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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,062 managers (2,108 13F filers) reported a position in PSX shares at 2026-06-30, 317,747,204 shares in all. 136 filers opened a position and 162 filers sold out during the quarter.

Managers
2,062
13F filers
2,108
New
136
Added
808
Reduced
737
Sold out
162
Shares held by filers
317,747,204

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FLAGSHIP WEALTH ADVISORS, LLC500$84.5K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.494$83.5K0.01%+4513F-HRTimeline
JNBA Financial Advisors489$82.7K0.01%+2213F-HRTimeline
Morse Asset Management, Inc475$80.3K0.01%+15013F-HRTimeline
1 NORTH WEALTH SERVICES LLC474$80.1K0.03%013F-HRTimeline
Salomon & Ludwin, LLC456$79.6K0.01%-1413F-HRTimeline
Financially Speaking Inc435$79.3K0.39%013F-HRTimeline
Catalyst Capital Advisors LLC468$79.1K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC464$78K<0.01%+13613F-HRTimeline
WEBSTER BANK, N. A.458$77.4K0.01%-4313F-HRTimeline
Medallion Wealth Advisors, LLC449$76K0.02%+313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC450$76K0.05%013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.439$74.3K0.04%+11513F-HRTimeline
GODSEY & GIBB, INC435$73.5K0.01%-4313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.430$72.7K0.01%+40013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.426$72K<0.01%-3913F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS433$72K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management415$70.2K<0.01%-1,34013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT409$69.1K<0.01%+31113F-HRTimeline
FIRST HORIZON CORP408$69K<0.01%-12213F-HRTimeline
CBIZ Investment Advisory Services, LLC375$68.3K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …397$67.1K0.01%13F-HRTimelineGroup
Cornerstone Financial Management LLC390$65.9K0.05%+22413F-HR/ATimeline
Manchester Capital Management LLC387$65.4K0.01%+4613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC385$65.1K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC373$63.1K0.01%+30713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…370$62.5K<0.01%013F-HRTimeline
Copia Wealth Management363$61.4K0.04%013F-HRTimeline
Battery Global Advisors, LLC358$60.5K0.03%013F-HRTimeline
Evolution Advisers, Inc.355$60K0.02%-1813F-HRTimeline
Activest Wealth Management353$59.7K0.01%-5413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.350$59.2K0.02%013F-HRTimeline
Operose Advisors LLC350$59.2K0.01%+413F-HRTimeline
PITTENGER & ANDERSON INC342$57.8K<0.01%013F-HRTimeline
Truvestments Capital LLC340$57.5K0.01%+16913F-HRTimeline
New England Capital Financial Advisors …331$55.9K0.01%+213F-HRTimeline
Dynamic Wealth Strategies, LLC330$55.8K0.03%013F-HRTimeline
FINANCIAL CONSULATE, INC329$55.6K0.01%+1613F-HRTimeline
BOK Financial Private Wealth, Inc.328$55.4K<0.01%+4413F-HRTimeline
EFG International AGin group EFG International AG325$54.9K<0.01%013F-HRTimelineGroup
Covestor Ltd319$54K0.03%+16513F-HRTimeline
Bell Investment Advisors, Inc314$53.1K0.01%+9913F-HRTimeline
Whipplewood Advisors, LLC310$52.4K0.04%-8613F-HRTimeline
Quaker Wealth Management, LLC308$52.1K0.02%013F-HRTimeline
Forum Finance Group S.A.370$51K0.02%new13F-HRTimeline
Fortitude Family Office, LLC300$50.7K0.01%-813F-HRTimeline
Boreal Capital Management LLC300$50.7K0.04%013F-HRTimeline
SRH ADVISORS, LLC299$50.5K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC289$48.9K0.01%+713F-HRTimeline
N.E.W. Advisory Services LLC288$48.8K<0.01%+213F-HRTimeline
Tacita Capital Inc286$48.3K0.03%013F-HRTimeline
Crews Bank & Trust285$48.2K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC283$47.8K0.01%+2013F-HRTimeline
STEPH & CO276$46.7K0.01%-5513F-HRTimeline
Dorato Capital Management245$46.1K0.03%013F-HRTimeline
TSFG, LLC273$46K0.01%013F-HRTimeline
Crewe Advisors LLC272$46K<0.01%+19413F-HRTimeline
Signature Resources Capital Management,…272$46K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC271$45.8K0.01%013F-HRTimeline
SFAM, LLC267$45.1K0.04%013F-HRTimeline
Cornerstone Planning Group LLC210$44.4K0.01%+1713F-HRTimeline
