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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
Compass Wealth Management LLC32,662$5.52M1.04%-2,07513F-HRTimeline
Y-Intercept (Hong Kong) Ltd32,400$5.48M0.11%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP32,106$5.43M0.05%-12,21913F-HRTimelineGroup
GF FUND MANAGEMENT CO. LTD.31,898$5.39M0.06%-76,48813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.31,690$5.36M0.68%-59013F-HRTimeline
Kenora Financial, LLC31,618$5.35M1.65%-3,13913F-HRTimeline
Composition Wealth, LLC31,592$5.34M0.06%-52513F-HRTimeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC31,389$5.31M0.09%+7,03113F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC31,383$5.31M0.17%-313F-HRTimeline
Catherine Avery Investment Management L…31,061$5.25M2.29%+7013F-HRTimeline
Canada Post Corp Registered Pension Plan31,057$5.25M0.18%-24013F-HRTimeline
Glass Wealth Management Co LLC30,990$5.24M1.75%+59113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …30,665$5.18M0.61%+3,43913F-HRTimeline
Gulf International Bank (UK) Ltd30,622$5.18M0.1%-48613F-HRTimeline
OP Asset Management Ltd30,581$5.17M0.06%+1,29513F-HRTimeline
Scissortail Wealth Management, LLC30,510$5.16M0.99%-15,66013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding30,375$5.14M-22,878Timeline
RED CEDAR INVESTMENT MANAGEMENT, LLC30,377$5.14M0.49%+18,84913F-HRTimeline
Pacer Advisors, Inc.30,008$5.07M0.01%+9,83513F-HRTimeline
FIRST AMERICAN BANK29,326$4.96M0.28%-62313F-HRTimeline
Verition Fund Management LLC29,304$4.95M0.03%-14,79713F-HR/ATimeline
Vise Technologies, Inc.29,277$4.95M0.06%+8,95013F-HRTimeline
Carnegie Investment Counsel29,270$4.95M0.1%-87013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI29,260$4.95M0.22%-8,06413F-HRTimeline
Private Advisor Group, LLC29,249$4.94M0.02%-3,82213F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The28,984$4.9M0.05%-7213F-HRTimelineGroup
UMB Bank, n.a.28,711$4.85M0.06%+12013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospera Financial Services Inc28,487$4.82M0.07%-5,93513F-HRTimeline
OneDigital Investment Advisors LLC28,469$4.81M0.04%+66413F-HRTimeline
WEDBUSH SECURITIES INC28,386$4.8M0.12%-13313F-HRTimeline
Cardinal Capital Management28,388$4.8M0.58%-13113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,087$4.75M0.23%+34913F-HRTimeline
Saudi Central Bank28,069$4.75M0.06%+13,19713F-HRTimeline
O'Keefe Stevens Advisory, Inc.26,568$4.49M0.92%+1,28413F-HRTimeline
ELLERSON GROUP INC /ADV26,452$4.47M2.64%-40413F-HRTimeline
HM PAYSON & CO26,440$4.47M0.06%-11,18413F-HRTimeline
First Financial Bankshares Inc26,396$4.46M0.08%-80613F-HRTimeline
Principle Wealth Partners LLC26,244$4.44M0.22%+1613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,111$4.41M0.04%-4,83113F-HRTimelineGroup
Quantbot Technologies LP26,093$4.41M0.17%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC25,906$4.38M0.03%+8,52813F-HRTimelineGroup
Summit Trail Advisors, LLC25,770$4.36M0.05%+40613F-HRTimeline
BEACON FINANCIAL GROUP25,598$4.33M0.39%-41113F-HRTimeline
Bleakley Financial Group, LLC25,546$4.32M0.06%+10,29013F-HRTimeline
Investment Management Corp of Ontario25,535$4.32M0.05%-3,30013F-HRTimeline
Citizens National Bank Trust Department25,521$4.31M0.63%-35013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC25,390$4.29M0.02%+22,52013F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC25,043$4.23M0.22%013F-HRTimeline
