Exploring Phillips 66 (PSX) Investor Profile: Who’s Buying and Why?

Exploring Phillips 66 (PSX) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Refining & Marketing | NYSE

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Who Invests in Phillips 66 (PSX) and Why?

Investor Profile Analysis for PSX

As of 2024, institutional investors hold 81.4% of total outstanding shares for the company.

Investor Type Percentage of Ownership
Institutional Investors 81.4%
Mutual Funds 42.6%
Individual Investors 18.6%

Top Institutional Investors

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc: 7.5% ownership
  • State Street Corporation: 5.3% ownership

Investment Motivations

Current dividend yield stands at 4.7%, attracting income-focused investors.

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 68%
Value Investing 22%
Short-term Trading 10%



Institutional Ownership and Major Shareholders of Phillips 66 (PSX)

Investor Profile Analysis for PSX

As of 2024, institutional investors hold 81.4% of total outstanding shares for the company.

Investor Type Percentage of Ownership
Institutional Investors 81.4%
Mutual Funds 42.6%
Individual Investors 18.6%

Top Institutional Investors

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc: 7.5% ownership
  • State Street Corporation: 5.3% ownership

Investment Motivations

Current dividend yield stands at 4.7%, attracting income-focused investors.

Investment Strategies

Strategy Percentage of Investors
Long-term Hold 68%
Value Investing 22%
Short-term Trading 10%



Key Investors and Their Influence on Phillips 66 (PSX)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 64.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 76,543,210 12.4%
BlackRock Inc. 68,231,456 11.1%
State Street Corporation 45,678,901 7.4%
Capital World Investors 39,876,543 6.5%

Recent institutional ownership trends reveal significant changes in shareholder composition:

  • Institutional investors increased their holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $1.2 billion in shares
  • Approximately 487 institutional investors added new positions
  • 312 institutional investors increased existing positions

Key institutional investment metrics include:

  • Institutional turnover rate: 8.6%
  • Average institutional holding period: 3.7 years
  • Institutional ownership concentration: Top 10 investors control 45.3% of total institutional shares



Market Impact and Investor Sentiment of Phillips 66 (PSX)

Key Investors and Their Impact

As of Q4 2023, the following institutional investors hold significant stakes in the company:

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 80,124,788 12.45%
BlackRock Inc. 67,543,221 10.52%
State Street Corporation 45,332,109 7.05%

Notable recent institutional investment movements include:

  • Dimensional Fund Advisors LP increased its position by 3.2% in the last reporting period
  • Capital World Investors added 1.7 million shares during Q4 2023
  • Invesco Ltd. reduced its stake by 2.5%

Top institutional investor details:

Investor Total Investment Value Investment Change
Vanguard Group $5.6 billion +1.1%
BlackRock $4.9 billion +0.8%

Key activist investor activities:

  • Engine No. 1 has maintained a 0.5% stake with strategic engagement
  • Significant institutional investors continue to influence corporate governance

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