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
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 27,3984.9M $0.31 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 27,2604.9M $0.08 %0.01 %as of Apr 30, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,4344.8M $1.06 %0.01 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 26,2644.1M $0.51 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 26,1184.8M $0.32 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 25,9274.6M $0.10 %0.01 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,7014.7M $0.11 %0.01 %as of Mar 31, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 25,1464.6M $0.95 %0.01 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 25,0434.6M $0.84 %0.01 %as of Mar 31, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 25,0064.6M $0.54 %0.01 %as of Mar 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 24,1004.4M $0.72 %0.01 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 23,8913.7M $0.16 %0.01 %as of Feb 27, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 23,3204.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
Trenchless Fund ETF Advisor Managed Portfolios 23,2484.2M $3.76 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 23,2174.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 23,0203.6M $0.48 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 22,7264.1M $0.20 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 22,4194.1M $0.12 %0.01 %as of Mar 31, 2026 ↗
Camelot Event Driven Fund FRANK FUNDS 22,0004M $3.52 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 21,6713.9M $0.12 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 21,6163.9M $1.05 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 21,5033.9M $0.13 %0.01 %as of Apr 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,1393.8M $0.15 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,0613.8M $0.16 %0.01 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 20,9873.8M $0.13 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 20,9003.2M $0.11 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 20,8723.8M $0.13 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 20,8683.7M $0.12 %0.01 %as of Apr 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 20,7003.8M $0.86 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 20,6753.2M $0.19 %0.01 %as of Feb 28, 2026 ↗
CUTLER EQUITY FUND The Cutler Trust 20,6443.8M $1.76 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 20,5863.8M $0.16 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 20,5423.7M $0.12 %0.01 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 20,3823.1M $0.10 %0.01 %as of Feb 28, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 20,2383.7M $2.26 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 20,2003.1M $0.20 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 20,1223.7M $0.58 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 20,0783.7M $0.59 %0.01 %as of Mar 31, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,9423.6M $0.83 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 18,7172.9M $0.06 %0.00 %as of Feb 28, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 18,6723.4M $0.85 %0.00 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 18,6533.4M $0.74 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 18,5943.4M $0.06 %0.00 %as of Mar 31, 2026 ↗
World Selection Index Fund Northern Funds 18,5073.4M $0.17 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 18,4713.4M $0.13 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 18,1673.3M $0.15 %0.00 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 17,9883.3M $0.96 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 17,9813.3M $0.10 %0.00 %as of Mar 31, 2026 ↗
EQ/Wellington Energy Portfolio EQ Advisors Trust 17,7493.2M $1.68 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 17,7333.2M $0.04 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 17,4973.1M $0.12 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 17,4243.2M $0.14 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 17,2543.1M $0.11 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Global Equity Income Fund BNY Mellon Investment Funds III 17,2453.1M $1.46 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 17,2153.1M $0.13 %0.00 %as of Mar 31, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 16,9263M $1.09 %0.00 %as of Apr 30, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 16,7003M $0.60 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 16,6873M $0.13 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 16,6583M $0.13 %0.00 %as of Mar 31, 2026 ↗
Franklin Systematic Style Premia ETF Franklin Templeton ETF Trust 16,6123M $0.44 %0.00 %as of Mar 31, 2026 ↗
Westwood Salient Enhanced Energy Income ETF Ultimus Managers Trust 16,5343M $4.04 %0.00 %as of Apr 30, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 16,4793M $0.10 %0.00 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 16,4622.9M $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 16,2903M $0.20 %0.00 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,2822.9M $0.35 %0.00 %as of Apr 30, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 16,2643M $2.29 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 16,1312.9M $0.12 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 16,0102.9M $0.08 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 15,9632.9M $0.01 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 15,9632.9M $0.11 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Disciplined Value Fund Victory Portfolios IV 15,5402.4M $0.57 %0.00 %as of Feb 28, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 15,5272.4M $0.27 %0.00 %as of Feb 28, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 15,4512.8M $0.02 %0.00 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 15,3412.8M $0.12 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 15,2692.4M $0.07 %0.00 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,2522.8M $0.13 %0.00 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 15,1842.3M $0.37 %0.00 %as of Feb 28, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 14,8622.7M $0.45 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 14,7162.7M $0.13 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust 14,5282.6M $1.51 %0.00 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 14,4392.6M $0.19 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 14,2002.6M $0.05 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 14,1302.5M $0.09 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,1222.2M $0.25 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,9602.5M $0.15 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 13,9272.5M $0.73 %0.00 %as of Mar 31, 2026 ↗
Level Four Large Cap Growth Active ETF ALPS ETF TRUST 13,8172.1M $1.86 %0.00 %as of Feb 28, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 13,6502.1M $0.09 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 13,6012.1M $0.10 %0.00 %as of Feb 28, 2026 ↗
MFS Blended Research Growth Equity Fund MFS SERIES TRUST X 13,5922.1M $0.38 %0.00 %as of Feb 28, 2026 ↗
MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND 13,5122.5M $1.07 %0.00 %as of Mar 31, 2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 13,4832.5M $1.08 %0.00 %as of Mar 31, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 13,4342.1M $0.20 %0.00 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 13,4182.4M $0.20 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 13,3462.4M $0.41 %0.00 %as of Mar 31, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 13,1162.3M $0.11 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 13,0752M $0.20 %0.00 %as of Feb 28, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 13,0072.4M $0.13 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,8882M $0.10 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 12,5982.3M $0.37 %0.00 %as of Mar 31, 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