Stone House Investment Management, LLC261$44K0.01%+1613F-HRTimeline
COUNTRY TRUST BANK260$44K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc259$43.8K0.01%+1213F-HRTimeline
Cornerstone National Bank & Trust Co250$43.6K0.01%013F-HRTimeline
Graney & King, LLC258$43.6K0.02%+213F-HRTimeline
CNB Bank257$43.4K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…250$42.3K0.02%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT250$42.3K0.02%013F-HRTimeline
ROGCO, LP250$42.3K0.01%013F-HRTimeline
StrongBox Wealth, LLC250$42.3K0.01%new13F-HRTimeline
Hoese & Co LLP250$42.3K0.03%new13F-HRTimeline
Smallwood Wealth Investment Management,…248$41.9K0.02%+213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management239$40.4K<0.01%-14,83613F-HRTimelineGroup
Fourth Dimension Wealth, LLC225$38K0.01%+2513F-HRTimeline
Nova Wealth Management, Inc.218$36.9K0.02%+4713F-HRTimeline
Bank & Trust Co217$36.7K0.02%013F-HRTimeline
Founders Capital Management215$36.3K0.02%013F-HRTimeline
Perkins Coie Trust Co215$36.3K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC214$36.2K0.02%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC214$36.2K0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC210$35.5K0.02%013F-HRTimeline
Navigoe, LLC209$35K0.02%+913F-HRTimeline
GoalVest Advisory LLC200$33.8K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC200$33.8K0.02%013F-HRTimeline
Accordant Advisory Group Inc200$33.8K0.02%013F-HRTimeline
Robinswood Financial LLC200$33.8K0.01%013F-HRTimeline
Coston, McIsaac & Partners200$33K0.01%013F-HRTimeline
Vision Retirement, LLC190$32.1K0.01%013F-HRTimeline
Global Trust Asset Management, LLC189$31.9K0.01%-35213F-HRTimeline
Silvant Capital Management LLC186$31.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.186$31.4K0.01%new13F-HRTimeline
Atlatl Advisers LLC186$31.4K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC184$31.1K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC183$30.9K0.01%-13013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.182$30.8K0.01%-2,09813F-HRTimeline
J.Safra Asset Management Corp178$30.1K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…178$30.1K0.02%013F-HRTimeline
First PREMIER Bank176$30K<0.01%013F-HRTimeline
High Point Wealth Management, LLC174$29.4K0.02%+213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners173$29.3K<0.01%new13F-HRTimelineGroup
Byrne Asset Management LLC173$29.2K0.02%013F-HRTimeline
Commonwealth Retirement Investments LLC172$29.1K0.01%new13F-HRTimeline
South Dakota Investment Council169$29K<0.01%-1,05113F-HRTimeline
KELLEHER FINANCIAL ADVISORS171$28.9K<0.01%new13F-HRTimeline
Walsh & Associates, LLC170$28.7K0.02%013F-HRTimeline
Kemnay Advisory Services Inc.169$28.6K<0.01%+1413F-HRTimeline
FIRST UNITED BANK & TRUST165$27.9K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC157$27.5K<0.01%13F-HRTimeline
Advantage Trust Co162$27.4K0.01%013F-HRTimeline
Ares Financial Consulting, LLC157$26.5K0.02%+2013F-HRTimeline
AXS Investments LLC156$26.4K0.01%-2413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC154$26.1K0.01%+113F-HRTimeline
Axiom Investment Management LLC150$25.4K0.02%013F-HRTimeline
Fairscale Capital, LLC150$25.3K0.02%+113F-HRTimeline
Sachetta, LLC147$24.9K0.01%+2313F-HRTimeline
NFSG Corp146$24.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL145$24.6K0.01%-913F-HRTimeline
Joseph Group Capital Management144$24.3K0.01%+3313F-HRTimeline
Creative Capital Management Investments…143$24.2K0.01%+4313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC142$24K<0.01%-1813F-HRTimeline
Plante Moran Financial Advisors, LLC142$24K<0.01%-29913F-HRTimeline
Roble, Belko & Company, Inc141$24K<0.01%013F-HRTimeline
Bogart Wealth, LLC141$23.9K<0.01%+1813F-HRTimeline
Beacon Financial Strategies CORP138$23.3K0.01%013F-HRTimeline
PlanVest Financial, Inc137$23.2K0.02%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…132$22.3K<0.01%-5513F-HRTimeline
Axxion S.A.132$22.3K<0.01%13F-HRTimeline
Heritage Wealth Advisors131$22.1K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC129$21.8K<0.01%+4713F-HRTimelineGroup
