Phillips 66 (PSX) Ownership

139.36 ↓0.06 (-0.04%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Phillips 66 (PSX), owning a total of 46.4 million shares. Combined, the top 34 institutional holders of PSX own 80.63% of the company with a total of 331.2 million shares.

In the latest ownership report on June 30th 2025, the top 34 institutional holders increased their combined ownership of PSX by 11 million shares. 10 institutions bought 16,512,225 total additional shares and increased their ownership by an average of 12.40%. However 10 institutions sold 5,491,923 total shares and decreased their ownership by an average of 8.51%.

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 11,020,302 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	11.474%	14.803%	46,368,000	5,978,841	2025-06-30
BlackRock Inc	7.888%	6.580%	31,877,118	1,967,949	2025-06-30
State Street Corp	6.018%	-6.664%	24,318,409	-1,736,376	2025-06-30
Elliott Investment Management LP	4.764%	22.423%	19,251,000	3,526,000	2025-06-30
Wells Fargo & Co	3.866%	-2.065%	15,624,294	-329,455	2025-06-30
Harris Associates L.P.	3.328%	-2.788%	13,449,090	-385,734	2025-06-30
Geode Capital Management, LLC	2.556%	17.431%	10,327,304	1,532,967	2025-06-30
Bank of New York Mellon Corp	2.325%	6.065%	9,394,750	537,245	2025-06-30
T. Rowe Price Associates, Inc.	2.221%	33.790%	8,976,104	2,266,996	2025-06-30
Morgan Stanley - Brokerage Accounts	1.699%	1.812%	6,867,580	122,229	2025-06-30
Amvescap Plc.	1.164%	-1.283%	4,704,727	-61,139	2025-06-30
NORGES BANK	1.086%	0.509%	4,390,231	22,215	2025-06-30
UBS Group AG	1.039%	-9.430%	4,196,893	-436,975	2025-06-30
Northern Trust Corp	0.993%	-9.614%	4,012,833	-426,818	2025-06-30
FMR Inc	0.955%	-7.383%	3,861,197	-307,809	2025-06-30
Charles Schwab Investment Management Inc	0.809%	5.334%	3,268,830	165,514	2025-06-30
Bank of America Corp	0.802%	-21.491%	3,242,016	-887,443	2025-06-30
Barrow Hanley Mewhinney & Strauss LLC	0.787%	-0.455%	3,181,658	-14,528	2025-06-30
UBS Asset Mgmt Americas Inc	0.734%	15.246%	2,965,255	392,269	2025-06-30
Goldman Sachs Group Inc	0.712%	-23.952%	2,875,418	-905,646	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.474%	14.803%	46,368,000	5,978,841	2025-06-30
BlackRock Inc	7.888%	6.580%	31,877,118	1,967,949	2025-06-30
OFI Invest Asset Management	7.098%	0.000%	31,605,722	31,605,722	2023-03-31
State Street Corporation	6.664%	-4.984%	27,894,901	-1,463,153	2024-03-31
State Street Corp	6.018%	-6.664%	24,318,409	-1,736,376	2025-06-30
Elliott Investment Management LP	4.764%	22.423%	19,251,000	3,526,000	2025-06-30
Wells Fargo & Co	3.866%	-2.065%	15,624,294	-329,455	2025-06-30
Harris Associates L.P.	3.328%	-2.788%	13,449,090	-385,734	2025-06-30
Geode Capital Management, LLC	2.556%	17.431%	10,327,304	1,532,967	2025-06-30
Bank of New York Mellon Corp	2.325%	6.065%	9,394,750	537,245	2025-06-30
T. Rowe Price Associates, Inc.	2.221%	33.790%	8,976,104	2,266,996	2025-06-30
Barclays PLC	1.812%	5.538%	7,380,915	387,311	2024-12-31
Morgan Stanley - Brokerage Accounts	1.699%	1.812%	6,867,580	122,229	2025-06-30
JPMorgan Chase & Co	1.623%	-20.842%	6,618,711	-1,742,699	2024-09-30
Aristotle Capital Management LLC	1.341%	-25.028%	5,682,953	-1,897,152	2023-12-31
Amvescap Plc.	1.164%	-1.283%	4,704,727	-61,139	2025-06-30
NORGES BANK	1.086%	0.509%	4,390,231	22,215	2025-06-30
Nomura Holdings Inc	1.041%	724.808%	4,208,161	3,697,962	2025-03-31
UBS Group AG	1.039%	-9.430%	4,196,893	-436,975	2025-06-30
Wellington Management Company LLP	1.012%	-67.348%	4,178,787	-8,619,165	2024-09-30
Northern Trust Corp	0.993%	-9.614%	4,012,833	-426,818	2025-06-30
FMR Inc	0.955%	-7.383%	3,861,197	-307,809	2025-06-30
Dimensional Fund Advisors, Inc.	0.922%	-7.171%	3,726,262	-287,851	2025-03-31
Amundi	0.904%	25.733%	3,682,414	753,653	2024-12-31
Legal & General Group PLC	0.816%	-8.900%	3,370,128	-329,242	2024-09-30
Charles Schwab Investment Management Inc	0.809%	5.334%	3,268,830	165,514	2025-06-30
Bank of America Corp	0.802%	-21.491%	3,242,016	-887,443	2025-06-30
Barrow Hanley Mewhinney & Strauss LLC	0.787%	-0.455%	3,181,658	-14,528	2025-06-30
D. E. Shaw & Co LP	0.656%	-9.839%	3,101,819	-338,503	2022-09-30
UBS Asset Mgmt Americas Inc	0.734%	15.246%	2,965,255	392,269	2025-06-30
Goldman Sachs Group Inc	0.712%	-23.952%	2,875,418	-905,646	2025-06-30
LSV Asset Management	0.586%	3.864%	2,769,645	103,028	2022-09-30
Boston Partners Global Investors, Inc	0.618%	-14.740%	2,552,200	-441,217	2024-12-31
Nuveen Asset Management, LLC	0.320%	0.072%	1,321,973	957	2024-09-30

