Phillips 66 Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 40.73 M | $5.35 B | -0.61% | 9.76% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 31.09 M | $4.09 B | 100.00% | 7.45% |
| STATE STREET CORP | 11/14/2024 | 27.85 M | $3.66 B | -2.88% | 6.67% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 16.15 M | $2.12 B | -2.81% | 3.87% |
| HARRIS ASSOCIATES L P | 11/14/2024 | 9.79 M | $1.29 B | 15.96% | 2.35% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 8.71 M | $1.14 B | 3.35% | 2.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 8.45 M | $1.11 B | -0.37% | 2.02% |
| BARCLAYS PLC | 11/19/2024 | 6.99 M | $919.31 M | -9.78% | 1.68% |
| MORGAN STANLEY | 11/14/2024 | 6.79 M | $892.63 M | 0.55% | 1.63% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 5.08 M | $668.24 M | 2.04% | 1.22% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 4.18 M | $549.30 M | -67.35% | 1.00% |
| INVESCO LTD. | 11/12/2024 | 3.76 M | $494.87 M | -15.65% | 0.90% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.66 M | $480.62 M | 0.36% | 0.88% |
| UBS GROUP AG | 11/14/2024 | 3.64 M | $478.68 M | -1.17% | 0.87% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3.39 M | $446.23 M | -18.80% | 0.81% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.37 M | $443.00 M | -8.90% | 0.81% |
| FMR LLC | 11/13/2024 | 3.21 M | $421.58 M | -42.84% | 0.77% |
| BOSTON PARTNERS | 11/12/2024 | 2.99 M | $393.47 M | -38.40% | 0.72% |
| AMUNDI | 11/13/2024 | 2.93 M | $387.56 M | 31.72% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.90 M | $381.45 M | 0.59% | 0.70% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.11 M | $277.43 M | -23.92% | 0.51% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11/13/2024 | 2.07 M | $272.53 M | -26.31% | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 1.87 M | $245.27 M | 0.49% | 0.45% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.86 M | $244.08 M | -2.70% | 0.45% |
| BAHL & GAYNOR INC | 11/12/2024 | 1.64 M | $215.58 M | -0.19% | 0.39% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 1.63 M | $214.12 M | 63.40% | 0.39% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 1.57 M | $206.57 M | 2.39% | 0.38% |
| NOMURA HOLDINGS INC | 01/13/2025 | 1.54 M | $202.22 M | -38.92% | 0.37% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 1.51 M | $198.64 M | 100.00% | 0.36% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 1.35 M | $176.95 M | -10.71% | 0.32% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.32 M | $173.77 M | 0.07% | 0.32% |
| SWISS NATIONAL BANK | 11/07/2024 | 1.26 M | $165.44 M | -0.65% | 0.30% |
| ING GROEP NV | 11/06/2024 | 1.18 M | $155.50 M | 123.23% | 0.28% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 1.15 M | $150.59 M | 158.57% | 0.27% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.06 M | $139.88 M | -7.18% | 0.26% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.05 M | $138.14 M | -8.12% | 0.25% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 1.05 M | $137.95 M | -9.03% | 0.25% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 1.00 M | $131.68 M | 6.75% | 0.24% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 986,322 | $129.65 M | 13.09% | 0.24% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 974,563 | $128.11 M | -6.98% | 0.23% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 946,078 | $124.36 M | -4.77% | 0.23% |
| MARINER, LLC | 11/13/2024 | 902,247 | $118.60 M | 7.64% | 0.22% |
| CITADEL ADVISORS LLC | 11/14/2024 | 882,578 | $116.01 M | 2,641.78% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 872,927 | $114.75 M | 98.03% | 0.21% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 810,412 | $106.53 M | 0.02% | 0.19% |
| RHUMBLINE ADVISERS | 11/12/2024 | 782,243 | $102.83 M | -3.40% | 0.19% |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 11/14/2024 | 775,000 | $101.87 M | 0.00% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 769,832 | $101.19 M | -4.07% | 0.18% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 768,564 | $101.03 M | 1.06% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 757,500 | $99.57 M | -9.74% | 0.18% |
Phillips 66institutional Ownership - FAQ's
During the previous two years, 2355 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
FARMERS TRUST CO: 0
Partnership Wealth Management, LLC: 0
CULLEN INVESTMENT GROUP, LTD.: 0
HORIZON BANCORP INC /IN/: 0
City Center Advisors, LLC: 0
VANGUARD GROUP INC: 40.73 M
71.70% of Phillips 66 stock is owned by institutional investors.
Institutional investors have bought a total of 380.33 M shares in the last 24 months. This purchase volume represents approximately $44.60 B in transactions.