Phillips 66 Ownership | Who Owns Phillips 66?
Phillips 66 Ownership Summary
Phillips 66 is owned by 79.88% institutional investors, 0.21% insiders, and 19.90% retail investors. Vanguard group is the largest institutional shareholder, holding 12.79% of PSX shares. Cushing Midstream Strategy is the top mutual fund, with 4.90% of its assets in Phillips 66 shares.
PSX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Phillips 66 | 79.88% | 0.21% | 19.90% |
| Sector | Energy Stocks | 63.70% | 15.53% | 20.77% |
| Industry | Oil & Gas Refining & Marketing Stocks | 61.40% | 11.10% | 27.50% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 51.93M | 12.79% | $6.70B |
| Blackrock funding, inc. /de | 34.11M | 8.48% | $5.77B |
| Blackrock | 30.84M | 7.19% | $4.35B |
| Vanguard capital management | 26.18M | 6.51% | $4.43B |
| State street | 26.04M | 6.48% | $4.40B |
| Elliott investment management | 19.25M | 4.79% | $3.25B |
| Wells fargo & company/mn | 12.48M | 3.10% | $2.11B |
| Geode capital management | 11.12M | 2.77% | $1.87B |
| Morgan stanley | 7.21M | 1.79% | $1.22B |
| Bank of new york mellon | 6.47M | 1.61% | $1.09B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Elliott investment management | 19.25M | 14.36% | $3.25B |
| Advisory resource group | 193.57K | 4.92% | $32.72M |
| F&v capital management | 140.59K | 4.38% | $23.77M |
| Recurrent investment advisors | 403.02K | 4.23% | $68.13M |
| Lawson kroeker investment management inc/ne | 82.80K | 3.88% | $14.00M |
| Tran capital management | 189.10K | 3.68% | $31.97M |
| Eldred rock partners | 97.84K | 3.56% | $16.54M |
| Yaupon capital management lp | 446.30K | 3.19% | $63.00M |
| Virginia wealth management group | 37.69K | 3.17% | $6.37M |
| Brick & kyle, associates | 54.16K | 3.16% | $7.65M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 4.16M | 0.07% | 4.16M |
| Sixth street partners management company | 4.09M | 0.09% | 4.09M |
| Blackrock funding, inc. /de | 34.11M | 0.09% | 2.09M |
| Aqr capital management | 4.49M | 0.26% | 1.11M |
| Vestor capital | 1.07M | 0.23% | 1.06M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harris associates l p | 1.76M | 0.39% | -7.38M |
| Blackrock | 30.84M | 0.10% | -3.27M |
| Soundwatch capital | - | - | -1.43M |
| Wells fargo & company/mn | 12.48M | 0.34% | -1.31M |
| Price t rowe associates inc /md/ | 3.80M | 0.06% | -980.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.16M | 0.07% | 4.16M | $704.04M |
| Sixth street partners management company | 4.09M | 0.09% | 4.09M | $691.12M |
| Point72 asset management | 632.30K | 0.12% | 632.30K | $106.89M |
| Tudor investment corp et al | 236.63K | 0.06% | 236.63K | $40.00M |
| Cohen & steers | 130.39K | 0.03% | 130.39K | $22.04M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Darwin wealth management | -2.00 |
| Orion capital management | -2.00 |
| Luken investment analytics | -3.00 |
| Fairman group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 2,142 | -1.79% | 321,166,136 | 2.62% | 79 | 1.32% | 965 | -7.12% | 732 | -1.88% |
| Mar 31, 2026 | 1,666 | -14.74% | 174,353,656 | -43.60% | 43 | 0.75% | 788 | -13.22% | 571 | -9.94% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cushing Midstream Strategy | 19.66M | 4.90% | 450.80K |
| Vanguard US Total Market Shares ETF | 13.26M | 3.25% | -160.03K |
| Vanguard MStar Total Stk Mkt Idx Invest | 12.77M | 3.20% | 36.28K |
| Vanguard Morn Total Stk Mkt Idx Investor | 12.73M | 3.18% | -24.43K |
| Vanguard Total Stock Mkt Idx Inv | 12.73M | 3.18% | -24.43K |
| Vanguard 500 Index Investor | 10.52M | 2.64% | 110.64K |
| State Street®EngySelSectSPDR®ETF | 9.11M | 2.27% | 40.19K |
| Vanguard MStar Mid Cap Index Instl | 8.68M | 2.17% | -11.68K |
| Vanguard Morn Mid Cap Index Instl | 8.69M | 2.17% | -5.72K |
| Vanguard Mid Cap Index Institutional | 8.69M | 2.17% | -5.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 12, 2026 | Harbison Richard G | EVP, Refining | Sell | $11.66M |
| Aug 11, 2026 | Mandell Brian | Executive Vice President | Sell | $6.45M |
| Aug 10, 2026 | Mandell Brian | Executive Vice President | Sell | $706.27K |
| Aug 10, 2026 | Davis Lisa Ann | - | Sell | $207.21K |
| Aug 10, 2026 | Davis Lisa Ann | - | Sell | $41.67K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 14 |
| 2026 Q2 | 1 | 2 |
| 2026 Q1 | 1 | 8 |
| 2025 Q4 | - | 4 |
| 2025 Q3 | 3 | 3 |
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