Phillips 66 (PSX) Ownership

151.41 ↓5.83 (-3.71%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Phillips 66 (PSX), owning a total of 39.7 million shares. Combined, the top 29 institutional holders of PSX own 64.19% of the company with a total of 275.3 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of PSX by 14.6 million shares. 13 institutions bought 20,565,730 total additional shares and increased their ownership by an average of 118.03%. However 8 institutions sold 5,945,849 total shares and decreased their ownership by an average of 8.45%.

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 14,619,881 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	9.344%	-1.087%	39,692,408	-436,103	2023-12-31
BlackRock Inc	8.239%	0.322%	34,996,842	112,340	2023-12-31
State Street Corporation	6.911%	-4.534%	29,358,054	-1,394,392	2023-12-31
Wells Fargo & Co	3.990%	-1.006%	16,948,896	-172,181	2023-12-31
Wellington Management Company LLP	2.567%	20.332%	10,903,130	1,842,226	2023-12-31
Barclays PLC	2.511%	37.458%	10,667,709	2,907,000	2023-12-31
Geode Capital Management, LLC	2.313%	0.933%	9,825,651	90,866	2023-12-31
Morgan Stanley - Brokerage Accounts	1.657%	3.994%	7,039,279	270,319	2023-12-31
Harris Associates L.P.	1.625%	262.337%	6,904,249	4,998,771	2023-12-31
Bank of New York Mellon Corp	1.368%	27.134%	5,810,752	1,240,162	2023-12-31
Aristotle Capital Management LLC	1.338%	-25.028%	5,682,953	-1,897,152	2023-12-31
Amvescap Plc.	1.279%	-5.153%	5,432,155	-295,117	2023-12-31
Bank of America Corp	1.221%	-19.964%	5,188,035	-1,294,084	2023-12-31
FMR Inc	1.190%	33.101%	5,053,201	1,256,684	2023-12-31
Goldman Sachs Group Inc	1.107%	139.107%	4,701,898	2,735,455	2023-12-31
Northern Trust Corp	1.087%	-5.399%	4,617,549	-263,545	2023-12-31
NORGES BANK	0.989%	20.067%	4,201,855	702,264	2023-12-31
Legal & General Group PLC	0.910%	18.336%	3,864,923	598,876	2023-12-31
Boston Partners Global Investors, Inc	0.908%	962.003%	3,858,170	3,494,878	2023-12-31
Dimensional Fund Advisors, Inc.	0.872%	9.327%	3,702,734	315,889	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	0.781%	-5.441%	3,359,091	-193,275	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.344%	-1.087%	39,692,408	-436,103	2023-12-31
BlackRock Inc	8.239%	0.322%	34,996,842	112,340	2023-12-31
OFI Invest Asset Management	7.098%	0.000%	31,605,722	31,605,722	2023-03-31
State Street Corporation	6.911%	-4.534%	29,358,054	-1,394,392	2023-12-31
Wells Fargo & Co	3.990%	-1.006%	16,948,896	-172,181	2023-12-31
Wellington Management Company LLP	2.567%	20.332%	10,903,130	1,842,226	2023-12-31
Barclays PLC	2.511%	37.458%	10,667,709	2,907,000	2023-12-31
Geode Capital Management, LLC	2.313%	0.933%	9,825,651	90,866	2023-12-31
Morgan Stanley - Brokerage Accounts	1.657%	3.994%	7,039,279	270,319	2023-12-31
Harris Associates L.P.	1.625%	262.337%	6,904,249	4,998,771	2023-12-31
Bank of New York Mellon Corp	1.368%	27.134%	5,810,752	1,240,162	2023-12-31
Aristotle Capital Management LLC	1.338%	-25.028%	5,682,953	-1,897,152	2023-12-31
Amvescap Plc.	1.279%	-5.153%	5,432,155	-295,117	2023-12-31
Bank of America Corp	1.221%	-19.964%	5,188,035	-1,294,084	2023-12-31
FMR Inc	1.190%	33.101%	5,053,201	1,256,684	2023-12-31
Goldman Sachs Group Inc	1.107%	139.107%	4,701,898	2,735,455	2023-12-31
Northern Trust Corp	1.087%	-5.399%	4,617,549	-263,545	2023-12-31
NORGES BANK	0.989%	20.067%	4,201,855	702,264	2023-12-31
Legal & General Group PLC	0.910%	18.336%	3,864,923	598,876	2023-12-31
Boston Partners Global Investors, Inc	0.908%	962.003%	3,858,170	3,494,878	2023-12-31
Dimensional Fund Advisors, Inc.	0.872%	9.327%	3,702,734	315,889	2023-12-31
UBS Group AG	0.846%	-9.757%	3,637,849	-393,297	2023-09-30
Barrow Hanley Mewhinney & Strauss LLC	0.781%	-5.441%	3,359,091	-193,275	2023-12-31
Amundi	0.734%	11.659%	3,227,948	337,051	2023-09-30
JPMorgan Chase & Co	0.714%	-9.855%	3,139,120	-343,170	2023-06-30
D. E. Shaw & Co LP	0.656%	-9.839%	3,101,819	-338,503	2022-09-30
Nuveen Asset Management, LLC	0.693%	-8.199%	3,086,721	-275,697	2023-03-31
Charles Schwab Investment Management Inc	0.658%	-2.605%	2,895,912	-77,465	2023-09-30
LSV Asset Management	0.586%	3.864%	2,769,645	103,028	2022-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Phillips 66 (PSX), owning a total of 14.4 million shares. Combined, the top 34 mutual fund holders of PSX own 30.95% of the company with a total of 133.7 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of PSX by 1.7 million shares. 2 funds bought 2,460,394 total additional shares and increased their ownership by an average of 3.05%. However 9 funds sold 749,920 total shares and decreased their ownership by an average of 2.75%.

