As of the latest SEC filings, Phillips 66 (PSX) is held by 923 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,318,032,086.08 in market value, representing 0.12% of its portfolio.
Funds holding Phillips 66 (PSX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PSX
- CIK:
- 0001534701
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.12% | $2,318,032,086.08 | 12,723,856 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.13% | $1,865,427,008.96 | 10,239,472 | Mar 31, 2026 | May 28, 2026 |
|
XLE
State Street(R) Energy Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 3.89% | $1,694,703,944.80 | 9,302,360 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.80% | $1,576,714,703.44 | 8,654,708 | Mar 31, 2026 | May 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.13% | $944,078,257.24 | 5,182,118 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.13% | $855,844,475.28 | 4,697,796 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.11% | $791,354,082.75 | 5,127,675 | Feb 28, 2026 | Apr 24, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.30% | $675,384,072.30 | 3,707,235 | Mar 31, 2026 | May 28, 2026 |
|
OANMX
Oakmark Fund
|
MF | Independent / Boutique | 2.43% | $593,433,132.00 | 3,257,400 | Mar 31, 2026 | May 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 1.37% | $474,591,652.60 | 2,605,070 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.13% | $413,873,244.76 | 2,271,782 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.33% | $405,238,374.90 | 2,262,006 | Apr 30, 2026 | Jun 26, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.56% | $361,830,688.20 | 2,019,708 | Apr 30, 2026 | Jun 26, 2026 |
|
VENAX
VANGUARD ENERGY INDEX FUND
|
ETF | Vanguard | 2.63% | $299,556,536.29 | 1,941,013 | Feb 28, 2026 | Apr 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.30% | $284,524,238.50 | 1,588,190 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.58% | $280,507,100.50 | 1,539,725 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.53% | $267,430,462.10 | 1,492,774 | Apr 30, 2026 | Jun 26, 2026 |
|
OAKLX
Oakmark Select Fund
|
MF | Independent / Boutique | 3.12% | $236,251,024.00 | 1,296,800 | Mar 31, 2026 | May 28, 2026 |
|
RRMVX
T. Rowe Price Mid-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 1.44% | $213,387,798.36 | 1,171,302 | Mar 31, 2026 | May 28, 2026 |
|
DGRO
iShares Core Dividend Growth ETF
|
ETF | BlackRock / iShares | 0.50% | $198,008,403.90 | 1,105,266 | Apr 30, 2026 | Jun 24, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.82% | $180,493,741.92 | 990,744 | Mar 31, 2026 | May 29, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.20% | $178,293,842.15 | 995,221 | Apr 30, 2026 | Jun 29, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.12% | $159,814,698.80 | 892,072 | Apr 30, 2026 | Jun 25, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.22% | $156,619,781.64 | 859,698 | Mar 31, 2026 | May 22, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 0.13% | $154,342,167.28 | 847,196 | Mar 31, 2026 | May 28, 2026 |
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