Phillips 66 (PSX) Ownership

133.27 ↑1.86 (1.42%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Phillips 66 (PSX), owning a total of 41 million shares. Combined, the top 30 institutional holders of PSX own 73.65% of the company with a total of 308.4 million shares.

In the latest ownership report on June 30th 2024, the top 30 institutional holders decreased their combined ownership of PSX by 4.9 million shares. 8 institutions bought 3,082,657 total additional shares and increased their ownership by an average of 4.75%. However 12 institutions sold 7,963,731 total shares and decreased their ownership by an average of 5.11%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Phillips 66 decreased by a net total of -4,881,074 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.922%	-0.710%	40,978,037	-293,040	2024-06-30
BlackRock Inc	7.468%	-9.592%	30,841,697	-3,272,277	2024-06-30
State Street Corp	6.944%	2.802%	28,676,548	781,647	2024-06-30
Wells Fargo & Co	4.024%	-0.976%	16,620,512	-163,781	2024-06-30
Morgan Stanley - Brokerage Accounts	3.271%	-0.629%	13,507,456	-85,444	2024-06-30
Wellington Management Company LLP	3.099%	-9.523%	12,797,952	-1,347,026	2024-06-30
Geode Capital Management, LLC	2.053%	-15.243%	8,479,098	-1,524,874	2024-06-30
Harris Associates L.P.	2.045%	12.123%	8,446,771	913,298	2024-06-30
Bank of New York Mellon Corp	2.040%	5.024%	8,422,720	402,925	2024-06-30
Barclays PLC	1.877%	8.410%	7,751,489	601,356	2024-06-30
FMR Inc	1.359%	-2.846%	5,610,658	-164,327	2024-06-30
Bank of America Corp	1.206%	-5.898%	4,982,223	-312,249	2024-06-30
Boston Partners Global Investors, Inc	1.177%	-10.893%	4,859,778	-594,114	2024-06-30
Amvescap Plc.	1.081%	3.768%	4,463,443	162,075	2024-06-30
Northern Trust Corp	1.038%	-1.965%	4,287,682	-85,925	2024-06-30
JPMorgan Chase & Co	1.012%	2.247%	4,180,705	91,857	2024-06-30
NORGES BANK	1.008%	-0.908%	4,163,694	-38,161	2024-06-30
Legal & General Group PLC	0.896%	0.495%	3,699,370	18,238	2024-06-30
UBS Group AG	0.892%	-2.190%	3,684,804	-82,513	2024-06-30
Dimensional Fund Advisors, Inc.	0.882%	3.150%	3,643,264	111,261	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.922%	-0.710%	40,978,037	-293,040	2024-06-30
OFI Invest Asset Management	7.098%	0.000%	31,605,722	31,605,722	2023-03-31
BlackRock Inc	7.468%	-9.592%	30,841,697	-3,272,277	2024-06-30
State Street Corp	6.944%	2.802%	28,676,548	781,647	2024-06-30
State Street Corporation	6.664%	-4.984%	27,894,901	-1,463,153	2024-03-31
Wells Fargo & Co	4.024%	-0.976%	16,620,512	-163,781	2024-06-30
Morgan Stanley - Brokerage Accounts	3.271%	-0.629%	13,507,456	-85,444	2024-06-30
Wellington Management Company LLP	3.099%	-9.523%	12,797,952	-1,347,026	2024-06-30
Geode Capital Management, LLC	2.053%	-15.243%	8,479,098	-1,524,874	2024-06-30
Harris Associates L.P.	2.045%	12.123%	8,446,771	913,298	2024-06-30
Bank of New York Mellon Corp	2.040%	5.024%	8,422,720	402,925	2024-06-30
Barclays PLC	1.877%	8.410%	7,751,489	601,356	2024-06-30
Aristotle Capital Management LLC	1.341%	-25.028%	5,682,953	-1,897,152	2023-12-31
FMR Inc	1.359%	-2.846%	5,610,658	-164,327	2024-06-30
Bank of America Corp	1.206%	-5.898%	4,982,223	-312,249	2024-06-30
Boston Partners Global Investors, Inc	1.177%	-10.893%	4,859,778	-594,114	2024-06-30
Goldman Sachs Group Inc	1.109%	139.107%	4,701,898	2,735,455	2023-12-31
Amvescap Plc.	1.081%	3.768%	4,463,443	162,075	2024-06-30
Northern Trust Corp	1.038%	-1.965%	4,287,682	-85,925	2024-06-30
JPMorgan Chase & Co	1.012%	2.247%	4,180,705	91,857	2024-06-30
NORGES BANK	1.008%	-0.908%	4,163,694	-38,161	2024-06-30
Legal & General Group PLC	0.896%	0.495%	3,699,370	18,238	2024-06-30
UBS Group AG	0.892%	-2.190%	3,684,804	-82,513	2024-06-30
Dimensional Fund Advisors, Inc.	0.882%	3.150%	3,643,264	111,261	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	0.781%	-5.441%	3,359,091	-193,275	2023-12-31
Amundi	0.734%	11.659%	3,227,948	337,051	2023-09-30
D. E. Shaw & Co LP	0.656%	-9.839%	3,101,819	-338,503	2022-09-30
Nuveen Asset Management, LLC	0.693%	-8.199%	3,086,721	-275,697	2023-03-31
Charles Schwab Investment Management Inc	0.695%	-0.584%	2,907,671	-17,067	2024-03-31
LSV Asset Management	0.586%	3.864%	2,769,645	103,028	2022-09-30

Mutual Fund Ownership

Cushing Midstream Strategy is the biggest individual fund holder of Phillips 66 (PSX), owning a total of 16 million shares. Combined, the top 40 mutual fund holders of PSX own 40.00% of the company with a total of 169.3 million shares.

