Phillips 66 Ownership | Who Owns Phillips 66?

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Phillips 66 Ownership Summary

Phillips 66 is owned by 47.59% institutional investors, 0.77% insiders, and 51.64% retail investors. Vanguard group is the largest institutional shareholder, holding 9.71% of PSX shares. Cushing Midstream Strategy is the top mutual fund, with 3.93% of its assets in Phillips 66 shares.

PSX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Phillips 66	47.59%	0.77%	51.64%
Sector	Energy Stocks	44.66%	13.80%	41.54%
Industry	Oil & Gas Refining & Marketing Stocks	47.31%	9.87%	42.82%

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
Thomist capital management, lp	148.50K	4.32%	$16.63M
Recurrent investment advisors	393.34K	4.11%	$44.81M
F&v capital management	134.24K	4.02%	$15.29M
Sir capital management	300.12K	3.53%	$34.19M
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

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
Merewether investment management, lp	388.74K	1.77%	388.74K	$44.29M
Ofi invest asset management	210.59K	0.55%	210.59K	$23.17M

Sold Out

Holder	Change
Mendota financial group	-1.00
Studio investment management	-4.00
Tfo-tdc	-7.00
Proffitt & goodson	-14.00
Disciplined equity management	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	1,830	7.52%	328,459,667	4.15%	72	1.45%	818	4.47%	675	15.58%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Cushing Midstream Strategy	16.25M	3.93%	295.13K
Vanguard US Total Market Shares ETF	13.26M	3.25%	-160.03K
Vanguard Total Stock Mkt Idx Inv	13.02M	3.19%	44.25K
Vanguard Institutional 500 Index Trust	11.45M	2.81%	78.08K
The Energy Select Sector SPDR® ETF	9.04M	2.22%	-11.50K
Fidelity 500 Index	5.17M	1.27%	23.03K
SPDR® S&P 500 ETF	5.14M	1.26%	-75.33K
iShares Core S&P 500 ETF	5.04M	1.24%	14.58K
SPDR® S&P 500® ETF Trust	5.00M	1.23%	-26.24K
SPDR® S&P 500® ETF	4.95M	1.21%	-83.11K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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 20, 2024	Pruitt Joseph Scott	Vice President and Controller	Sell	$1.13M
Mar 18, 2024	Pruitt Joseph Scott	Vice President and Controller	Sell	$661.35K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	-	1

PSX Ownership FAQ

Who Owns Phillips 66?

Phillips 66 shareholders are primarily institutional investors at 47.59%, followed by 0.77% insiders and 51.64% retail investors. The average institutional ownership in Phillips 66's industry, Oil & Gas Refining & Marketing Stocks, is 47.31%, which Phillips 66 exceeds.

Who owns the most shares of Phillips 66?

Phillips 66’s largest shareholders are Vanguard group (40.5M shares, 9.71%), Blackrock funding, inc. /de (30.53M shares, 7.32%), and Blackrock (30.84M shares, 7.19%). Together, they hold 24.21% of Phillips 66’s total shares outstanding.

Does Blackrock own Phillips 66?

Yes, BlackRock owns 7.19% of Phillips 66, totaling 30.84M shares as of Jun 2024. This represents 0.10% of BlackRock's total assets, with a market value of 4.35B$. In the last quarter, BlackRock decreased its holdings by -3.272M shares, a -9.59% change.

Who is Phillips 66’s biggest shareholder by percentage of total assets invested?

Advisory resource group is Phillips 66’s biggest shareholder by percentage of total assets invested, with 5.80% of its assets in 240.03K Phillips 66 shares, valued at 27.35M$.

Who is the top mutual fund holder of Phillips 66 shares?

Cushing Midstream Strategy is the top mutual fund holder of Phillips 66 shares, with 3.93% of its total shares outstanding invested in 16.25M Phillips 66 shares.

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