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
Large Company Value Portfolio Wilshire Mutual Funds Inc 3,226587.7K $0.35 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 3,223497.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,200493.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 3,188492K $0.06 %0.00 %as of Feb 28, 2026 ↗
SFT Wellington Core Equity Fund Securian Funds Trust 3,156575K $0.45 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 3,125569.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL-Dynamic US Large Cap Value ETF Franklin Templeton ETF Trust 3,120568.4K $0.69 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 3,063558K $0.06 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 3,029467.5K $1.53 %0.00 %as of Feb 28, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 2,950537.4K $0.82 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 2,934525.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
Guardian Growth & Income VIP Fund Guardian Variable Products Trust 2,904529.1K $0.58 %0.00 %as of Mar 31, 2026 ↗
Monetta Young Investor Growth Fund MONETTA TRUST 2,900528.3K $1.35 %0.00 %as of Mar 31, 2026 ↗
Cromwell Greenspring Mid Cap Fund Total Fund Solution 2,813512.5K $0.43 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,800432.1K $0.16 %0.00 %as of Feb 28, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 2,782498.4K $0.16 %0.00 %as of Apr 30, 2026 ↗
Equity Income Fund John Hancock Funds II 2,775428.3K $0.07 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 2,738498.8K $0.47 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,718495.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 2,700491.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 2,676413K $0.09 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,622469.7K $0.34 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 2,575469.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 2,492454K $0.09 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 2,468442.1K $0.06 %0.00 %as of Apr 30, 2026 ↗
Dynamic Allocation Fund Meeder Funds 2,466449.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
Energy Fund Rydex Variable Trust 2,465449.1K $2.14 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 2,448446K $0.06 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,446377.5K $0.07 %0.00 %as of Feb 28, 2026 ↗
Xtrackers US National Critical Technologies ETF DBX ETF Trust 2,423373.9K $0.32 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 2,420440.9K $0.45 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 2,409431.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,402437.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,385434.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 2,370431.8K $0.86 %0.00 %as of Mar 31, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 2,366431K $0.10 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,337360.7K $0.26 %0.00 %as of Feb 28, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 2,326423.8K $0.37 %0.00 %as of Mar 31, 2026 ↗
Zacks Focus Growth ETF Zacks Trust 2,309356.3K $0.59 %0.00 %as of Feb 28, 2026 ↗
AQR Trend Total Return Fund AQR Funds 2,306420.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,271413.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,247346.8K $0.05 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2,238400.9K $0.12 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 2,230399.5K $0.12 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 2,208340.8K $0.11 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,177396.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,171395.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 2,170395.3K $0.68 %0.00 %as of Mar 31, 2026 ↗
TRIBUTARY BALANCED FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2,155392.6K $0.50 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,150391.7K $0.76 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 2,132388.4K $0.37 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,115378.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2,053374K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value ETF Federated Hermes ETF Trust 2,045315.6K $0.44 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 2,039365.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 1,940353.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 1,922296.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
Equity Income Portfolio GLENMEDE FUND INC 1,919343.8K $2.63 %0.00 %as of Apr 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 1,908294.5K $0.06 %0.00 %as of Feb 28, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 1,895339.5K $0.16 %0.00 %as of Apr 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,893339.1K $0.09 %0.00 %as of Apr 30, 2026 ↗
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 1,890338.6K $0.32 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 1,885337.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,863339.4K $0.13 %0.00 %as of Mar 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 1,862333.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,823332.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,820331.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 1,812279.6K $0.18 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,810329.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 1,810329.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,800327.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,769322.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 1,763321.2K $1.64 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,755314.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,718265.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 1,660302.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,624295.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 1,600291.5K $1.07 %0.00 %as of Mar 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 1,530236.1K $0.19 %0.00 %as of Feb 28, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 1,524277.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 1,521272.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 1,509274.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
USCF Dividend Income Fund USCF ETF Trust 1,492271.8K $3.28 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 1,470267.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,469226.7K $0.25 %0.00 %as of Feb 28, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,461266.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
AQR Multi-Asset Fund AQR Funds 1,461266.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 1,441222.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 1,433261.1K $0.85 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,433256.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,430256.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 1,420258.7K $0.26 %0.00 %as of Mar 31, 2026 ↗
The Texas Fund Monteagle Funds 1,391214.7K $1.12 %0.00 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,382251.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II 1,373250.1K $0.34 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 1,370211.4K $0.15 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,359247.6K $0.13 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,352242.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
Truth Social American Energy Security ETF Truth Social Funds 1,344244.8K $2.50 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 1,337243.6K $0.00 %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