Phillips 66 Ownership 2024 | Who Owns Phillips 66 Now?
Institutional Ownership
14.42%
Insider Ownership
0.40%
Retail Ownership
85.18%
Institutional Holders
1.15K
Phillips 66 Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.55% | 0.11% | 40,978,037 | -293,040 | -0.71% | 5,784,869,520 | Jun 30, 2024 |
| BLACKROCK INC. | 7.19% | 0.10% | 30,841,697 | -3,272,277 | -9.59% | 4,353,922,307 | Jun 30, 2024 |
| STATE STREET CORP | 6.69% | 0.18% | 28,676,548 | 781,647 | 2.80% | 4,048,268,281,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 3.87% | 0.57% | 16,620,512 | -163,781 | -0.98% | 2,346,317,671 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.98% | 0.32% | 12,797,952 | -1,347,026 | -9.52% | 1,806,686,885 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.10% | 8,479,098 | -1,524,874 | -15.24% | 1,194,768,407 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 1.97% | 2.02% | 8,446,771 | 913,298 | 12.12% | 1,192,430,653 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.96% | 0.23% | 8,422,720 | 402,925 | 5.02% | 1,189,035,435 | Jun 30, 2024 |
| BARCLAYS PLC | 1.81% | 0.33% | 7,751,489 | 601,356 | 8.41% | 1,094,276,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.57% | 0.07% | 6,753,728 | -42,722 | -0.63% | 953,424,108 | Jun 30, 2024 |
| FMR LLC | 1.31% | 0.05% | 5,610,658 | -164,327 | -2.85% | 792,056,742 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.16% | 0.06% | 4,982,223 | -312,249 | -5.90% | 703,340,465 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.13% | 0.85% | 4,859,778 | -594,114 | -10.89% | 685,698,821 | Jun 30, 2024 |
| INVESCO LTD. | 1.04% | 0.13% | 4,463,443 | 162,075 | 3.77% | 630,104,251 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.00% | 0.10% | 4,287,682 | -85,925 | -1.96% | 605,292,069,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.97% | 0.05% | 4,180,705 | 91,857 | 2.25% | 590,190,123 | Jun 30, 2024 |
| NORGES BANK | 0.97% | 0.09% | 4,163,694 | 4,163,694 | 100.00% | 587,788,682 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.86% | 0.12% | 3,699,370 | 18,238 | 0.50% | 522,240,339 | Jun 30, 2024 |
| UBS GROUP AG | 0.86% | 0.13% | 3,684,804 | -82,513 | -2.19% | 520,183,780 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.85% | 0.13% | 3,643,264 | 111,261 | 3.15% | 514,253,260 | Jun 30, 2024 |
Phillips 66's largest institutional shareholder is VANGUARD GROUP INC, holding 9.55% of the company's total share outstanding, currently valued at $5.78B. The top 10 institutional shareholders own together 39.58% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ADVISORY RESOURCE GROUP | 0.05% | 7.38% | 231,597 | -1,045 | -0.45% | 32,694,497 | Jun 30, 2024 |
| NKCFO LLC | 0.02% | 5.97% | 77,500 | - | - | 10,941,000 | Jun 30, 2024 |
| HI-LINE CAPITAL MANAGEMENT, LLC | 0.02% | 5.75% | 96,917 | -5,028 | -4.93% | 13,681,773 | Jun 30, 2024 |
| F&V CAPITAL MANAGEMENT, LLC | 0.03% | 5.51% | 133,960 | 6,495 | 5.10% | 18,911,000 | Jun 30, 2024 |
| THOMIST CAPITAL MANAGEMENT, LP | 0.03% | 5.34% | 107,400 | 107,400 | 100.00% | 14,968,875 | Jun 30, 2024 |
| RECURRENT INVESTMENT ADVISORS LLC | 0.08% | 4.94% | 332,590 | 27,206 | 8.91% | 46,951,730 | Jun 30, 2024 |
| ELDRED ROCK PARTNERS, LLC | 0.02% | 4.85% | 82,256 | 3,347 | 4.24% | 11,612,117 | Jun 30, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 0.07% | 4.38% | 311,700 | 311,700 | 100.00% | 44,002,689 | Jun 30, 2024 |
| DISCIPLINED INVESTMENTS, LLC | 0.01% | 3.88% | 51,678 | -2 | -0.00% | 7,295,440 | Jun 30, 2024 |
| YAUPON CAPITAL MANAGEMENT LP | 0.10% | 3.19% | 446,300 | 446,300 | 100.00% | 63,004,171 | Jun 30, 2024 |
| ADAMS NATURAL RESOURCES FUND, INC. | 0.04% | 3.18% | 154,475 | - | - | 21,807,236 | Jun 30, 2024 |
| BRICK & KYLE, ASSOCIATES | 0.01% | 3.16% | 54,160 | 1,598 | 3.04% | 7,646,000 | Jun 30, 2024 |
| OPUS INVESTMENT MANAGEMENT INC | 0.01% | 3.08% | 33,800 | - | - | 4,771,546 | Jun 30, 2024 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 0.02% | 3.06% | 64,997 | -15,976 | -19.73% | 9,175,657 | Jun 30, 2024 |
| ELLERSON GROUP INC /ADV | 0.01% | 3.01% | 27,998 | -1,382 | -4.70% | 3,952,478 | Jun 30, 2024 |
| 0.01% | 2.98% | 29,078 | 29,078 | 100.00% | 4,104,941 | Jun 30, 2024 | |
| STACK FINANCIAL MANAGEMENT, INC | 0.05% | 2.95% | 225,611 | -293 | -0.13% | 31,849,562 | Jun 30, 2024 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 0.02% | 2.90% | 106,348 | -1,160 | -1.08% | 15,013,147 | Jun 30, 2024 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 0.01% | 2.83% | 24,463 | -118 | -0.48% | 3,453,465 | Jun 30, 2024 |
| WALLINGTON ASSET MANAGEMENT, LLC | 0.03% | 2.81% | 130,399 | 2,150 | 1.68% | 18,408,000 | Jun 30, 2024 |
The largest Phillips 66 shareholder by % of total assets is ADVISORY RESOURCE GROUP. The company owns 231.60K shares of Phillips 66 (PSX), representing 7.38% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.97% | 0.09% | 4,163,694 | 4,163,694 | 100.00% | 587,788,682 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.59% | 0.68% | 2,518,511 | 2,487,437 | 8004.88% | 355,538,198 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 1.97% | 2.02% | 8,446,771 | 913,298 | 12.12% | 1,192,430,653 | Jun 30, 2024 |
| STATE STREET CORP | 6.69% | 0.18% | 28,676,548 | 781,647 | 2.80% | 4,048,268,281,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.62% | 0.11% | 2,640,137 | 608,962 | 29.98% | 372,708,140 | Jun 30, 2024 |
| BARCLAYS PLC | 1.81% | 0.33% | 7,751,489 | 601,356 | 8.41% | 1,094,276,000 | Jun 30, 2024 |
| BLACKSTONE INC. | 0.17% | 0.43% | 726,665 | 465,416 | 178.15% | 102,583,298 | Jun 30, 2024 |
| ING GROEP NV | 0.12% | 0.44% | 529,948 | 462,425 | 684.84% | 74,812,759 | Jun 30, 2024 |
| YAUPON CAPITAL MANAGEMENT LP | 0.10% | 3.19% | 446,300 | 446,300 | 100.00% | 63,004,171 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.96% | 0.23% | 8,422,720 | 402,925 | 5.02% | 1,189,035,435 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.10% | 0.06% | 443,044 | 377,314 | 574.04% | 62,544,521 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.10% | 0.21% | 447,004 | 356,142 | 391.96% | 62,858,000 | Jun 30, 2024 |
