Phillips 66 (PSX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

405,549,000Shares Outstanding

311,118,994Shares held by institutions

$49,586,145,264Value of institutional holdings

76.72%Institutional ownership %

0.41%Shares Changed QoQ

1,860No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Phillips 66 (NYSE:PSX) appears in 1,853 institutional 13F filings for the quarter ending December 2025.

These investors collectively held 75.9% of Phillips 66's outstanding shares in December 2025, down from 76.8% in September 2025.
They increased total shares held in PSX by 1.86% quarter over quarter, and investors in Phillips 66 increased 5.28% from a year ago.
During the quarter, 893 of these 1,853 funds increased positions in PSX, 626 reduced exposure, and 334 held steady.
The aggregate institutional position in Phillips 66 amounted to 307.69Mn shares as of December 2025, up by 5.62Mn shares quarter on quarter, and down 17.18Mn shares year over year.
Somerset Trust Co leads ownership in PSX with 21.24K shares as of December 31, 2025, equal to 0.01% of outstanding shares.
Top purchasers of PSX stock for the quarter ending December 2025 included Somerset Trust Co (301), LVM CAPITAL MANAGEMENT LTD/MI (281), Ares Financial Consulting, LLC (110), Hickory Point Bank & Trust (74), BURKETT FINANCIAL SERVICES, LLC (1).
The largest sales of PSX for the quarter ending December 2025 came from ADIRONDACK TRUST CO (551), ROWLANDMILLER & PARTNERS.ADV (207), NEVILLE RODIE & SHAW INC (200), MJT & Associates Financial Advisory Group, Inc. (99), Bangor Savings Bank (86).
Per Business Quant, the top 10 investors in PSX for the quarter ending December 2025 include Somerset Trust Co (21.24K), NEVILLE RODIE & SHAW INC (15.93K), ROWLANDMILLER & PARTNERS.ADV (12.68K), Hilltop National Bank (11.67K), Bangor Savings Bank (10.38K), ADIRONDACK TRUST CO (8.66K), Investors Research Corp (4.69K), LVM CAPITAL MANAGEMENT LTD/MI (4.68K), First Financial Bank - Trust Division (2.18K), Coastline Trust Co (1.42K).

1,860 Institutional Holders

311,118,994 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
Elliott Investment Management L.P.	31 Dec, 2025	19,251,000	0	0.00%	$2,484,149,040.00
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
Goldman Sachs Group Inc	31 Dec, 2025	4,447,249	1,704,867	62.17%	$573,873,131.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,944,561	89,621	2.32%	$509,006,151.00
Invesco Ltd.	31 Dec, 2025	3,870,398	-185,668	-4.58%	$499,436,104.00
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
M&T Bank Corp	31 Dec, 2025	3,206,927	2,722,307	561.74%	$518,400,711.00
UBS Group AG	31 Dec, 2025	3,083,687	-1,348,908	-30.43%	$397,918,971.00
Bank Of America Corp /De/	31 Dec, 2025	2,935,869	-2,527,905	-46.27%	$378,844,595.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,796,607	-33,790	-1.19%	$360,883,845.00

1 - 20 of 1,860

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