Titelia

Fund shareholders of Phillips 66

ISIN US7185461040 · United States · LEI 5493005JBO5YSIGK1814

Fund shareholders
875
Of which ETFs
232 643 other funds
Value held
22.4B $ 3.2M € · 19.5M SEK
Share of capital
31.5 % of 399M shares on Jun 30, 2026

875 funds hold this company. This table lists the 873 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 158,88928.9M $0.11 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Energy ETF Invesco Exchange-Traded Fund Trust 156,79828.1M $4.47 %0.04 %as of Apr 30, 2026 ↗
Natixis U.S. Equity Opportunities Fund Natixis Funds Trust I 154,00028.1M $2.39 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF SPDR INDEX SHARES FUNDS 153,33827.9M $0.57 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 152,19227.3M $0.20 %0.04 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 150,37327.4M $0.13 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 145,42226.1M $1.43 %0.04 %as of Apr 30, 2026 ↗
Torray Equity Income Fund RBB Fund Trust 145,14922.4M $6.52 %0.04 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 144,43725.9M $0.20 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 144,25825.8M $0.40 %0.04 %as of Apr 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 138,45125.2M $0.79 %0.03 %as of Mar 31, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 136,73524.5M $1.25 %0.03 %as of Apr 30, 2026 ↗
Natixis Oakmark Fund Natixis Funds Trust II 133,83924.4M $2.26 %0.03 %as of Mar 31, 2026 ↗
Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust 130,95023.5M $1.59 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 130,17323.3M $0.20 %0.03 %as of Apr 30, 2026 ↗
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 129,67023.6M $0.51 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 128,59123M $0.11 %0.03 %as of Apr 30, 2026 ↗
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 128,38723M $0.36 %0.03 %as of Apr 30, 2026 ↗
BNY Mellon Large Cap Securities Fund, Inc. BNY Mellon Large Cap Securities Fund, Inc. 127,98223.3M $1.09 %0.03 %as of Mar 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 127,16523.2M $0.13 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 126,96422.7M $0.07 %0.03 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 126,81623.1M $0.26 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 121,50818.8M $0.12 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 119,81121.5M $0.11 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 119,40518.4M $1.63 %0.03 %as of Feb 28, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 117,90421.5M $0.31 %0.03 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 117,38921.4M $0.13 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 116,17721.2M $0.02 %0.03 %as of Mar 31, 2026 ↗
Invesco Energy Fund AIM Sector Funds (Invesco Sector Funds) 115,04920.6M $3.35 %0.03 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 113,97420.8M $0.13 %0.03 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 113,40120.7M $0.06 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 111,84720M $0.11 %0.03 %as of Apr 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 111,24020.3M $0.88 %0.03 %as of Mar 31, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 111,02520.2M $0.06 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 110,39120.1M $0.36 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 109,03819.9M $0.12 %0.03 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 105,26816.2M $0.37 %0.03 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 103,25518.5M $0.16 %0.03 %as of Apr 30, 2026 ↗
BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II 102,25018.3M $1.33 %0.03 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 102,02618.3M $0.12 %0.03 %as of Apr 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 100,00017.9M $0.24 %0.03 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 98,83715.3M $0.14 %0.02 %as of Feb 28, 2026 ↗
Mid Value Fund John Hancock Funds II 97,60215.1M $1.14 %0.02 %as of Feb 28, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 95,21617.1M $0.11 %0.02 %as of Apr 30, 2026 ↗
iShares North American Natural Resources ETF iShares Trust 94,44017.2M $1.88 %0.02 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 92,63414.3M $0.20 %0.02 %as of Feb 28, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 92,45916.8M $0.65 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 92,38214.3M $0.22 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 91,91816.5M $0.14 %0.02 %as of Apr 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 91,83216.5M $0.12 %0.02 %as of Apr 30, 2026 ↗
VanEck Global Natural Resources Portfolio Brighthouse Funds Trust II 91,40016.7M $2.24 %0.02 %as of Mar 31, 2026 ↗
Global Resources Fund VanEck Funds 90,50016.5M $2.24 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 90,22916.4M $0.13 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 89,02916.2M $0.13 %0.02 %as of Mar 31, 2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 89,00816.2M $1.78 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 88,23015.8M $0.12 %0.02 %as of Apr 30, 2026 ↗
Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust 88,09716M $1.20 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 86,07115.7M $0.13 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 85,00015.5M $0.10 %0.02 %as of Mar 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 84,90015.5M $0.06 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 84,84115.2M $0.12 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 83,45915.2M $0.13 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 82,67415.1M $0.13 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 80,17014.6M $0.12 %0.02 %as of Mar 31, 2026 ↗
Tortoise Energy Fund Tortoise Capital Series Trust 79,57012.3M $2.22 %0.02 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 77,21714.1M $0.42 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 77,14113.8M $0.53 %0.02 %as of Apr 30, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 76,35713.9M $3.13 %0.02 %as of Mar 31, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 76,20013.9M $0.06 %0.02 %as of Mar 31, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 75,48711.6M $0.62 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 75,23413.5M $0.39 %0.02 %as of Apr 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 70,80012.7M $0.23 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 70,02512.5M $0.53 %0.02 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 69,34212.6M $1.20 %0.02 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 69,13712.4M $0.07 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 68,80410.6M $0.10 %0.02 %as of Feb 28, 2026 ↗
HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC 68,47212.5M $0.45 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 68,36412.5M $0.13 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 67,29410.4M $0.10 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF SPDR INDEX SHARES FUNDS 66,76912.2M $1.52 %0.02 %as of Mar 31, 2026 ↗
Optimum Large Cap Growth Fund Optimum Fund Trust 66,59912.1M $0.72 %0.02 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 65,98411.8M $0.49 %0.02 %as of Apr 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 65,29211.9M $0.13 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 63,61111.6M $0.69 %0.02 %as of Mar 31, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 61,45411M $0.21 %0.02 %as of Apr 30, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 61,40511.2M $0.13 %0.02 %as of Mar 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 61,36411M $0.20 %0.02 %as of Apr 30, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 61,10011.1M $0.05 %0.02 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 60,51610.8M $0.20 %0.02 %as of Apr 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 60,21210.8M $0.36 %0.02 %as of Apr 30, 2026 ↗
Centre American Select Equity Fund Horizon Funds 59,9639.3M $2.35 %0.02 %as of Feb 28, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 59,74810.7M $0.46 %0.01 %as of Apr 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 59,5289.2M $0.35 %0.01 %as of Feb 28, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 58,8619.1M $0.14 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 58,64010.7M $0.07 %0.01 %as of Mar 31, 2026 ↗
MainGate MLP Fund MainGate Trust 58,0009M $1.07 %0.01 %as of Feb 28, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 57,19710.4M $0.13 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 57,13910.2M $0.49 %0.01 %as of Apr 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 57,10010.2M $0.83 %0.01 %as of Apr 30, 2026 ↗
Franklin Natural Resources Fund Franklin Strategic Series 55,60010M $1.85 %0.01 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust 7.29 %as of Mar 31, 2026 ↗
VanEck Oil Refiners ETF VanEck ETF Trust 7.24 %as of Mar 31, 2026 ↗
Torray Equity Income Fund RBB Fund Trust 6.52 %as of Feb 28, 2026 ↗
Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust 4.89 %as of Apr 30, 2026 ↗
ICON Natural Resources and Infrastructure Fund SCM Trust 4.74 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Energy ETF Invesco Exchange-Traded Fund Trust 4.47 %as of Apr 30, 2026 ↗
Hennessy Energy Transition Fund Hennessy Funds Trust 4.36 %as of Apr 30, 2026 ↗
Oakmark U.S. Large Cap ETF Harris Oakmark ETF Trust 4.35 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA ENERGY FUND Spirit of America Investment Fund, Inc. 4.28 %as of Feb 28, 2026 ↗
Westwood Salient Enhanced Energy Income ETF Ultimus Managers Trust 4.04 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2861+103125,879,526+1.0 %
2026Q1758-15124,650,513+0.0 %
2025Q47730124,639,237-1.6 %
2025Q3773+27126,624,428+10.7 %
2025Q2746-7114,372,621+2.9 %
2025Q1753-46111,100,932-3.5 %
2024Q4799-53115,142,003-11.7 %
2024Q3852-49130,334,459+1.5 %
2024Q2901+30128,409,297+3.5 %
2024Q1871+29124,089,142-0.6 %
2023Q4842124,885,078