| SIR CAPITAL MANAGEMENT, L.P. | 0.07% | 4.38% | 311,700 | 311,700 | 100.00% | 44,002,689 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.10% | 0.13% | 423,049 | 309,816 | 273.61% | 59,721,827 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.10% | 0.17% | 423,000 | 300,000 | 243.90% | 59,714,910 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.10% | 0.03% | 440,804 | 255,904 | 138.40% | 62,228,301 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.12% | 0.09% | 505,877 | 243,927 | 93.12% | 71,415,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.32% | 0.12% | 1,388,407 | 177,684 | 14.68% | 195,973,235 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.04% | 164,116 | 164,116 | 100.00% | 23,168,255 | Jun 30, 2024 |
| INVESCO LTD. | 1.04% | 0.13% | 4,463,443 | 162,075 | 3.77% | 630,104,251 | Jun 30, 2024 |
As of Jun 30 2024, Phillips 66's largest institutional buyer is NORGES BANK. The company purchased 4.16M stocks of PSX, valued at $587.79M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 7.19% | 0.10% | 30,841,697 | -3,272,277 | -9.59% | 4,353,922,307 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.98% | 0.10% | 8,479,098 | -1,524,874 | -15.24% | 1,194,768,407 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.98% | 0.32% | 12,797,952 | -1,347,026 | -9.52% | 1,806,686,885 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.36% | 0.03% | 1,534,776 | -1,328,827 | -46.40% | 216,666,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.30% | 0.16% | 1,299,077 | -950,381 | -42.25% | 183,391,000 | Jun 30, 2024 |
| IHT WEALTH MANAGEMENT, LLC | 0.00% | 0.06% | 11,911 | -819,999 | -98.57% | 1,681,518 | Jun 30, 2024 |
| BOSTON PARTNERS | 1.13% | 0.85% | 4,859,778 | -594,114 | -10.89% | 685,698,821 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.07% | 0.04% | 278,837 | -439,490 | -61.18% | 39,363,419 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.00% | 0.01% | 13,203 | -397,380 | -96.78% | 1,863,867 | Jun 30, 2024 |
| MEREWETHER INVESTMENT MANAGEMENT, LP | - | - | - | -361,507 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.20% | 0.18% | 848,213 | -331,487 | -28.10% | 119,742,255 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.16% | 0.06% | 4,982,223 | -312,249 | -5.90% | 703,340,465 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 22,600 | -298,300 | -92.96% | 3,190,442 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.55% | 0.11% | 40,978,037 | -293,040 | -0.71% | 5,784,869,520 | Jun 30, 2024 |
| NATIXIS | 0.00% | 0.01% | 8,028 | -262,795 | -97.04% | 1,133,313 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.01% | 0.01% | 34,739 | -245,054 | -87.58% | 4,904,103 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.35% | 0.32% | 1,507,667 | -237,779 | -13.62% | 212,837,351 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.04% | 0.13% | 164,160 | -229,226 | -58.27% | 23,174,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -222,500 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.23% | 0.10% | 993,450 | -185,603 | -15.74% | 140,245,337 | Jun 30, 2024 |
As of Jun 30 2024, Phillips 66's biggest institutional seller is BLACKROCK INC.. The company sold -3.27M shares of PSX, valued at $4.35B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.97% | 0.09% | 4,163,694 | 4,163,694 | 100.00% | 587,788,682 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.03% | 0.20% | 125,165 | 125,165 | 100.00% | 17,669,543 | Jun 30, 2024 |
| THOMIST CAPITAL MANAGEMENT, LP | 0.03% | 5.34% | 107,400 | 107,400 | 100.00% | 14,968,875 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.08% | 105,064 | 105,064 | 100.00% | 14,831,885 | Jun 30, 2024 |
| GFS ADVISORS, LLC | 0.02% | 0.00% | 83,331 | 83,331 | 100.00% | 14,000 | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | 0.01% | 0.49% | 50,000 | 50,000 | 100.00% | 7,058,500 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.02% | 48,860 | 48,860 | 100.00% | 6,897,566 | Jun 30, 2024 |
| BUCK WEALTH STRATEGIES, LLC | 0.01% | 2.02% | 48,363 | 48,363 | 100.00% | 6,827,405 | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | 0.01% | 1.55% | 44,356 | 44,356 | 100.00% | 6,261,737 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 0.01% | 0.02% | 41,530 | 41,530 | 100.00% | 5,862,791 | Jun 30, 2024 |
| SIENNA GESTION | 0.01% | 0.46% | 37,046 | 37,046 | 100.00% | 5,227,344 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.10% | 32,684 | 32,684 | 100.00% | 4,614,000 | Jun 30, 2024 |
| CONCENTRIC CAPITAL STRATEGIES, LP | 0.01% | 0.22% | 31,800 | 31,800 | 100.00% | 4,489,206 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.09% | 31,698 | 31,698 | 100.00% | 4,474,807 | Jun 30, 2024 |
| 0.01% | 2.98% | 29,078 | 29,078 | 100.00% | 4,104,941 | Jun 30, 2024 | |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.75% | 27,262 | 27,262 | 100.00% | 3,848,577 | Jun 30, 2024 |
| M&G PLC | 0.01% | 0.01% | 25,506 | 25,506 | 100.00% | 3,596,346 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.61% | 24,391 | 24,391 | 100.00% | 3,443,277 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.02% | 22,142 | 22,142 | 100.00% | 3,125,786 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.06% | 18,369 | 18,369 | 100.00% | 100,103,000 | Jun 30, 2024 |
| 0.00% | 0.07% | 17,890 | 17,890 | 100.00% | 2,525,506 | Jun 30, 2024 | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.69% | 15,667 | 15,667 | 100.00% | 2,211,741 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.08% | 15,621 | 15,621 | 100.00% | 2,185,712 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.90% | 15,357 | 15,357 | 100.00% | 2,167,948 | Jun 30, 2024 |
| 0.00% | 1.39% | 15,034 | 15,034 | 100.00% | 2,122,350 | Jun 30, 2024 | |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.81% | 13,600 | 13,600 | 100.00% | 1,919,912 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.10% | 9,426 | 9,426 | 100.00% | 1,331,000 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.11% | 9,222 | 9,222 | 100.00% | 1,302,000 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.45% | 8,314 | 8,314 | 100.00% | 1,173,639 | Jun 30, 2024 |
| RETIREMENT INVESTMENT ADVISORS, INC. | 0.00% | 0.11% | 6,687 | 6,687 | 100.00% | 944,004 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 6,621 | 6,621 | 100.00% | 934,687 | Jun 30, 2024 |