Mutual Fund Ownership

Cushing Midstream Strategy is the biggest individual fund holder of Phillips 66 (PSX), owning a total of 15.4 million shares. Combined, the top 48 mutual fund holders of PSX own 44.90% of the company with a total of 185.4 million shares.

In the latest ownership report on August 31st 2025, the top 48 fund holders increased their combined ownership of PSX by 58 thousand shares. 2 funds bought 61,771 total additional shares and increased their ownership by an average of 0.63%. However 1 funds sold 3,434 total shares and decreased their ownership by an average of 0.16%.

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 58,337 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Energy Select Sector SPDR® ETF	1.960%	0.017%	7,922,369	1,304	2025-08-31
SPDR® S&P 500® ETF	1.215%	1.247%	4,910,760	60,467	2025-08-31
iShares Core S&P 500 ETF	1.213%	0.000%	4,903,480	0	2025-08-31
State St S&P 500® Indx SL Cl III	0.538%	-0.158%	2,174,767	-3,434	2025-08-31
iShares Russell Mid-Cap ETF	0.359%	0.000%	1,450,988	0	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Cushing Midstream Strategy	3.800%	-5.487%	15,354,819	-891,413	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.264%	-0.084%	14,360,877	-12,064	2023-03-31
Vanguard US Total Market Shares ETF	3.252%	-1.193%	13,259,081	-160,031	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.168%	-2.289%	12,803,652	-299,885	2025-07-31
Energy Select Sector SPDR® ETF	2.420%	0.242%	10,258,400	24,780	2024-05-30
Vanguard 500 Index Investor	2.496%	-12.778%	10,087,130	-1,477,819	2025-07-31
The Energy Select Sector SPDR® ETF	1.960%	0.017%	7,922,369	1,304	2025-08-31
Fidelity® 500 Index	1.179%	0.641%	5,188,856	33,021	2023-11-30
Oakmark Investor	1.281%	0.000%	5,176,400	0	2025-06-30
Fidelity 500 Index	1.278%	0.043%	5,164,675	2,214	2025-07-31
SPDR® S&P 500 ETF Trust	1.212%	0.699%	5,140,191	35,700	2024-05-30
SPDR® S&P 500 ETF	1.261%	-1.444%	5,140,170	-75,330	2025-03-31
SPDR® S&P 500® ETF Trust	1.227%	-0.522%	5,003,847	-26,244	2025-03-31
SPDR® S&P 500® ETF	1.215%	1.247%	4,910,760	60,467	2025-08-31
iShares Core S&P 500 ETF	1.213%	0.000%	4,903,480	0	2025-08-31
Vanguard Mid Cap Index Institutional	1.125%	1.092%	4,544,643	49,079	2025-07-31
