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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
BESSEMER GROUP INCin group BESSEMER GROUP INC29,603$3.37M0.01%-95713F-HRTimelineGroup
Sequoia Financial Advisors, LLC29,532$3.36M0.03%+1,23613F-HR/ATimeline
ELLERSON GROUP INC /ADV29,421$3.35M2.45%+92213F-HRTimeline
BAXTER BROS INC29,150$3.32M0.43%-63713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding28,882$3.29M-1,974Timeline
OneDigital Investment Advisors LLC28,752$3.28M0.04%-2,07413F-HRTimeline
STRATEGIC PLANNING GROUP, LLC28,574$3.26M0.6%+1,85713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.28,254$3.22M0.34%-313F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC28,239$3.22M0.01%+18,87313F-HRTimelineGroup
CENTRAL TRUST Co28,084$3.2M0.08%-113F-HRTimeline
Riverview Capital Advisers, LLC27,875$3.18M0.96%-10013F-HRTimeline
Independent Advisor Alliance27,740$3.16M0.04%+2,75513F-HRTimeline
Generali Asset Management SPA SGR27,610$3.15M0.08%13F-HR/ATimeline
Citizens National Bank Trust Department27,234$3.1M0.66%-35013F-HRTimeline
Sciencast Management LP26,721$3.04M0.83%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,655$3.04M0.19%+37413F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC26,620$3.03M0.2%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …26,617$3.03M0.05%-11113F-HRTimelineGroup
Voleon Capital Management LP26,475$3.02M0.22%13F-HRTimeline
TOWNSQUARE CAPITAL LLC26,474$3.02M0.03%+2,34913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…26,385$3.01M0.03%+14,06113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC26,211$2.99M0.08%-1,19613F-HRTimeline
Principle Wealth Partners LLC26,204$2.99M0.21%+5713F-HRTimeline
Sonora Investment Management Group, LLC26,196$2.98M0.23%+4,84413F-HRTimeline
NEOS Investment Management LLC26,087$2.97M0.07%+6,22113F-HRTimeline
Atria Wealth Solutions, Inc.25,849$2.95M0.03%-95013F-HRTimeline
Cardinal Capital Management25,810$2.94M0.46%+37213F-HRTimeline
Aptus Capital Advisors, LLC25,729$2.93M0.03%+18,14213F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO25,476$2.9M0.1%-85513F-HRTimeline
EQUITABLE TRUST CO25,329$2.89M0.16%+49213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding25,305$2.88M-1,241Timeline
Metis Global Partners, LLC25,151$2.87M0.09%+1,84813F-HRTimeline
Woodline Partners LP24,802$2.83M0.02%new13F-HRTimeline
Cyndeo Wealth Partners, LLC24,791$2.82M0.19%+3,53313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC24,655$2.81M0.1%-4113F-HRTimeline
Herold Advisors, Inc.24,521$2.79M0.61%-1,01413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…24,231$2.76M0.56%+6,44213F-HRTimeline
IEQ CAPITAL, LLC23,999$2.73M0.03%+9,12413F-HRTimeline
O'Keefe Stevens Advisory, Inc.23,971$2.73M0.84%+12013F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC24,233$2.71M0.01%+14,34313F-HR/ATimeline
DAVENPORT & Co LLC23,793$2.71M0.02%+24913F-HRTimeline
CHOREO, LLC24,075$2.71M0.04%+6,49713F-HRTimeline
Prime Capital Investment Advisors, LLC23,700$2.7M0.04%+30213F-HRTimeline
M&G PLCin group M&G PLC23,616$2.69M0.02%013F-HRTimelineGroup
Richard Bernstein Advisors LLC23,493$2.68M0.06%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,977$2.62M0.05%-31313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC22,916$2.61M0.02%+1,39313F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The22,812$2.6M0.05%+3,42813F-HRTimelineGroup