| GARRETT WEALTH ADVISORY GROUP, LLC | 0.00% | 0.32% | 6,184 | 6,184 | 100.00% | 872,995 | Jun 30, 2024 |
| TRADEWINDS, LLC. | 0.00% | 0.26% | 6,026 | 6,026 | 100.00% | 850,640 | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | 0.00% | 0.25% | 5,151 | 5,151 | 100.00% | 727,167 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.00% | 0.05% | 3,786 | 3,786 | 100.00% | 534,470 | Jun 30, 2024 |
| BRIDGES INVESTMENT MANAGEMENT INC | 0.00% | 0.01% | 3,668 | 3,668 | 100.00% | 517,812 | Jun 30, 2024 |
| TRADELINK CAPITAL LLC | 0.00% | 1.43% | 3,500 | 3,500 | 100.00% | 494,000 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.57% | 3,400 | 3,400 | 100.00% | 479,978 | Jun 30, 2024 |
| BILTMORE WEALTH MANAGEMENT, LLC | 0.00% | 0.21% | 3,396 | 3,396 | 100.00% | 479,356 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.00% | 3,258 | 3,258 | 100.00% | 459,932 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.00% | 0.00% | 3,028 | 3,028 | 100.00% | 427,463 | Jun 30, 2024 |
| SAN LUIS WEALTH ADVISORS LLC | 0.00% | 0.09% | 2,563 | 2,563 | 100.00% | 362,000 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.20% | 2,363 | 2,363 | 100.00% | 333,585 | Jun 30, 2024 |
| KRANE FUNDS ADVISORS LLC | 0.00% | 0.01% | 2,268 | 2,268 | 100.00% | 320,174 | Jun 30, 2024 |
| FOCUSED WEALTH MANAGEMENT, INC | 0.00% | 0.04% | 2,200 | 2,200 | 100.00% | 310,574 | Jun 30, 2024 |
| SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 0.00% | 0.16% | 2,200 | 2,200 | 100.00% | 310,574 | Jun 30, 2024 |
| MIDLAND WEALTH ADVISORS LLC | 0.00% | 0.02% | 2,160 | 2,160 | 100.00% | 304,927 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.02% | 2,128 | 2,128 | 100.00% | 282,575 | Jun 30, 2024 |
| ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | 0.00% | 0.03% | 2,082 | 2,082 | 100.00% | 293,916 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 0.29% | 2,082 | 2,082 | 100.00% | 293,916 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.00% | 0.04% | 1,981 | 1,981 | 100.00% | 279,593 | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | 0.00% | 0.15% | 1,807 | 1,807 | 100.00% | 255,094 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 1,766 | 1,766 | 100.00% | 249,238 | Jun 30, 2024 |
| DNB ASSET MANAGEMENT AS | 0.00% | 0.00% | 1,764 | 1,764 | 100.00% | 249,024 | Jun 30, 2024 |
| SAGEWORTH TRUST CO | 0.00% | 0.01% | 1,682 | 1,682 | 100.00% | 237,448 | Jun 30, 2024 |
| PGIM CUSTOM HARVEST LLC | 0.00% | 0.01% | 1,649 | 1,649 | 100.00% | 232,789 | Jun 30, 2024 |
| MODERN WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 1,626 | 1,626 | 100.00% | 229,530 | Jun 30, 2024 |
| 0.00% | 0.14% | 1,571 | 1,571 | 100.00% | 221,778 | Jun 30, 2024 | |
| WEALTHSHIELD PARTNERS, LLC | 0.00% | 0.03% | 1,508 | 1,508 | 100.00% | 212,893 | Jun 30, 2024 |
| 0.00% | 0.12% | 1,396 | 1,396 | 100.00% | 197,073 | Jun 30, 2024 | |
| CENTIVA CAPITAL, LP | 0.00% | 0.00% | 900 | 900 | 100.00% | 127,053 | Jun 30, 2024 |
| TACITA CAPITAL INC | 0.00% | 0.04% | 391 | 391 | 100.00% | 55,197 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.04% | 319 | 319 | 100.00% | 45,034 | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | 0.00% | 0.02% | 286 | 286 | 100.00% | 40,000 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.03% | 283 | 283 | 100.00% | 39,952 | Jun 30, 2024 |
| STEPH & CO | 0.00% | 0.01% | 276 | 276 | 100.00% | 38,963 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | 0.00% | 0.02% | 272 | 272 | 100.00% | 38,398 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 242 | 242 | 100.00% | 34,164 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 211 | 211 | 100.00% | 29,787 | Jun 30, 2024 |
| ELEQUIN SECURITIES, LLC | - | 0.01% | 192 | 192 | 100.00% | 27,105 | Jun 30, 2024 |
| TRUNORTH CAPITAL MANAGEMENT, LLC | - | 0.01% | 150 | 150 | 100.00% | 21,176 | Jun 30, 2024 |
| - | 0.02% | 142 | 142 | 100.00% | 19,783 | Jun 30, 2024 | |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.01% | 131 | 131 | 100.00% | 18,000 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | - | 0.01% | 124 | 124 | 100.00% | 17,505 | Jun 30, 2024 |
| CYRUS J. LAWRENCE, LLC | - | 0.00% | 104 | 104 | 100.00% | 14,000 | Jun 30, 2024 |
| CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | - | 0.01% | 100 | 100 | 100.00% | 14,117 | Jun 30, 2024 |
| TRANSCENDENT CAPITAL GROUP LLC | - | 0.01% | 90 | 90 | 100.00% | 12,705 | Jun 30, 2024 |
| TRIFECTA CAPITAL ADVISORS, LLC | - | 0.00% | 71 | 71 | 100.00% | 10,024 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.01% | 67 | 67 | 100.00% | 9,458 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 65 | 65 | 100.00% | 9,176 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 60 | 60 | 100.00% | 8,470 | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.00% | 53 | 53 | 100.00% | 7,482 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | - | 0.00% | 44 | 44 | 100.00% | 6,211 | Jun 30, 2024 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | - | 0.00% | 30 | 30 | 100.00% | 4,235 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 21 | 21 | 100.00% | 3,430 | Jun 30, 2024 |
| DISCIPLINED EQUITY MANAGEMENT, INC. | - | 0.00% | 15 | 15 | 100.00% | 2,118 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 14 | 14 | 100.00% | 2,011 | Jun 30, 2024 |
| STUDIO INVESTMENT MANAGEMENT LLC | - | 0.00% | 4 | 4 | 100.00% | 565 | Jun 30, 2024 |
Phillips 66's largest new institutional shareholder by number of shares is NORGES BANK, purchased 4.16M shares, valued at $587.79M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MEREWETHER INVESTMENT MANAGEMENT, LP | - | - | - | -361,507 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -222,500 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -112,535 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -108,627 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -88,100 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -63,500 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -50,300 | -100.00% | - | Jun 30, 2024 |
| TELEMARK ASSET MANAGEMENT, LLC | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| L & S ADVISORS INC | - | - | - | -39,989 | -100.00% | - | Jun 30, 2024 |
| HARTREE PARTNERS, LP | - | - | - | -35,400 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -28,748 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -28,159 | -100.00% | - | Jun 30, 2024 |