Vanguard Value Index Inv	0.894%	-0.095%	3,611,164	-3,428	2025-07-31
Oakmark Select Investor	0.789%	0.000%	3,187,000	0	2025-06-30
Vanguard Wellington™ Inv	0.739%	-11.751%	3,091,207	-411,633	2024-06-30
Vanguard Institutional Index I	0.609%	-1.151%	2,462,741	-28,686	2025-07-31
Vanguard Dividend Appreciation ETF	0.542%	0.195%	2,189,196	4,252	2025-07-31
State St S&P 500® Indx SL Cl III	0.538%	-0.158%	2,174,767	-3,434	2025-08-31
Vanguard Mid-Cap Value ETF	0.453%	0.084%	2,088,245	1,750	2023-02-28
Vanguard Energy ETF	0.474%	-0.411%	1,915,723	-7,910	2025-07-31
Vanguard Windsor™ II Inv	0.433%	0.000%	1,839,000	0	2023-12-31
Vanguard Energy Inv	0.431%	-0.560%	1,803,163	-10,161	2024-06-30
Pacer US Cash Cows 100 ETF	0.420%	-0.217%	1,697,624	-3,690	2025-08-29
Blackrock Equity Index Non-Lendable	0.363%	0.000%	1,671,080	1,671,080	2022-06-30
Vanguard Wellesley® Income Inv	0.394%	-12.629%	1,647,403	-238,124	2024-06-30
Vanguard High Dividend Yield ETF	0.388%	0.337%	1,566,771	5,254	2025-07-31
Vanguard Institutional 500 Index Trust	0.385%	0.000%	1,555,627	1,555,627	2025-07-31
Blackrock Eq Idx Fund CF	0.385%	0.924%	1,554,419	14,236	2025-06-30
JHancock Disciplined Value Mid Cap I	0.369%	-1.535%	1,544,519	-24,085	2024-05-31
BNY Mellon Dynamic Value Fund A	0.378%	0.561%	1,526,002	8,509	2025-06-30
MicroSectors™ US Big Oil 3X Lvrgd ETN	0.344%	-15.145%	1,512,175	-269,890	2023-02-28
T. Rowe Price U.S. Value Equity Tr-Z	0.365%	-7.505%	1,487,601	-120,699	2025-03-31
T. Rowe Price US Value Equity Composite	0.359%	0.000%	1,464,807	1,464,807	2024-12-31
iShares Russell Mid-Cap ETF	0.359%	0.000%	1,450,988	0	2025-08-31
T. Rowe Price U.S. Value Equity Tr-D	0.349%	-4.412%	1,421,974	-65,627	2025-06-30
Vanguard Equity-Income Inv	0.336%	-55.360%	1,389,124	-1,722,736	2024-09-30
iShares Russell 1000 Value ETF	0.296%	8.534%	1,357,373	106,729	2023-06-21
Blackrock Russ 1000 Eq Idx Composite	0.332%	6.054%	1,354,210	77,309	2025-03-31
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
Russell 1000 Index Fund	0.319%	-4.493%	1,299,930	-61,159	2025-05-31
T. Rowe Price Value	0.318%	-11.269%	1,295,774	-164,566	2025-03-31
JHancock Disciplined Value I	0.313%	0.000%	1,290,755	0	2024-08-31
Invesco S&P 500® Equal Weight ETF	0.263%	0.748%	1,085,556	8,064	2024-11-27