Sendero Wealth Management, LLC22,746$2.59M0.39%-17,75513F-HRTimeline
CIBC WORLD MARKET INC.22,686$2.58M0.01%-9,95313F-HRTimeline
HB Wealth Management, LLC22,539$2.57M0.03%+2,76813F-HRTimeline
Rockline Wealth Management, LLC22,464$2.56M0.68%+1,23413F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI22,744$2.55M0.06%-1,55613F-HRTimeline
Louisiana State Employees Retirement Sy…22,200$2.53M0.05%-1,40013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC22,195$2.53M0.07%-95413F-HRTimeline
River Wealth Advisors LLC22,157$2.52M0.33%-1,79113F-HRTimeline
Maryland State Retirement & Pension Sys…22,043$2.51M0.05%-2,22113F-HRTimeline
FINANCIAL COUNSELORS INC22,029$2.51M0.04%-5113F-HRTimeline
Trexquant Investment LP21,858$2.49M0.03%-58,92813F-HRTimeline
Mediolanum International Funds Ltd22,191$2.48M0.03%+7,04113F-HRTimeline
Americana Partners, LLC21,662$2.47M0.1%-76013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.21,537$2.45M0.09%+41113F-HRTimelineGroup
WOLVERINE TRADING, LLC21,818$2.44M0.05%-18,65613F-HRTimeline
GROUPAMA ASSET MANAGMENT21,800$2.44M0.05%+11,36013F-HRTimeline
FourThought Financial Partners, LLC21,382$2.44M0.25%-27,36513F-HRTimeline
Carnegie Investment Counsel21,374$2.44M0.07%-1,41413F-HRTimeline
SWS Partners21,347$2.43M0.74%+2,68513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG21,279$2.42M0.04%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC21,241$2.42M0.2%+1,55713F-HRTimeline
Procyon Advisors, LLC21,057$2.4M0.15%+4,41913F-HRTimeline
Northwest & Ethical Investments L.P.20,952$2.39M0.06%+6,16713F-HRTimeline
First Nebraska Trust Co20,748$2.36M0.23%+35613F-HRTimeline
DCM Advisors, LLC20,724$2.36M1.11%+97913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,679$2.36M0.06%+10513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC20,668$2.35M0.02%+5013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,610$2.35M0.08%-7313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,564$2.34M0.03%-1,56313F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd20,554$2.34M0.16%+1,64513F-HRTimeline
Cheviot Value Management, LLC20,551$2.34M0.45%+38713F-HRTimeline
GTS SECURITIES LLC20,434$2.33M0.11%+14,85613F-HRTimeline
Community Bank, N.A.20,157$2.3M0.29%+3,18013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,017$2.29M0.19%new13F-HRTimeline
Cresset Asset Management, LLC20,022$2.28M0.01%-28,26013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,018$2.28M0.05%+11,85513F-HRTimelineGroup
Mattern Wealth Management LLC19,988$2.28M0.5%-91913F-HRTimeline
Argyle Capital Management, LLC19,937$2.27M0.89%+1,15113F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD19,928$2.27M0.08%-80013F-HRTimeline
PATTEN & PATTEN INC/TN19,923$2.27M0.15%-21813F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …19,883$2.27M0.73%-8613F-HRTimeline
INTRUST BANK NA19,860$2.26M0.23%013F-HRTimeline
Somerset Trust Co19,802$2.26M0.85%+61213F-HRTimeline
Hartford Financial Management Inc.19,796$2.26M0.46%-10713F-HRTimeline
Summit Financial, LLC19,741$2.25M0.08%-12213F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC19,436$2.21M1.03%+1,02913F-HRTimeline
STOCK YARDS BANK & TRUST CO19,410$2.21M0.08%-3,35813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.19,288$2.2M0.03%+45713F-HRTimelineGroup
Atria Investments, Inc19,253$2.19M0.03%-6,23213F-HRTimeline
Orion Porfolio Solutions, LLC19,117$2.18M0.02%+57513F-HRTimeline