| DEL-SETTE CAPITAL MANAGEMENT, LLC | - | - | - | -27,741 | -100.00% | - | Jun 30, 2024 |
| SURIENCE PRIVATE WEALTH LLC | - | - | - | -24,976 | -100.00% | - | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | - | - | - | -24,300 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -23,922 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -23,276 | -100.00% | - | Jun 30, 2024 |
| TREK FINANCIAL, LLC | - | - | - | -22,152 | -100.00% | - | Jun 30, 2024 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | - | - | - | -21,743 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -17,342 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -16,887 | -100.00% | - | Jun 30, 2024 |
| HORIZON INVESTMENT SERVICES, LLC | - | - | - | -16,788 | -100.00% | - | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | - | - | - | -16,290 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -15,985 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -15,726 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -15,324 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -14,200 | -100.00% | - | Jun 30, 2024 |
| BBR PARTNERS, LLC | - | - | - | -11,475 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -11,100 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -9,500 | -100.00% | - | Jun 30, 2024 |
| COHEN & STEERS, INC. | - | - | - | -9,241 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -9,000 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -8,429 | -100.00% | - | Jun 30, 2024 |
| MAVEN SECURITIES LTD | - | - | - | -8,416 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -7,855 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -7,610 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -6,952 | -100.00% | - | Jun 30, 2024 |
| SPRENG CAPITAL MANAGEMENT, INC. | - | - | - | -6,865 | -100.00% | - | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | - | - | - | -6,590 | -100.00% | - | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | - | - | - | -6,146 | -100.00% | - | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | - | - | - | -5,630 | -100.00% | - | Jun 30, 2024 |
| EAGLE STRATEGIES LLC | - | - | - | -5,519 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -5,399 | -100.00% | - | Jun 30, 2024 |
| EHP FUNDS INC. | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -5,130 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -5,086 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -4,842 | -100.00% | - | Jun 30, 2024 |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | - | - | - | -4,480 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -4,161 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -4,048 | -100.00% | - | Jun 30, 2024 |
| VIVID WEALTH MANAGEMENT, LLC | - | - | - | -3,828 | -100.00% | - | Jun 30, 2024 |
| SPINNAKER INVESTMENT GROUP, LLC | - | - | - | -3,642 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -3,444 | -100.00% | - | Jun 30, 2024 |
| GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -3,440 | -100.00% | - | Jun 30, 2024 |
| PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -3,158 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -3,155 | -100.00% | - | Jun 30, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
| EMPYREAN CAPITAL PARTNERS, LP | - | - | - | -2,940 | -100.00% | - | Jun 30, 2024 |
| ZEGA FINANCIAL, LLC | - | - | - | -2,906 | -100.00% | - | Jun 30, 2024 |
| LASALLE ST. INVESTMENT ADVISORS, LLC | - | - | - | -2,902 | -100.00% | - | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | - | - | - | -2,819 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -2,786 | -100.00% | - | Jun 30, 2024 |
| ONE RIVER ASSET MANAGEMENT, LLC | - | - | - | -2,600 | -100.00% | - | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | - | - | - | -2,566 | -100.00% | - | Jun 30, 2024 |
| RENASANT BANK | - | - | - | -2,504 | -100.00% | - | Jun 30, 2024 |
| WATERWAY WEALTH MANAGEMENT, LLC | - | - | - | -2,471 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -2,426 | -100.00% | - | Jun 30, 2024 |
| WATERLOO CAPITAL, L.P. | - | - | - | -2,269 | -100.00% | - | Jun 30, 2024 |
| DELTA FINANCIAL GROUP, INC. | - | - | - | -2,263 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -2,238 | -100.00% | - | Jun 30, 2024 |
| GILMAN HILL ASSET MANAGEMENT, LLC | - | - | - | -2,178 | -100.00% | - | Jun 30, 2024 |
| PEKIN HARDY STRAUSS, INC. | - | - | - | -2,166 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | - | - | - | -2,153 | -100.00% | - | Jun 30, 2024 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| MITCHELL SINKLER & STARR/PA | - | - | - | -1,974 | -100.00% | - | Jun 30, 2024 |
| COMMUNITY BANK OF RAYMORE | - | - | - | -1,962 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | - | - | - | -1,903 | -100.00% | - | Jun 30, 2024 |
| XR SECURITIES LLC | - | - | - | -1,903 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -1,891 | -100.00% | - | Jun 30, 2024 |
| RESURGENT FINANCIAL ADVISORS LLC | - | - | - | -1,891 | -100.00% | - | Jun 30, 2024 |
| LIFEPLAN FINANCIAL, LLC | - | - | - | -1,879 | -100.00% | - | Jun 30, 2024 |
| AUXANO ADVISORS, LLC | - | - | - | -1,819 | -100.00% | - | Jun 30, 2024 |
| WOLFF FINANCIAL MANAGEMENT LLC | - | - | - | -1,815 | -100.00% | - | Jun 30, 2024 |
| ARMISTICE CAPITAL, LLC | - | - | - | -1,809 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -1,787 | -100.00% | - | Jun 30, 2024 |
| SPRING CAPITAL MANAGEMENT, LLC | - | - | - | -1,705 | -100.00% | - | Jun 30, 2024 |
| CASCADE INVESTMENT GROUP, INC. | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| PARK NATIONAL CORP /OH/ | - | - | - | -1,685 | -100.00% | - | Jun 30, 2024 |
| PORTSIDE WEALTH GROUP, LLC | - | - | - | -1,685 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -1,654 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -1,653 | -100.00% | - | Jun 30, 2024 |
| ASPIRIANT, LLC | - | - | - | -1,637 | -100.00% | - | Jun 30, 2024 |
| FIRST WESTERN TRUST BANK | - | - | - | -1,615 | -100.00% | - | Jun 30, 2024 |
| VICUS CAPITAL | - | - | - | -1,611 | -100.00% | - | Jun 30, 2024 |
| NBW CAPITAL LLC | - | - | - | -1,598 | -100.00% | - | Jun 30, 2024 |