Rockline Wealth Management, LLC25,026$4.23M0.81%+10113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP25,021$4.23M<0.01%-25,74613F-HRTimeline
Americana Partners, LLC24,961$4.22M0.1%-38613F-HRTimeline
CENTRAL TRUST Co24,923$4.21M0.08%-12013F-HRTimeline
Mader & Shannon Wealth Management, Inc.24,917$4.21M1.97%+48813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,473$4.14M+1,489Timeline
Chicago Partners Investment Group LLC19,950$4.13M0.08%+4,74513F-HRTimeline
Metis Global Partners, LLC24,328$4.11M0.09%-82813F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…24,208$4.09M3.67%-10813F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…24,155$4.08M0.92%013F-HRTimeline
BRIGHTON JONES LLC24,019$4.06M0.08%+2,91013F-HRTimeline
Orion Porfolio Solutions, LLC24,008$4.06M0.03%-43113F-HRTimeline
Candriam S.C.A.23,832$4.02M0.02%+19313F-HRTimeline
Martin Capital Partners, LLC23,709$4.01M1.47%-10,01213F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV23,705$4.01M0.36%+61013F-HRTimeline
CCM INVESTMENT ADVISERS LLC23,702$4.01M0.31%-28,47513F-HRTimeline
Sciencast Management LP23,610$3.99M0.83%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,545$3.98M0.03%-18413F-HRTimeline
Mubadala Investment Co PJSC23,405$3.96M0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…23,372$3.95M0.06%-1,52213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC20,800$3.95M0.1%+65713F-HRTimeline
Allworth Financial LP23,029$3.89M0.02%-38,83613F-HRTimeline
Unison Advisors LLC23,005$3.89M0.27%new13F-HRTimeline
CHOREO, LLC22,990$3.89M0.04%-69113F-HRTimeline
EP Wealth Advisors, LLC22,857$3.86M0.01%+5,22413F-HRTimeline
Crossmark Global Holdings, Inc.22,812$3.86M0.05%+67113F-HRTimeline
New Age Alpha Advisors, LLC22,447$3.79M0.16%+5,06013F-HRTimeline
BAXTER BROS INC22,439$3.79M0.44%-40713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC22,352$3.78M0.03%+1,48013F-HRTimelineGroup
EQUITABLE TRUST CO22,145$3.74M0.16%-19913F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO22,129$3.74M0.11%-78513F-HRTimeline
DAVENPORT & Co LLC21,915$3.7M0.02%-3,79713F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC21,909$3.7M1.76%+20713F-HRTimeline
Cheviot Value Management, LLC21,875$3.7M0.38%-45913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …21,777$3.68M0.05%-4513F-HRTimelineGroup
DCM Advisors, LLC21,757$3.68M1.45%+91213F-HRTimeline
VESTOR CAPITAL, LLC1,067,208$3.64M0.23%+1,064,88613F-HRTimeline
Integrated Wealth Concepts LLC21,352$3.61M0.02%-2,73913F-HR/ATimeline
Community Bank, N.A.21,311$3.6M0.39%-61613F-HRTimeline
Somerset Trust Co21,301$3.6M1.02%+6313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC21,187$3.58M0.04%+2,94313F-HRTimeline
Polymer Capital Management (US) LLC21,157$3.58M0.53%+15,73313F-HRTimeline
Quotient Wealth Partners, LLC21,077$3.56M0.08%-2,46813F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC21,010$3.55M1.3%+32313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,976$3.55M0.02%-8,53813F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.20,764$3.51M0.11%-40013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,615$3.48M0.08%+14,15013F-HRTimelineGroup
Argyle Capital Management, LLC20,517$3.47M1%-35013F-HRTimeline
Louisiana State Employees Retirement Sy…20,500$3.47M0.05%013F-HR/ATimeline
BANK OZK20,334$3.44M1.02%+2,11113F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD20,128$3.4M0.09%+1,60013F-HRTimeline