Orion Portfolio Solutions, LLC19,117$2.18M0.02%+57513F-HRTimeline
Crossmark Global Holdings, Inc.19,075$2.17M0.04%-1,79613F-HRTimeline
CITY HOLDING CO19,065$2.17M0.31%+613F-HRTimeline
PFW Advisors LLC18,895$2.15M0.66%13F-HRTimeline
SYNOVUS FINANCIAL CORP18,712$2.13M0.03%-7,84213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,540$2.11M0.02%-1,62113F-HRTimelineGroup
NorthCrest Asset Manangement, LLC18,414$2.1M0.06%-9513F-HR/ATimeline
WISCONSIN CAPITAL MANAGEMENT LLC18,330$2.09M1.15%-2,54513F-HRTimeline
OMERS ADMINISTRATION Corp18,282$2.08M0.02%+2,99313F-HRTimeline
Cherokee Insurance Co18,150$2.07M0.94%13F-HRTimeline
Avantax Planning Partners, Inc.18,149$2.07M0.07%-19113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC18,017$2.05M0.17%+2,96013F-HRTimeline
BURNEY CO/18,009$2.05M0.07%-13,00313F-HRTimeline
Snowden Capital Advisors LLC17,980$2.05M0.06%-66113F-HRTimeline
B. Riley Wealth Advisors, Inc.17,968$2.05M0.07%-2,33713F-HRTimeline
F/m Investments LLC17,788$2.03M0.07%+3,64613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC17,767$2.02M0.03%-55513F-HRTimeline
Convergence Investment Partners, LLC17,756$2.02M0.45%-5513F-HRTimeline
Mutual Advisors, LLC16,852$2.02M0.06%+2,30113F-HRTimeline
Vestcor Inc17,690$2.02M0.07%+1,27313F-HRTimeline
HBK Sorce Advisory LLC17,574$2M0.06%+14313F-HRTimeline
XML Financial, LLC17,503$1.99M0.18%-33613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC17,452$1.99M0.07%013F-HRTimeline
PROFUND ADVISORS LLC17,347$1.98M0.07%-4,03813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,325$1.97M0.11%-22313F-HRTimeline
HANCOCK WHITNEY CORP17,271$1.97M0.06%+60013F-HRTimeline
Moser Wealth Advisors, LLC17,220$1.96M1.02%-19213F-HRTimeline
Generali Investments CEE, investicni sp…17,120$1.95M0.2%13F-HRTimeline
AUXIER ASSET MANAGEMENT LLC17,017$1.94M0.3%-45313F-HRTimeline
Vinva Investment Management Ltd17,242$1.93M0.07%+11,89713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC16,836$1.92M0.21%-213F-HRTimeline
Dorsey & Whitney Trust CO LLC16,827$1.92M0.11%+5,75213F-HRTimeline
Northside Capital Management, LLC16,725$1.91M0.51%013F-HRTimeline
Huntleigh Advisors, Inc.16,708$1.9M0.41%13F-HRTimeline
Keystone Wealth Services, LLC16,683$1.9M0.5%-60013F-HRTimeline
EVERETT HARRIS & CO /CA/16,642$1.9M0.02%+46413F-HRTimeline
FIRST MERCHANTS CORP16,580$1.89M0.07%+78413F-HRTimeline
WILKINS INVESTMENT COUNSEL INC16,549$1.89M0.27%+37113F-HRTimeline
WEDBUSH SECURITIES INC16,549$1.89M0.07%-2,36713F-HRTimeline
NEVILLE RODIE & SHAW INC16,528$1.88M0.14%-2413F-HRTimeline
Fernwood Investment Management, LLC16,487$1.88M0.65%-40013F-HRTimeline
Mesirow Financial Investment Management…16,256$1.85M0.04%-5213F-HRTimeline
TBH Global Asset Management, LLC16,184$1.84M0.44%-813F-HRTimeline
Allworth Financial LP15,262$1.81M0.01%+2,48413F-HRTimeline
Quantessence Capital LLC15,843$1.8M0.74%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,695$1.79M0.04%+19613F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC15,611$1.78M1.22%+6613F-HRTimeline
PFG Investments, LLC15,304$1.74M0.11%+76313F-HRTimeline
HENDLEY & CO INC15,270$1.74M0.61%013F-HRTimeline
Independent Solutions Wealth Management…15,200$1.73M0.38%-16213F-HRTimeline
NewEdge Wealth, LLC15,199$1.73M0.03%+8113F-HRTimeline
Koshinski Asset Management, Inc.15,197$1.73M0.16%+1913F-HRTimeline
