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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,089 managers (2,133 13F filers) reported a position in PSX shares at 2026-03-31, 313,101,917 shares in all. 320 filers opened a position and 95 filers sold out during the quarter.

Managers
2,089
13F filers
2,133
New
320
Added
691
Reduced
744
Sold out
95
Shares held by filers
313,101,917

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Kentucky Trust Co700$128K0.07%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP683$124K0.01%013F-HRTimeline
Quarry LP679$124K0.02%-66213F-HRTimeline
Clearstead Trust, LLC660$120K0.02%013F-HRTimeline
Signature Equity Partners, LLC659$120K0.06%+3013F-HRTimeline
Legend Capital Advisors LLC644$117K0.07%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC900$116K0.09%013F-HRTimeline
Key Financial Inc634$116K0.02%+11713F-HRTimeline
Prestige Wealth Management Group LLC633$115K0.02%+27513F-HRTimeline
DecisionPoint Financial, LLC627$114K0.02%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST625$114K0.04%13F-HRTimeline
Kimelman & Baird, LLC625$114K0.01%013F-HRTimeline
Main Street Group, LTD616$112K0.03%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.612$111K0.07%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…605$110K0.06%013F-HRTimeline
Greykasell Wealth Strategies, Inc.588$107K0.04%+8213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC580$106K0.03%new13F-HRTimeline
NorthAvenue LLC575$105K0.08%-313F-HRTimeline
JFS WEALTH ADVISORS, LLC563$103K0.01%-2313F-HRTimeline
City State Bank561$102K0.03%-36813F-HRTimeline
Murphy & Mullick Capital Management Corp557$101K0.08%-4613F-HRTimeline
McMillan Office, Inc.552$101K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC550$99.1K0.05%-41013F-HRTimeline
Community Financial Services Group, LLC563$98.9K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC541$98.6K0.04%013F-HRTimeline
Front Row Advisors LLC535$97.5K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.533$97.2K0.08%013F-HRTimeline
Sarver Vrooman Wealth Advisors533$97.1K0.06%013F-HRTimeline
JPL Wealth Management, LLC531$96.7K0.02%new13F-HR/ATimeline
Steigerwald, Gordon & Koch Inc.531$96.7K0.01%-16513F-HRTimeline
FIRST HORIZON CORP530$96.6K<0.01%-5613F-HRTimeline
BAYBAN526$95.8K0.08%+7913F-HRTimeline
Aventura Private Wealth, LLC522$95.1K0.03%+213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV516$94K0.03%-3213F-HR/ATimeline
WEBSTER BANK, N. A.501$91.3K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.500$91.1K0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC500$91.1K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC500$91.1K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$91.1K0.03%013F-HRTimeline
First Command Advisory Services, Inc.490$89.3K<0.01%+9113F-HRTimeline
Portus Wealth Advisors, LLC485$88.4K0.08%new13F-HRTimeline
Millstone Evans Group, LLC481$87.6K0.05%013F-HRTimeline
GODSEY & GIBB, INC478$87.1K0.01%-20213F-HRTimeline
1 NORTH WEALTH SERVICES LLC474$86.4K0.03%013F-HRTimeline
JNBA Financial Advisors467$85.1K0.01%-1,21613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.465$84.7K<0.01%-21413F-HRTimelineGroup
Fideuram Asset Management (Ireland) dac536$84.4K0.01%-5,07613F-HRTimeline
Salomon & Ludwin, LLC470$82.8K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC450$82K0.06%013F-HRTimeline
Physician Wealth Advisors, Inc.449$81.7K0.01%-613F-HRTimeline
Medallion Wealth Advisors, LLC446$81.3K0.03%-2213F-HRTimeline
Plante Moran Financial Advisors, LLC441$80.3K0.01%-34913F-HRTimeline
Financially Speaking Inc435$79.3K0.39%+313F-HRTimeline
Activest Wealth Management407$74.1K0.01%+713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …397$72.3K0.01%-1613F-HRTimelineGroup
Whipplewood Advisors, LLC396$72.1K0.04%+9613F-HRTimeline
Innovative Asset Advisors Group, LLC390$71K0.04%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC385$70.1K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC375$68.3K<0.01%-913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…370$67.4K<0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…370$67.4K0.02%-26013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Evolution Advisers, Inc.373$67K0.03%013F-HRTimeline