| WAMBOLT & ASSOCIATES, LLC | - | - | - | -1,596 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -1,582 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -1,552 | -100.00% | - | Jun 30, 2024 |
Phillips 66's largest sold out institutional shareholder by shares sold is MEREWETHER INVESTMENT MANAGEMENT, LP, sold -0.36M shares, valued at -, as of undefined.
Phillips 66 Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Uncommon Investment Funds Trust | 4.01% | 10,079 | -720 | -6.67% | Jun 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 3.35% | 1,750,000 | - | - | Mar 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 2.08% | 117,486 | 110,236 | 1520.50% | Feb 29, 2024 |
| Stock Portfolio | 1.64% | 101,025 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 1.47% | 168,311 | - | - | Jan 31, 2024 |
| Stock Dividend Fund, Inc. | 1.44% | 8,432 | - | - | Mar 31, 2024 |
| Voya Natural Resources Equity Income Fund | 1.26% | 19,857 | -4,211 | -17.50% | May 28, 2021 |
| ADAMS NATURAL RESOURCES FUND, INC. | 1.20% | 154,475 | -26,500 | -14.64% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| Tax-Managed Value Portfolio | 1.13% | 109,182 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.81% | 425,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.81% | 425,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| TORRAY FUND | 0.76% | 95,665 | - | - | Sep 30, 2022 |
| BlackRock Energy & Resources Trust | 0.71% | 121,187 | - | - | Mar 31, 2024 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.68% | 37,005 | -9,569 | -20.55% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.59% | 308,708 | - | - | Mar 31, 2024 |
| NORTH COUNTRY FUNDS | 0.56% | 18,000 | - | - | Feb 29, 2024 |
| BNY Mellon Large Cap Securities Fund, Inc. | 0.55% | 230,762 | 230,762 | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 0.52% | 16,658 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.51% | 413,000 | - | - | Mar 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.50% | 53,743 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.50% | 2,355,000 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.50% | 2,355,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.47% | 58,994 | - | - | Mar 31, 2024 |
| AB CORE OPPORTUNITIES FUND, INC. | 0.44% | 21,611 | -1,330 | -5.80% | Feb 29, 2024 |
| JNL INVESTORS SERIES TRUST | 0.42% | 1,419,000 | - | - | Sep 30, 2020 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| BNY MELLON OPPORTUNITY FUNDS | 0.38% | 406,354 | 118,243 | 41.04% | Mar 31, 2024 |
| MFS SERIES TRUST VII | 0.38% | 61,205 | -532 | -0.86% | Jan 31, 2024 |
| PIONEER EQUITY INCOME FUND | 0.37% | 82,248 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.37% | 42,445 | - | - | Mar 31, 2024 |
| BLACKROCK NATURAL RESOURCES TRUST | 0.36% | 45,323 | - | - | Jan 31, 2024 |
| 2nd Vote Funds | 0.35% | 3,301 | - | - | Jun 30, 2023 |
| BNY Mellon Growth & Income Fund, Inc. | 0.33% | 63,891 | 63,891 | - | Oct 31, 2019 |
| HOMESTEAD FUNDS INC | 0.33% | 1,780,000 | - | - | Mar 31, 2024 |
| Siren ETF Trust | 0.32% | 12,057 | - | - | Mar 31, 2024 |
| GABELLI DIVIDEND GROWTH FUND | 0.32% | 3,000 | - | - | Dec 29, 2023 |
| Natixis ETF Trust | 0.32% | 65,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.32% | 273,049 | - | - | Jan 31, 2024 |
| Duff & Phelps Select MLP & Midstream Energy Fund Inc. | 0.29% | 4,000 | - | - | May 28, 2021 |
| SELECT SECTOR SPDR TRUST | 0.28% | 10,272,073 | -447,789 | -4.18% | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.27% | 33,415 | 23,733 | 245.12% | Dec 31, 2020 |
| AB RELATIVE VALUE FUND, INC. | 0.26% | 319,262 | 29,140 | 10.04% | Jan 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.26% | 300,000 | - | - | Apr 30, 2022 |
| CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | 0.26% | 18,000 | 4,000 | 28.57% | Feb 29, 2024 |
| John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.25% | 5,600 | - | - | Jan 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.25% | 30,000 | - | - | Sep 30, 2020 |
| BlackRock Resources & Commodities Strategy Trust | 0.24% | 177,308 | - | - | Mar 31, 2024 |
| TARGET PORTFOLIO TRUST | 0.24% | 5,000,000 | - | - | Jan 31, 2024 |
| Transparent Value Trust | 0.22% | 3,594 | 1,552 | 76.00% | Dec 31, 2023 |
| Copeland Trust | 0.22% | 12,565 | - | - | Feb 29, 2024 |
| Kayne Anderson Energy Infrastructure Fund, Inc. | 0.21% | 209,967 | - | - | Feb 29, 2024 |
| Homestead Funds Trust | 0.21% | 300,000 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Income Fund, Inc. | 0.21% | 30,291 | - | - | Feb 29, 2024 |
| Vanguard Montgomery Funds | 0.19% | 45,638 | - | - | Mar 31, 2024 |
| New Age Alpha Trust | 0.19% | 660 | 660 | - | May 31, 2022 |
| MainGate Trust | 0.19% | 60,000 | -8,000 | -11.76% | Feb 29, 2024 |
| PIONEER BOND FUND /DE/ | 0.19% | 11,125,000 | - | - | Mar 28, 2024 |
| PIONEER BOND FUND /DE/ | 0.19% | 11,125,000 | - | - | Mar 28, 2024 |
| John Hancock Funds III | 0.18% | 2,859,359 | 999,054 | 53.70% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.18% | 26,300,000 | - | - | Mar 28, 2024 |
| Impact Shares Trust I | 0.17% | 1,842 | -31 | -1.66% | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.17% | 156,485 | 13,852 | 9.71% | Mar 31, 2022 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.17% | 14,860,000 | - | - | Mar 28, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.16% | 4,795 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.16% | 317 | -6,242 | -95.17% | Jan 31, 2021 |
| Cushing NextGen Infrastructure Income Fund | 0.15% | 17,000 | - | - | Feb 29, 2024 |
| Nuveen Core Equity Alpha Fund | 0.14% | 10,210 | - | - | Mar 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.14% | 3,542,041 | -113,104 | -3.09% | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.14% | 8,668 | -271 | -3.03% | Feb 29, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.14% | 12,095,000 | - | - | Mar 28, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.14% | 12,095,000 | - | - | Mar 28, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.14% | 51,867 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.14% | 23,630 | - | - | Mar 31, 2022 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.13% | 3,052 | - | - | Dec 29, 2023 |