Empirical Finance, LLC15,125$1.72M0.1%-4,11113F-HRTimeline
William B. Walkup & Associates, Inc.15,034$1.71M1.08%013F-HRTimeline
Haverford Trust Co15,014$1.71M0.02%-14413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,987$1.71M0.02%-23413F-HRTimelineGroup
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co14,964$1.7M0.06%-10913F-HRTimelineGroup
CAPITAL ADVISORS INC/OK14,878$1.7M0.03%+64513F-HRTimeline
Crescent Sterling, Ltd.14,772$1.68M1.73%-16213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC14,671$1.67M0.73%+7913F-HRTimeline
Aster Capital Management (DIFC) Ltd14,651$1.67M0.64%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,634$1.67M0.05%+85513F-HRTimeline
NFJ INVESTMENT GROUP, LLC14,557$1.66M0.05%-14513F-HRTimeline
Curbstone Financial Management Corp14,504$1.65M0.35%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…14,485$1.65M0.16%+4,25113F-HR/ATimelineGroup
Caldwell Trust Co14,233$1.62M0.17%+3,08713F-HRTimeline
NJ State Employees Deferred Compensatio…14,200$1.62M0.2%013F-HRTimeline
Valeo Financial Advisors, LLC14,183$1.62M0.05%-34413F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…14,158$1.61M0.03%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,152$1.61M0.01%+98013F-HRTimelineGroup
IHT Wealth Management, LLC13,935$1.59M0.05%-1,84213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,866$1.58M0.04%+2,69713F-HRTimelineGroup
Weaver C. Barksdale & Associates, Inc.13,847$1.58M1.51%-34313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13,839$1.58M0.07%013F-HRTimeline
Federation des caisses Desjardins du Qu…13,543$1.54M0.01%-2,23213F-HRTimeline
SHELTON CAPITAL MANAGEMENT13,508$1.54M0.04%+70013F-HRTimeline
Tweedy, Browne Co LLC13,471$1.53M0.1%-16,75713F-HRTimeline
Harvest Portfolios Group Inc.13,460$1.53M0.05%+1,31313F-HRTimeline
CPC Advisors, LLC13,342$1.52M0.21%+7,71613F-HRTimeline
Paragon Capital Management LLC13,267$1.51M0.81%+35913F-HRTimeline
Marion Wealth Management13,255$1.51M0.4%+35313F-HRTimeline
HRT FINANCIAL LP13,207$1.5M0.01%-12,18513F-HRTimeline
Private Capital Management, LLC13,146$1.5M0.16%+4,35213F-HRTimeline
Clearstead Advisors, LLC13,008$1.48M0.02%-80613F-HRTimeline
YHB Investment Advisors, Inc.12,892$1.47M0.12%-27213F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…12,836$1.46M0.02%-14,44713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.12,783$1.46M0.07%+53013F-HRTimeline
ALKEME WEALTH, LLC12,730$1.45M0.66%+1,67513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,700$1.45M<0.01%-97,92913F-HRTimelineGroup
Sigma Planning Corp12,649$1.44M0.05%-57713F-HRTimeline
Donoghue Forlines LLC12,625$1.44M0.48%new13F-HRTimeline
Evercore Wealth Management, LLC12,624$1.44M0.02%013F-HRTimeline
AR ASSET MANAGEMENT INC12,600$1.44M0.33%013F-HRTimeline
Fruth Investment Management12,473$1.42M0.39%-32213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP12,429$1.42M0.04%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO12,396$1.41M0.03%+2,64613F-HRTimeline
OSTRUM ASSET MANAGEMENT12,250$1.4M0.12%-50413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD10,549$1.39M0.08%-1,83713F-HRTimeline
Dynamic Advisor Solutions LLC12,158$1.39M0.06%-27713F-HRTimeline
Orca Wealth Management, LLC12,137$1.38M1.24%13F-HRTimeline
Williams Jones Wealth Management, LLC.12,112$1.38M0.02%+25013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC12,062$1.37M0.02%+16713F-HRTimelineGroup