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PSX · Phillips 66 · Held by Funds

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$261.31 +2.17 (+0.84%) At close · Sep 9
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$104.06B
Shares
399.02M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding PSX

1,006 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 12,727,916 $2,151,654,200 0.09%
VANGUARD 500 INDEX FUND 10,389,152 $1,756,286,146 0.11%
VANGUARD MID-CAP INDEX FUND 8,687,425 $1,468,609,196 0.66%
State Street(R) Energy Select Sector SPDR(R) ETF 8,594,901 $1,452,968,014 4.07%
iShares Core S&P 500 ETF 5,514,926 $932,298,240 0.10%
Fidelity 500 Index Fund 5,156,185 $906,869,818 0.11%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 4,858,854 $821,389,269 0.11%
VANGUARD VALUE INDEX FUND 3,820,188 $645,802,781 0.25%
VANGUARD MID-CAP VALUE INDEX FUND 2,575,144 $435,328,093 1.17%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 2,262,006 $405,238,375 0.33%
VANGUARD INSTITUTIONAL INDEX FUND 2,176,629 $367,959,132 0.11%
VANGUARD WINDSOR II FUND 2,019,708 $361,830,688 0.56%
VANGUARD ENERGY INDEX FUND 1,990,278 $350,050,095 2.97%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,588,190 $284,524,239 0.30%
iShares Russell Mid-Cap ETF 1,648,007 $278,595,583 0.49%
Fidelity Mid Cap Index Fund 1,492,774 $267,430,462 0.53%
iShares Core Dividend Growth ETF 1,105,266 $198,008,404 0.50%
T. Rowe Price Mid-Cap Value Fund, Inc. 1,150,616 $194,511,635 1.19%
Invesco S&P 500 Equal Weight ETF 995,221 $178,293,842 0.20%
Disciplined Value Mid Cap Fund 992,930 $167,854,817 0.72%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 956,104 $161,629,381 0.11%
Schwab S&P 500 Index Fund 892,072 $159,814,699 0.12%
Oakmark Fund 924,438 $156,276,244 0.65%
Neuberger Large Cap Value Fund 883,383 $155,369,402 1.57%
Schwab U.S. Large-Cap Growth ETF 859,727 $151,208,785 0.25%
Invesco Value Opportunities Fund 830,017 $148,697,546 1.77%
iShares Russell 1000 Value ETF 840,579 $142,099,880 0.18%
Fidelity Total Market Index Fund 761,419 $133,918,374 0.10%
VictoryShares Free Cash Flow ETF 710,975 $120,190,324 1.55%
Schwab Fundamental U.S. Large Company ETF 678,620 $119,355,686 0.47%
BNY Mellon Dynamic Value Fund 654,776 $115,162,003 0.95%
iShares S&P 500 Value ETF 659,130 $111,425,927 0.23%
Fidelity Series Total Market Index Fund 614,985 $108,163,562 0.10%
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF 621,795 $105,114,445 1.43%
iShares Russell Mid-Cap Value ETF 577,003 $97,542,357 0.62%
Bridge Builder Large Cap Value Fund 560,212 $94,703,839 0.33%
iShares Core S&P Total U.S. Stock Market ETF 514,667 $87,004,456 0.09%
THE U.S. LARGE CAP VALUE SERIES 482,574 $86,453,132 0.29%
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF 487,745 $82,453,292 0.23%
VANGUARD LARGE-CAP INDEX FUND 468,259 $79,159,184 0.11%
Schwab U.S. Large-Cap ETF 427,955 $75,268,725 0.10%
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 435,800 $73,671,990 2.53%
Strategic Advisers U.S. Total Stock Fund 389,543 $68,512,823 0.07%
College Retirement Equities Fund - Total Global Stock Account 403,527 $68,216,239 0.05%
Dimensional U.S. Core Equity 2 ETF 375,766 $67,318,479 0.15%
Fidelity Contrafund 397,111 $67,131,615 0.04%
Fidelity Balanced Fund 363,000 $63,844,440 0.10%
Recurrent MLP & Energy Infrastructure Fund 352,894 $63,220,960 4.04%
Fidelity SAI U.S. Value Index Fund 348,132 $62,367,848 0.78%
S&P 500 Index Master Portfolio 368,199 $62,244,041 0.10%
Showing 1–50 of 1,006 positions
Key facts CIK 1534701 CUSIP 718546104 13F (30d) 750 filings 723 filers Visit website Investor relations