Phillips 66 Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

SWX:PSX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
14 Aug 25	BuyCHF 808,751	Gregory Hayes	Individual	8,350	CHF 96.86
31 Jul 25	BuyCHF 50,179	Sigmund Cornelius	Individual	500	CHF 100.36
30 Jul 25	BuyCHF 102,070	Michael Heim	Individual	1,000	CHF 102.07
22 May 25	BuyCHF 41,403	Robert Pease	Individual	439	CHF 94.31

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PSX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	375,499	0.0932%
Individual Insiders	454,021	0.113%
General Public	90,583,898	22.5%
Institutions	311,507,717	77.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 55.92% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.9%	The Vanguard Group, Inc.	51,930,038	CHF 6.4b	0.4%	0.09%
7.5%	BlackRock, Inc.	30,202,805	CHF 3.7b	-5.21%	0.06%
5.81%	State Street Global Advisors, Inc.	23,413,934	CHF 2.9b	-3.72%	0.11%
4.78%	Elliott Management Corporation	19,251,000	CHF 2.4b	0%	15.93%
3.74%	Wells Fargo & Company	15,063,594	CHF 1.8b	0%	0.49%
3.39%	Harris Associates L.P.	13,640,378	CHF 1.7b	1.42%	2.43%
2.57%	Geode Capital Management, LLC	10,368,484	CHF 1.3b	0.4%	0.09%
1.97%	BNY Asset Management	7,950,450	CHF 972.7m	-10.3%	0.21%
1.37%	UBS Asset Management AG	5,512,951	CHF 674.5m	-19.7%	0.06%
1.35%	T. Rowe Price Group, Inc.	5,450,003	CHF 666.8m	-39.3%	0.07%
1.09%	Norges Bank Investment Management	4,390,231	CHF 537.1m	0%	0.04%
0.96%	Charles Schwab Investment Management, Inc.	3,854,940	CHF 471.7m	0%	0.08%
0.95%	Northern Trust Global Investments	3,834,138	CHF 469.1m	-4.45%	0.07%
0.95%	Morgan Stanley	3,822,138	CHF 467.6m	0.98%	0.05%
0.78%	Barrow, Hanley, Mewhinney & Strauss, LLC	3,149,198	CHF 385.3m	-1.02%	1.23%
0.75%	Eaton Vance Management	3,031,643	CHF 370.9m	0%	0.09%
0.71%	FMR LLC	2,866,086	CHF 350.7m	-2.22%	0.02%
0.7%	Dimensional Fund Advisors LP	2,830,397	CHF 346.3m	-1.46%	0.06%
0.67%	Invesco Capital Management LLC	2,687,270	CHF 328.8m	-22.1%	0.12%
0.62%	Amundi Asset Management SAS	2,518,092	CHF 308.1m	7.86%	0.07%
0.56%	Legal & General Investment Management Limited	2,276,036	CHF 278.5m	1.49%	0.06%
0.5%	Millennium Management LLC	2,015,726	CHF 246.6m	30.2%	0.21%
0.47%	Goldman Sachs Asset Management, L.P.	1,893,734	CHF 231.7m	1.16%	0.06%
0.45%	AQR Capital Management, LLC	1,811,917	CHF 221.7m	451%	0.18%
0.38%	Raymond James Financial, Inc.	1,534,830	CHF 187.8m	1.92%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/02/08 04:01
End of Day Share Price	2025/12/01 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Phillips 66 is covered by 31 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
William Selesky	Argus Research Company
Theresa Chen	Barclays
Phillip Jungwirth	BMO Capital Markets Equity Research