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 1,710,474 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.551%	-1.325%	10,837,819	-145,544	2024-03-31
Energy Select Sector SPDR® ETF	2.407%	-0.473%	10,223,533	-48,540	2024-03-31
SPDR® S&P 500 ETF Trust	1.222%	-0.771%	5,188,641	-40,290	2024-03-31
Vanguard Value Index Inv	0.837%	-3.286%	3,554,497	-120,767	2024-03-31
Vanguard Institutional Index I	0.666%	-2.443%	2,827,408	-70,809	2024-03-31
Oakmark Investor	0.650%	0.000%	2,761,000	0	2024-03-31
Vanguard Dividend Appreciation ETF	0.559%	0.000%	2,376,394	2,376,394	2024-03-31
Vanguard Energy ETF	0.529%	-1.549%	2,245,075	-35,316	2024-03-31
State St S&P 500® Indx SL Cl III	0.492%	-1.822%	2,090,491	-38,800	2024-03-31
Vanguard High Dividend Yield ETF	0.417%	-10.751%	1,770,927	-213,336	2024-03-31
Blackrock Eq Idx Fund CF	0.362%	-2.322%	1,536,251	-36,518	2024-03-31
Oakmark Select Investor	0.344%	6.100%	1,461,000	84,000	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.264%	-0.084%	14,360,877	-12,064	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.249%	-0.217%	13,799,176	-29,964	2024-02-29
Vanguard 500 Index Investor	2.482%	0.576%	11,050,404	63,253	2023-08-31
Vanguard Institutional 500 Index Trust	2.551%	-1.325%	10,837,819	-145,544	2024-03-31
Energy Select Sector SPDR® ETF	2.407%	-0.473%	10,223,533	-48,540	2024-03-31
Vanguard Mid Cap Index Institutional	1.196%	0.040%	5,513,556	2,187	2023-02-28
Fidelity 500 Index	1.242%	1.017%	5,276,589	53,097	2024-02-29
Fidelity® 500 Index	1.179%	0.641%	5,188,856	33,021	2023-11-30
SPDR® S&P 500 ETF Trust	1.222%	-0.771%	5,188,641	-40,290	2024-03-31
iShares Core S&P 500 ETF	1.049%	0.741%	4,457,497	32,768	2024-03-28
Vanguard Equity-Income Inv	0.861%	33.775%	3,655,145	922,843	2023-12-31
Vanguard Value Index Inv	0.837%	-3.286%	3,554,497	-120,767	2024-03-31
Pacer US Cash Cows 100 ETF	0.683%	0.343%	2,919,873	9,984	2024-02-29
Vanguard Institutional Index I	0.666%	-2.443%	2,827,408	-70,809	2024-03-31
Oakmark Investor	0.650%	0.000%	2,761,000	0	2024-03-31
Vanguard Dividend Appreciation ETF	0.559%	0.000%	2,376,394	2,376,394	2024-03-31
Vanguard Energy ETF	0.529%	-1.549%	2,245,075	-35,316	2024-03-31
State St S&P 500® Indx SL Cl III	0.492%	-1.822%	2,090,491	-38,800	2024-03-31
Vanguard Mid-Cap Value ETF	0.453%	0.084%	2,088,245	1,750	2023-02-28
Vanguard Wellesley® Income Inv	0.474%	30.829%	2,012,514	474,230	2023-12-31
Vanguard Energy Inv	0.441%	27.822%	1,871,217	407,292	2023-12-31
Vanguard Windsor™ II Inv	0.433%	0.000%	1,839,000	0	2023-12-31
Vanguard High Dividend Yield ETF	0.417%	-10.751%	1,770,927	-213,336	2024-03-31
Blackrock Equity Index Non-Lendable	0.363%	0.000%	1,671,080	1,671,080	2022-06-30
JHancock Disciplined Value Mid Cap I	0.365%	41.714%	1,551,751	456,762	2024-02-29
Blackrock Eq Idx Fund CF	0.362%	-2.322%	1,536,251	-36,518	2024-03-31
MicroSectors™ US Big Oil 3X Lvrgd ETN	0.344%	-15.145%	1,512,175	-269,890	2023-02-28
Oakmark Select Investor	0.344%	6.100%	1,461,000	84,000	2024-03-31
iShares Russell 1000 Value ETF	0.296%	8.534%	1,357,373	106,729	2023-06-21
Blackrock Russ 1000 Eq Idx Composite	0.320%	0.000%	1,357,289	1,357,289	2023-12-31
Russell 1000 Index Fund	0.315%	-1.056%	1,345,687	-14,368	2024-02-29
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
iShares Russell Mid-Cap ETF	0.294%	-0.075%	1,295,377	-972	2023-12-29