In the latest ownership report on October 31st 2024, the top 40 fund holders increased their combined ownership of PSX by 46 thousand shares. 4 funds bought 55,505 total additional shares and increased their ownership by an average of 0.55%. However 1 funds sold 9,688 total shares and decreased their ownership by an average of 0.09%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Phillips 66 increased by a net total of 45,817 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Energy Select Sector SPDR® ETF	2.649%	-0.089%	10,941,822	-9,688	2024-10-31
SPDR® S&P 500® ETF Trust	1.236%	0.526%	5,103,085	26,676	2024-10-31
iShares Core S&P 500 ETF	1.128%	0.154%	4,659,525	7,163	2024-10-31
State St S&P 500® Indx SL Cl III	0.491%	0.292%	2,029,145	5,900	2024-10-31
Russell 1000 Index Fund	0.319%	1.212%	1,317,070	15,766	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cushing Midstream Strategy	3.862%	-12.028%	15,951,102	-2,180,832	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.264%	-0.084%	14,360,877	-12,064	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.211%	-1.193%	13,259,081	-160,031	2024-09-30
Vanguard 500 Index Investor	2.482%	0.576%	11,050,404	63,253	2023-08-31
Vanguard Institutional 500 Index Trust	2.655%	-1.115%	10,964,443	-123,572	2024-09-30
The Energy Select Sector SPDR® ETF	2.649%	-0.089%	10,941,822	-9,688	2024-10-31
Energy Select Sector SPDR® ETF	2.420%	0.242%	10,258,400	24,780	2024-05-30
Vanguard Mid Cap Index Institutional	1.196%	0.040%	5,513,556	2,187	2023-02-28
Fidelity® 500 Index	1.179%	0.641%	5,188,856	33,021	2023-11-30
Fidelity 500 Index	1.246%	-1.484%	5,145,495	-77,522	2024-09-30
SPDR® S&P 500 ETF Trust	1.212%	0.699%	5,140,191	35,700	2024-05-30
SPDR® S&P 500® ETF Trust	1.236%	0.526%	5,103,085	26,676	2024-10-31
iShares Core S&P 500 ETF	1.128%	0.154%	4,659,525	7,163	2024-10-31
Oakmark Investor	0.980%	16.110%	4,047,600	561,600	2024-09-30
Vanguard Value Index Inv	0.857%	0.671%	3,538,471	23,582	2024-09-30
Vanguard Wellington™ Inv	0.739%	-11.751%	3,091,207	-411,633	2024-06-30
Pacer US Cash Cows 100 ETF	0.683%	0.343%	2,919,873	9,984	2024-02-29
Vanguard Institutional Index I	0.645%	-2.232%	2,662,024	-60,773	2024-09-30
Vanguard Dividend Appreciation ETF	0.560%	-1.674%	2,311,555	-39,342	2024-09-30
Vanguard Energy ETF	0.518%	-3.637%	2,138,821	-80,731	2024-09-30
Vanguard Mid-Cap Value ETF	0.453%	0.084%	2,088,245	1,750	2023-02-28
State St S&P 500® Indx SL Cl III	0.491%	0.292%	2,029,145	5,900	2024-10-31
Oakmark Select Investor	0.463%	22.751%	1,910,000	354,000	2024-09-30
Vanguard Windsor™ II Inv	0.433%	0.000%	1,839,000	0	2023-12-31
Vanguard Energy Inv	0.431%	-0.560%	1,803,163	-10,161	2024-06-30
Vanguard High Dividend Yield ETF	0.415%	-0.747%	1,714,561	-12,903	2024-09-30
Blackrock Equity Index Non-Lendable	0.363%	0.000%	1,671,080	1,671,080	2022-06-30
Vanguard Wellesley® Income Inv	0.394%	-12.629%	1,647,403	-238,124	2024-06-30
Blackrock Eq Idx Fund CF	0.381%	4.634%	1,571,841	69,618	2024-09-30
JHancock Disciplined Value Mid Cap I	0.369%	-1.535%	1,544,519	-24,085	2024-05-31
MicroSectors™ US Big Oil 3X Lvrgd ETN	0.344%	-15.145%	1,512,175	-269,890	2023-02-28
Vanguard Equity-Income Inv	0.336%	-55.360%	1,389,124	-1,722,736	2024-09-30
iShares Russell 1000 Value ETF	0.296%	8.534%	1,357,373	106,729	2023-06-21
Fidelity Mid Cap Index	0.314%	0.894%	1,333,500	11,821	2024-02-29
Fidelity® Mid Cap Index	0.303%	1.054%	1,331,877	13,892	2023-11-30
Russell 1000 Index Fund	0.319%	1.212%	1,317,070	15,766	2024-10-31
iShares Russell Mid-Cap ETF	0.294%	-0.075%	1,295,377	-972	2023-12-29
JHancock Disciplined Value I	0.313%	0.000%	1,290,755	0	2024-08-31
Blackrock Russ 1000 Eq Idx Composite	0.312%	-3.234%	1,288,177	-43,047	2024-06-30
BNY Mellon Dynamic Value Fund A	0.262%	20.643%	1,080,236	184,835	2024-09-30