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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,753 managers (1,784 13F filers) reported a position in PSX shares at 2024-12-31, 306,940,668 shares in all. 86 filers opened a position and 183 filers sold out during the quarter.

Managers
1,753
13F filers
1,784
New
86
Added
620
Reduced
644
Sold out
183
Shares held by filers
306,940,668

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Cambridge Investment Research Advisors,…98,351$11.2M0.04%+1,99313F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.94,917$10.8M0.06%-5,89313F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC94,376$10.8M1.4%+5,51013F-HRTimeline
State of Tennessee, Department of Treas…93,846$10.7M0.04%-48,19313F-HRTimeline
CCM INVESTMENT ADVISERS LLC93,781$10.7M1.18%-11,36913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC93,435$10.6M0.09%+27,89113F-HRTimeline
STRS OHIO93,419$10.6M0.04%-18,40813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.91,663$10.4M0.02%+26,31813F-HRTimelineGroup
Verity & Verity, LLC90,260$10.3M0.94%+22,71913F-HRTimeline
Czech National Bank89,493$10.2M0.09%+4,22713F-HRTimeline
Retirement Systems of Alabama89,415$10.2M0.04%-2,71913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.89,283$10.2M0.06%-2,54313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV88,491$10.1M0.02%-25,86313F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD104,436$10.1M0.01%-218,38713F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…88,085$10M0.03%+2,47713F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…87,814$10M0.06%-3,30413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC86,146$9.81M0.68%-9,81013F-HRTimeline
Eldred Rock Partners, LLC86,011$9.73M3.34%+29313F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC84,735$9.65M1.53%-3,65013F-HRTimeline
ProShare Advisors LLC84,732$9.65M0.02%+2,66413F-HRTimeline
Aquatic Capital Management LLC84,393$9.61M0.26%+15,69313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding84,389$9.55M+5,370Timeline
Cambria Investment Management, L.P.83,715$9.54M0.58%+6,84013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC82,830$9.44M0.4%+7,53513F-HR/ATimeline
HERITAGE INVESTORS MANAGEMENT CORP82,381$9.39M0.3%+68213F-HRTimeline
Advisory Services Network, LLC82,245$9.37M0.17%+5,88313F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding80,744$9.2MnewTimeline
Colonial Trust Advisorsgroup of 2 filers holding80,414$9.16M-964Timeline
Varma Mutual Pension Insurance Co80,400$9.16M0.07%-27,70013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …80,151$9.13M0.05%+9,39313F-HRTimeline
AMALGAMATED BANK79,201$9.02M0.07%-3,22213F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC78,982$9M0.78%+1,06013F-HRTimeline
NewEdge Advisors, LLC78,864$8.98M0.05%-5,33313F-HRTimeline
HITE Hedge Asset Management LLC78,194$8.91M0.65%new13F-HRTimeline
AXA S.A.in group AXA S.A.78,146$8.9M0.03%+24,98313F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC77,714$8.85M0.48%-1,28013F-HR/ATimeline
Simmons Bankin group Simmons Bank75,808$8.64M0.63%+2,42613F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY74,936$8.54M1.73%-7,85013F-HRTimeline
CIBC Asset Management Inc72,684$8.28M0.03%+85113F-HRTimeline
Verition Fund Management LLC72,014$8.2M0.04%+27,53413F-HRTimeline
Fort Point Capital Partners LLC71,640$8.16M0.91%-5313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC71,437$8.14M0.01%-10,56213F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC71,143$8.11M0.04%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC68,582$8.08M0.02%+2,75213F-HRTimelineGroup