WFA of San Diego, LLC363$66.1K0.05%013F-HRTimeline
Copia Wealth Management363$66.1K0.05%013F-HRTimeline
Battery Global Advisors, LLC358$65.2K0.04%013F-HRTimeline
Team Financial Group, LLC355$64.8K0.03%+213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.350$63.8K0.02%013F-HRTimeline
Operose Advisors LLC346$63K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC342$62.3K<0.01%013F-HRTimeline
Manchester Capital Management LLC341$62.1K0.01%-6413F-HRTimeline
POM Investment Strategies, LLC335$61K0.08%+28313F-HRTimeline
STEPH & CO331$60.3K0.02%-6013F-HRTimeline
Dynamic Wealth Strategies, LLC330$60.1K0.03%013F-HRTimeline
New England Capital Financial Advisors …329$60K0.02%+113F-HRTimeline
GW&K Investment Management, LLC328$60K<0.01%+513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC500$59.6K0.03%013F-HRTimeline
EFG International AGin group EFG International AG325$59.2K<0.01%-3,37913F-HRTimelineGroup
Morse Asset Management, Inc325$59.2K0.01%-7513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.324$59K0.04%+9913F-HRTimeline
Wall Street Financial Group, Inc.324$59K0.03%new13F-HRTimeline
FINANCIAL CONSULATE, INC313$57K0.01%-213F-HRTimeline
Private Wealth Management Group, LLC313$57K0.01%+15013F-HRTimeline
PROTECTIVE LIFE CORP312$56.8K0.19%new13F-HRTimeline
Global Wealth Strategies & Associates311$56.7K0.01%013F-HRTimeline
Quaker Wealth Management, LLC308$56.1K0.02%-22413F-HRTimeline
Fortitude Family Office, LLC308$56.1K0.01%+9413F-HRTimeline
Boreal Capital Management LLC300$54.7K0.05%013F-HRTimeline
SRH ADVISORS, LLC299$54.5K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC286$52.2K<0.01%+21713F-HRTimeline
Tacita Capital Inc286$52.1K0.03%013F-HRTimeline
Crews Bank & Trust285$51.9K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.284$51.7K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC282$51.4K0.01%013F-HRTimeline
Global Assets Advisory, LLC276$50.3K0.01%new13F-HRTimeline
TSFG, LLC273$50K0.01%013F-HRTimeline
Signature Resources Capital Management,…272$49.6K0.02%+2213F-HRTimeline
GILL CAPITAL PARTNERS, LLC271$49.4K0.01%new13F-HRTimeline
SFAM, LLC267$48.6K0.05%013F-HRTimeline
Owl Creek Wealth Partners LLC263$47.9K0.02%13F-HRTimeline
COUNTRY TRUST BANK260$47.4K<0.01%-6113F-HRTimeline
CNB Bank257$46.8K0.02%013F-HRTimeline
Graney & King, LLC256$46.7K0.03%+213F-HRTimeline
PETERSON WEALTH MANAGEMENT250$45.5K0.03%new13F-HRTimeline
ROGCO, LP250$45.5K0.02%013F-HRTimeline
Gen-Wealth Partners Inc247$45K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…246$44.9K0.02%+213F-HRTimeline
Stone House Investment Management, LLC245$44.5K0.01%+3813F-HRTimeline
Cornerstone National Bank & Trust Co250$43.9K0.02%013F-HRTimeline
Dorato Capital Management245$41.2K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC220$40.1K<0.01%new13F-HRTimeline
Bank & Trust Co217$39.5K0.03%013F-HRTimeline
Founders Capital Management215$39.2K0.02%013F-HRTimeline
Bell Investment Advisors, Inc215$39.2K0.01%-313F-HRTimeline
Perkins Coie Trust Co215$39.2K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC214$39K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC210$38.3K0.03%-313F-HRTimeline
GoalVest Advisory LLC200$36.4K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC200$36.4K0.02%013F-HRTimeline
Accordant Advisory Group Inc200$36.4K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC200$36.4K0.01%013F-HRTimeline
Robinswood Financial LLC200$36.4K0.01%013F-HR/ATimeline
Coston, McIsaac & Partners200$36K0.01%013F-HRTimeline
Navigoe, LLC200$36K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC197$35.9K0.06%new13F-HRTimeline
Cornerstone Planning Group LLC193$34.7K<0.01%+3413F-HRTimeline
Magnolia Wealth Management, LLC190$34.6K0.02%new13F-HRTimeline
Vision Retirement, LLC190$34.6K0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…187$34.1K<0.01%013F-HRTimeline
Silvant Capital Management LLC186$33.9K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC184$33.5K<0.01%013F-HRTimeline
