Recent Quarter Total Invested
$44.53 B
Recent Quarter Institutional Ownership Percentage
73.09%
Total Invested of Last Quarter
$51.61 B
Ownership Percentage of Last Quarter
73.99%
Phillips 66 Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 08/13/2024 | 40.98 M | $5.78 B | -0.71% | 9.55% |
BLACKROCK INC. | 08/13/2024 | 30.84 M | $4.35 B | -9.59% | 7.19% |
STATE STREET CORP | 08/14/2024 | 28.68 M | $4.05 B | 2.80% | 6.69% |
WELLS FARGO & COMPANY/MN | 08/13/2024 | 16.62 M | $2.35 B | -0.98% | 3.87% |
WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 12.80 M | $1.81 B | -9.52% | 2.98% |
GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 8.48 M | $1.19 B | -15.24% | 1.98% |
HARRIS ASSOCIATES L P | 08/14/2024 | 8.45 M | $1.19 B | 12.12% | 1.97% |
BANK OF NEW YORK MELLON CORP | 07/25/2024 | 8.42 M | $1.19 B | 5.02% | 1.96% |
BARCLAYS PLC | 08/14/2024 | 7.75 M | $1.09 B | 8.41% | 1.81% |
MORGAN STANLEY | 10/17/2024 | 6.75 M | $953.42 M | -0.63% | 1.57% |
FMR LLC | 08/13/2024 | 5.61 M | $792.06 M | -2.85% | 1.31% |
BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4.98 M | $703.34 M | -5.90% | 1.16% |
BOSTON PARTNERS | 08/14/2024 | 4.86 M | $685.70 M | -10.89% | 1.13% |
INVESCO LTD. | 08/13/2024 | 4.46 M | $630.10 M | 3.77% | 1.04% |
NORTHERN TRUST CORP | 08/14/2024 | 4.29 M | $605.29 M | -1.96% | 1.00% |
JPMORGAN CHASE & CO | 08/12/2024 | 4.18 M | $590.19 M | 2.25% | 0.97% |
NORGES BANK | 08/14/2024 | 4.16 M | $587.79 M | 100.00% | 0.97% |
LEGAL & GENERAL GROUP PLC | 08/14/2024 | 3.70 M | $522.24 M | 0.50% | 0.86% |
UBS GROUP AG | 08/14/2024 | 3.68 M | $520.18 M | -2.19% | 0.86% |
DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 3.64 M | $514.25 M | 3.15% | 0.85% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 2.88 M | $407.27 M | -0.78% | 0.67% |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 08/13/2024 | 2.81 M | $397.19 M | 2.90% | 0.66% |
GOLDMAN SACHS GROUP INC | 08/13/2024 | 2.77 M | $391.63 M | 0.15% | 0.65% |
UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 2.64 M | $372.71 M | 29.98% | 0.62% |
NOMURA HOLDINGS INC | 08/14/2024 | 2.52 M | $355.54 M | 8,004.88% | 0.59% |
AMUNDI | 08/14/2024 | 2.22 M | $312.12 M | -0.96% | 0.52% |
LSV ASSET MANAGEMENT | 08/06/2024 | 1.91 M | $269.40 M | -2.25% | 0.44% |
ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 1.86 M | $262.10 M | -7.08% | 0.43% |
BAHL & GAYNOR INC | 08/07/2024 | 1.64 M | $231.96 M | -1.04% | 0.38% |
PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 1.53 M | $216.67 M | -46.40% | 0.36% |
ALLIANZ ASSET MANAGEMENT GMBH | 08/13/2024 | 1.51 M | $212.84 M | -13.62% | 0.35% |
HSBC HOLDINGS PLC | 08/12/2024 | 1.39 M | $195.97 M | 14.68% | 0.32% |
NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 1.32 M | $186.49 M | -7.87% | 0.31% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 1.30 M | $183.39 M | -42.25% | 0.30% |
SWISS NATIONAL BANK | 08/08/2024 | 1.27 M | $178.83 M | -3.86% | 0.30% |
ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 1.15 M | $162.86 M | -13.51% | 0.27% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 1.15 M | $161.85 M | -0.41% | 0.27% |
ROYAL BANK OF CANADA | 11/06/2024 | 1.14 M | $161.45 M | 1.62% | 0.27% |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 08/12/2024 | 1.05 M | $147.90 M | 11.16% | 0.24% |
BANK OF MONTREAL /CAN/ | 08/14/2024 | 999,906 | $140.28 M | 3.09% | 0.23% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 993,450 | $140.25 M | -15.74% | 0.23% |
NATIONAL PENSION SERVICE | 08/13/2024 | 938,385 | $132.47 M | 0.98% | 0.22% |
DEUTSCHE BANK AG\ | 08/14/2024 | 923,531 | $130.37 M | -13.41% | 0.22% |
CI PRIVATE WEALTH, LLC | 08/13/2024 | 872,148 | $123.12 M | 7.39% | 0.20% |
PRUDENTIAL FINANCIAL INC | 08/13/2024 | 848,213 | $119.74 M | -28.10% | 0.20% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 839,200 | $118.47 M | -17.65% | 0.20% |
MARINER, LLC | 08/13/2024 | 838,234 | $118.33 M | 5.76% | 0.20% |
PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 810,263 | $114.38 M | -0.95% | 0.19% |
RHUMBLINE ADVISERS | 08/01/2024 | 809,792 | $114.32 M | -7.88% | 0.19% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 802,533 | $113.29 M | -4.74% | 0.19% |
Phillips 66institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of PSX shares?
During the previous two years, 864 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
BEACON INVESTMENT ADVISORY SERVICES, INC.: 0
Jefferies Financial Group Inc.: 0
Gradient Investments LLC: 0
Newbridge Financial Services Group, Inc.: 0
Railway Pension Investments Ltd: 0
Covenant Partners, LLC: 0
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What percentage of Phillips 66 stock is owned by institutional investors?
73.09% of Phillips 66 stock is owned by institutional investors.
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How much institutional buying is happening at PSX ?
Institutional investors have bought a total of 233.49 M shares in the last 24 months. This purchase volume represents approximately $30.30 B in transactions.