Phillips 66 (PSX) Bundle
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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