Phillips 66 Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 32.02 M | $5.83 B | 3.57% | 7.94% |
| 05/15/2026 | 26.11 M | $4.76 B | 100.00% | 6.48% | |
| STATE STREET CORP | 05/15/2026 | 25.77 M | $4.70 B | 9.26% | 6.39% |
| 05/08/2026 | 22.10 M | $4.03 B | 100.00% | 5.48% | |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 05/15/2026 | 19.25 M | $3.51 B | 0.00% | 4.78% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 13.79 M | $2.51 B | -2.58% | 3.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 10.66 M | $1.93 B | 2.35% | 2.64% |
| HARRIS ASSOCIATES L P | 05/15/2026 | 9.13 M | $1.66 B | -34.65% | 2.27% |
| MORGAN STANLEY | 05/15/2026 | 7.10 M | $1.29 B | 4.55% | 1.76% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 6.88 M | $1.25 B | -3.16% | 1.71% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 5.72 M | $1.04 B | 157.34% | 1.42% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 4.78 M | $870.15 M | 13.05% | 1.18% |
| FMR LLC | 05/15/2026 | 4.33 M | $788.32 M | -3.06% | 1.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 3.97 M | $722.99 M | 0.61% | 0.98% |
| INVESCO LTD. | 05/12/2026 | 3.96 M | $721.59 M | 2.34% | 0.98% |
| NORTHERN TRUST CORP | 05/14/2026 | 3.68 M | $669.71 M | -1.09% | 0.91% |
| AMUNDI | 05/18/2026 | 3.67 M | $668.14 M | 61.99% | 0.91% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.38 M | $616.41 M | 3.71% | 0.84% |
| UBS GROUP AG | 05/05/2026 | 3.15 M | $573.78 M | 2.13% | 0.78% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.97 M | $541.26 M | 1.20% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.84 M | $517.36 M | 1.53% | 0.70% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 2.32 M | $422.96 M | -2.88% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 2.27 M | $413.53 M | 100.00% | 0.56% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.24 M | $413.94 M | 50.53% | 0.56% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.99 M | $362.87 M | -3.14% | 0.49% |
| NUVEEN, LLC | 04/30/2026 | 1.71 M | $310.75 M | 26.74% | 0.42% |
| BOSTON PARTNERS | 05/11/2026 | 1.65 M | $301.25 M | 19.32% | 0.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.49 M | $271.44 M | -6.78% | 0.37% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 1.42 M | $259.59 M | -2.12% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.39 M | $253.63 M | -7.72% | 0.35% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.32 M | $240.76 M | 25.89% | 0.33% |
| MARINER, LLC | 05/13/2026 | 1.22 M | $222.71 M | 3.64% | 0.30% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 1.21 M | $219.67 M | 53.01% | 0.30% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.19 M | $217.53 M | 393.61% | 0.30% |
| SWISS NATIONAL BANK | 05/07/2026 | 1.18 M | $215.42 M | 6.78% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 1.04 M | $188.83 M | 26.46% | 0.26% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 1.03 M | $187.61 M | -15.15% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.03 M | $187.14 M | -21.60% | 0.25% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 999.31 K | $182.06 M | 61.40% | 0.25% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/13/2026 | 981.43 K | $178.80 M | -3.53% | 0.24% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 916.94 K | $167.05 M | 8.38% | 0.23% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 904.81 K | $164.84 M | 124.16% | 0.22% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 899.11 K | $163.80 M | 100.00% | 0.22% |
| LPL FINANCIAL LLC | 05/06/2026 | 887.80 K | $161.74 M | -0.74% | 0.22% |
| HSBC HOLDINGS PLC | 04/30/2026 | 883.91 K | $160.99 M | 2.73% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 862.14 K | $157.06 M | -4.96% | 0.21% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 824.36 K | $150.18 M | -17.31% | 0.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 796.51 K | $145.11 M | 100.00% | 0.20% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 790.60 K | $144.03 M | -5.58% | 0.20% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 781.00 K | $142.28 M | 5.71% | 0.19% |
Phillips 66 institutional Ownership - FAQ's
During the previous two years, 2802 institutional investors and hedge funds held shares of Phillips 66. The most heavily invested institutionals were:
BlackRock, Inc.: 32.02 M
STATE STREET CORP: 25.77 M
Elliott Investment Management L.P.: 19.25 M
WELLS FARGO & COMPANY/MN: 13.79 M
GEODE CAPITAL MANAGEMENT, LLC: 10.66 M
HARRIS ASSOCIATES L P: 9.13 M
77.53% of Phillips 66 stock is owned by institutional investors.
Institutional investors have bought a total of 415.71 M shares in the last 24 months. This purchase volume represents approximately $67.67 B in transactions.