6.65M0.1%-3.4%0.010%
4/26/2024MBA Advisors LLC1,317$215K0.1%N/A0.000%
4/26/2024Northwest Bancshares Inc.1,366$223K0.0%N/A0.000%
4/26/2024JNBA Financial Advisors839$137K0.0%-34.9%0.000%
4/26/2024Yousif Capital Management LLC65,428$10.69M0.1%-4.7%0.015%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA5,829$952K0.4%-12.9%0.001%
4/26/2024YHB Investment Advisors Inc.13,299$2.17M0.2%+3.8%0.003%
4/26/2024ZWJ Investment Counsel Inc.241,382$39.43M1.8%-1.0%0.056%
4/26/2024First National Trust Co10,741$1.75M0.1%+15.8%0.003%
4/26/2024Mitchell & Pahl Private Wealth LLC17,773$2.90M1.5%-1.3%0.004%
4/26/2024Members Trust Co1,332$218K0.0%N/A0.000%
4/26/2024SYSTM Wealth Solutions LLC5,130$838K0.1%+14.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.16,116$2.63M0.1%N/A0.004%
4/26/2024Patrick M Sweeney & Associates Inc.1,921$314K0.3%+6.5%0.000%
4/26/2024Virginia Wealth Management Group Inc.24,581$4.02M3.3%-14.4%0.006%
4/26/2024MONECO Advisors LLC6,342$1.04M0.2%+4.5%0.001%
4/26/2024Sigma Investment Counselors Inc.1,280$209K0.0%N/A0.000%
4/26/2024Verdence Capital Advisors LLC9,389$1.53M0.1%+7.5%0.002%
4/26/2024Checchi Capital Advisers LLC6,034$986K0.1%+1.7%0.001%
4/25/2024Alta Capital Management LLC9,607$1.57M0.1%-75.0%0.002%
4/25/2024New York State Teachers Retirement System407,295$66.53M0.1%-6.9%0.095%
4/25/2024WCM Investment Management LLC1,301$213K0.0%N/A0.000%
4/25/2024Adell Harriman & Carpenter Inc.90,386$14.76M1.2%-0.9%0.021%
4/25/2024Bank of New York Mellon Corp8,019,795$1.31B0.3%+38.0%1.875%
4/25/2024Osborne Partners Capital Management LLC67,567$11.04M0.7%-1.0%0.016%
4/25/2024Equitable Trust Co.18,963$3.10M0.2%-24.8%0.004%
4/25/2024HTLF Bank1,466$239K0.0%N/A0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 78,329$12.79M0.0%-56.3%0.018%
4/25/2024Armor Investment Advisors LLC11,035$1.80M0.9%-1.2%0.003%
4/25/2024Aaron Wealth Advisors LLC2,621$428K0.1%+12.0%0.001%
4/25/2024 Valeo Financial Advisors LLC12,810$2.02M0.1%-7.7%0.003%
4/25/2024Telos Capital Management Inc.43,044$7.03M0.8%-1.7%0.010%
4/25/2024 Greylin Investment Management Inc6,921$1.13M0.2%-17.8%0.002%
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4/25/2024 Summit Financial LLC20,544$3.36M0.2%+34.9%0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.83,246$13.60M0.1%+0.3%0.019%
4/24/2024 Private Trust Co. NA5,983$977K0.1%+9.2%0.001%
4/24/2024 Leavell Investment Management Inc.54,615$8.92M0.5%+5.1%0.013%
4/24/2024 Patton Albertson Miller Group LLC1,657$271K0.0%-11.0%0.000%
4/24/2024 CENTRAL TRUST Co29,079$4.75M0.1%-1.5%0.007%
4/24/2024 Newbridge Financial Services Group Inc.466$76K0.0%-50.2%0.000%
4/24/2024 Premier Path Wealth Partners LLC4,464$729K0.1%+1.6%0.001%
4/24/2024 Demars Financial Group LLC8,392$1.37M0.7%-4.7%0.002%
4/24/2024 Hartford Financial Management Inc.20,178$3.30M0.7%-0.6%0.005%
4/24/2024 Dakota Wealth Management133,778$21.85M0.5%+12.8%0.031%
4/24/2024 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT200,260$32.71M2.7%+87.2%0.047%
4/24/2024 Smith Anglin Financial LLC1,459$238K0.0%N/A0.000%
4/24/2024 Simplicity Wealth LLC8,623$1.41M0.0%N/A0.002%
4/24/2024 NBT Bank N A NY2,620$428K0.0%+183.2%0.001%
4/24/2024 First Fiduciary Investment Counsel Inc.50,208$8.20M1.7%-1.2%0.012%
4/24/2024 Childress Capital Advisors LLC4,906$801K0.2%-1.9%0.001%
4/24/2024 Spire Wealth Management11,390$1.86M0.1%+1.8%0.003%
4/24/2024 Pinnacle West Asset Management Inc.1,250$204K0.2%N/A0.000%
4/24/2024 Essex Financial Services Inc.3,153$515K0.0%+5.3%0.001%
4/24/2024 Assenagon Asset Management S.A.113,233$18.50M0.0%-57.2%0.026%
4/23/2024 Wetzel Investment Advisors Inc.1,462$224K0.1%+10.9%0.000%
