Phillips 66 Ownership | Who Owns Phillips 66?

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Phillips 66 Ownership Summary

Phillips 66 is owned by 71.62% institutional investors, 0.41% insiders, and 27.97% retail investors. Vanguard group is the largest institutional shareholder, holding 9.55% 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	71.62%	0.41%	27.97%
Sector	Energy Stocks	58.93%	12.79%	28.28%
Industry	Oil & Gas Refining & Marketing Stocks	59.70%	9.89%	30.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	40.98M	9.55%	$5.78B
Blackrock	30.84M	7.19%	$4.35B
State street	28.68M	6.69%	$4.05B
Wells fargo & company/mn	16.62M	3.87%	$2.35B
Wellington management group llp	12.80M	2.98%	$1.81B
Geode capital management	8.48M	1.98%	$1.19B
Harris associates l p	8.45M	1.97%	$1.19B
Bank of new york mellon	8.42M	1.96%	$1.19B
Morgan stanley	6.75M	1.57%	$953.42M
Fmr	5.61M	1.31%	$792.06M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Nkcfo	77.50K	5.97%	$10.94M
Advisory resource group	240.03K	5.80%	$27.35M
Thomist capital management, lp	107.40K	5.34%	$14.97M
Recurrent investment advisors	332.59K	4.94%	$46.95M
Sir capital management	311.70K	4.38%	$44.00M
F&v capital management	134.24K	4.02%	$15.29M
Disciplined investments	51.68K	3.88%	$7.30M
Eldred rock partners	86.01K	3.34%	$9.73M
Yaupon capital management lp	446.30K	3.19%	$63.00M
Adams natural resources fund	154.47K	3.18%	$21.81M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	4.16M	0.09%	4.16M
Nomura	2.52M	0.68%	2.49M
Harris associates l p	8.45M	2.02%	913.30K
State street	28.68M	0.18%	781.65K
Ubs asset management americas	2.64M	0.11%	608.96K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	30.84M	0.10%	-3.27M
Geode capital management	8.48M	0.10%	-1.52M
Wellington management group llp	12.80M	0.32%	-1.35M
Price t rowe associates inc /md/	1.53M	0.03%	-1.33M
Arrowstreet capital, limited partnership	1.30M	0.16%	-950.38K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.16M	0.09%	4.16M	$587.79M
Thomist capital management, lp	107.40K	5.34%	107.40K	$14.97M
Corebridge financial	105.06K	0.08%	105.06K	$14.83M
Aventail capital group, lp	50.00K	0.49%	50.00K	$7.06M
Mirae asset global etfs	48.86K	0.02%	48.86K	$6.90M

Sold Out

Holder	Change
Mendota financial group	-1.00
Studio investment management	-4.00
Tfo-tdc	-7.00
Disciplined equity management	-15.00
Castleview partners	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	1,702	7.72%	315,385,770	-2.49%	70	1.40%	783	18.82%	584	-3.95%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Cushing Midstream Strategy	16.25M	3.93%	295.13K
Vanguard Total Stock Mkt Idx Inv	12.94M	3.13%	-217.33K
Vanguard Institutional 500 Index Trust	11.18M	2.71%	-69.77K
The Energy Select Sector SPDR® ETF	10.20M	2.47%	-14.39K
Fidelity 500 Index	5.17M	1.25%	35.15K
SPDR® S&P 500® ETF Trust	5.17M	1.25%	38.88K
iShares Core S&P 500 ETF	4.85M	1.17%	3.40K
Oakmark Investor	4.61M	1.12%	563.00K
Vanguard Value Index Inv	3.52M	0.85%	-66.82K
Vanguard Wellington™ Inv	3.09M	0.74%	-411.63K

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
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	-	1
2024 Q1	1	7
2023 Q4	-	4

PSX Ownership FAQ

Who Owns Phillips 66?

Phillips 66 shareholders are primarily institutional investors at 71.62%, followed by 0.41% insiders and 27.97% retail investors. The average institutional ownership in Phillips 66's industry, Oil & Gas Refining & Marketing Stocks, is 59.70%, which Phillips 66 exceeds.

Who owns the most shares of Phillips 66?

Phillips 66’s largest shareholders are Vanguard group (40.98M shares, 9.55%), Blackrock (30.84M shares, 7.19%), and State street (28.68M shares, 6.69%). Together, they hold 23.43% 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?

Nkcfo is Phillips 66’s biggest shareholder by percentage of total assets invested, with 5.97% of its assets in 77.5K Phillips 66 shares, valued at 10.94M$.

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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