| SPDR S&P 500 ETF TRUST | 0.13% | 5,228,931 | -231,951 | -4.25% | Mar 31, 2024 |
| Index Funds | 0.13% | 1,115 | -47 | -4.04% | Mar 31, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.13% | 2,046,000 | - | - | Apr 30, 2022 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.13% | 26,229 | -843 | -3.11% | Feb 29, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.12% | 10,835,000 | - | - | Mar 28, 2024 |
| T. Rowe Price New Era Fund, Inc. | 0.12% | 135,465 | -1,435 | -1.05% | Mar 31, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.12% | 800,000 | - | - | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.12% | 2,000,000 | 2,000,000 | - | Mar 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.11% | 589,445 | 589,445 | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.11% | 1,186,865 | 869,800 | 274.33% | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.11% | 16,910 | - | - | Mar 31, 2024 |
| Invesco Bond Fund | 0.11% | 199,000 | -29,000 | -12.72% | Feb 29, 2024 |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 0.11% | 22,983 | -3,830 | -14.28% | Mar 31, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.11% | 1,636,000 | - | - | Apr 30, 2022 |
| Engine No. 1 ETF Trust | 0.11% | 6,334 | -241 | -3.67% | Jan 31, 2024 |
| SPARROW FUNDS | 0.10% | 365 | - | - | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.10% | 3,184 | -550 | -14.73% | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.10% | 3,092,550 | -115,379 | -3.60% | Mar 31, 2024 |
| Miller/Howard High Income Equity Fund | 0.10% | 54,000 | - | - | Jan 31, 2024 |
Phillips 66's largest mutual fund holder by % of total assets is "Uncommon Investment Funds Trust", owning 10.08K shares, compromising 4.01% of its total assets.
Phillips 66 Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,149 | -40.03% |
| 31 Mar, 24 | 1,916 | 5.04% |
| 31 Dec, 23 | 1,824 | 7.55% |
| 30 Sep, 23 | 1,696 | 7.82% |
| 30 Jun, 23 | 1,573 | -1.56% |
| 31 Mar, 23 | 1,598 | -0.50% |
| 31 Dec, 22 | 1,606 | 11.14% |
| 30 Sep, 22 | 1,445 | -2.50% |
| 30 Jun, 22 | 1,482 | 0.14% |
| 31 Mar, 22 | 1,480 | 6.55% |
| 31 Dec, 21 | 1,389 | 9.54% |
| 30 Sep, 21 | 1,268 | -6.49% |
| 30 Jun, 21 | 1,356 | 4.39% |
| 31 Mar, 21 | 1,299 | 1.80% |
| 31 Dec, 20 | 1,276 | 9.53% |
| 30 Sep, 20 | 1,165 | -10.80% |
| 30 Jun, 20 | 1,306 | 2.75% |
| 31 Mar, 20 | 1,271 | -19.86% |
| 31 Dec, 19 | 1,586 | 10.68% |
| 30 Sep, 19 | 1,433 | 2.43% |
| 30 Jun, 19 | 1,399 | -2.98% |
| 31 Mar, 19 | 1,442 | 3.30% |
| 31 Dec, 18 | 1,396 | -2.17% |
| 30 Sep, 18 | 1,427 | 2.29% |
| 30 Jun, 18 | 1,395 | 5.20% |
| 31 Mar, 18 | 1,326 | 0.91% |
| 31 Dec, 17 | 1,314 | 10.89% |
| 30 Sep, 17 | 1,185 | 1.80% |
| 30 Jun, 17 | 1,164 | -0.09% |
| 31 Mar, 17 | 1,165 | -3.88% |
| 31 Dec, 16 | 1,212 | 6.22% |
| 30 Sep, 16 | 1,141 | -0.70% |
| 30 Jun, 16 | 1,149 | -1.54% |
| 31 Mar, 16 | 1,167 | -0.68% |
| 31 Dec, 15 | 1,175 | 7.21% |
| 30 Sep, 15 | 1,096 | -1.17% |
| 30 Jun, 15 | 1,109 | 0.27% |
| 31 Mar, 15 | 1,106 | 1.94% |
| 31 Dec, 14 | 1,085 | 1.40% |
| 30 Sep, 14 | 1,070 | -1.11% |
| 30 Jun, 14 | 1,082 | 1.88% |
| 31 Mar, 14 | 1,062 | 1.14% |
| 31 Dec, 13 | 1,050 | 10.99% |
| 30 Sep, 13 | 946 | -0.42% |
| 30 Jun, 13 | 950 | 109.25% |
| 31 Mar, 13 | 454 | 4.13% |
| 31 Dec, 12 | 436 | 6.34% |
| 30 Sep, 12 | 410 | 6.49% |
| 30 Jun, 12 | 385 | 12733.33% |
| 31 Mar, 12 | 3 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 10 | 1 | - |
As of 30 Jun 24, 1,149 institutions are holding Phillips 66's shares, representing a decrease of -40.03% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 61,867,726 | -80.49% |
| 31 Mar, 24 | 317,162,623 | -3.42% |
| 31 Dec, 23 | 328,407,466 | 4.18% |
| 30 Sep, 23 | 315,244,764 | -1.36% |
| 30 Jun, 23 | 319,604,653 | -11.50% |
| 31 Mar, 23 | 361,118,215 | 7.03% |
| 31 Dec, 22 | 337,393,583 | -0.15% |
| 30 Sep, 22 | 337,902,370 | -1.93% |
| 30 Jun, 22 | 344,559,313 | 2.18% |
| 31 Mar, 22 | 337,197,589 | 10.34% |
| 31 Dec, 21 | 305,598,399 | 0.93% |
| 30 Sep, 21 | 302,795,620 | -1.18% |
| 30 Jun, 21 | 306,413,270 | -0.11% |
| 31 Mar, 21 | 306,751,367 | 2.20% |
| 31 Dec, 20 | 300,148,104 | 2.48% |
| 30 Sep, 20 | 292,892,144 | 0.53% |
| 30 Jun, 20 | 291,333,709 | -1.19% |
| 31 Mar, 20 | 294,854,061 | -3.55% |
| 31 Dec, 19 | 305,700,737 | -0.35% |
| 30 Sep, 19 | 306,774,516 | -1.59% |
| 30 Jun, 19 | 311,734,884 | -2.87% |
| 31 Mar, 19 | 320,952,351 | -0.50% |
| 31 Dec, 18 | 322,549,114 | -0.38% |
| 30 Sep, 18 | 323,765,640 | -1.35% |
| 30 Jun, 18 | 328,184,254 | 0.20% |
| 31 Mar, 18 | 327,527,020 | -9.86% |
| 31 Dec, 17 | 363,349,053 | -0.08% |
| 30 Sep, 17 | 363,643,957 | 0.30% |
| 30 Jun, 17 | 362,557,981 | -0.35% |
| 31 Mar, 17 | 363,818,309 | -0.30% |
| 31 Dec, 16 | 364,906,001 | -0.69% |
| 30 Sep, 16 | 367,442,534 | -1.47% |
| 30 Jun, 16 | 372,923,958 | -3.90% |
| 31 Mar, 16 | 388,072,584 | 2.77% |
| 31 Dec, 15 | 377,594,427 | -2.95% |
| 30 Sep, 15 | 389,053,595 | -0.23% |
| 30 Jun, 15 | 389,933,971 | 1.56% |
| 31 Mar, 15 | 383,952,278 | -1.50% |
| 31 Dec, 14 | 389,813,679 | -1.29% |
| 30 Sep, 14 | 394,923,475 | -0.99% |
| 30 Jun, 14 | 398,872,079 | 2.67% |
| 31 Mar, 14 | 388,491,951 | -6.86% |
| 31 Dec, 13 | 417,119,610 | 1.89% |
| 30 Sep, 13 | 409,393,955 | 1.90% |
| 30 Jun, 13 | 401,766,496 | 175.68% |
| 31 Mar, 13 | 145,738,344 | -2.28% |
| 31 Dec, 12 | 149,138,201 | 13.01% |
| 30 Sep, 12 | 131,968,724 | -18.09% |
| 30 Jun, 12 | 161,115,543 | 374039.15% |
| 31 Mar, 12 | 43,063 | - |
| 30 Sep, 11 | 4,499 | - |
| 30 Jun, 10 | 21,876 | - |
Phillips 66 (PSX) has 61.87M shares outstanding as of 30 Jun 24, down -80.49% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 14.42% | 0.26% |
| 31 Mar, 24 | 73.94% | 1.39% |
| 31 Dec, 23 | 72.96% | 1.45% |
| 30 Sep, 23 | 70.96% | 1.43% |
| 30 Jun, 23 | 70.33% | 1.17% |
| 31 Mar, 23 | 77.69% | 1.52% |
| 31 Dec, 22 | 71.56% | 1.45% |
| 30 Sep, 22 | 70.19% | 1.38% |
| 30 Jun, 22 | 71.32% | 1.27% |
| 31 Mar, 22 | 75.05% | 1.56% |
| 31 Dec, 21 | 69.38% | 1.47% |
| 30 Sep, 21 | 68.79% | 1.42% |
| 30 Jun, 21 | 69.65% | 1.43% |
| 31 Mar, 21 | 69.79% | 1.50% |
| 31 Dec, 20 | 68.29% | 1.53% |
| 30 Sep, 20 | 66.73% | 1.48% |
| 30 Jun, 20 | 67.23% | 1.51% |
| 31 Mar, 20 | 66.81% | 1.42% |
| 31 Dec, 19 | 68.65% | 1.47% |
