Phillips 66 (PSX) Ownership

110.92 ↑1.73 (1.58%)

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 40.5 million shares. Combined, the top 31 institutional holders of PSX own 72.29% of the company with a total of 299.3 million shares.

In the latest ownership report on December 31st 2024, the top 31 institutional holders increased their combined ownership of PSX by 12.7 million shares. 13 institutions bought 16,394,499 total additional shares and increased their ownership by an average of 45.47%. However 8 institutions sold 3,674,491 total shares and decreased their ownership by an average of 5.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Phillips 66 increased by a net total of 12,720,008 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	9.940%	-0.560%	40,500,230	-228,168	2024-12-31
BlackRock Inc	7.493%	-1.809%	30,528,106	-562,320	2024-12-31
State Street Corp	6.510%	-4.762%	26,523,382	-1,326,304	2024-12-31
Wells Fargo & Co	3.934%	-0.763%	16,030,294	-123,186	2024-12-31
Harris Associates L.P.	2.869%	19.343%	11,689,072	1,894,510	2024-12-31
Bank of New York Mellon Corp	2.293%	7.344%	9,344,342	639,323	2024-12-31
UBS Group AG	2.228%	149.310%	9,078,742	5,437,195	2024-12-31
Geode Capital Management, LLC	2.094%	0.980%	8,530,242	82,758	2024-12-31
Barclays PLC	1.812%	5.538%	7,380,915	387,311	2024-12-31
Morgan Stanley - Brokerage Accounts	1.639%	-1.685%	6,676,168	-114,450	2024-12-31
T. Rowe Price Associates, Inc.	1.479%	283.514%	6,026,649	4,455,220	2024-12-31
Northern Trust Corp	1.126%	10.608%	4,589,079	440,107	2024-12-31
NORGES BANK	1.072%	4.907%	4,368,016	204,322	2024-12-31
Bank of America Corp	1.059%	-15.111%	4,315,437	-768,194	2024-12-31
Amvescap Plc.	1.009%	9.241%	4,112,618	347,905	2024-12-31
Dimensional Fund Advisors, Inc.	0.985%	9.783%	4,014,113	357,705	2024-12-31
Amundi	0.904%	25.733%	3,682,414	753,653	2024-12-31
Goldman Sachs Group Inc	0.835%	61.282%	3,403,932	1,293,382	2024-12-31
FMR Inc	0.760%	-3.450%	3,096,483	-110,652	2024-12-31
Charles Schwab Investment Management Inc	0.737%	3.484%	3,002,995	101,108	2024-12-31
Boston Partners Global Investors, Inc	0.618%	-14.740%	2,552,200	-441,217	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.940%	-0.560%	40,500,230	-228,168	2024-12-31
OFI Invest Asset Management	7.098%	0.000%	31,605,722	31,605,722	2023-03-31
BlackRock Inc	7.493%	-1.809%	30,528,106	-562,320	2024-12-31
State Street Corporation	6.664%	-4.984%	27,894,901	-1,463,153	2024-03-31
State Street Corp	6.510%	-4.762%	26,523,382	-1,326,304	2024-12-31
Wells Fargo & Co	3.934%	-0.763%	16,030,294	-123,186	2024-12-31
Harris Associates L.P.	2.869%	19.343%	11,689,072	1,894,510	2024-12-31
Bank of New York Mellon Corp	2.293%	7.344%	9,344,342	639,323	2024-12-31
UBS Group AG	2.228%	149.310%	9,078,742	5,437,195	2024-12-31
Geode Capital Management, LLC	2.094%	0.980%	8,530,242	82,758	2024-12-31
Barclays PLC	1.812%	5.538%	7,380,915	387,311	2024-12-31
Morgan Stanley - Brokerage Accounts	1.639%	-1.685%	6,676,168	-114,450	2024-12-31
JPMorgan Chase & Co	1.623%	-20.842%	6,618,711	-1,742,699	2024-09-30
T. Rowe Price Associates, Inc.	1.479%	283.514%	6,026,649	4,455,220	2024-12-31
Aristotle Capital Management LLC	1.341%	-25.028%	5,682,953	-1,897,152	2023-12-31
Northern Trust Corp	1.126%	10.608%	4,589,079	440,107	2024-12-31
NORGES BANK	1.072%	4.907%	4,368,016	204,322	2024-12-31
Bank of America Corp	1.059%	-15.111%	4,315,437	-768,194	2024-12-31
Wellington Management Company LLP	1.012%	-67.348%	4,178,787	-8,619,165	2024-09-30
Amvescap Plc.	1.009%	9.241%	4,112,618	347,905	2024-12-31
Dimensional Fund Advisors, Inc.	0.985%	9.783%	4,014,113	357,705	2024-12-31
Amundi	0.904%	25.733%	3,682,414	753,653	2024-12-31
Goldman Sachs Group Inc	0.835%	61.282%	3,403,932	1,293,382	2024-12-31
Legal & General Group PLC	0.816%	-8.900%	3,370,128	-329,242	2024-09-30
Barrow Hanley Mewhinney & Strauss LLC	0.781%	-5.441%	3,359,091	-193,275	2023-12-31
D. E. Shaw & Co LP	0.656%	-9.839%	3,101,819	-338,503	2022-09-30
FMR Inc	0.760%	-3.450%	3,096,483	-110,652	2024-12-31
Charles Schwab Investment Management Inc	0.737%	3.484%	3,002,995	101,108	2024-12-31
LSV Asset Management	0.586%	3.864%	2,769,645	103,028	2022-09-30
Boston Partners Global Investors, Inc	0.618%	-14.740%	2,552,200	-441,217	2024-12-31
Nuveen Asset Management, LLC	0.320%	0.072%	1,321,973	957	2024-09-30

