Phillips 66 Ownership | Who Owns Phillips 66?
Phillips 66 Ownership Summary
Phillips 66 is owned by 0.47% institutional investors, 0.26% insiders, and 99.27% retail investors. Vanguard group is the largest institutional shareholder, holding 9.71% 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 | 0.47% | 0.26% | 99.27% |
| Sector | Energy Stocks | 42.55% | 14.74% | 42.71% |
| Industry | Oil & Gas Refining & Marketing Stocks | 24.69% | 9.79% | 65.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 40.50M | 9.71% | $4.61B |
| Blackrock funding, inc. /de | 30.53M | 7.32% | $3.48B |
| Blackrock | 30.84M | 7.19% | $4.35B |
| State street | 28.68M | 6.69% | $4.05B |
| Wells fargo & company/mn | 16.03M | 3.84% | $1.83B |
| Harris associates l p | 11.69M | 2.80% | $1.33B |
| Bank of new york mellon | 9.34M | 2.24% | $1.06B |
| Ubs group | 9.08M | 2.18% | $1.03B |
| Geode capital management | 8.53M | 2.04% | $968.84M |
| Barclays | 7.38M | 1.77% | $840.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Advisory resource group | 240.03K | 5.80% | $27.35M |
| Recurrent investment advisors | 415.61K | 4.35% | $51.32M |
| F&v capital management | 134.24K | 4.02% | $15.29M |
| Eldred rock partners | 86.01K | 3.34% | $9.73M |
| Yaupon capital management lp | 446.30K | 3.19% | $63.00M |
| Brick & kyle, associates | 54.16K | 3.16% | $7.65M |
| Disciplined investments | 51.47K | 2.89% | $5.86M |
| Opus investment management | 33.80K | 2.84% | $3.85M |
| Virginia wealth management group | 24.46K | 2.83% | $3.45M |
| Rnc capital management | 350.20K | 2.74% | $49.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 9.08M | 0.19% | 5.44M |
| Price t rowe associates inc /md/ | 6.03M | 0.08% | 4.46M |
| Norges bank | 4.37M | 0.07% | 4.37M |
| Harris associates l p | 11.69M | 1.75% | 1.89M |
| Raymond james financial | 1.48M | 0.06% | 1.48M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 589.41K | 0.01% | -3.59M |
| Blackrock | 30.84M | 0.10% | -3.27M |
| Jpmorgan chase | 1.73M | 0.01% | -1.67M |
| Legal & general group | 2.30M | 0.07% | -1.07M |
| Balyasny asset management | 450.17K | 0.08% | -1.06M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.37M | 0.07% | 4.37M | $497.65M |
| Raymond james financial | 1.48M | 0.06% | 1.48M | $168.79M |
| Capitolis liquid global markets | 1.25M | 1.38% | 1.25M | $142.18M |
| Ofi invest asset management | 210.59K | 0.55% | 210.59K | $23.17M |
| Proficio capital partners | 147.20K | 0.01% | 147.20K | $147.20K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 1,791 | -6.96% | 313,544,883 | -1.20% | 73 | 1.34% | 734 | -10.81% | 674 | -9.89% |
| Mar 31, 2024 | 1,925 | 5.19% | 317,367,869 | -3.38% | 73 | 1.39% | 823 | 0.61% | 748 | 10.81% |
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 | 13.08M | 3.21% | 186.66K |
| Vanguard Institutional 500 Index Trust | 11.67M | 2.86% | 186.90K |
| The Energy Select Sector SPDR® ETF | 8.18M | 2.01% | -72.07K |
| Fidelity 500 Index | 5.18M | 1.27% | 8.94K |
| Oakmark Investor | 5.18M | 1.27% | 565.80K |
| 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 | 4.97M | 1.22% | 18.63K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 22, 2025 | Pease Robert W | - | Buy | $49.98K |
| Aug 15, 2024 | Mitchell Kevin J | Exec. VP and CFO | Sell | $4.17M |
| May 16, 2024 | Roberts Timothy D. | Executive Vice President | Sell | $5.50M |
| Mar 18, 2024 | Pruitt Joseph Scott | Vice President and Controller | Sell | $270.75K |
| Mar 18, 2024 | Pruitt Joseph Scott | Vice President and Controller | Sell | $661.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
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