4/23/2024 Bell Bank68,733$11.23M1.0%-4.5%0.016%
4/23/2024Busey Bank5,990$978K0.0%+1.7%0.001%
4/23/2024 Global Retirement Partners LLC2,784$455K0.0%+3.0%0.001%
4/23/2024 Cookson Peirce & Co. Inc.282,203$46.10M2.5%+33.4%0.066%
4/23/2024 Covenant Asset Management LLC1,493$244K0.0%N/A0.000%
4/23/2024 Louisiana State Employees Retirement System25,000$4.08M0.1%-6.0%0.006%
4/23/2024 Sage Mountain Advisors LLC1,768$289K0.0%-20.5%0.000%
4/23/2024 Moody Lynn & Lieberson LLC1,827$298K0.0%+4.6%0.000%
4/23/2024 Wealth Advisory Solutions LLC6,028$985K0.3%N/A0.001%
4/23/2024 Canvas Wealth Advisors LLC1,484$233K0.1%N/A0.000%
4/23/2024 Venturi Wealth Management LLC10,947$1.79M0.1%+101.2%0.003%
4/23/2024 Rational Advisors LLC355$58K0.0%-98.5%0.000%
4/23/2024 Oak Harbor Wealth Partners LLC1,267$207K0.1%N/A0.000%
4/23/2024 Amalgamated Bank90,020$14.70M0.1%-25.2%0.021%
4/23/2024 Nations Financial Group Inc. IA ADV39,918$6.52M0.5%+1.0%0.009%
4/23/2024 Gradient Investments LLC849$139K0.0%-18.2%0.000%
4/23/2024 New Mexico Educational Retirement Board22,128$3.61M0.1%-7.1%0.005%
4/23/2024 TrueWealth Advisors LLC1,556$254K0.1%N/A0.000%
4/23/2024 Fifth Third Bancorp31,193$5.10M0.0%-15.5%0.007%
4/23/2024 Tyche Wealth Partners LLC10,148$1.66M0.4%-35.4%0.002%
4/23/2024 McAdam LLC1,475$241K0.0%N/A0.000%
4/23/2024 Wesbanco Bank Inc.51,540$8.42M0.3%+6.1%0.012%
4/23/2024 Summit Trail Advisors LLC4,254$695K0.0%+48.5%0.001%
4/23/2024 Regatta Capital Group LLC1,506$246K0.1%N/A0.000%
4/23/2024 Stablepoint Partners LLC49,041$8.01M1.6%+12.9%0.011%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,887$296K0.0%-46.8%0.000%
4/23/2024 Strategic Blueprint LLC2,479$405K0.0%+13.9%0.001%
4/23/2024 Cigna Investments Inc. New4,628$756K0.1%-2.6%0.001%
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4/23/2024 KLR Investment Advisors LLC3,845$604K0.4%-13.8%0.001%
4/23/2024 Hanson & Doremus Investment Management3,761$614K0.1%-1.8%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.702,096$114.68M0.2%-8.2%0.164%
4/23/2024 Stonegate Investment Group LLC495,213$80.89M2.5%-7.9%0.116%
4/23/2024 Sutton Place Investors LLC6,281$1.03M0.5%+42.2%0.001%
4/23/2024 Sapient Capital LLC1,576$257K0.0%-4.4%0.000%
4/23/2024 Wendell David Associates Inc.1,305$213K0.0%N/A0.000%
4/22/2024 Nicholas Hoffman & Company LLC.1,320$216K0.0%-22.8%0.000%
4/22/2024 Intrinsic Value Partners LLC3,227$527K0.6%-3.2%0.001%
4/22/2024 PFG Investments LLC14,190$2.32M0.1%+378.3%0.003%
(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, 1,814 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. ($4.82B), 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 1,582 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: Wellington Management Group LLP ($4.49M), Norges Bank ($4.20M), BlackRock Inc. ($3.56M), Vanguard Group Inc. ($3.51M), Boston Partners ($3.50M), State Street Corp ($3.41M), and Bank of New York Mellon Corp ($3.33M).

How much institutional buying is happening at Phillips 66?

Institutional investors have bought a total of 85,405,720 shares in the last 24 months. This purchase volume represents approximately $8.86B in transactions.

Which Phillips 66 major shareholders have been selling company stock?

Of the 1,120 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 ($31.31M), 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 85,935,350 shares in the last 24 months. This volume of shares sold represents approximately $8.60B in transactions.


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This page (NYSE:PSX) was last updated on 4/29/2024 by MarketBeat.com Staff

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