| 30 Sep, 19 | 68.32% | 1.45% |
| 30 Jun, 19 | 68.71% | 1.40% |
| 31 Mar, 19 | 70.14% | 1.44% |
| 31 Dec, 18 | 69.87% | 1.45% |
| 30 Sep, 18 | 69.46% | 1.41% |
| 30 Jun, 18 | 70.08% | 1.55% |
| 31 Mar, 18 | 67.25% | 1.32% |
| 31 Dec, 17 | 71.50% | 1.42% |
| 30 Sep, 17 | 70.90% | 1.45% |
| 30 Jun, 17 | 70.02% | 1.44% |
| 31 Mar, 17 | 69.74% | 1.44% |
| 31 Dec, 16 | 69.61% | 1.43% |
| 30 Sep, 16 | 69.86% | 1.40% |
| 30 Jun, 16 | 70.60% | 1.33% |
| 31 Mar, 16 | 72.98% | 1.51% |
| 31 Dec, 15 | 69.62% | 1.34% |
| 30 Sep, 15 | 72.00% | 1.40% |
| 30 Jun, 15 | 71.60% | 1.46% |
| 31 Mar, 15 | 70.04% | 1.48% |
| 31 Dec, 14 | 68.88% | 1.38% |
| 30 Sep, 14 | 70.59% | 1.42% |
| 30 Jun, 14 | 70.50% | 1.59% |
| 31 Mar, 14 | 66.52% | 1.44% |
| 31 Dec, 13 | 68.05% | 1.51% |
| 30 Sep, 13 | 67.23% | 1.60% |
| 30 Jun, 13 | 64.89% | 11.94% |
| 31 Mar, 13 | 23.32% | 4.15% |
| 31 Dec, 12 | 23.72% | 5.42% |
| 30 Sep, 12 | 20.93% | 3.18% |
| 30 Jun, 12 | 25.63% | 56862523.88% |
| 31 Mar, 12 | 0.01% | - |
| 30 Sep, 11 | 0.00% | - |
| 30 Jun, 10 | 0.00% | - |
As of 30 Jun 24, Phillips 66 is held by 14.42% institutional shareholders, representing a 0.26% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 456 | -44.25% |
| 31 Mar, 24 | 818 | 0.12% |
| 31 Dec, 23 | 817 | 4.48% |
| 30 Sep, 23 | 782 | 19.39% |
| 30 Jun, 23 | 655 | -1.21% |
| 31 Mar, 23 | 663 | -19.34% |
| 31 Dec, 22 | 822 | 18.44% |
| 30 Sep, 22 | 694 | -2.66% |
| 30 Jun, 22 | 713 | -13.05% |
| 31 Mar, 22 | 820 | 18.50% |
| 31 Dec, 21 | 692 | 26.97% |
| 30 Sep, 21 | 545 | -13.77% |
| 30 Jun, 21 | 632 | 10.30% |
| 31 Mar, 21 | 573 | 1.06% |
| 31 Dec, 20 | 567 | 35.65% |
| 30 Sep, 20 | 418 | -26.67% |
| 30 Jun, 20 | 570 | 13.55% |
| 31 Mar, 20 | 502 | -32.25% |
| 31 Dec, 19 | 741 | 17.43% |
| 30 Sep, 19 | 631 | 4.64% |
| 30 Jun, 19 | 603 | -10.53% |
| 31 Mar, 19 | 674 | 0.30% |
| 31 Dec, 18 | 672 | 5.83% |
| 30 Sep, 18 | 635 | 4.10% |
| 30 Jun, 18 | 610 | 11.72% |
| 31 Mar, 18 | 546 | -4.88% |
| 31 Dec, 17 | 574 | 27.56% |
| 30 Sep, 17 | 450 | -1.53% |
| 30 Jun, 17 | 457 | -3.59% |
| 31 Mar, 17 | 474 | -10.73% |
| 31 Dec, 16 | 531 | 14.19% |
| 30 Sep, 16 | 465 | 1.53% |
| 30 Jun, 16 | 458 | -9.49% |
| 31 Mar, 16 | 506 | -2.50% |
| 31 Dec, 15 | 519 | 20.70% |
| 30 Sep, 15 | 430 | -5.70% |
| 30 Jun, 15 | 456 | -3.18% |
| 31 Mar, 15 | 471 | -1.46% |
| 31 Dec, 14 | 478 | 28.15% |
| 30 Sep, 14 | 373 | -14.45% |
| 30 Jun, 14 | 436 | 8.73% |
| 31 Mar, 14 | 401 | -15.58% |
| 31 Dec, 13 | 475 | 22.74% |
| 30 Sep, 13 | 387 | -40.28% |
| 30 Jun, 13 | 648 | 195.89% |
| 31 Mar, 13 | 219 | 8.42% |
| 31 Dec, 12 | 202 | 1.51% |
| 30 Sep, 12 | 199 | -47.07% |
| 30 Jun, 12 | 376 | 12433.33% |
| 31 Mar, 12 | 3 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 10 | 1 | - |
456 institutional shareholders have increased their position in PSX stock as of 30 Jun 24 compared to 818 in the previous quarter (a -44.25% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 445 | -40.35% |
| 31 Mar, 24 | 746 | 10.68% |
| 31 Dec, 23 | 674 | 15.81% |
| 30 Sep, 23 | 582 | -4.12% |
| 30 Jun, 23 | 607 | 1.68% |
| 31 Mar, 23 | 597 | 20.61% |
| 31 Dec, 22 | 495 | 10.74% |
| 30 Sep, 22 | 447 | -4.28% |
| 30 Jun, 22 | 467 | 14.46% |
| 31 Mar, 22 | 408 | -10.53% |
| 31 Dec, 21 | 456 | -2.56% |
| 30 Sep, 21 | 468 | 2.18% |
| 30 Jun, 21 | 458 | -7.29% |
| 31 Mar, 21 | 494 | -4.45% |
| 31 Dec, 20 | 517 | -4.79% |
| 30 Sep, 20 | 543 | -1.81% |
| 30 Jun, 20 | 553 | -5.95% |
| 31 Mar, 20 | 588 | 4.26% |
| 31 Dec, 19 | 564 | 8.46% |
| 30 Sep, 19 | 520 | 0.78% |
| 30 Jun, 19 | 516 | 1.18% |
| 31 Mar, 19 | 510 | 10.87% |
| 31 Dec, 18 | 460 | -2.75% |
| 30 Sep, 18 | 473 | -5.96% |
| 30 Jun, 18 | 503 | -1.37% |
| 31 Mar, 18 | 510 | 7.59% |
| 31 Dec, 17 | 474 | 0.42% |
| 30 Sep, 17 | 472 | 0.64% |
| 30 Jun, 17 | 469 | -1.68% |
| 31 Mar, 17 | 477 | 7.92% |
| 31 Dec, 16 | 442 | -1.78% |
| 30 Sep, 16 | 450 | -1.96% |
| 30 Jun, 16 | 459 | 2.23% |
| 31 Mar, 16 | 449 | 5.15% |
| 31 Dec, 15 | 427 | -2.06% |
| 30 Sep, 15 | 436 | 2.11% |
| 30 Jun, 15 | 427 | -0.47% |
| 31 Mar, 15 | 429 | 3.87% |
| 31 Dec, 14 | 413 | -12.13% |
| 30 Sep, 14 | 470 | 6.33% |
| 30 Jun, 14 | 442 | -1.34% |
| 31 Mar, 14 | 448 | 9.27% |
| 31 Dec, 13 | 410 | 8.75% |
| 30 Sep, 13 | 377 | 83.01% |
| 30 Jun, 13 | 206 | 16.38% |
| 31 Mar, 13 | 177 | -3.80% |
| 31 Dec, 12 | 184 | 8.24% |
| 30 Sep, 12 | 170 | - |
| 30 Jun, 12 | - | - |
| 31 Mar, 12 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 10 | - | - |
445 institutional shareholders have reduced their position in PSX stock as of 30 Jun 24 compared to 746 in the previous quarter (a -40.35% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,149 | -40.03% | 61,867,726 | -80.49% | 14.42% | 0.26% | 456 | -44.25% | 445 | -40.35% |
| 31 Mar, 24 | 1,916 | 5.04% | 317,162,623 | -3.42% | 73.94% | 1.39% | 818 | 0.12% | 746 | 10.68% |
| 31 Dec, 23 | 1,824 | 7.55% | 328,407,466 | 4.18% | 72.96% | 1.45% | 817 | 4.48% | 674 | 15.81% |
| 30 Sep, 23 | 1,696 | 7.82% | 315,244,764 | -1.36% | 70.96% | 1.43% | 782 | 19.39% | 582 | -4.12% |
| 30 Jun, 23 | 1,573 | -1.56% | 319,604,653 | -11.50% | 70.33% | 1.17% | 655 | -1.21% | 607 | 1.68% |
| 31 Mar, 23 | 1,598 | -0.50% | 361,118,215 | 7.03% | 77.69% | 1.52% | 663 | -19.34% | 597 | 20.61% |
| 31 Dec, 22 | 1,606 | 11.14% | 337,393,583 | -0.15% | 71.56% | 1.45% | 822 | 18.44% | 495 | 10.74% |
| 30 Sep, 22 | 1,445 | -2.50% | 337,902,370 | -1.93% | 70.19% | 1.38% | 694 | -2.66% | 447 | -4.28% |
| 30 Jun, 22 | 1,482 | 0.14% | 344,559,313 | 2.18% | 71.32% | 1.27% | 713 | -13.05% | 467 | 14.46% |
| 31 Mar, 22 | 1,480 | 6.55% | 337,197,589 | 10.34% | 75.05% | 1.56% | 820 | 18.50% | 408 | -10.53% |
| 31 Dec, 21 | 1,389 | 9.54% | 305,598,399 | 0.93% | 69.38% | 1.47% | 692 | 26.97% | 456 | -2.56% |
| 30 Sep, 21 | 1,268 | -6.49% | 302,795,620 | -1.18% | 68.79% | 1.42% | 545 | -13.77% | 468 | 2.18% |
| 30 Jun, 21 | 1,356 | 4.39% | 306,413,270 | -0.11% | 69.65% | 1.43% | 632 | 10.30% | 458 | -7.29% |
| 31 Mar, 21 | 1,299 | 1.80% | 306,751,367 | 2.20% | 69.79% | 1.50% | 573 | 1.06% | 494 | -4.45% |
| 31 Dec, 20 | 1,276 | 9.53% | 300,148,104 | 2.48% | 68.29% | 1.53% | 567 | 35.65% | 517 | -4.79% |
| 30 Sep, 20 | 1,165 | -10.80% | 292,892,144 | 0.53% | 66.73% | 1.48% | 418 | -26.67% | 543 | -1.81% |