Midwest Trust Co19,876$3.36M0.04%-413F-HRTimeline
PROFUND ADVISORS LLC19,875$3.36M0.09%+81513F-HRTimeline
First Nebraska Trust Co19,782$3.34M0.27%-1113F-HRTimeline
Schonfeld Strategic Advisors LLC19,761$3.34M0.02%+15,83913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC19,742$3.34M0.04%-41313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.19,720$3.33M0.25%-6,31113F-HRTimeline
Legato Capital Management LLC19,681$3.33M0.28%-31913F-HRTimeline
J. Goldman & Co LP19,663$3.32M0.12%new13F-HRTimeline
Sowell Financial Services LLC19,421$3.28M0.11%+8,76813F-HRTimeline
Ramirez Asset Management, Inc.19,405$3.28M0.34%-6,79713F-HRTimeline
CITY HOLDING CO19,351$3.27M0.37%+51813F-HRTimeline
SWS Partners19,349$3.27M0.71%+20313F-HRTimeline
IFP Advisors, Inc19,223$3.25M0.06%-49613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,213$3.25M0.03%+43413F-HRTimelineGroup
Atria Investments, Inc19,061$3.22M0.03%+64813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC19,043$3.22M0.09%-14813F-HRTimeline
Prime Capital Investment Advisors, LLC19,009$3.21M0.03%-8113F-HRTimeline
Mediolanum International Funds Ltd18,382$3.2M0.03%-22913F-HRTimeline
Caldwell Trust Co18,852$3.19M0.26%+27713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,230$3.18M0.19%-1,14413F-HRTimeline
GC Wealth Management RIA, LLC18,801$3.18M0.18%+32013F-HRTimeline
HBK Sorce Advisory LLC15,670$3.17M0.06%-49113F-HRTimeline
AGMAN CAPITAL LLC183,634$3.17M2%+163,93213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC18,724$3.17M0.02%-78213F-HRTimeline
Geneos Wealth Management Inc.18,422$3.11M0.06%+5513F-HRTimeline
DIVERSIFIED TRUST CO18,408$3.11M0.05%-3,71313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,732$3.06M+6,968Timeline
MCDONALD PARTNERS LLC18,065$3.05M0.74%-27,02513F-HRTimeline
AlphaCore Capital LLC17,816$3.01M0.06%+7,93713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…17,789$3.01M0.06%-75413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC17,768$3M0.04%+19113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,760$3M0.04%+4,23913F-HRTimelineGroup
Ethic Inc.17,736$3M0.04%+54113F-HRTimeline
Caprock Group, LLC17,508$2.96M0.06%+24113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …17,433$2.95M0.72%-52613F-HRTimeline
Mutual Advisors, LLC17,281$2.92M0.06%+29813F-HRTimeline
GAMMA Investing LLC17,206$2.91M0.11%+1,13013F-HRTimeline
Wilmington Savings Fund Society, FSB17,162$2.9M0.06%+2513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC17,152$2.9M0.09%-10013F-HRTimeline
Koshinski Asset Management, Inc.17,066$2.89M0.15%+58513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…17,016$2.88M0.07%013F-HRTimelineGroup
Procyon Advisors, LLC16,964$2.87M0.12%-47813F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC16,900$2.86M1.56%013F-HRTimelineGroup
Northside Capital Management, LLC16,725$2.83M0.23%013F-HRTimeline
Great Lakes Retirement, Inc.16,661$2.82M0.25%+67913F-HRTimeline
Cresset Asset Management, LLC16,577$2.8M0.01%-1,07713F-HRTimeline
PATTEN & PATTEN INC/TN16,558$2.8M0.15%+19513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,449$2.78M0.03%-69113F-HRTimelineGroup
Foundations Investment Advisors, LLC16,236$2.74M0.03%+29213F-HRTimeline
IHT Wealth Management, LLC16,201$2.74M0.06%-13,11713F-HRTimeline
AUXIER ASSET MANAGEMENT LLC16,174$2.73M0.37%-45913F-HRTimeline
Pathway Financial Advisers, LLC16,140$2.73M0.69%+11813F-HRTimeline
