Phillips 66 (PSX) Ownership

163.34 ↑4.38 (2.76%)
As of March 28, 2024, 3:59pm EST.

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 63.83% 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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.278%-1.087%39,692,408-436,1032023-12-31
BlackRock Inc8.180%0.322%34,996,842112,3402023-12-31
State Street Corporation6.862%-4.534%29,358,054-1,394,3922023-12-31
Wells Fargo & Co3.962%-1.006%16,948,896-172,1812023-12-31
Wellington Management Company LLP2.549%20.332%10,903,1301,842,2262023-12-31
Barclays PLC2.494%37.458%10,667,7092,907,0002023-12-31
Geode Capital Management, LLC2.297%0.933%9,825,65190,8662023-12-31
Morgan Stanley - Brokerage Accounts1.645%3.994%7,039,279270,3192023-12-31
Harris Associates L.P.1.614%262.337%6,904,2494,998,7712023-12-31
Bank of New York Mellon Corp1.358%27.134%5,810,7521,240,1622023-12-31
Aristotle Capital Management LLC1.328%-25.028%5,682,953-1,897,1522023-12-31
Amvescap Plc.1.270%-5.153%5,432,155-295,1172023-12-31
Bank of America Corp1.213%-19.964%5,188,035-1,294,0842023-12-31
FMR Inc1.181%33.101%5,053,2011,256,6842023-12-31
Goldman Sachs Group Inc1.099%139.107%4,701,8982,735,4552023-12-31
Northern Trust Corp1.079%-5.399%4,617,549-263,5452023-12-31
NORGES BANK0.982%20.067%4,201,855702,2642023-12-31
Legal & General Group PLC0.903%18.336%3,864,923598,8762023-12-31
Boston Partners Global Investors, Inc0.902%962.003%3,858,1703,494,8782023-12-31
Dimensional Fund Advisors, Inc.0.866%9.327%3,702,734315,8892023-12-31
Barrow Hanley Mewhinney & Strauss LLC0.781%-5.441%3,359,091-193,2752023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.278%-1.087%39,692,408-436,1032023-12-31
BlackRock Inc8.180%0.322%34,996,842112,3402023-12-31
OFI Invest Asset Management7.098%0.000%31,605,72231,605,7222023-03-31
State Street Corporation6.862%-4.534%29,358,054-1,394,3922023-12-31
Wells Fargo & Co3.962%-1.006%16,948,896-172,1812023-12-31
Wellington Management Company LLP2.549%20.332%10,903,1301,842,2262023-12-31
Barclays PLC2.494%37.458%10,667,7092,907,0002023-12-31
Geode Capital Management, LLC2.297%0.933%9,825,65190,8662023-12-31
Morgan Stanley - Brokerage Accounts1.645%3.994%7,039,279270,3192023-12-31
Harris Associates L.P.1.614%262.337%6,904,2494,998,7712023-12-31
Bank of New York Mellon Corp1.358%27.134%5,810,7521,240,1622023-12-31
Aristotle Capital Management LLC1.328%-25.028%5,682,953-1,897,1522023-12-31
Amvescap Plc.1.270%-5.153%5,432,155-295,1172023-12-31
Bank of America Corp1.213%-19.964%5,188,035-1,294,0842023-12-31
FMR Inc1.181%33.101%5,053,2011,256,6842023-12-31
Goldman Sachs Group Inc1.099%139.107%4,701,8982,735,4552023-12-31
Northern Trust Corp1.079%-5.399%4,617,549-263,5452023-12-31
NORGES BANK0.982%20.067%4,201,855702,2642023-12-31
Legal & General Group PLC0.903%18.336%3,864,923598,8762023-12-31
Boston Partners Global Investors, Inc0.902%962.003%3,858,1703,494,8782023-12-31
Dimensional Fund Advisors, Inc.0.866%9.327%3,702,734315,8892023-12-31
UBS Group AG0.846%-9.757%3,637,849-393,2972023-09-30
Barrow Hanley Mewhinney & Strauss LLC0.781%-5.441%3,359,091-193,2752023-12-31
Amundi0.734%11.659%3,227,948337,0512023-09-30
JPMorgan Chase & Co0.714%-9.855%3,139,120-343,1702023-06-30
D. E. Shaw & Co LP0.656%-9.839%3,101,819-338,5032022-09-30
Nuveen Asset Management, LLC0.693%-8.199%3,086,721-275,6972023-03-31
Charles Schwab Investment Management Inc0.658%-2.605%2,895,912-77,4652023-09-30
LSV Asset Management0.586%3.864%2,769,645103,0282022-09-30

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 31 mutual fund holders of PSX own 29.72% of the company with a total of 129 million shares.