Venture Visionary Partners LLC70,196$8M0.34%+2,31413F-HR/ATimeline
LBP AM SA68,923$7.85M0.11%+47,24213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.68,752$7.83M0.03%+6,49213F-HRTimelineGroup
Utah Retirement Systems68,367$7.79M0.09%-80013F-HRTimeline
Visionary Wealth Advisors68,322$7.78M0.46%+80613F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.67,253$7.66M0.1%-4,03013F-HRTimeline
VIKING FUND MANAGEMENT LLC67,000$7.63M1.19%+32,00013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC66,518$7.58M0.44%+1,02613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,323$7.56M0.06%-1,15813F-HRTimelineGroup
Alaska Permanent Fund Corp65,636$7.48M0.11%013F-HRTimeline
CW Advisors, LLC65,443$7.46M0.1%+3,09213F-HRTimeline
CIBC WORLD MARKETS CORP65,428$7.45M0.04%+8,27113F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC64,915$7.4M1.24%-56713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.62,826$7.36M0.18%+59,97113F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group64,535$7.35M0.9%-76513F-HRTimelineGroup
Advisors Asset Management, Inc.63,346$7.22M0.13%-9,63313F-HR/ATimeline
RPG Investment Advisory, LLC63,202$7.2M0.97%-3,96013F-HRTimeline
D.A. DAVIDSON & CO.63,198$7.2M0.06%+1,25513F-HRTimeline
IFM Investors Pty Ltd62,855$7.16M0.07%-9,00613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC60,946$6.94M0.08%-88313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.60,283$6.87M0.02%-8,22613F-HRTimelineGroup
Police & Firemen's Retirement System of…59,922$6.83M0.07%13F-HRTimeline
Advisors Capital Management, LLC59,431$6.77M0.11%+2,01913F-HRTimeline
XPONANCE LLC58,630$6.68M0.06%-41513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…56,856$6.48M0.03%-917,70713F-HRTimeline
Alley Investment Management Company, LLC55,976$6.38M0.81%+3,08313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,655$6.35M0.03%+1,79313F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…55,480$6.32M0.06%-29613F-HRTimelineGroup
Hamilton Capital Partners Inc.55,468$6.32M0.47%+11,16713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …55,458$6.32M0.02%-8,34713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK55,342$6.31M0.04%-21113F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.54,520$6.21M1.26%-18413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.54,226$6.18M0.3%-6,21413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP54,505$6.1M0.01%-139,86113F-HRTimeline
NAVELLIER & ASSOCIATES INC52,830$6.02M0.72%+5,07113F-HRTimeline
Brick & Kyle, Associates52,683$6M2.55%-28913F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS51,676$5.89M0.12%-54013F-HRTimeline
Illinois Municipal Retirement Fund51,617$5.88M0.08%-35,07213F-HRTimeline
Disciplined Investments, LLC51,474$5.86M2.89%-29713F-HRTimeline
Telos Capital Management, Inc.51,111$5.82M0.62%+85513F-HRTimeline
Texas Yale Capital Corp.51,023$5.81M0.23%+21013F-HRTimeline
Royal Fund Management, LLC50,381$5.79M0.63%-57,13913F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN51,320$5.78M0.04%-1,28313F-HRTimeline
Dakota Wealth Management50,486$5.75M0.13%-2,30213F-HRTimeline
RBF Capital, LLC50,000$5.7M0.3%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…49,469$5.64M0.06%-2,06713F-HRTimelineGroup
Rodgers Brothers Inc.49,413$5.63M0.73%+1,40013F-HRTimeline
NewSquare Capital LLC50,037$5.63M0.45%+21413F-HRTimeline
Arkadios Wealth Advisors48,900$5.57M0.3%+6,07113F-HRTimeline
WESBANCO BANK INC48,849$5.57M0.19%+1913F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding48,361$5.51M-6,212Timeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…48,297$5.5M0.06%+3,91513F-HRTimelineGroup
