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
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 55,2048.5M $0.10 %0.01 %as of Feb 28, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 55,10010M $0.72 %0.01 %as of Mar 31, 2026 ↗
VanEck VIP Global Resources Fund VanEck VIP Trust 53,7009.8M $2.22 %0.01 %as of Mar 31, 2026 ↗
Fidelity Disciplined Equity Fund Fidelity Capital Trust 52,7009.4M $0.41 %0.01 %as of Apr 30, 2026 ↗
VanEck Oil Refiners ETF VanEck ETF Trust 52,4799.6M $7.24 %0.01 %as of Mar 31, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 52,1329.3M $0.58 %0.01 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 51,8009.4M $0.12 %0.01 %as of Mar 31, 2026 ↗
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 51,6699.4M $0.15 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 51,3419.4M $0.13 %0.01 %as of Mar 31, 2026 ↗
VIP Energy Portfolio Variable Insurance Products Fund IV 50,8329.3M $1.23 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 50,8089.1M $0.12 %0.01 %as of Apr 30, 2026 ↗
Mid Value Trust John Hancock Variable Insurance Trust 50,7079.2M $1.45 %0.01 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds 50,5269.1M $1.11 %0.01 %as of Apr 30, 2026 ↗
AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. 50,4459M $0.49 %0.01 %as of Apr 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 50,4009.2M $0.18 %0.01 %as of Mar 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 50,3829.2M $1.76 %0.01 %as of Mar 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 50,0009M $1.26 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 49,9048.9M $0.33 %0.01 %as of Apr 30, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,7038.9M $0.69 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 49,4978.9M $0.26 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 49,4229M $0.12 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Value Portfolio Tax-Managed Value Portfolio 49,1908.8M $0.75 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 48,7888.9M $0.12 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Natural Resources Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 48,6418.9M $2.41 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,5827.3M $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 47,4578.6M $2.10 %0.01 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 46,0008.4M $0.19 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 45,6687M $0.11 %0.01 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 45,6198.3M $0.41 %0.01 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 45,3038.1M $0.35 %0.01 %as of Apr 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 44,9508.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 44,7328M $0.10 %0.01 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA ENERGY FUND Spirit of America Investment Fund, Inc. 44,6366.9M $4.28 %0.01 %as of Feb 28, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 44,0687.9M $1.48 %0.01 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 43,6007.9M $0.06 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 43,5907.9M $0.94 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 43,5087.8M $0.50 %0.01 %as of Apr 30, 2026 ↗
MML Equity Fund MML Series Investment Fund II 43,3007.9M $0.88 %0.01 %as of Mar 31, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 41,8127.5M $0.95 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 41,7007.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 41,5907.6M $0.13 %0.01 %as of Mar 31, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 41,5007.6M $0.07 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 41,4587.6M $1.05 %0.01 %as of Mar 31, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 41,4327.5M $0.76 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily Energy Bull 2X Shares Direxion Shares ETF Trust 41,2567.4M $2.67 %0.01 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 40,9897.3M $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 40,7626.3M $0.11 %0.01 %as of Feb 28, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 40,5367.4M $0.13 %0.01 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 40,3396.2M $0.21 %0.01 %as of Feb 28, 2026 ↗
DWS Global Income Builder Fund DEUTSCHE DWS MARKET TRUST 40,2097.2M $1.16 %0.01 %as of Apr 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 39,9227.3M $0.13 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 39,5947.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 39,3927.1M $0.32 %0.01 %as of Apr 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 38,5417M $1.06 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,2466.9M $0.13 %0.01 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 38,0376.9M $0.24 %0.01 %as of Mar 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 37,7395.8M $0.17 %0.01 %as of Feb 28, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 37,3326.8M $0.35 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 36,6306.7M $1.51 %0.01 %as of Mar 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 36,5186.7M $1.06 %0.01 %as of Mar 31, 2026 ↗
Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust 36,5116.5M $4.89 %0.01 %as of Apr 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 36,3785.6M $0.11 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 35,6206.5M $0.48 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 35,3306.3M $0.61 %0.01 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 35,1936.4M $0.19 %0.01 %as of Mar 31, 2026 ↗
ICON Natural Resources and Infrastructure Fund SCM Trust 35,0006.4M $4.74 %0.01 %as of Mar 31, 2026 ↗
Integrity Mid-North American Resources Fund INTEGRITY FUNDS 35,0006.3M $3.02 %0.01 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 34,4906.2M $0.06 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 34,1216.2M $0.16 %0.01 %as of Mar 31, 2026 ↗
World Energy Fund Cavanal Hill Funds 34,0955.3M $2.07 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 34,0826.1M $0.12 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 33,9125.2M $0.08 %0.01 %as of Feb 28, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 33,7176M $0.40 %0.01 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 33,4065.2M $0.44 %0.01 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Select Mid Cap Growth Fund Columbia Funds Variable Series Trust II 32,8846M $1.34 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 32,6185M $0.09 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 32,2645.9M $0.58 %0.01 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 32,2465M $1.53 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 32,1085M $0.07 %0.01 %as of Feb 28, 2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 31,9185.7M $1.54 %0.01 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 31,1905.6M $0.12 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 31,0234.8M $0.10 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 30,4345.5M $0.39 %0.01 %as of Mar 31, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 30,4264.7M $0.36 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 30,3164.7M $1.07 %0.01 %as of Feb 28, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 30,2705.5M $0.13 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 30,1135.4M $1.81 %0.01 %as of Apr 30, 2026 ↗
AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 29,5385.4M $0.52 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 29,4715.4M $0.12 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 29,2974.5M $0.10 %0.01 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 28,9005.3M $0.35 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 28,6024.4M $0.10 %0.01 %as of Feb 28, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 28,6005.1M $0.44 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 28,5654.4M $0.30 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 28,3905.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 28,1574.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 28,1565.1M $0.05 %0.01 %as of Mar 31, 2026 ↗
PIMCO RAE US Fund PIMCO Equity Series 28,1145.1M $0.41 %0.01 %as of Mar 31, 2026 ↗
First Trust Nasdaq Oil & Gas ETF First Trust Exchange-Traded Fund VI 27,7175M $2.81 %0.01 %as of Mar 31, 2026 ↗
Victory Pioneer Balanced Fund Victory Portfolios IV 27,4544.9M $1.05 %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