Mutual Fund Ownership

Cushing Midstream Strategy is the biggest individual fund holder of Phillips 66 (PSX), owning a total of 16.2 million shares. Combined, the top 48 mutual fund holders of PSX own 47.82% of the company with a total of 199.9 million shares.

In the latest ownership report on April 30th 2025, the top 48 fund holders increased their combined ownership of PSX by 84 thousand shares. 2 funds bought 89,445 total additional shares and increased their ownership by an average of 0.56%. However 1 funds sold 5,103 total shares and decreased their ownership by an average of 0.1%.

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 84,342 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	2.048%	1.033%	8,344,997	85,314	2025-04-30
SPDR® S&P 500® ETF	1.230%	0.083%	5,011,623	4,131	2025-04-30
iShares Core S&P 500 ETF	1.201%	-0.104%	4,891,867	-5,103	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cushing Midstream Strategy	3.987%	1.850%	16,246,232	295,130	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.264%	-0.084%	14,360,877	-12,064	2023-03-31
Vanguard US Total Market Shares ETF	3.252%	-1.193%	13,259,081	-160,031	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.164%	-1.016%	12,892,464	-132,377	2025-03-31
Vanguard Institutional 500 Index Trust	2.817%	0.213%	11,478,140	24,347	2025-03-31
Vanguard 500 Index Investor	2.482%	0.576%	11,050,404	63,253	2023-08-31
Energy Select Sector SPDR® ETF	2.420%	0.242%	10,258,400	24,780	2024-05-30
The Energy Select Sector SPDR® ETF	2.048%	1.033%	8,344,997	85,314	2025-04-30
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	1.272%	0.173%	5,181,369	8,939	2025-03-31
Oakmark Investor	1.271%	12.272%	5,176,400	565,800	2025-03-31
SPDR® S&P 500 ETF Trust	1.212%	0.699%	5,140,191	35,700	2024-05-30
SPDR® S&P 500 ETF	1.261%	-1.444%	5,140,170	-75,330	2025-03-31
SPDR® S&P 500® ETF	1.230%	0.083%	5,011,623	4,131	2025-04-30
SPDR® S&P 500® ETF Trust	1.227%	-0.522%	5,003,847	-26,244	2025-03-31
iShares Core S&P 500 ETF	1.201%	-0.104%	4,891,867	-5,103	2025-04-30
Vanguard Value Index Inv	0.878%	0.409%	3,575,783	14,565	2025-03-31
Oakmark Select Investor	0.782%	23.671%	3,187,000	610,000	2025-03-31
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	0.624%	-0.721%	2,541,896	-18,458	2025-03-31
Vanguard Dividend Appreciation ETF	0.536%	-6.216%	2,183,958	-144,763	2025-03-31
State St S&P 500® Indx SL Cl III	0.523%	6.655%	2,130,202	132,918	2025-03-31
Vanguard Mid-Cap Value ETF	0.453%	0.084%	2,088,245	1,750	2023-02-28
Vanguard Energy ETF	0.489%	-2.144%	1,994,000	-43,685	2025-03-31
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
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
T. Rowe Price U.S. Value Equity Tr-D	0.395%	0.000%	1,608,300	1,608,300	2024-12-31
Vanguard High Dividend Yield ETF	0.386%	-7.793%	1,570,816	-132,758	2025-03-31
JHancock Disciplined Value Mid Cap I	0.369%	-1.535%	1,544,519	-24,085	2024-05-31
Blackrock Eq Idx Fund CF	0.378%	0.259%	1,540,183	3,984	2025-03-31
MicroSectors™ US Big Oil 3X Lvrgd ETN	0.344%	-15.145%	1,512,175	-269,890	2023-02-28
T. Rowe Price U.S. Value Equity Tr-Z	0.365%	-7.505%	1,487,601	-120,699	2025-03-31
T. Rowe Price US Value Equity Composite	0.359%	0.000%	1,464,807	1,464,807	2024-12-31
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
Blackrock Russ 1000 Eq Idx Composite	0.332%	6.054%	1,354,210	77,309	2025-03-31
BNY Mellon Dynamic Value Fund A	0.328%	1.720%	1,334,214	22,556	2025-03-31
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	0.322%	2.248%	1,311,559	28,836	2025-03-31
T. Rowe Price Value	0.318%	-11.269%	1,295,774	-164,566	2025-03-31
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
Invesco S&P 500® Equal Weight ETF	0.263%	0.748%	1,085,556	8,064	2024-11-27