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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
Abound Wealth Management45$7.63K<0.01%-3813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.44$7.44K<0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC44$7.44K0.01%+213F-HRTimeline
Elevated Capital Advisors, LLC40$6.79K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.40$6.76K<0.01%+3013F-HRTimeline
United Financial Planning Group LLC39$6.59K<0.01%013F-HRTimeline
Osbon Capital Management LLC38$6.54K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.50$6.45K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.37$6.25K<0.01%013F-HRTimeline
Montgomery Financial Services LLC37$6.23K0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN36$6.09K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC35$5.92K0.01%-30013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$5.92K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.34$5.75K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC34$5.75K<0.01%013F-HRTimeline
Tidemark, LLC33$5.58K<0.01%013F-HRTimeline
Monetary Solutions, Ltd31$5.24K<0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…33$5K<0.01%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC28$4.73K<0.01%+2813F-HRTimeline
CGC Financial Services, LLC28$4.73K<0.01%013F-HRTimeline
Hughes Financial Services, LLC28$4.73K<0.01%+1613F-HRTimeline
HFM Investment Advisors, LLC27$4.57K<0.01%+1413F-HRTimeline
Spurstone Advisory Services, LLC25$4.36K0.06%013F-HRTimeline
Bullseye Investment Management, LLC25$4.23K<0.01%013F-HRTimeline
WealthCollab, LLC24$4.06K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC23$3.89K<0.01%013F-HRTimeline
Dunhill Financial, LLC22$3.83K<0.01%+213F-HRTimeline
Torren Management, LLC22$3.8K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.20$3.38K<0.01%+913F-HRTimeline
BFSG, LLC20$3.38K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC19$3.21K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC17$2.87K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.17$2.87K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.16$2.71K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC16$2.71K<0.01%-1713F-HRTimeline
DHJJ Financial Advisors, Ltd.14$2.37K<0.01%013F-HRTimeline
1015 Capital Partners, LLC13$2.2K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC13$2K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC11$1.86K<0.01%new13F-HRTimeline
Advocate Investing Services LLC11$1.86K<0.01%013F-HRTimeline
Davis Capital Management10$1.69K<0.01%+713F-HRTimeline
Aspect Partners, LLC10$1.69K<0.01%013F-HRTimeline
PayPay Securities Corp9$1.52K0.04%-5013F-HRTimeline
Decker Retirement Planning Inc.8$1.35K<0.01%new13F-HRTimeline
Kings Path Partners LLC8$1.35K<0.01%new13F-HRTimeline
Seneschal Advisors, LLC6$1.01K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC6$1.01K<0.01%-113F-HRTimeline
Provenance Wealth Advisors, LLC6$1.01K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6$949<0.01%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC5$851<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC5$846<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA5$845<0.01%013F-HRTimeline
Breakwater Investment Management4$677<0.01%013F-HRTimeline
Friedenthal Financial4$646<0.01%-15313F-HRTimeline
Atlantic Private Wealth, LLC2$341<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.2$339<0.01%013F-HRTimeline
Mosley Wealth Management2$338<0.01%new13F-HRTimeline
Sankala Group LLC1$242<0.01%new13F-HRTimeline
St. Johns Investment Management Company…1$169<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$169<0.01%new13F-HRTimeline
Highland Investment Advisors LLC1$169<0.01%13F-HRTimeline
FNY Investment Advisers, LLC5$00%013F-HRTimelineValue filed as zero, left out of ratios.