| 30 Jun, 20 | 1,306 | 2.75% | 291,333,709 | -1.19% | 67.23% | 1.51% | 570 | 13.55% | 553 | -5.95% |
| 31 Mar, 20 | 1,271 | -19.86% | 294,854,061 | -3.55% | 66.81% | 1.42% | 502 | -32.25% | 588 | 4.26% |
| 31 Dec, 19 | 1,586 | 10.68% | 305,700,737 | -0.35% | 68.65% | 1.47% | 741 | 17.43% | 564 | 8.46% |
| 30 Sep, 19 | 1,433 | 2.43% | 306,774,516 | -1.59% | 68.32% | 1.45% | 631 | 4.64% | 520 | 0.78% |
| 30 Jun, 19 | 1,399 | -2.98% | 311,734,884 | -2.87% | 68.71% | 1.40% | 603 | -10.53% | 516 | 1.18% |
| 31 Mar, 19 | 1,442 | 3.30% | 320,952,351 | -0.50% | 70.14% | 1.44% | 674 | 0.30% | 510 | 10.87% |
| 31 Dec, 18 | 1,396 | -2.17% | 322,549,114 | -0.38% | 69.87% | 1.45% | 672 | 5.83% | 460 | -2.75% |
| 30 Sep, 18 | 1,427 | 2.29% | 323,765,640 | -1.35% | 69.46% | 1.41% | 635 | 4.10% | 473 | -5.96% |
| 30 Jun, 18 | 1,395 | 5.20% | 328,184,254 | 0.20% | 70.08% | 1.55% | 610 | 11.72% | 503 | -1.37% |
| 31 Mar, 18 | 1,326 | 0.91% | 327,527,020 | -9.86% | 67.25% | 1.32% | 546 | -4.88% | 510 | 7.59% |
| 31 Dec, 17 | 1,314 | 10.89% | 363,349,053 | -0.08% | 71.50% | 1.42% | 574 | 27.56% | 474 | 0.42% |
| 30 Sep, 17 | 1,185 | 1.80% | 363,643,957 | 0.30% | 70.90% | 1.45% | 450 | -1.53% | 472 | 0.64% |
| 30 Jun, 17 | 1,164 | -0.09% | 362,557,981 | -0.35% | 70.02% | 1.44% | 457 | -3.59% | 469 | -1.68% |
| 31 Mar, 17 | 1,165 | -3.88% | 363,818,309 | -0.30% | 69.74% | 1.44% | 474 | -10.73% | 477 | 7.92% |
| 31 Dec, 16 | 1,212 | 6.22% | 364,906,001 | -0.69% | 69.61% | 1.43% | 531 | 14.19% | 442 | -1.78% |
| 30 Sep, 16 | 1,141 | -0.70% | 367,442,534 | -1.47% | 69.86% | 1.40% | 465 | 1.53% | 450 | -1.96% |
| 30 Jun, 16 | 1,149 | -1.54% | 372,923,958 | -3.90% | 70.60% | 1.33% | 458 | -9.49% | 459 | 2.23% |
| 31 Mar, 16 | 1,167 | -0.68% | 388,072,584 | 2.77% | 72.98% | 1.51% | 506 | -2.50% | 449 | 5.15% |
| 31 Dec, 15 | 1,175 | 7.21% | 377,594,427 | -2.95% | 69.62% | 1.34% | 519 | 20.70% | 427 | -2.06% |
| 30 Sep, 15 | 1,096 | -1.17% | 389,053,595 | -0.23% | 72.00% | 1.40% | 430 | -5.70% | 436 | 2.11% |
| 30 Jun, 15 | 1,109 | 0.27% | 389,933,971 | 1.56% | 71.60% | 1.46% | 456 | -3.18% | 427 | -0.47% |
| 31 Mar, 15 | 1,106 | 1.94% | 383,952,278 | -1.50% | 70.04% | 1.48% | 471 | -1.46% | 429 | 3.87% |
| 31 Dec, 14 | 1,085 | 1.40% | 389,813,679 | -1.29% | 68.88% | 1.38% | 478 | 28.15% | 413 | -12.13% |
| 30 Sep, 14 | 1,070 | -1.11% | 394,923,475 | -0.99% | 70.59% | 1.42% | 373 | -14.45% | 470 | 6.33% |
| 30 Jun, 14 | 1,082 | 1.88% | 398,872,079 | 2.67% | 70.50% | 1.59% | 436 | 8.73% | 442 | -1.34% |
| 31 Mar, 14 | 1,062 | 1.14% | 388,491,951 | -6.86% | 66.52% | 1.44% | 401 | -15.58% | 448 | 9.27% |
| 31 Dec, 13 | 1,050 | 10.99% | 417,119,610 | 1.89% | 68.05% | 1.51% | 475 | 22.74% | 410 | 8.75% |
| 30 Sep, 13 | 946 | -0.42% | 409,393,955 | 1.90% | 67.23% | 1.60% | 387 | -40.28% | 377 | 83.01% |
| 30 Jun, 13 | 950 | 109.25% | 401,766,496 | 175.68% | 64.89% | 11.94% | 648 | 195.89% | 206 | 16.38% |
| 31 Mar, 13 | 454 | 4.13% | 145,738,344 | -2.28% | 23.32% | 4.15% | 219 | 8.42% | 177 | -3.80% |
| 31 Dec, 12 | 436 | 6.34% | 149,138,201 | 13.01% | 23.72% | 5.42% | 202 | 1.51% | 184 | 8.24% |
| 30 Sep, 12 | 410 | 6.49% | 131,968,724 | -18.09% | 20.93% | 3.18% | 199 | -47.07% | 170 | - |
| 30 Jun, 12 | 385 | 12733.33% | 161,115,543 | 374039.15% | 25.63% | 56862523.88% | 376 | 12433.33% | - | - |
| 31 Mar, 12 | 3 | - | 43,063 | - | 0.01% | - | 3 | - | - | - |
| 30 Sep, 11 | 1 | - | 4,499 | - | 0.00% | - | 1 | - | - | - |
| 30 Jun, 10 | 1 | - | 21,876 | - | 0.00% | - | 1 | - | - | - |
Phillips 66 Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Phillips 66's stock was made by Baldridge Don on Jun 05 2024, selling - shares at - per share (valued at -).
Phillips 66 Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | - | - |
| Q2 2024 | 7 | 10 | 70.00% |
| Q1 2024 | 37 | 26 | 142.31% |
| Q4 2023 | 7 | 18 | 38.89% |
| Q3 2023 | 16 | 13 | 123.08% |
| Q2 2023 | 3 | 3 | 100.00% |
| Q1 2023 | 33 | 7 | 471.43% |
| Q4 2022 | 6 | 11 | 54.55% |
| Q3 2022 | 4 | 8 | 50.00% |
| Q2 2022 | 6 | 24 | 25.00% |
| Q1 2022 | 37 | 13 | 284.62% |
| Q4 2021 | 3 | 5 | 60.00% |
| Q3 2021 | 5 | 13 | 38.46% |
| Q2 2021 | 7 | 1 | 700.00% |
| Q1 2021 | 30 | 14 | 214.29% |
| Q4 2020 | 2 | - | - |
| Q3 2020 | 3 | 5 | 60.00% |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 30 | 15 | 200.00% |
| Q4 2019 | 3 | 1 | 300.00% |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Phillips 66's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | 1 | 7 | 14.29% |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 7 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 1 | - | - |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 5 | - |
| Q1 2022 | - | 3 | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | 1 | 3 | 33.33% |
| Q4 2020 | - | - | - |
| Q3 2020 | 2 | - | - |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 3 | - | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Phillips 66's stocks.
PSX Ownership FAQ
Who Owns Phillips 66?
Phillips 66 is owned by institutional shareholders (14.42%), insiders (0.40%), and public (85.18%). The largest institutional shareholder of Phillips 66 is VANGUARD GROUP INC (9.55% of total shares) and the top mutual fund owner is Uncommon Investment Funds Trust (4.01% of total shares).
Who are the major institutional shareholders of Phillips 66?
Phillips 66's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, WELLS FARGO & COMPANY/MN, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 30.29% of the company's share outstanding.
How many Phillips 66 shareholders are there?
As of Jun 2024, there are 1,149 institutional shareholders of Phillips 66.
What percentage of Phillips 66 is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 40.98M shares of Phillips 66, representing 9.55% of the company's total shares outstanding, valued at $5.78B (as of Jun 2024).
What percentage of Phillips 66 is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 30.84M shares of Phillips 66 (PSX), compromising 7.19% of the company, valued at $4.35B.
What percentage of Phillips 66 is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Phillips 66. The company owns 28.68M of the company's shares outstanding (worth $4.05T).