Phillips 66 Ownership | Who Owns Phillips 66?
Phillips 66 Ownership Summary
Phillips 66 is owned by 74.49% institutional investors, 0.26% insiders, and 25.25% retail investors. Vanguard group is the largest institutional shareholder, holding 12.72% of PSX shares. Cushing Midstream Strategy is the top mutual fund, with 3.77% of its assets in Phillips 66 shares.
PSX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Phillips 66 | 74.49% | 0.26% | 25.25% |
| Sector | Energy Stocks | 39.16% | 13.69% | 47.15% |
| Industry | Oil & Gas Refining & Marketing Stocks | 44.72% | 9.30% | 45.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 51.72M | 12.72% | $7.04B |
| Blackrock funding, inc. /de | 30.22M | 7.43% | $4.11B |
| Blackrock | 30.84M | 7.19% | $4.35B |
| State street | 23.41M | 5.76% | $3.18B |
| Elliott investment management | 19.25M | 4.73% | $2.62B |
| Wells fargo & company/mn | 15.10M | 3.71% | $2.05B |
| Harris associates l p | 13.64M | 3.35% | $1.86B |
| Geode capital management | 10.37M | 2.55% | $1.40B |
| Bank of new york mellon | 8.51M | 2.09% | $1.16B |
| Morgan stanley | 6.91M | 1.70% | $939.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elliott investment management | 19.25M | 11.52% | $2.62B |
| Oakland financial | 4.00K | 9.28% | $544.08K |
| Advisory resource group | 239.50K | 5.84% | $32.58M |
| Recurrent investment advisors | 464.47K | 4.84% | $63.18M |
| F&v capital management | 136.51K | 4.17% | $18.57M |
| Torray investment partners | 208.85K | 3.85% | $28.41M |
| Lawson kroeker investment management inc/ne | 149.62K | 3.72% | $20.35M |
| Adams natural resources fund | 159.47K | 3.29% | $21.69M |
| Eldred rock partners | 90.18K | 3.27% | $10.76M |
| Yaupon capital management lp | 446.30K | 3.19% | $63.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 51.72M | 0.11% | 5.36M |
| Norges bank | 4.37M | 0.07% | 4.37M |
| Los angeles capital management | 702.35K | 0.32% | 603.74K |
| Charles schwab investment management | 3.85M | 0.08% | 586.11K |
| Yaupon capital management lp | 446.30K | 3.19% | 446.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 5.45M | 0.08% | -3.53M |
| Blackrock | 30.84M | 0.10% | -3.27M |
| Pacer advisors | 45.79K | 0.02% | -1.83M |
| Blackrock funding, inc. /de | 30.22M | 0.07% | -1.66M |
| Soundwatch capital | - | - | -1.43M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.37M | 0.07% | 4.37M | $497.65M |
| Qube research | 129.13K | 0.02% | 129.13K | $17.56M |
| Rakuten investment management | 108.87K | 0.08% | 108.87K | $22.21M |
| Renaissance | 86.95K | 0.02% | 86.95K | $11.83M |
| Axa investment managers | 64.82K | 0.02% | 64.82K | $8.82M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Fairman group | -4.00 |
| Studio investment management | -4.00 |
| Old second national bank of aurora | -5.00 |
| Tfo-tdc | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 1,822 | 0.55% | 303,006,728 | -0.31% | 74 | 1.33% | 816 | 7.37% | 612 | -9.73% |
| Jun 30, 2025 | 1,784 | -2.51% | 316,504,167 | 4.28% | 77 | 1.41% | 745 | -9.59% | 673 | 3.86% |
| Mar 31, 2025 | 25 | -98.62% | 1,938,173 | -99.37% | - | 0.01% | 11 | -98.65% | 6 | -99.07% |
| Dec 31, 2024 | 1,348 | -25.57% | 198,614,285 | -33.63% | 47 | 0.93% | 588 | -19.12% | 486 | -28.53% |
| Sep 30, 2024 | 1,790 | -1.65% | 298,860,385 | -4.83% | 71 | 1.30% | 719 | -3.75% | 671 | -2.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cushing Midstream Strategy | 15.35M | 3.77% | -891.41K |
| Vanguard US Total Market Shares ETF | 13.26M | 3.25% | -160.03K |
| Vanguard Total Stock Mkt Idx Inv | 12.80M | 3.17% | -299.88K |
| Vanguard 500 Index Investor | 10.09M | 2.50% | -1.48M |
| The Energy Select Sector SPDR® ETF | 7.92M | 1.96% | 1.30K |
| Fidelity 500 Index | 5.16M | 1.28% | 2.21K |
| Oakmark Investor | 5.18M | 1.27% | - |
| SPDR® S&P 500 ETF | 5.14M | 1.26% | -75.33K |
| SPDR® S&P 500® ETF Trust | 5.00M | 1.23% | -26.24K |
| SPDR® S&P 500® ETF | 4.91M | 1.22% | 60.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2025 | Mitchell Kevin J | Exec. VP and CFO | Sell | $4.14M |
| Sep 26, 2025 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sell | $615.02K |
| Sep 09, 2025 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sell | $593.05K |
| Aug 14, 2025 | HAYES GREGORY | - | Buy | $1.00M |
| Jul 30, 2025 | Heim Michael A | - | Buy | $125.97K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 3 | 3 |
| 2025 Q2 | 1 | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
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