First PREMIER Bank176$33K0.01%013F-HRTimeline
AXS Investments LLC180$32.8K0.01%-8213F-HRTimeline
J.Safra Asset Management Corp178$32.4K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…178$32.4K0.03%013F-HRTimeline
Byrne Asset Management LLC173$31.5K0.02%013F-HRTimeline
High Point Wealth Management, LLC172$31.4K0.03%+113F-HRTimeline
Truvestments Capital LLC171$31.2K0.01%013F-HRTimeline
Nova Wealth Management, Inc.171$31.2K0.02%013F-HRTimeline
Walsh & Associates, LLC170$31K0.03%013F-HRTimeline
Wellington Grp LLC168$30.6K0.01%013F-HRTimeline
Cornerstone Financial Management LLC166$30.2K0.03%+1613F-HR/ATimeline
FIRST UNITED BANK & TRUST165$30.1K0.01%013F-HRTimeline
Advantage Trust Co162$29.5K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC160$29.1K<0.01%-613F-HRTimeline
Friedenthal Financial157$28.6K0.01%-7,43213F-HRTimeline
Kemnay Advisory Services Inc.155$28.2K<0.01%-513F-HRTimeline
Strategic Investment Solutions, Inc. /IL154$28.2K0.01%-213F-HRTimeline
Covestor Ltd154$28K0.02%-5813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC153$28K0.01%+113F-HRTimeline
Axiom Investment Management LLC150$27.3K0.02%13F-HRTimeline
Fairscale Capital, LLC149$27.1K0.02%+113F-HRTimeline
NFSG Corp146$26.6K<0.01%+7513F-HRTimeline
Opal Wealth Advisors, LLC144$26.2K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc141$26K<0.01%-2013F-HRTimeline
Timothy G. Youngquist 2020 Irrevocable …142$25.9K0.01%new13F-HRTimeline
Dogwood Wealth Management LLC138$25.1K0.01%+9913F-HRTimeline
Beacon Financial Strategies CORP138$25.1K0.01%013F-HRTimeline
PlanVest Financial, Inc137$25K0.02%13F-HRTimeline
Aster Capital Management (DIFC) Ltd195$24.1K0.01%-2,90713F-HRTimeline
Ares Financial Consulting, LLC137$24.1K0.02%+11013F-HRTimeline
Heritage Wealth Advisors131$23.9K<0.01%013F-HRTimeline
Towarzystwo Funduszy Inwestycyjnych All…130$23.7K0.04%013F-HRTimeline
Elequin Capital, LP129$23.5K<0.01%new13F-HRTimeline
First Pacific Financial128$23.4K<0.01%+113F-HRTimeline
S&T Bank/PA127$23.1K0.01%+4913F-HRTimeline
Sachetta, LLC124$22.6K0.01%+2713F-HRTimeline
Bogart Wealth, LLC123$22.4K<0.01%+113F-HRTimeline
3 FACTOR INDEXING, LLC123$22.4K0.02%13F-HRTimeline
Olistico Wealth, LLC119$21.7K0.01%013F-HRTimeline
Richardson Capital Management LLC115$21K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC114$20.8K0.01%013F-HRTimeline
LGT Financial Advisors LLC112$20.3K0.1%+113F-HRTimeline
FIRST COMMUNITY TRUST NA111$20.2K0.01%013F-HRTimeline
Joseph Group Capital Management111$20.2K0.01%+4613F-HRTimeline
Roxbury Financial LLC109$19.9K0.02%013F-HRTimeline
High Note Wealth, LLC104$18.9K<0.01%-1713F-HRTimeline
BNP PARIBASin group BNP PARIBAS100$18.3K<0.01%-11,55113F-HRTimelineGroup
Costello Asset Management, INC100$18.2K0.01%013F-HRTimeline
Creative Capital Management Investments…100$18.2K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC100$18.2K0.01%+4413F-HRTimeline
BARRETT & COMPANY, INC.100$18.2K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…99$18K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT98$17.9K<0.01%-1313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC98$17.9K<0.01%+413F-HRTimeline
Western Pacific Wealth Management, LP95$17.3K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC94$17.1K<0.01%+5213F-HRTimeline
West Branch Capital LLC92$16.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.90$16.3K<0.01%+113F-HRTimeline
Financial Perspectives, Inc88$16K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC85$15.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC84$15.3K0.01%+613F-HRTimeline
Abound Wealth Management83$15.2K<0.01%+413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC83$15.2K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC82$14.9K<0.01%+3313F-HRTimelineGroup
WPG Advisers, LLC82$14.9K0.01%-213F-HRTimeline
Westend Capital Management, LLC81$14.8K<0.01%-513F-HRTimeline
Crewe Advisors LLC78$14.2K<0.01%+1613F-HRTimeline
Evergreen Advisors, LLC78$14.2K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…76$13.8K<0.01%new13F-HRTimeline
YANKCOM Partnership74$13.5K0.01%013F-HRTimeline