WELLS FARGO & COMPANY/MN

CIK

72971

City

SAN FRANCISCO

State / Country

Stock

PSX — Phillips 66

Top Portfolio Positions

4,435 positions · $313,870,552,513 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	61,801,086	$15,684,497,613	5.00%
MSFT	Microsoft Corp Technology	33,827,214	$12,521,819,803	3.99%
NVDA	Nvidia Corp Technology	60,434,815	$10,539,831,733	3.36%
SPY	Spdr S&P 500 ETF Trust	13,330,486	$8,669,348,262	2.76%
AVGO	Broadcom Inc. Technology	26,192,540	$8,106,853,052	2.58%
GOOGL	Alphabet Inc. Communication Services	27,917,601	$8,027,985,340	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	38,171,848	$7,950,050,780	2.53%
QQQ	Invesco Qqq Trust, Series 1	12,733,773	$7,349,679,099	2.34%
JPM	Jpmorgan Chase & Co Financial Services	23,034,231	$6,775,749,389	2.16%
META	Meta Platforms, Inc. Communication Services	9,895,119	$5,661,294,430	1.80%

Portfolio Trend

25 quarters · across all stocks

Holdings in PSX

Compact Export CSV

Shares Held

Position Value (USD)

32 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$145,744	800	-100.0%	Put	Defined	2026-05-11
2026-03-31	$2,511,899,113	13,788,007	-2.6%	Shares	Defined	2026-05-11
2025-12-31	$1,826,286,601	14,152,872	-6.3%	Shares	Defined	2026-02-13
2025-09-30	$2,054,441,590	15,103,967	-3.3%	Shares	Defined	2025-11-13
2025-06-30	$1,863,978,272	15,624,294	+17695.3%	Shares	Defined	2025-08-14
2025-06-30	$10,474,540	87,800	-99.4%	Put	Defined	2025-08-14
2025-03-31	$1,969,968,925	15,953,749	+15953649.0%	Shares	Defined	2025-05-13
2025-03-31	$12,348	100	-100.0%	Put	Defined	2025-05-13
2024-12-31	$1,826,331,393	16,030,294	-0.8%	Shares	Defined	2025-02-13
2024-09-30	$2,123,374,944	16,153,480	-2.8%	Shares	Defined	2024-11-13
2024-06-30	$2,346,317,677	16,620,512	-1.0%	Shares	Defined	2024-08-13
2024-03-31	$2,741,546,418	16,784,293	+23211.5%	Shares	Defined	2024-05-10
2023-12-31	$9,586,080	72,000	-99.6%	Put	Defined	2024-02-09
2023-12-31	$2,256,576,012	16,948,896	-1.0%	Shares	Defined	2024-02-09
2023-09-30	$2,057,097,400	17,121,077	-0.0%	Shares	Defined	2023-11-13
2023-06-30	$1,633,015,666	17,121,154	+0.6%	Shares	Defined	2023-08-15
2023-03-31	$1,725,888,657	17,023,956	+1.3%	Shares	Defined	2023-05-12
2022-12-31	$1,748,770,373	16,802,175	+0.6%	Shares	Defined	2023-02-13
2022-09-30	$1,348,347,927	16,704,013	+33308.0%	Shares	Defined	2022-11-14
2022-06-30	$4,099,500	50,000	-99.7%	Call	Defined	2022-08-12
2022-06-30	$1,389,340,718	16,945,246	+67681.0%	Shares	Defined	2022-08-12
2022-06-30	$2,049,750	25,000	-99.9%	Put	Defined	2022-08-12
2022-03-31	$1,448,271,417	16,764,341	+10.3%	Shares	Defined	2022-05-16
2021-12-31	$1,101,438,880	15,200,647	-1.2%	Shares	Defined	2022-02-14
2021-09-30	$1,077,392,639	15,384,730	+3.0%	Shares	Defined	2021-11-15
2021-06-30	$1,281,951,009	14,937,672	-4.9%	Shares	Defined	2021-08-16
2021-03-31	$1,280,360,646	15,702,240	+42685.4%	Shares	Defined	2021-05-13
2021-03-31	$2,992,518	36,700	-99.8%	Call	Defined	2021-05-13
2020-12-31	$1,077,072,430	15,399,949	+31.9%	Shares	Defined	2021-02-09
2020-09-30	$605,105,714	11,672,564	+0.7%	Shares	Defined	2020-11-05
2020-06-30	$833,370,752	11,590,692	+2.1%	Shares	Defined	2020-08-13
2020-03-31	$608,872,131	11,348,968	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.