Dark
Light
System
Security
Phillips 66
Phillips 66. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 726 Institutional holders with a total value of $28,180,693,958.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC 80,689,892 6,392,254,000 22.68%
2 VANGUARD GROUP INC 31,695,502 2,510,918,000 8.91%
3 BlackRock Finance, Inc. 27,821,897 2,204,052,000 7.82%
4 STATE STREET CORP 24,085,903 1,908,079,000 6.77%
5 BARROW HANLEY MEWHINNEY & STRAUSS LLC 14,349,815 1,136,792,000 4.03%
6 WELLINGTON MANAGEMENT GROUP LLP 9,420,382 746,282,000 2.65%
7 WELLS FARGO & COMPANY/MN 8,350,941 661,561,000 2.35%
8 Bank of New York Mellon Corp 6,709,824 531,553,000 1.89%
9 FMR LLC 5,484,485 434,480,000 1.54%
10 NORTHERN TRUST CORP 5,366,052 425,099,000 1.51%
11 NORGES BANK 5,055,674 400,510,000 1.42%
12 MORGAN STANLEY 4,732,973 374,945,000 1.33%
13 OppenheimerFunds, Inc. 4,600,748 364,472,000 1.29%
14 BANK OF AMERICA CORP /DE/ 4,487,305 355,485,000 1.26%
15 DIMENSIONAL FUND ADVISORS LP 4,271,498 338,369,000 1.20%
16 GEODE CAPITAL MANAGEMENT, LLC 4,120,997 325,972,000 1.16%
17 JPMORGAN CHASE & CO 4,077,356 323,007,000 1.15%
18 Aristotle Capital Management, LLC 3,336,048 264,281,000 0.94%
19 Boston Partners 3,175,362 251,552,000 0.89%
20 GOLDMAN SACHS GROUP INC 3,163,206 250,590,000 0.89%
21 Legal & General Group Plc 2,825,291 223,812,000 0.79%
22 Capital World Investors 2,420,000 191,712,000 0.68%
23 D. E. Shaw & Co., Inc. 2,410,250 190,940,000 0.68%
24 SANTA BARBARA ASSET MANAGEMENT, LLC 2,210,351 175,104,000 0.62%
25 RR PARTNERS LP 1,856,972 147,109,000 0.52%
26 LSV ASSET MANAGEMENT 1,827,355 144,763,000 0.51%
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,791,699 141,939,000 0.50%
28 DEUTSCHE BANK AG\ 1,604,563 127,106,000 0.45%
29 EATON VANCE MANAGEMENT 1,582,488 125,365,000 0.44%
30 WADDELL & REED FINANCIAL INC 1,569,563 124,341,000 0.44%
31 PRUDENTIAL FINANCIAL INC 1,524,235 120,750,000 0.43%
32 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,470,112 116,462,274 0.41%
33 ROYAL BANK OF CANADA 1,432,580 113,490,000 0.40%
34 Clearbridge Investments, LLC 1,426,192 112,983,000 0.40%
35 Neuberger Berman Group LLC 1,359,361 107,689,000 0.38%
36 Sumitomo Mitsui Trust Group, Inc. 1,358,316 107,606,000 0.38%
37 APG Asset Management N.V. 1,343,261 106,413,000 0.38%
38 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1,332,370 105,550,000 0.37%
39 NEW ENGLAND ASSET MANAGEMENT INC 1,314,000 104,095,000 0.37%
40 TIAA CREF INVESTMENT MANAGEMENT LLC 1,312,525 103,978,000 0.37%
41 First Eagle Investment Management, LLC 1,266,926 100,366,000 0.36%
42 NEW YORK STATE COMMON RETIREMENT FUND 1,165,591 92,338,000 0.33%
43 Sculptor Capital LP 1,148,100 90,952,000 0.32% Put
44 Ruffer LLP 1,146,481 89,387,000 0.32%
45 PARAMETRIC PORTFOLIO ASSOCIATES LLC 1,124,285 89,066,000 0.32%
46 Mitsubishi UFJ Trust & Banking Corp 1,049,325 83,128,000 0.29%
47 Invesco Ltd. 950,492 75,297,000 0.27%
48 CHILTON INVESTMENT CO INC. 945,573 74,908,000 0.27%
49 HSBC HOLDINGS PLC 943,352 74,536,000 0.26%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 926,354 73,386,000 0.26%
Page 1 of 15

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.