CAPITAL ADVISORS INC/OK16,130$2.73M0.04%+6813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC16,126$2.73M1.4%-813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise16,082$2.72M0.15%+6,80313F-HRTimelineGroup
Keystone Wealth Services, LLC16,016$2.71M0.5%+19613F-HRTimeline
TBH Global Asset Management, LLC15,987$2.7M0.5%-19813F-HRTimeline
NEVILLE RODIE & SHAW INC15,881$2.68M0.17%-5013F-HRTimeline
STOCK YARDS BANK & TRUST CO15,864$2.68M0.08%-42113F-HR/ATimeline
Herold Advisors, Inc.15,842$2.68M0.53%-27913F-HRTimeline
Krilogy Financial LLC15,828$2.68M0.08%+2,90413F-HRTimeline
Vestmark Advisory Solutions, Inc.15,805$2.67M0.03%+2,17813F-HRTimeline
William B. Walkup & Associates, Inc.15,792$2.67M1.29%+13013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC15,699$2.65M0.05%+85313F-HRTimeline
Summit Financial, LLC15,563$2.63M0.03%+90613F-HRTimeline
Independent Solutions Wealth Management…15,558$2.63M0.34%+18313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,463$2.61M0.18%+8,89013F-HRTimeline
Mesirow Financial Investment Management…15,456$2.61M0.04%-15,34613F-HRTimeline
Cherokee Insurance Co15,450$2.61M1.01%-2,70013F-HRTimeline
Empirical Finance, LLC15,385$2.6M0.11%+45513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,360$2.6M0.09%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,288$2.58M0.03%-19213F-HRTimeline
Western Wealth Management, LLC15,166$2.56M0.08%-3613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,142$2.56M0.03%+8,62213F-HRTimeline
Mattern Wealth Management LLC15,103$2.55M0.42%-5013F-HRTimeline
AE Wealth Management LLC15,102$2.55M0.01%-10913F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…15,097$2.55M0.08%-52,40313F-HRTimelineGroup
Horizon Investments, LLC15,090$2.55M0.03%-61,29213F-HRTimeline
Curbstone Financial Management Corp15,054$2.54M0.43%+60013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,034$2.54M0.02%-60513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,955$2.53M0.04%+10913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…14,776$2.5M0.03%+31313F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp14,700$2.49M0.1%+42013F-HRTimelineGroup
Flagship Capital Management Inc.14,582$2.47M1.56%+113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP14,517$2.45M0.16%-2,30013F-HRTimeline
YHB Investment Advisors, Inc.14,371$2.43M0.16%+3613F-HRTimeline
Wedmont Private Capital12,894$2.43M0.07%+17513F-HRTimeline
Financiere des Professionnels - Fonds d…14,361$2.43M0.14%+10,44813F-HRTimeline
Campbell & CO Investment Adviser LLC14,350$2.43M0.13%-50,36813F-HRTimeline
Parcion Private Wealth LLC14,333$2.42M0.13%+1,50213F-HRTimeline
Segment Wealth Management, LLC14,180$2.4M0.12%+54913F-HRTimeline
ALKEME WEALTH, LLC14,085$2.38M0.91%-49013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC14,068$2.38M0.32%013F-HRTimeline
Harvest Portfolios Group Inc.14,025$2.37M0.03%+16313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,995$2.37M<0.01%+54513F-HRTimelineGroup
Oak Thistle LLC13,979$2.36M0.23%new13F-HRTimeline
XML Financial, LLC13,825$2.34M0.17%-1,57513F-HRTimeline
Ashton Thomas Private Wealth, LLC13,743$2.32M0.05%-4613F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC13,737$2.32M0.18%-1,12813F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13,715$2.32M0.09%new13F-HRTimeline
Avantax Planning Partners, Inc.13,692$2.31M0.06%+4813F-HRTimeline