Phillips 66 Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 51.93 M | $6.70 B | 0.40% | 12.88% |
| BLACKROCK, INC. | 02/12/2026 | 30.92 M | $3.99 B | 2.33% | 7.67% |
| STATE STREET CORP | 02/13/2026 | 23.59 M | $3.04 B | 0.75% | 5.85% |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 02/18/2026 | 19.25 M | $2.48 B | 0.00% | 4.78% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 14.15 M | $1.83 B | -6.30% | 3.51% |
| HARRIS ASSOCIATES L P | 02/17/2026 | 13.98 M | $1.80 B | 2.48% | 3.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 10.41 M | $1.34 B | 0.44% | 2.58% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 7.10 M | $916.64 M | -16.57% | 1.76% |
| MORGAN STANLEY | 02/13/2026 | 6.79 M | $876.37 M | -1.68% | 1.68% |
| NORGES BANK | 02/10/2026 | 4.96 M | $640.21 M | 100.00% | 1.23% |
| FMR LLC | 02/17/2026 | 4.46 M | $576.01 M | 21.64% | 1.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 4.22 M | $545.17 M | -22.48% | 1.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 3.94 M | $509.01 M | 2.32% | 0.98% |
| INVESCO LTD. | 02/19/2026 | 3.87 M | $499.44 M | -4.58% | 0.96% |
| NORTHERN TRUST CORP | 02/17/2026 | 3.72 M | $479.58 M | -3.07% | 0.92% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 3.26 M | $420.99 M | 72.33% | 0.81% |
| UBS GROUP AG | 01/29/2026 | 3.08 M | $397.92 M | -30.43% | 0.77% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.94 M | $378.84 M | 7.47% | 0.73% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.80 M | $360.88 M | -1.19% | 0.69% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 2.39 M | $308.46 M | -1.60% | 0.59% |
| AMUNDI | 02/17/2026 | 2.26 M | $292.14 M | -5.68% | 0.56% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 2.22 M | $286.86 M | -18.94% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 2.06 M | $265.36 M | -9.65% | 0.51% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.60 M | $206.25 M | 24.74% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.51 M | $194.67 M | -1.71% | 0.37% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.49 M | $192.00 M | -20.00% | 0.37% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 1.46 M | $187.78 M | 48.98% | 0.36% |
| BOSTON PARTNERS | 02/13/2026 | 1.38 M | $178.69 M | -2.37% | 0.34% |
| HOLOCENE ADVISORS, LP | 02/17/2026 | 1.37 M | $177.26 M | 37.50% | 0.34% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 1.37 M | $177.02 M | 17.03% | 0.34% |
| NUVEEN, LLC | 02/12/2026 | 1.35 M | $173.67 M | -1.99% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.31 M | $169.08 M | -4.76% | 0.33% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.27 M | $164.27 M | -8.44% | 0.32% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 1.21 M | $156.61 M | -14.67% | 0.30% |
| MARINER, LLC | 02/13/2026 | 1.18 M | $152.19 M | 9.10% | 0.29% |
| SWISS NATIONAL BANK | 02/12/2026 | 1.11 M | $142.89 M | -5.71% | 0.27% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 1.06 M | $136.46 M | 37.19% | 0.26% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 1.05 M | $135.46 M | 7.77% | 0.26% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/11/2026 | 1.02 M | $131.27 M | -67.70% | 0.25% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 996.96 K | $128.65 M | 732.02% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 907.13 K | $117.06 M | -4.42% | 0.22% |
| LPL FINANCIAL LLC | 02/11/2026 | 894.44 K | $115.42 M | -0.04% | 0.22% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 846.04 K | $110.47 M | 3.42% | 0.21% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 837.35 K | $108.05 M | -0.87% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 819.60 K | $105.76 M | -21.58% | 0.20% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 788.03 K | $108.02 M | 12.20% | 0.20% |
| RHUMBLINE ADVISERS | 02/13/2026 | 766.45 K | $98.90 M | -2.84% | 0.19% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 751.93 K | $97.03 M | -21.97% | 0.19% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 738.80 K | $95.33 M | 88.04% | 0.18% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 724.62 K | $91.07 M | -5.23% | 0.18% |
Phillips 66 institutional Ownership - FAQ's
During the previous two years, 2617 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
VANGUARD GROUP INC: 51.93 M
BlackRock, Inc.: 30.92 M
STATE STREET CORP: 23.59 M
Elliott Investment Management L.P.: 19.25 M
WELLS FARGO & COMPANY/MN: 14.15 M
HARRIS ASSOCIATES L P: 13.98 M
75.87% of Phillips 66 stock is owned by institutional investors.
Institutional investors have bought a total of 403.10 M shares in the last 24 months. This purchase volume represents approximately $61.46 B in transactions.