Phillips 66 Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 40.50 M | $4.61 B | -0.56% | 9.71% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 30.53 M | $3.48 B | -1.81% | 7.32% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 16.03 M | $1.83 B | -0.76% | 3.84% |
HARRIS ASSOCIATES L P | 02/14/2025 | 11.69 M | $1.33 B | 19.34% | 2.80% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 9.34 M | $1.06 B | 7.34% | 2.24% |
UBS GROUP AG | 02/14/2025 | 9.08 M | $1.03 B | 149.31% | 2.18% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 8.53 M | $968.84 M | 0.98% | 2.04% |
BARCLAYS PLC | 02/13/2025 | 7.38 M | $840.91 M | 5.54% | 1.77% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 6.03 M | $686.62 M | 283.51% | 1.44% |
NORGES BANK | 02/12/2025 | 4.37 M | $497.65 M | 100.00% | 1.05% |
INVESCO LTD. | 02/13/2025 | 4.11 M | $468.55 M | 9.24% | 0.99% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 4.01 M | $457.26 M | 9.78% | 0.96% |
AMUNDI | 02/07/2025 | 3.68 M | $428.08 M | 25.73% | 0.88% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 3.40 M | $387.81 M | 61.28% | 0.82% |
FMR LLC | 02/13/2025 | 3.10 M | $352.78 M | -3.45% | 0.74% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 3.00 M | $342.13 M | 3.48% | 0.72% |
DEUTSCHE BANK AG\ | 02/14/2025 | 2.58 M | $293.87 M | 9.65% | 0.62% |
BOSTON PARTNERS | 02/11/2025 | 2.55 M | $291.06 M | -14.74% | 0.61% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 2.54 M | $288.86 M | 0.58% | 0.61% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 2.30 M | $261.63 M | -31.86% | 0.55% |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 02/18/2025 | 2.03 M | $231.23 M | -2.11% | 0.49% |
ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 1.73 M | $197.05 M | -7.30% | 0.41% |
JPMORGAN CHASE & CO | 02/12/2025 | 1.73 M | $196.87 M | -49.10% | 0.41% |
LSV ASSET MANAGEMENT | 02/13/2025 | 1.72 M | $195.83 M | -7.43% | 0.41% |
HSBC HOLDINGS PLC | 02/14/2025 | 1.63 M | $185.52 M | 6.34% | 0.39% |
BAHL & GAYNOR INC | 02/06/2025 | 1.59 M | $181.62 M | -2.80% | 0.38% |
ROYAL BANK OF CANADA | 02/14/2025 | 1.50 M | $170.59 M | 42.48% | 0.36% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 1.48 M | $168.79 M | 100.00% | 0.36% |
CAPITOLIS LIQUID GLOBAL MARKETS LLC | 02/14/2025 | 1.25 M | $142.18 M | 100.00% | 0.30% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 1.19 M | $135.83 M | -11.44% | 0.29% |
SWISS NATIONAL BANK | 02/10/2025 | 1.18 M | $134.72 M | -6.05% | 0.28% |
NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 1.13 M | $129.27 M | 166.73% | 0.27% |
NATIONAL PENSION SERVICE | 02/05/2025 | 1.12 M | $127.68 M | 11.87% | 0.27% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 1.11 M | $126.17 M | 4.06% | 0.27% |
ING GROEP NV | 02/03/2025 | 1.07 M | $122.22 M | -9.32% | 0.26% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 1.06 M | $121.00 M | 1.20% | 0.25% |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/14/2025 | 994,000 | $113.25 M | 585.52% | 0.24% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 955,230 | $108.83 M | -27.74% | 0.23% |
MARINER, LLC | 02/13/2025 | 949,602 | $108.17 M | 5.25% | 0.23% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 944,398 | $107.60 M | -0.18% | 0.23% |
CI PRIVATE WEALTH, LLC | 02/10/2025 | 935,425 | $106.57 M | -5.16% | 0.22% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 800,865 | $91.24 M | -1.18% | 0.19% |
BANK OF MONTREAL /CAN/ | 02/13/2025 | 776,796 | $88.50 M | -52.46% | 0.19% |
ELLIOTT INVESTMENT MANAGEMENT L.P. | 02/14/2025 | 775,000 | $88.30 M | 0.00% | 0.19% |
RHUMBLINE ADVISERS | 01/30/2025 | 765,601 | $87.22 M | -2.13% | 0.18% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 762,600 | $86.88 M | 0.67% | 0.18% |
FAYEZ SAROFIM & CO | 02/14/2025 | 706,688 | $80.51 M | 2.43% | 0.17% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 697,807 | $79.50 M | -9.36% | 0.17% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 692,100 | $78.85 M | 41.10% | 0.17% |
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/12/2025 | 651,668 | $75.65 M | 4.77% | 0.16% |
Phillips 66 institutional Ownership - FAQ's
During the previous two years, 2413 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
VANGUARD GROUP INC: 40.5 M
BlackRock Funding, Inc. /DE: 30.53 M
WELLS FARGO & COMPANY/MN: 16.03 M
HARRIS ASSOCIATES L P: 11.69 M
Bank of New York Mellon Corp: 9.34 M
UBS Group AG: 9.08 M
73.50% of Phillips 66 stock is owned by institutional investors.
Institutional investors have bought a total of 371.03 M shares in the last 24 months. This purchase volume represents approximately $42.73 B in transactions.