Phillips 66 (PSX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

415,625,000Shares Outstanding

2,387,573Shares held by institutions

$377,618,546Value of institutional holdings

66.98%Institutional ownership %

2.66%Shares Changed QoQ

1,798No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 1798 institutional investors hold a position in Phillips 66 (NYSE:PSX).

The collective stake of institutional investors in Phillips 66 moved to 67.0% in December 2025, a shift down from the 73.9% reported for September 2025.
Quarterly data indicates a 2.66% shift in institutional share volume, and the annual owner count reflects an increase of 1.99%.
The latest 13F cycle for Phillips 66 reveals that of 1798 total investors, 863 funds grew their exposure, whereas 602 reduced theirs and 333 made no changes.
This class of investors increased its holdings in Phillips 66 to 278.39Mn shares for the 13F-cycle ending December 2025, up by 7.22Mn shares quarter on quarter, and down 28.86Mn shares year over year.
With 51.93Mn shares, VANGUARD GROUP INC commands the largest institutional position in Phillips 66 as of December 31, 2025, equating to 12.49% of the company.
Among the most significant buyers of Phillips 66 during December 2025 were NORGES BANK (4.96Mn), AQR CAPITAL MANAGEMENT LLC (1.37Mn), FMR LLC (794.22K), BlackRock, Inc. (703.07K), Yaupon Capital Management LP (512.50K).
Leading sellers of Phillips 66 stock in December 2025 included BARROW HANLEY MEWHINNEY & STRAUSS LLC (2.13Mn), Bank of New York Mellon Corp (1.41Mn), UBS Group AG (1.18Mn), WORLDQUANT MILLENNIUM ADVISORS LLC (964.14K), WELLS FARGO & COMPANY/MN (951.10K).
The top 10 institutional holders of Phillips 66 for the quarter ending December 2025 included VANGUARD GROUP INC (51.93Mn), BlackRock, Inc. (30.92Mn), STATE STREET CORP (23.59Mn), WELLS FARGO & COMPANY/MN (14.15Mn), HARRIS ASSOCIATES L P (13.98Mn), GEODE CAPITAL MANAGEMENT, LLC (10.41Mn), Bank of New York Mellon Corp (7.10Mn), MORGAN STANLEY (6.79Mn), NORGES BANK (4.96Mn), FMR LLC (4.46Mn).

1,798 Institutional Holders

2,387,573 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	51,930,038	205,480	0.40%	$6,701,052,104.00
BlackRock, Inc.	31 Dec, 2025	30,919,347	703,069	2.33%	$3,989,832,531.00
STATE STREET CORP	31 Dec, 2025	23,589,550	175,616	0.75%	$3,043,995,532.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	14,152,872	-951,095	-6.30%	$1,826,286,438.00
HARRIS ASSOCIATES L P	31 Dec, 2025	13,978,492	338,114	2.48%	$1,803,784,642.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	10,413,824	45,340	0.44%	$1,338,596,115.00
Bank of New York Mellon Corp	31 Dec, 2025	7,103,557	-1,410,831	-16.57%	$916,643,063.00
MORGAN STANLEY	31 Dec, 2025	6,791,424	-115,699	-1.68%	$876,365,560.00
NORGES BANK	31 Dec, 2025	4,961,297	4,961,297	0.00%	$640,205,765.00
FMR LLC	31 Dec, 2025	4,463,832	794,219	21.64%	$576,012,877.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,944,561	89,621	2.32%	$509,006,151.00
NORTHERN TRUST CORP	31 Dec, 2025	3,716,540	-117,598	-3.07%	$479,582,322.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	3,262,482	1,369,287	72.33%	$420,990,640.00
UBS Group AG	31 Dec, 2025	3,250,387	-1,182,208	-26.67%	$419,429,939.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	2,935,869	203,982	7.47%	$378,844,595.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,796,607	-33,790	-1.19%	$360,883,845.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	2,390,428	-38,836	-1.60%	$308,460,829.00
Amundi	31 Dec, 2025	2,263,958	-136,222	-5.68%	$292,141,698.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	2,238,025	-615,557	-21.57%	$288,794,840.00
Legal & General Group Plc	31 Dec, 2025	2,056,384	-219,652	-9.65%	$265,355,791.00

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