S&T Bank/PA128$21.6K0.01%+113F-HRTimeline
Downshift Financial, LLC127$21.5K0.01%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK124$21K0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC123$20.8K0.02%013F-HRTimeline
Millstone Evans Group, LLC121$20.5K0.01%-36013F-HRTimeline
Olistico Wealth, LLC119$20.1K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC118$19.9K0.01%-1,47913F-HRTimeline
MANNING & NAPIER ADVISORS LLC114$19.8K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.117$19.8K<0.01%new13F-HRTimeline
Richardson Capital Management LLC115$19.4K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC114$19.3K<0.01%+4413F-HRTimeline
Midwest Capital Advisors, LLC114$19.3K0.01%013F-HRTimeline
Bare Financial Services, Inc113$19.1K<0.01%+4413F-HRTimeline
LGT Financial Advisors LLC112$19K0.1%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC112$18.9K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA111$18.8K0.01%013F-HRTimeline
Roxbury Financial LLC110$18.6K0.01%+113F-HRTimeline
First Pacific Financial110$18.6K<0.01%-1813F-HRTimeline
Aberdeen Wealth Management LLC108$18.3K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC105$17.8K<0.01%+713F-HRTimeline
LifeSteps Financial, Inc.100$16.9K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$16.9K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.100$16.9K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…99$16.7K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP95$16.1K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC94$15.9K<0.01%013F-HRTimeline
WPG Advisers, LLC92$15.6K0.01%+1013F-HRTimeline
West Branch Capital LLC92$15.5K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…90$15.3K<0.01%+1413F-HRTimeline
SOA Wealth Advisors, LLC.90$15.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC73$15.1K<0.01%+6413F-HRTimeline
Dogwood Wealth Management LLC89$15K0.01%-4913F-HRTimeline
Financial Perspectives, Inc88$14.9K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC88$14.9K0.01%+413F-HRTimeline
IAG Wealth Partners, LLC85$14.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC84$14.2K0.01%+113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management83$14K<0.01%new13F-HRTimelineGroup
Wilkerson Advisory Group LLC81$13.7K<0.01%-1913F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…80$13.5K0.03%-5013F-HRTimeline
Bay Harbor Wealth Management, LLC74$12.5K<0.01%+913F-HRTimeline
YANKCOM Partnership74$12.5K<0.01%013F-HRTimeline
Hickory Point Bank & Trust74$12.5K0.01%013F-HRTimeline
Markowski Investments74$12.5K<0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC71$12K<0.01%+3513F-HRTimeline
Valued Wealth Advisors LLC71$11.9K<0.01%+1013F-HRTimeline
FIRST FINANCIAL CORP /IN/69$11.7K<0.01%013F-HRTimeline
RMG Wealth Management LLC51$11.5K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…67$11.3K0.01%013F-HRTimeline
Prosperity Bancshares Inc66$11.2K0.01%013F-HRTimeline
Lavaca Capital LLC66$11.2K<0.01%013F-HRTimeline
ATWOOD & PALMER INC65$11K<0.01%+6413F-HRTimeline
Virginia Estate & Retirement Planning A…65$11K0.01%013F-HRTimeline
Leo H. Evart, Inc.64$10.9K0.01%013F-HRTimeline
Pacifica Partners Inc.60$10.6K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…60$10.1K<0.01%013F-HRTimeline
Westend Capital Management, LLC59$9.97K<0.01%-2213F-HRTimeline
Center for Financial Planning, Inc.57$9.64K<0.01%013F-HRTimeline
High Note Wealth, LLC56$9.47K<0.01%-4813F-HRTimeline
HighMark Wealth Management LLC56$9.47K<0.01%+2213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA55$9.3K<0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC55$9.25K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC54$9.06K0.01%new13F-HRTimeline
Planning Strategies Inc.53$8.96K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.52$8.79K<0.01%+3213F-HRTimeline
KERR FINANCIAL PLANNING Corp52$8.73K0.01%013F-HRTimeline
Noble Wealth Management PBC51$8.62K<0.01%013F-HRTimeline
Kilter Group LLC51$8.62K<0.01%+2213F-HRTimeline
Align Financial, LLC50$8.45K<0.01%013F-HRTimeline
Kroeger Financial Partners50$8.45K0.01%13F-HRTimeline
Marquette Asset Management, LLC46$7.78K<0.01%013F-HRTimeline