Institutional managers

2,094 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.32,024,5975.8B $as of Mar 31, 2026
STATE STREET CORP25,772,8534.7B $as of Mar 31, 2026
Elliott Investment Management L.P.19,251,0003.5B $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN13,788,0072.5B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC10,658,1751.9B $as of Mar 31, 2026
HARRIS ASSOCIATES L P9,134,4281.7B $as of Mar 31, 2026
MORGAN STANLEY7,100,1291.3B $as of Mar 31, 2026
Bank of New York Mellon Corp6,879,2131.3B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC5,723,8911B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/4,776,330870.2K $as of Mar 31, 2026
FMR LLC4,327,131788.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,968,562723M $as of Mar 31, 2026
Invesco Ltd.3,960,848721.6M $as of Mar 31, 2026
NORTHERN TRUST CORP3,676,074669.7M $as of Mar 31, 2026
Amundi3,667,451668.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC3,383,523616.4M $as of Mar 31, 2026
UBS Group AG3,149,505573.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,971,036541.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,839,278517.4M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,321,649423M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,239,805413.9M $as of Mar 31, 2026
Legal & General Group Plc1,991,832362.9M $as of Mar 31, 2026
Nuveen, LLC1,705,721310.7M $as of Mar 31, 2026
Boston Partners1,651,820301.3M $as of Mar 31, 2026
ROYAL BANK OF CANADA1,489,962271.4M $as of Mar 31, 2026

Declared shareholders of Phillips 66

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Link Co 10.00 %1as of Sep 4, 2015 · SCHEDULE 13D
Vanguard Capital Management 7.52 %30,148,338as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.53 %22,173,687as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Phillips 66

188 funds declare 435 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund6194.9M $as of Mar 31, 2026
PIMCO CommoditiesPLUS Strategy Fund884.3M $as of Mar 31, 2026
PIMCO Short-Term Fund471.3M $as of Mar 31, 2026
PIMCO Low Duration Income Fund967.7M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND560.2M $as of Mar 31, 2026
PIMCO Short-Term Floating NAV Portfolio III354.9M $as of Mar 31, 2026
Invesco Ultra Short Duration ETF452.4M $as of Apr 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF549.3M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND548.1M $as of Mar 31, 2026
PIMCO Total Return Fund447.4M $as of Mar 31, 2026
PIMCO International Bond Fund (U.S. Dollar-Hedged)443.9M $as of Mar 31, 2026
PIMCO Short-Term Floating NAV Portfolio II341.1M $as of Mar 31, 2026
Baird Aggregate Bond Fund339.5M $as of Mar 31, 2026
PIMCO StocksPLUS Fund535.7M $as of Mar 31, 2026
PIMCO Short Asset Portfolio235.5M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF630.6M $as of Feb 28, 2026
PIMCO Short Asset Investment Fund430.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND229.3M $as of Feb 28, 2026
PIMCO Low Duration Fund922.7M $as of Mar 31, 2026
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)322.3M $as of Mar 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND320.6M $as of Feb 28, 2026
Dimensional Core Fixed Income ETF317.1M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF613.7M $as of Feb 28, 2026
PIMCO Dynamic Bond Fund813M $as of Mar 31, 2026
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)412.5M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Phillips 66". https://titelia.com/en/stocks/phillips-66-US7185461040