Scissortail Wealth Management, LLC48,289$5.5M1.41%+48,26913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,774$5.44M0.06%+3,90513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…46,899$5.42M0.01%-17,53713F-HRTimelineGroup
Mirador Capital Partners LP47,215$5.38M0.98%-33413F-HRTimeline
Beacon Pointe Advisors, LLC47,201$5.38M0.06%-79613F-HRTimeline
State of Alaska, Department of Revenue47,086$5.36M0.06%-14,99713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,741$5.33M0.03%+1,50713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding46,411$5.29M-3,128Timeline
Stolper Co46,284$5.27M1.76%+69513F-HRTimeline
MAI Capital Management46,125$5.25M0.04%+25,64113F-HRTimeline
Buckingham Capital Management, Inc.45,684$5.2M0.6%-92613F-HRTimeline
Wealthfront Advisers LLC45,369$5.17M0.02%-6,58813F-HR/ATimeline
Sienna Gestion43,869$5M0.34%013F-HRTimeline
Stablepoint Partners, LLC43,739$4.98M0.91%+72013F-HRTimeline
Mountain Hill Investment Partners Corp.43,315$4.93M5.03%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC43,178$4.92M0.01%-180,47313F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding49,995$4.92M+8,442Timeline
MACKENZIE FINANCIAL CORP42,439$4.84M0.01%+5,23313F-HR/ATimeline
Sovereign Investment Advisors, LLC42,129$4.8M1.43%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP42,095$4.8M0.02%+75513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp42,013$4.79M0.28%-1,23113F-HRTimelineGroup
CCM INVESTMENT GROUP, LLC42,430$4.75M0.52%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.41,657$4.75M0.05%-22,45313F-HRTimeline
Kesler, Norman & Wride, LLC41,468$4.72M1.02%-1,13913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC41,264$4.7M0.15%-8,64813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kingsview Wealth Management, LLC40,795$4.65M0.09%+28113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,727$4.64M0.34%-3,58513F-HRTimeline
NKCFO LLC40,500$4.61M2.03%013F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC40,485$4.61M1.82%-5013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40,235$4.58M0.1%+1,34913F-HRTimeline
Berger Financial Group, Inc39,916$4.55M0.31%+89313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC39,322$4.48M0.04%-137,93813F-HRTimeline
MIZUHO SECURITIES USA LLC39,142$4.46M0.08%+12,00013F-HRTimeline
Trajan Wealth LLC39,120$4.46M0.25%+3,90313F-HRTimeline
Cercano Management LLC38,959$4.44M0.11%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK38,687$4.41M0.03%-24313F-HRTimelineGroup
Quantinno Capital Management LP38,665$4.41M0.04%+12,56713F-HRTimeline
MEYER HANDELMAN CO38,609$4.4M0.15%-86313F-HRTimeline
Eisler Capital Management Ltd.38,169$4.37M0.15%13F-HRTimeline
COZAD ASSET MANAGEMENT INC38,320$4.37M0.41%+1,03713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding38,275$4.36M-1,972Timeline
Elo Mutual Pension Insurance Co38,199$4.35M0.09%-2,09813F-HRTimeline
ROTHSCHILD INVESTMENT LLC38,152$4.35M0.28%+3413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC38,140$4.34M0.23%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37,994$4.33M0.14%-1,17113F-HRTimelineGroup
Heritage Trust Co37,700$4.3M0.51%13F-HRTimeline
Shorepoint Capital Partners LLC37,657$4.29M0.98%+62713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI37,511$4.27M0.23%+9,41213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,458$4.27M0.17%+82713F-HRTimelineGroup
HM PAYSON & CO37,326$4.25M0.07%-22813F-HRTimeline
FIRST MANHATTAN CO. LLC.26,459$4.25M0.01%+10,92613F-HRTimeline
Bremer Bank National Association36,965$4.21M0.83%+12,32613F-HRTimeline
UMB Bank, n.a.36,935$4.21M0.07%-2,49613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC36,890$4.2M0.02%+1,97513F-HRTimeline
BRADY FAMILY WEALTH, LLC36,628$4.17M1.28%-41913F-HRTimeline
BOKF, NAin group BOKF, NA36,565$4.17M0.07%+6313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC36,388$4.15M0.09%-1,13713F-HRTimelineGroup
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG36,269$4.12M0.04%-54113F-HRTimelineGroup
Kenora Financial, LLC35,906$4.09M1.63%013F-HRTimeline
Quotient Wealth Partners, LLC35,674$4.06M0.13%-1,69013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…35,656$4.06M0.03%+18,85313F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND35,429$4.04M0.07%-35013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.35,377$4.03M0.01%+3,95313F-HRTimelineGroup
KBC Group NVin group KBC Group NV35,202$4.01M0.01%-16,29813F-HRTimelineGroup
PINKERTON WEALTH, LLC34,956$3.98M0.58%+2,60113F-HRTimeline
Wilmington Savings Fund Society, FSB34,915$3.98M0.07%+1,05713F-HRTimeline
BEACON FINANCIAL GROUP34,779$3.96M0.43%-2,75813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,770$3.96M0.03%-1,31313F-HRTimelineGroup
NorthCoast Asset Management LLC34,540$3.94M0.02%-2,66013F-HR/ATimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd34,486$3.93M0.08%-50,83113F-HRTimelineGroup
Altrius Capital Management Inc34,446$3.92M1.05%+1,88113F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP34,364$3.92M0.09%-224,61013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,303$3.91M<0.01%+9,95913F-HRTimelineGroup
Unigestion Holding SA34,231$3.9M0.22%013F-HRTimeline
Composition Wealth, LLC33,802$3.85M0.08%+12,14713F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC33,800$3.85M2.84%013F-HRTimelineGroup
Community Bank & Trust, Waco, Texas33,523$3.82M0.87%+39513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.33,480$3.81M0.63%-50013F-HRTimeline
Gulf International Bank (UK) Ltd33,192$3.78M0.1%-38713F-HRTimeline
PINNACLE ASSOCIATES LTD33,143$3.78M0.05%-1,81813F-HRTimeline
TD Waterhouse Canada Inc.33,022$3.76M0.03%+27513F-HRTimeline
Alpha Omega Wealth Management LLC32,938$3.75M0.71%+66413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,839$3.74M0.05%+2,76713F-HRTimelineGroup
UniSuper Management Pty Ltd32,747$3.73M0.03%+6,66213F-HRTimeline
Northeast Financial Consultants Inc32,720$3.73M0.16%013F-HRTimeline
Gladstone Institutional Advisory LLC32,535$3.71M0.17%+3,34113F-HRTimeline
Canal Insurance CO32,500$3.7M0.96%013F-HRTimeline
MCDONALD PARTNERS LLC32,486$3.7M0.95%+86613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …32,177$3.67M0.53%13F-HRTimeline
Ashton Thomas Private Wealth, LLC31,890$3.63M0.14%+94513F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…31,308$3.57M0.97%-34913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…31,240$3.56M0.1%-1,40113F-HRTimelineGroup
SevenBridge Financial Group, LLC27,208$3.52M0.67%+2,85113F-HRTimeline
CWM, LLCin group CWM, LLC30,849$3.52M0.01%+2,23113F-HRTimelineGroup
DT Investment Partners, LLC30,774$3.51M0.3%-30,13013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding30,729$3.5M-7,090Timeline
Aigen Investment Management, LP30,454$3.47M0.61%-9,26913F-HRTimeline
FIRST AMERICAN BANK30,354$3.46M0.24%-2,66713F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.30,313$3.45M2.14%+24613F-HRTimeline
Mader & Shannon Wealth Management, Inc.30,229$3.44M2.13%new13F-HRTimeline
Glass Wealth Management Co LLC30,109$3.43M1.86%-63013F-HRTimeline
Candriam S.C.A.30,062$3.42M0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,985$3.42M0.03%-7413F-HRTimeline
Prospera Financial Services Inc29,959$3.42M0.08%+91913F-HRTimeline