Derek Butts signed Phillips 66 Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips 66 Company's EIN is 37-1652702.
Download the official 2024 Form 5500 (PDF) for Phillips 66 Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phillips 66 Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $3.0M | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $739K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO CAPITAL MANAGEMENT | 58-1707262 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group | Mutual Funds | — | — | $1.3B | 16.7% | |
| VANG. INSTL. 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $1.3B | 16.7% | |
| Phillips 66 | Other securities | — | — | $965.0M | 12.6% | |
| Vanguard PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $500.7M | 6.5% | |
| Vanguard Inst Extended Market Index Trust | Common Collective Trusts | — | — | $410.3M | 5.3% | |
| VANG. INSTL. EXTD MRKT IDX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $410.3M | 5.3% | |
| Vanguard Inst Total Bond Market Index Trust | Common Collective Trusts | — | — | $401.0M | 5.2% | |
| VANG. INSTL TTL BND MRKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6320144 / PN 001 | Common Collective Trust | — | — | $401.0M | 5.2% | |
| VFTC TOT INTL STOCK MRK INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $364.6M | 4.8% | |
| IGT INVESCO SHORT-TERM BOND FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 215 | Common Collective Trust | — | — | $311.9M | 4.1% | |
| VFTC TARGET RETIREMENT 2050 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $309.2M | 4.0% | |
| VFTC TARGET RETIREMENT 2045 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $297.5M | 3.9% | |
| VFTC TARGET RETIREMENT 2035 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $293.1M | 3.8% | |
| VFTC TARGET RETIREMENT 2030 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $287.8M | 3.7% | |
| VFTC TARGET RETIREMENT 2025 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $257.2M | 3.4% | |
| VFTC TARGET RETIREMENT 2040 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $250.8M | 3.3% | |
| VFTC TARGET RETIREMENT 2055 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $234.4M | 3.1% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $174.3M | 2.3% | |
| ConocoPhillips | Other securities | — | — | $140.3M | 1.8% | |
| VFTC TARGET RETIREMENT 2020 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $131.3M | 1.7% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $102.0M | 1.3% | |
| VFTC TARGET RETIREMENT 2060 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $99.0M | 1.3% | |
| VFTC TARGET RETIREMENT INCO TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $90.5M | 1.2% | |
| Participants | Other securities | — | — | $84.5M | 1.1% | |
| IGT INVESCO INTERMEDIATE G/C FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 212 | Common Collective Trust | — | — | $69.7M | 0.9% | |
| IGT JENNISON INTERMEDIATE G/C FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 218 | Common Collective Trust | — | — | $67.7M | 0.9% | |
| Vanguard Explorer | Mutual Funds | — | — | $58.7M | 0.8% | |
| ConocoPhillips | Other securities | — | — | $56.4M | 0.7% | |
| Phillips 66 | Other securities | — | — | $42.6M | 0.6% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $42.4M | 0.6% | |
| IGT INVESCO CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 61-1246990 / PN 225 | Common Collective Trust | — | — | $35.0M | 0.5% | |
| VFTC TARGET RETIREMENT 2065 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $35.0M | 0.5% | |
| IGT PIMCO CORE FIXED INCOME FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 219 | Common Collective Trust | — | — | $35.0M | 0.5% | |
| IGT LOOMIS SAYLES INTERMEDIATE FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 217 | Common Collective Trust | — | — | $34.4M | 0.4% | |
| IGT DODGE & COX CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 61-1246990 / PN 244 | Common Collective Trust | — | — | $34.3M | 0.4% | |
| IGT PIMCO INTERMEDIATE G/C FUND INVESCO TRUST COMPANY · EIN 61-1246990 / PN 207 | Common Collective Trust | — | — | $34.1M | 0.4% | |
| IGT LOOMIS SAYLES CORE FIXED INCOME INVESCO TRUST COMPANY · EIN 61-1246990 / PN 224 | Common Collective Trust | — | — | $33.3M | 0.4% | |
| Multiple Asset Wraps | Other securities | — | — | $30.0M | 0.4% | |
| GS CORE FIXED INC COLTV TRUST CLASS GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 007 | Common Collective Trust | — | — | $28.0M | 0.4% | |
| Goldman Sachs | Other securities | — | — | $27.0M | 0.4% | |
| NT COLLECTIVE SHORT TERM INVST FUND NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $26.8M | 0.3% | |
| Northern Trust | Other securities | — | — | $26.8M | 0.3% | |
| DFA Investment 95081222 | Mutual Funds | — | — | $16.9M | 0.2% | |
| VFTC TARGET RETIREMENT 2070 TRST SL VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $10.3M | 0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $374K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT INCO TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT 2020 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT 2025 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VFTC TARGET RETIREMENT 2030 TRST PL VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $705K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | DIRECTED TRUSTEE | $33K | — |
