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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
Hickory Point Bank & Trust74$13.5K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC70$12.8K<0.01%+413F-HRTimeline
FIRST FINANCIAL CORP /IN/69$12.6K<0.01%013F-HRTimeline
Bare Financial Services, Inc69$12.6K<0.01%+1213F-HRTimeline
Bradley & Co. Private Wealth Management…67$12.2K0.01%013F-HRTimeline
Prosperity Bancshares Inc66$12K0.01%+1713F-HRTimeline
SUMMIT SECURITIES GROUP LLC66$12K0.01%-93213F-HRTimeline
Lavaca Capital LLC66$12K<0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…65$11.8K0.02%13F-HRTimeline
Bay Harbor Wealth Management, LLC65$11.8K<0.01%+2413F-HRTimeline
Leo H. Evart, Inc.64$11.6K0.01%13F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…63$11.5K0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC61$11.2K<0.01%+3713F-HRTimeline
Pacifica Partners Inc.60$10.9K<0.01%-3,13213F-HRTimeline
Atlantic Edge Private Wealth Management…60$10.9K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.57$10.4K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …57$10.4K0.02%-1313F-HRTimeline
Accent Capital Management, LLC57$10.4K0.01%013F-HR/ATimeline
OLD SECOND NATIONAL BANK OF AURORA55$10K<0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC55$9.97K0.01%013F-HRTimeline
TopTier Wealth Management, LLC54$9.84K0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…53$9.66K<0.01%013F-HRTimelineGroup
PayPay Securities Corp59$9.64K0.33%+4813F-HRTimeline
Noble Wealth Management PBC51$9.29K<0.01%013F-HRTimeline
Align Financial, LLC50$9.11K0.01%-13,37013F-HRTimeline
Meramec Financial Planners, LLC58$9.03K<0.01%013F-HRTimeline
RMG Wealth Management LLC51$8.94K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp52$8.5K0.01%-29613F-HR/ATimeline
Marquette Asset Management, LLC46$8.38K<0.01%-713F-HRTimeline
Financial Network Wealth Advisors LLC42$7.65K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC40$7.32K<0.01%+1413F-HRTimeline
United Financial Planning Group LLC39$7.11K<0.01%new13F-HRTimeline
Osbon Capital Management LLC38$7K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.37$6.74K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC36$6.56K<0.01%+1113F-HRTimeline
Prudent Man Investment Management, Inc.50$6.45K<0.01%013F-HRTimeline
Westfuller Advisors, LLC35$6.39K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.35$6.38K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC34$6.2K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.34$6.19K<0.01%013F-HRTimeline
HighMark Wealth Management LLC34$6.19K<0.01%new13F-HRTimeline
Tidemark, LLC33$6.01K<0.01%+213F-HRTimeline
Sunrise Financial Services, LLC33$6.01K<0.01%+1713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…33$6K<0.01%013F-HRTimelineGroup
Monetary Solutions, Ltd31$5.65K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.30$5.46K<0.01%013F-HRTimeline
Kilter Group LLC29$5.28K<0.01%+1913F-HRTimeline
CGC Financial Services, LLC28$5.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.27$4.92K<0.01%new13F-HRTimeline
Bullseye Investment Management, LLC25$4.55K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC25$4.55K0.08%013F-HRTimeline
WealthCollab, LLC24$4.37K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC23$4.19K<0.01%new13F-HRTimeline
Torren Management, LLC22$4.07K<0.01%-58213F-HRTimeline
Dunhill Financial, LLC20$3.78K<0.01%-113F-HRTimeline
BFSG, LLC20$3.64K<0.01%-1513F-HRTimeline
AMERIFLEX GROUP, INC.20$3.64K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC19$3.46K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC17$3.1K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.16$2.92K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.14$2.55K<0.01%013F-HRTimeline
Caitlin John, LLC13$2.37K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC13$2.37K<0.01%013F-HRTimeline
1015 Capital Partners, LLC13$2.37K<0.01%013F-HRTimeline
Hughes Financial Services, LLC12$2.19K<0.01%+613F-HRTimeline
Advocate Investing Services LLC11$2K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.11$2K<0.01%+613F-HRTimeline
Aspect Partners, LLC10$1.82K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.10$1.82K<0.01%new13F-HRTimeline
LM Advisors LLC317$1.74K0.03%+9213F-HRTimeline
Synergy Investment Management, LLC9$1.64K<0.01%new13F-HRTimeline
Pacific Center for Financial Services8$1.46K<0.01%-22513F-HRTimeline
Mascoma Wealth Management LLC7$1.27K<0.01%+113F-HRTimeline
Lloyd Advisory Services, LLC.7$1.27K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.7$1.27K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.7$1.27K<0.01%new13F-HRTimeline
Seneschal Advisors, LLC6$1.09K<0.01%+313F-HRTimeline
ALERUS FINANCIAL NA5$911<0.01%013F-HRTimeline
CURIO WEALTH, LLC5$911<0.01%new13F-HRTimeline
Breakwater Investment Management4$729<0.01%013F-HRTimeline
Davis Capital Management3$547<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC2$367<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.2$365<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1$183<0.01%013F-HRTimeline
ATWOOD & PALMER INC1$183<0.01%013F-HRTimeline
St. Johns Investment Management Company…1$182<0.01%013F-HRTimeline
FNY Investment Advisers, LLC5$00%013F-HRTimelineValue filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline