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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,765 managers (1,797 13F filers) reported a position in PSX shares at 2025-03-31, 308,203,084 shares in all. 152 filers opened a position and 131 filers sold out during the quarter.

Managers
1,765
13F filers
1,797
New
152
Added
646
Reduced
666
Sold out
131
Shares held by filers
308,203,084

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SKBA CAPITAL MANAGEMENT LLC84,435$10.4M1.55%-30013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC83,664$10.3M0.04%+28,00913F-HRTimelineGroup
LBP AM SA83,256$10.3M0.16%+14,33313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,108$10.3M0.1%+16,78513F-HRTimelineGroup
ProShare Advisors LLC83,078$10.3M0.02%-1,65413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC82,943$10.2M0.44%+11313F-HR/ATimeline
HERITAGE INVESTORS MANAGEMENT CORP82,539$10.2M0.35%+15813F-HRTimeline
NewEdge Advisors, LLC81,525$10.1M0.06%+2,66113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding80,895$9.99M+481Timeline
AMALGAMATED BANK80,038$9.88M0.08%+83713F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS79,556$9.82M0.04%-50,79113F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …78,984$9.75M0.06%-1,16713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC78,643$9.71M0.01%-180,79613F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC78,125$9.65M0.73%-8,02113F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS77,390$9.56M0.04%+75,16813F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC77,147$9.53M0.88%-1,83513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.76,503$9.45M0.04%+7,75113F-HRTimelineGroup
Advisory Services Network, LLC76,385$9.43M0.18%-5,86013F-HRTimeline
Cambria Investment Management, L.P.76,158$9.4M0.66%-7,55713F-HRTimeline
Pacific Heights Asset Management LLC75,000$9.26M0.63%-75,00013F-HRTimeline
Simmons Bankin group Simmons Bank74,319$9.18M0.69%-1,48913F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC73,987$9.14M0.55%-3,72713F-HRTimeline
Varma Mutual Pension Insurance Co73,800$9.11M0.08%-6,60013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY73,536$9.08M1.84%-1,40013F-HRTimeline
Quantinno Capital Management LP73,174$9.04M0.06%+34,50913F-HRTimeline
AXA S.A.in group AXA S.A.73,104$9.03M0.03%-5,04213F-HRTimelineGroup
Sendero Wealth Management, LLC72,651$8.97M1.25%+49,90513F-HRTimeline
Visionary Wealth Advisors72,092$8.9M0.53%+3,77013F-HRTimeline
CIBC Asset Management Inc71,976$8.89M0.03%-70813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC71,944$8.88M0.04%+80113F-HRTimelineGroup
Fort Point Capital Partners LLC71,633$8.85M0.99%-713F-HRTimeline
Venture Visionary Partners LLC70,592$8.72M0.37%+39613F-HRTimeline
CIBC WORLD MARKET INC.69,512$8.58M0.02%+46,82613F-HRTimeline
FIL Ltdin group FIL Ltd68,664$8.48M0.01%new13F-HRTimelineGroup
Utah Retirement Systems68,367$8.44M0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,976$8.39M0.01%-296,08613F-HRTimelineGroup
IFM Investors Pty Ltd67,621$8.35M0.09%+4,76613F-HR/ATimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC66,778$8.25M0.48%+26013F-HRTimeline
Rodgers Brothers Inc.66,513$8.21M1.09%+17,10013F-HRTimeline
Advisors Capital Management, LLC63,433$7.83M0.12%+4,00213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group63,410$7.83M1.03%-1,12513F-HRTimelineGroup
FOUNDATION RESOURCE MANAGEMENT INC63,346$7.82M1.23%-1,56913F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC61,411$7.58M0.09%+46513F-HRTimeline
Police & Firemen's Retirement System of…59,922$7.4M0.07%013F-HRTimeline
Hamilton Capital Partners Inc.59,514$7.35M0.47%+4,04613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,314$7.32M0.02%-29,17713F-HRTimeline
XPONANCE LLC59,193$7.31M0.07%+56313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC57,294$7.07M0.01%-14,14313F-HRTimelineGroup
Advisors Asset Management, Inc.56,870$7.02M0.13%-6,47613F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…56,568$6.99M0.03%-28813F-HRTimeline
Alley Investment Management Company, LLC56,531$6.98M0.88%+55513F-HRTimeline
Sovereign Investment Advisors, LLC42,129$6.88M2.39%013F-HRTimeline
Alaska Permanent Fund Corp65,636$6.83M0.1%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…55,265$6.82M0.07%-21513F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …54,366$6.71M0.02%-1,09213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK53,588$6.62M0.04%-1,75413F-HRTimelineGroup
First Fiduciary Investment Counsel, Inc.52,869$6.53M1.4%-1,65113F-HRTimeline
J.W. COLE ADVISORS, INC.52,768$6.52M0.2%+45,52713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.52,459$6.48M0.32%-1,76713F-HRTimeline
Telos Capital Management, Inc.52,415$6.47M0.71%+1,30413F-HRTimeline
Disciplined Investments, LLC51,748$6.39M2.93%+27413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP52,268$6.36M0.01%-2,23713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS51,402$6.35M0.13%-27413F-HRTimeline
Gotham Asset Management, LLC51,313$6.34M0.05%-100,21713F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN51,293$6.33M0.04%-2713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding50,990$6.3M+4,579Timeline
Brick & Kyle, Associates51,808$6.26M2.87%-87513F-HRTimeline
Waverly Advisors, LLC50,438$6.23M0.08%+43,10013F-HRTimeline
RBF Capital, LLC50,000$6.17M0.39%013F-HRTimeline
CIBC WORLD MARKETS CORP49,814$6.15M0.05%-15,61413F-HRTimeline
Wealthfront Advisers LLC49,492$6.11M0.02%+4,12313F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…49,226$6.08M0.06%+92913F-HRTimelineGroup
Illinois Municipal Retirement Fund49,225$6.08M0.09%-2,39213F-HRTimeline
NewSquare Capital LLC49,747$6.06M0.49%-29013F-HRTimeline
Mirador Capital Partners LP49,073$6.06M1.06%+1,85813F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding48,602$6M+241Timeline
AG2R LA MONDIALE GESTION D'ACTIFS52,804$5.99M0.33%13F-HRTimeline
WOLVERINE TRADING, LLC49,087$5.98M0.19%+27,26913F-HRTimeline
State of Alaska, Department of Revenue48,396$5.97M0.07%+1,31013F-HRTimeline
TD Waterhouse Canada Inc.47,878$5.95M0.05%+14,85613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC48,156$5.95M0.07%+38213F-HRTimelineGroup
Scissortail Wealth Management, LLC48,146$5.95M1.53%-14313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…48,020$5.93M0.07%-1,44913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC48,015$5.93M0.03%+1,27413F-HRTimelineGroup
Dakota Wealth Management47,906$5.92M0.14%-2,58013F-HRTimeline
WESBANCO BANK INC47,740$5.89M0.2%-1,10913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA47,545$5.87M0.01%-193,30613F-HR/ATimelineGroup
Royal Fund Management, LLC46,986$5.85M0.7%-3,39513F-HRTimeline
Stablepoint Partners, LLC47,328$5.84M1.06%+3,58913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…46,976$5.8M0.04%+11,32013F-HRTimelineGroup
Stolper Co46,147$5.7M1.87%-13713F-HRTimeline
Prospera Financial Services Inc45,932$5.67M0.13%+15,97313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC45,884$5.67M0.2%+4,62013F-HRTimeline
Kingsview Wealth Management, LLC45,870$5.66M0.11%+5,07513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.45,431$5.61M0.01%-46,23213F-HRTimelineGroup
MAI Capital Management44,664$5.52M0.04%-1,46113F-HRTimeline
MACKENZIE FINANCIAL CORP43,884$5.42M0.01%+1,44513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,360$5.41M<0.01%+10,05713F-HR/ATimelineGroup
Generali Asset Management SPA SGR43,484$5.37M0.13%+15,87413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…43,307$5.35M0.22%+5,84913F-HRTimelineGroup
IEQ CAPITAL, LLC42,938$5.3M0.04%+18,93913F-HRTimeline
Canal Insurance CO42,500$5.25M1.24%+10,00013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP42,383$5.23M0.02%+28813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.42,232$5.21M0.14%-20,59413F-HRTimelineGroup
OP Asset Management Ltd42,097$5.2M0.09%13F-HR/ATimeline
BOKF, NAin group BOKF, NA41,439$5.12M0.09%+4,87413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC41,283$5.1M0.11%+1,04813F-HRTimeline
CCM INVESTMENT GROUP, LLC41,683$5.08M0.54%-74713F-HRTimeline
Kesler, Norman & Wride, LLC40,865$5.05M0.96%-60313F-HRTimeline
Texas Yale Capital Corp.40,698$5.03M0.21%-10,32513F-HRTimeline
Cyndeo Wealth Partners, LLC40,647$5.02M0.33%+15,85613F-HRTimeline
Trajan Wealth LLC40,641$5.02M0.27%+1,52113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40,561$5.01M0.3%-1,45213F-HRTimelineGroup
Bremer Bank National Association40,553$5.01M0.89%+3,58813F-HRTimeline
MONTGOMERY INVESTMENT MANAGEMENT INC40,495$5M1.99%+1013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding40,190$4.96M-9,805Timeline
Sienna Gestion41,182$4.94M0.4%-2,68713F-HRTimeline
Heritage Trust Co39,907$4.93M0.6%+2,20713F-HRTimeline
Quotient Wealth Partners, LLC39,410$4.87M0.16%+3,73613F-HRTimeline
Aptus Capital Advisors, LLC39,321$4.86M0.06%+13,59213F-HRTimeline
NAVELLIER & ASSOCIATES INC45,278$4.84M0.67%-7,55213F-HRTimeline
BRADY FAMILY WEALTH, LLC38,990$4.81M1.54%+2,36213F-HRTimeline
OMERS ADMINISTRATION Corp38,952$4.81M0.04%+20,67013F-HRTimeline
Shorepoint Capital Partners LLC38,814$4.79M1.08%+1,15713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK38,486$4.75M0.03%-20113F-HRTimelineGroup
MEYER HANDELMAN CO38,472$4.75M0.17%-13713F-HRTimeline
ROTHSCHILD INVESTMENT LLC37,936$4.68M0.31%-21613F-HRTimeline
CWM, LLCin group CWM, LLC37,800$4.67M0.02%+6,95113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,772$4.66M0.04%+3,00213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding37,570$4.64M-705Timeline
UMB Bank, n.a.37,506$4.63M0.08%+57113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37,469$4.63M0.15%-52513F-HRTimelineGroup
Rakuten Investment Management, Inc.37,747$4.6M0.02%13F-HRTimeline
PINKERTON WEALTH, LLC36,943$4.56M0.59%+1,98713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI36,718$4.53M0.25%-79313F-HRTimeline
HM PAYSON & CO36,692$4.53M0.08%-63413F-HRTimeline
River Road Asset Management, LLC36,647$4.53M0.06%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC36,509$4.51M0.1%+12113F-HRTimelineGroup
New Age Alpha Advisors, LLC36,020$4.45M0.2%+27,40013F-HRTimeline
Gladstone Institutional Advisory LLC35,866$4.43M0.21%+3,33113F-HRTimeline
Altrius Capital Management Inc35,855$4.43M1.08%+1,40913F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND35,849$4.43M0.09%+42013F-HRTimeline
Kenora Financial, LLC35,791$4.42M1.82%-11513F-HRTimeline
Private Advisor Group, LLC35,579$4.39M0.03%-1,31113F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.35,517$4.39M0.06%-123,61913F-HRTimeline
STRATEGIC PLANNING GROUP, LLC35,348$4.36M0.85%+6,77413F-HRTimeline
Ashton Thomas Private Wealth, LLC35,186$4.34M0.17%+3,29613F-HRTimeline
Wilmington Savings Fund Society, FSB35,046$4.33M0.08%+13113F-HRTimeline
Woodline Partners LP34,891$4.31M0.03%+10,08913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC34,651$4.28M0.01%-8,52713F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,279$4.23M0.32%-6,44813F-HRTimeline
NorthCoast Asset Management LLC33,927$4.19M0.02%-61313F-HR/ATimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management33,804$4.17M0.01%-416,36313F-HRTimelineGroup
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC33,800$4.17M2.98%013F-HRTimelineGroup
UniSuper Management Pty Ltd33,778$4.17M0.03%+1,03113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …33,632$4.15M0.6%+1,45513F-HRTimeline
Community Bank & Trust, Waco, Texas33,563$4.14M0.98%+4013F-HRTimeline
Alpha Omega Wealth Management LLC33,495$4.14M0.79%+55713F-HRTimeline
SteelPeak Wealth, LLC33,357$4.12M0.18%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…33,251$4.11M0.69%+9,02013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.33,155$4.09M0.68%-32513F-HRTimeline
MIZUHO SECURITIES USA LLC33,068$4.08M0.09%-6,07413F-HRTimeline
Composition Wealth, LLC33,066$4.08M0.08%-73613F-HRTimeline
OSSIAM33,061$4.08M0.06%new13F-HRTimeline
PINNACLE ASSOCIATES LTD32,948$4.07M0.06%-19513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding32,875$4.06M+2,146Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.32,823$4.05M0.01%-2,55413F-HRTimelineGroup
Northeast Financial Consultants Inc32,720$4.04M0.18%013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…32,517$4.02M1.08%+1,20913F-HRTimeline
MCDONALD PARTNERS LLC32,312$4M1.04%-17413F-HRTimeline
NEOS Investment Management LLC32,348$3.99M0.08%+6,26113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,951$3.95M0.12%+11,93313F-HRTimelineGroup
Elo Mutual Pension Insurance Co31,826$3.93M0.09%-6,37313F-HRTimeline
BEACON FINANCIAL GROUP31,459$3.88M0.42%-3,32013F-HRTimeline
KBC Group NVin group KBC Group NV31,433$3.88M0.01%-3,76913F-HRTimelineGroup
Sequoia Financial Advisors, LLC30,883$3.81M0.03%+1,35113F-HRTimeline
Independent Advisor Alliance30,820$3.81M0.13%+3,08013F-HRTimeline
FIRST AMERICAN BANK30,261$3.74M0.28%-9313F-HRTimeline
Arkadios Wealth Advisors30,188$3.73M0.14%-18,71213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,055$3.71M0.09%+9,37613F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC30,050$3.71M0.25%+3,43013F-HRTimeline
Northwest & Ethical Investments L.P.29,748$3.67M0.1%+8,79613F-HRTimeline
ELLERSON GROUP INC /ADV29,747$3.67M2.92%+32613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,447$3.64M0.05%-3,39213F-HRTimelineGroup
BAXTER BROS INC29,437$3.63M0.48%+28713F-HRTimeline
HB Wealth Management, LLC29,276$3.62M0.03%+6,73713F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.29,137$3.6M2.22%-1,17613F-HRTimeline
SevenBridge Financial Group, LLC30,224$3.59M0.71%+3,01613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.28,701$3.54M0.38%+44713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding28,903$3.54M+21Timeline
OneDigital Investment Advisors LLC28,635$3.54M0.04%-11713F-HRTimeline
Beacon Pointe Advisors, LLC28,575$3.53M0.04%-18,62613F-HRTimeline
TOWNSQUARE CAPITAL LLC28,481$3.52M0.04%+2,00713F-HRTimeline
Glass Wealth Management Co LLC28,229$3.49M2.09%-1,88013F-HRTimeline
Metis Global Partners, LLC28,155$3.48M0.1%+3,00413F-HRTimeline
Holocene Advisors, LP28,092$3.47M0.01%-506,20113F-HRTimeline
Atria Wealth Solutions, Inc.27,834$3.44M0.04%+1,98513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.27,541$3.4M0.01%-32,74213F-HRTimelineGroup
Riverview Capital Advisers, LLC27,530$3.4M1.07%-34513F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…27,500$3.4M0.2%new13F-HRTimelineGroup