Phillips 66 Ownership | Who Owns Phillips 66?
Phillips 66 Ownership Summary
Phillips 66 is owned by 54.78% institutional investors, 0.27% insiders, and 44.95% retail investors. Vanguard group is the largest institutional shareholder, holding 12.79% of PSX shares. Cushing Midstream Strategy is the top mutual fund, with 3.96% of its assets in Phillips 66 shares.
PSX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Phillips 66 | 54.78% | 0.27% | 44.95% |
| Sector | Energy Stocks | 147.73% | 15.16% | -62.89% |
| Industry | Oil & Gas Refining & Marketing Stocks | 31.60% | 13.63% | 54.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 51.93M | 12.79% | $6.70B |
| Blackrock funding, inc. /de | 30.92M | 7.67% | $3.99B |
| Blackrock | 30.84M | 7.19% | $4.35B |
| State street | 23.59M | 5.85% | $3.04T |
| 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 | 10.41M | 2.58% | $1.34B |
| Bank of new york mellon | 7.10M | 1.76% | $916.64M |
| Morgan stanley | 6.79M | 1.68% | $876.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elliott investment management | 19.25M | 11.52% | $2.62B |
| Oakland financial | 4.00K | 8.55% | $516.16K |
| Advisory resource group | 238.29K | 5.41% | $30.75M |
| Recurrent investment advisors | 464.47K | 4.84% | $63.18M |
| Lawson kroeker investment management inc/ne | 102.96K | 3.95% | $13.29M |
| Torray investment partners | 206.59K | 3.82% | $26.66M |
| Yaupon capital management lp | 446.30K | 3.19% | $63.00M |
| Brick & kyle, associates | 54.16K | 3.16% | $7.65M |
| Adams natural resources fund | 155.47K | 3.04% | $20.06M |
| Eldred rock partners | 90.04K | 3.01% | $11.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 4.96M | 0.07% | 4.96M |
| Blackrock funding, inc. /de | 30.92M | 0.07% | 703.07K |
| Charles schwab investment management | 3.85M | 0.08% | 586.11K |
| Yaupon capital management lp | 446.30K | 3.19% | 446.30K |
| Worldquant millennium advisors | 1.23M | 0.72% | 325.89K |
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 |
| Barrow hanley mewhinney & strauss | 1.02M | 0.44% | -2.13M |
| Soundwatch capital | - | - | -1.43M |
| Bank of new york mellon | 7.10M | 0.16% | -1.41M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.96M | 0.07% | 4.96M | $640.21M |
| Qube research | 129.13K | 0.02% | 129.13K | $17.56M |
| Rakuten investment management | 108.87K | 0.08% | 108.87K | $22.21M |
| Axa investment managers | 64.82K | 0.02% | 64.82K | $8.82M |
| Cibc world markets | 56.09K | 0.03% | 56.09K | $7.24M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Orion capital management | -2.00 |
| Richardson financial services | -3.00 |
| Fairman group | -4.00 |
| Studio investment management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,512 | -20.17% | 222,404,063 | -27.31% | 54 | 0.97% | 695 | -18.14% | 488 | -23.15% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cushing Midstream Strategy | 15.87M | 3.96% | 515.70K |
| Vanguard US Total Market Shares ETF | 13.26M | 3.25% | -160.03K |
| Vanguard Total Stock Mkt Idx Inv | 12.68M | 3.16% | 26.93K |
| Vanguard 500 Index Investor | 10.26M | 2.56% | 63.94K |
| State Street®EngySelSectSPDR®ETF | 8.76M | 2.19% | 14.23K |
| Vanguard Mid Cap Index Institutional | 8.73M | 2.18% | -45.45K |
| The Energy Select Sector SPDR® ETF | 7.92M | 1.96% | 1.30K |
| iShares Core S&P 500 ETF | 5.13M | 1.28% | 663.93K |
| Fidelity 500 Index | 5.10M | 1.27% | -8.19K |
| SPDR® S&P 500 ETF | 5.14M | 1.26% | -75.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 04, 2026 | Mitchell Kevin J | Exec. VP and CFO | Sell | $815.90K |
| Mar 05, 2026 | Mitchell Kevin J | Exec. VP and CFO | Sell | $2.84M |
| Feb 17, 2026 | Baldridge Don | Executive Vice President | Sell | $1.20M |
| Feb 04, 2026 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sell | $659.10K |
| Jan 09, 2026 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sell | $637.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 5 |
| 2025 Q4 | - | 4 |
| 2025 Q3 | 3 | 3 |
| 2025 Q2 | 1 | 1 |
| 2025 Q1 | - | - |
PSX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools