Phillips 66 Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 34.11 M | $5.77 B | 6.52% | 8.49% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 26.18 M | $4.43 B | 0.29% | 6.51% |
| STATE STREET CORP | 08/07/2026 | 26.04 M | $4.40 B | 1.05% | 6.48% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 22.21 M | $3.76 B | 0.51% | 5.53% |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 08/14/2026 | 19.25 M | $3.25 B | 0.00% | 4.79% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 12.48 M | $2.11 B | -9.49% | 3.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 11.12 M | $1.87 B | 4.35% | 2.77% |
| MORGAN STANLEY | 08/13/2026 | 7.21 M | $1.22 B | 1.50% | 1.79% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 6.47 M | $1.09 B | -6.00% | 1.61% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 5.61 M | $948.92 M | -1.93% | 1.40% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 4.49 M | $758.95 M | 32.69% | 1.12% |
| NORGES BANK | 08/12/2026 | 4.16 M | $704.04 M | 100.00% | 1.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 4.09 M | $691.12 M | 3.02% | 1.02% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 4.09 M | $691.12 M | 100.00% | 1.02% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 3.80 M | $641.70 M | -20.53% | 0.94% |
| INVESCO LTD. | 08/14/2026 | 3.74 M | $632.55 M | -5.53% | 0.93% |
| FMR LLC | 08/13/2026 | 3.73 M | $630.24 M | -13.84% | 0.93% |
| NORTHERN TRUST CORP | 08/13/2026 | 3.58 M | $606.01 M | -2.48% | 0.89% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.11 M | $525.22 M | 9.40% | 0.77% |
| AMUNDI | 08/11/2026 | 2.96 M | $500.09 M | -19.34% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.78 M | $469.97 M | -6.43% | 0.69% |
| UBS GROUP AG | 08/13/2026 | 2.40 M | $405.84 M | -23.77% | 0.60% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 2.36 M | $399.19 M | 1.71% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 2.25 M | $381.13 M | -0.68% | 0.56% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.93 M | $336.63 M | -13.65% | 0.48% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 1.80 M | $303.65 M | -9.82% | 0.45% |
| HARRIS ASSOCIATES L P | 08/14/2026 | 1.76 M | $297.17 M | -80.76% | 0.44% |
| NUVEEN, LLC | 08/11/2026 | 1.74 M | $293.48 M | 1.78% | 0.43% |
| BOSTON PARTNERS | 08/04/2026 | 1.69 M | $286.09 M | 2.37% | 0.42% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.60 M | $271.13 M | 21.36% | 0.40% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 1.55 M | $262.12 M | 8.65% | 0.38% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.43 M | $241.23 M | -4.23% | 0.35% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 1.41 M | $238.38 M | 118.72% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.39 M | $234.24 M | -0.47% | 0.34% |
| CITADEL ADVISORS LLC | 08/14/2026 | 1.36 M | $230.55 M | 160.28% | 0.34% |
| HSBC HOLDINGS PLC | 08/14/2026 | 1.34 M | $227.89 M | 51.44% | 0.33% |
| MARINER, LLC | 08/13/2026 | 1.31 M | $221.84 M | 7.32% | 0.33% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.25 M | $211.02 M | 3.52% | 0.31% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.19 M | $201.70 M | 49.80% | 0.30% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.18 M | $199.30 M | 30.30% | 0.29% |
| SWISS NATIONAL BANK | 08/11/2026 | 1.13 M | $191.19 M | -4.36% | 0.28% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.10 M | $186.52 M | 195.22% | 0.27% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.09 M | $183.71 M | 40.77% | 0.27% |
| VESTOR CAPITAL, LLC | 07/28/2026 | 1.07 M | $3.64 M | 45,860.72% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.01 M | $170.54 M | -1.79% | 0.25% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 982.88 K | $166.16 M | 7.19% | 0.24% |
| MEREWETHER INVESTMENT MANAGEMENT, LP | 08/14/2026 | 967.35 K | $163.53 M | 1,075.40% | 0.24% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 945.25 K | $159.79 M | -8.21% | 0.24% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 943.03 K | $159.42 M | 48.56% | 0.23% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 891.11 K | $150.64 M | -0.89% | 0.22% |
Phillips 66 institutional Ownership - FAQ's
During the previous two years, 3018 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
BlackRock, Inc.: 34.11 M
VANGUARD CAPITAL MANAGEMENT LLC: 26.18 M
STATE STREET CORP: 26.04 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 22.21 M
Elliott Investment Management L.P.: 19.25 M
WELLS FARGO & COMPANY/MN: 12.48 M
79.93% of Phillips 66 stock is owned by institutional investors.
Institutional investors have bought a total of 469.22 M shares in the last 24 months. This purchase volume represents approximately $76.38 B in transactions.