In the latest ownership report on February 29th 2024, the top 31 fund holders increased their combined ownership of PSX by 786 shares. 3 funds bought 56,234 total additional shares and increased their ownership by an average of 0.43%. However 2 funds sold 55,448 total shares and decreased their ownership by an average of 0.73%.

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 786 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Energy Select Sector SPDR® ETF2.416%-0.396%10,336,357-41,0802024-02-29
SPDR® S&P 500 ETF Trust1.206%0.631%5,160,73232,3642024-02-29
iShares Core S&P 500 ETF1.070%0.304%4,577,18013,8862024-02-29
Pacer US Cash Cows 100 ETF0.683%0.343%2,919,8739,9842024-02-29
Russell 1000 Index Fund0.315%-1.056%1,345,687-14,3682024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.264%-0.084%14,360,877-12,0642023-03-31
Vanguard Total Stock Mkt Idx Inv3.232%0.101%13,829,14013,9932024-01-31
Vanguard 500 Index Investor2.482%0.576%11,050,40463,2532023-08-31
Vanguard Institutional 500 Index Trust2.541%1.202%10,871,412129,1202024-01-31
Energy Select Sector SPDR® ETF2.416%-0.396%10,336,357-41,0802024-02-29
Vanguard Mid Cap Index Institutional1.196%0.040%5,513,5562,1872023-02-28
Fidelity 500 Index1.221%1.034%5,223,49253,4582024-01-31
Fidelity® 500 Index1.179%0.641%5,188,85633,0212023-11-30
SPDR® S&P 500 ETF Trust1.206%0.631%5,160,73232,3642024-02-29
iShares Core S&P 500 ETF1.070%0.304%4,577,18013,8862024-02-29
Vanguard Value Index Inv0.856%-0.102%3,662,680-3,7262024-01-31
Vanguard Equity-Income Inv0.854%33.775%3,655,145922,8432023-12-31
Pacer US Cash Cows 100 ETF0.683%0.343%2,919,8739,9842024-02-29
Vanguard Institutional Index I0.680%-0.100%2,910,010-2,9082024-01-31
Oakmark Investor0.645%78.129%2,761,0001,211,0002023-12-31
Vanguard Energy ETF0.541%0.793%2,315,86318,2242024-01-31
State St S&P 500® Indx SL Cl III0.496%0.894%2,121,19118,8002024-01-31
Vanguard Mid-Cap Value ETF0.453%0.084%2,088,2451,7502023-02-28
Vanguard Wellesley® Income Inv0.470%30.829%2,012,514474,2302023-12-31
Vanguard High Dividend Yield ETF0.464%-0.318%1,984,008-6,3372024-01-31
Vanguard Energy Inv0.437%27.822%1,871,217407,2922023-12-31
Vanguard Windsor™ II Inv0.430%0.000%1,839,00002023-12-31
Blackrock Equity Index Non-Lendable0.363%0.000%1,671,0801,671,0802022-06-30
Blackrock Eq Idx Fund CF0.368%-0.469%1,572,769-7,4082023-12-31
MicroSectors™ US Big Oil 3X Lvrgd ETN0.344%-15.145%1,512,175-269,8902023-02-28
Oakmark Select Investor0.322%0.000%1,377,0001,377,0002023-12-31
iShares Russell 1000 Value ETF0.296%8.534%1,357,373106,7292023-06-21
Russell 1000 Index Fund0.315%-1.056%1,345,687-14,3682024-02-29
Fidelity® Mid Cap Index0.303%1.054%1,331,87713,8922023-11-30
Fidelity Mid Cap Index0.303%1.054%1,331,87713,8922023-11-30
iShares Russell Mid-Cap ETF0.294%-0.075%1,295,377-9722023-12-29

Discussions

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day_in_the_office

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