Phillips 66 Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 40.39 M | $4.99 B | -0.27% | 9.87% |
BLACKROCK, INC. | 05/02/2025 | 29.91 M | $3.69 B | -2.03% | 7.31% |
STATE STREET CORP | 05/15/2025 | 26.05 M | $3.22 B | -1.77% | 6.37% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 15.95 M | $1.97 B | -0.48% | 3.90% |
ELLIOTT INVESTMENT MANAGEMENT L.P. | 05/15/2025 | 15.73 M | $1.94 B | 1,929.03% | 3.84% |
HARRIS ASSOCIATES L P | 05/15/2025 | 13.83 M | $1.71 B | 18.36% | 3.38% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 8.86 M | $1.09 B | -5.21% | 2.16% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 8.79 M | $1.08 B | 3.10% | 2.15% |
MORGAN STANLEY | 05/15/2025 | 6.75 M | $832.92 M | 1.04% | 1.65% |
PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 6.71 M | $828.44 M | 11.32% | 1.64% |
INVESCO LTD. | 05/12/2025 | 4.77 M | $588.49 M | 15.88% | 1.16% |
UBS GROUP AG | 05/13/2025 | 4.63 M | $572.19 M | -48.96% | 1.13% |
NORTHERN TRUST CORP | 05/13/2025 | 4.44 M | $548.21 M | -3.26% | 1.09% |
NOMURA HOLDINGS INC | 05/15/2025 | 4.21 M | $519.62 M | 724.81% | 1.03% |
FMR LLC | 05/12/2025 | 4.17 M | $514.79 M | 34.64% | 1.02% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 4.13 M | $509.91 M | -4.31% | 1.01% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 3.78 M | $466.89 M | 11.08% | 0.92% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 3.73 M | $460.03 M | -7.17% | 0.91% |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/12/2025 | 3.20 M | $394.67 M | 57.48% | 0.78% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 3.10 M | $383.20 M | 3.34% | 0.76% |
JPMORGAN CHASE & CO | 05/12/2025 | 2.72 M | $335.47 M | 57.23% | 0.66% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 2.57 M | $317.71 M | 1.48% | 0.63% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 2.31 M | $285.38 M | 0.64% | 0.56% |
AMUNDI | 05/15/2025 | 2.28 M | $244.89 M | -37.95% | 0.56% |
BARCLAYS PLC | 05/15/2025 | 2.11 M | $260.60 M | -71.41% | 0.52% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 1.76 M | $217.63 M | 1.91% | 0.43% |
JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 1.55 M | $191.69 M | 0.72% | 0.38% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 1.52 M | $187.79 M | 2.65% | 0.37% |
LSV ASSET MANAGEMENT | 05/09/2025 | 1.51 M | $187.01 M | -11.89% | 0.37% |
BAHL & GAYNOR INC | 05/14/2025 | 1.47 M | $181.31 M | -7.89% | 0.36% |
HSBC HOLDINGS PLC | 05/14/2025 | 1.46 M | $179.92 M | -10.43% | 0.36% |
BOSTON PARTNERS | 05/13/2025 | 1.44 M | $177.90 M | -43.52% | 0.35% |
05/12/2025 | 1.27 M | $156.48 M | 100.00% | 0.31% | |
NATIONAL PENSION SERVICE | 05/13/2025 | 1.18 M | $145.77 M | 5.34% | 0.29% |
DEUTSCHE BANK AG\ | 05/09/2025 | 1.18 M | $145.53 M | -54.31% | 0.29% |
SWISS NATIONAL BANK | 05/12/2025 | 1.16 M | $143.82 M | -1.50% | 0.28% |
NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 1.04 M | $128.66 M | 209.03% | 0.25% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 995.60 K | $122.94 M | -10.10% | 0.24% |
MARINER, LLC | 05/15/2025 | 993.07 K | $122.61 M | 4.58% | 0.24% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 990.91 K | $122.36 M | 113.61% | 0.24% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 975.98 K | $120.51 M | -8.10% | 0.24% |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2025 | 963.72 K | $119.00 M | -3.05% | 0.24% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 924.32 K | $114.14 M | -2.13% | 0.23% |
ROYAL BANK OF CANADA | 05/15/2025 | 914.05 K | $112.87 M | -38.95% | 0.22% |
ALLIANZ ASSET MANAGEMENT GMBH | 05/05/2025 | 898.76 K | $110.98 M | -24.61% | 0.22% |
CI PRIVATE WEALTH, LLC | 05/14/2025 | 896.98 K | $110.76 M | -4.11% | 0.22% |
LPL FINANCIAL LLC | 05/07/2025 | 861.77 K | $106.41 M | 17.33% | 0.21% |
PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 813.47 K | $100.45 M | 1.57% | 0.20% |
RHUMBLINE ADVISERS | 05/29/2025 | 789.44 K | $97.48 M | 3.11% | 0.19% |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2025 | 739.33 K | $91.29 M | 13.45% | 0.18% |
Phillips 66 institutional Ownership - FAQ's
During the previous two years, 2245 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
LITTLE HOUSE CAPITAL LLC: 0
Kings Path Partners LLC: 0
CULLEN INVESTMENT GROUP, LTD.: 0
FIRST HAWAIIAN BANK: 0
RDA Financial Network: 0
TRUST CO OF VIRGINIA /VA: 0
74.16% of Phillips 66 stock is owned by institutional investors.
Institutional investors have bought a total of 396.55 M shares in the last 24 months. This purchase volume represents approximately $52.22 B in transactions.