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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
IHT Wealth Management, LLC29,318$5.34M0.12%+13,99213F-HRTimeline
OP Asset Management Ltd29,286$5.34M0.05%-2,05213F-HR/ATimeline
Norinchukin Bank, Thein group Norinchukin Bank, The29,056$5.29M0.06%+2913F-HRTimelineGroup
Investment Management Corp of Ontario28,835$5.25M0.07%-5,49513F-HRTimeline
UMB Bank, n.a.28,591$5.21M0.07%-1,83513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEDBUSH SECURITIES INC28,519$5.2M0.15%-41013F-HRTimeline
Cardinal Capital Management28,519$5.2M0.67%+4613F-HRTimeline
Fulcrum Asset Management LLP27,667$5.11M0.77%new13F-HRTimeline
OneDigital Investment Advisors LLC27,805$5.07M0.05%-1,03413F-HRTimeline
DRW Securities, LLC27,748$5.05M0.28%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,738$5.05M0.26%-4,89213F-HRTimeline
Farther Finance Advisors, LLC28,683$5.04M0.05%-2,27813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …27,226$4.96M0.65%-8,98813F-HRTimeline
First Financial Bankshares Inc27,202$4.96M0.1%-1,64013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,192$4.95M0.01%+10,91613F-HRTimelineGroup
ELLERSON GROUP INC /ADV26,856$4.89M3.21%-1,84513F-HRTimeline
Principle Wealth Partners LLC26,228$4.78M0.27%+2413F-HRTimeline
Ramirez Asset Management, Inc.26,202$4.77M0.57%+1,20013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.26,031$4.74M0.41%-2,49113F-HRTimeline
BEACON FINANCIAL GROUP26,009$4.74M0.47%-87413F-HRTimeline
Citizens National Bank Trust Department25,871$4.71M0.78%-18613F-HRTimeline
DAVENPORT & Co LLC25,712$4.68M0.03%-78813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.25,641$4.67M0.32%+2,18413F-HRTimelineGroup
Summit Trail Advisors, LLC25,364$4.62M0.07%+4,19213F-HRTimeline
Americana Partners, LLC25,347$4.62M0.12%+3,26013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…25,306$4.61M0.01%+9,37813F-HRTimeline
O'Keefe Stevens Advisory, Inc.25,284$4.61M1.14%+27713F-HRTimeline
Metis Global Partners, LLC25,156$4.58M0.11%-1,28713F-HRTimeline
CENTRAL TRUST Co25,043$4.56M0.09%-85213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC25,043$4.56M0.28%-3,53713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC25,013$4.56M0.07%+22,08913F-HRTimelineGroup
Rockline Wealth Management, LLC24,925$4.54M0.99%-31613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…24,894$4.54M0.05%+18,26613F-HRTimelineGroup
Orion Porfolio Solutions, LLC24,439$4.45M0.04%-3,72013F-HRTimeline
Mader & Shannon Wealth Management, Inc.24,429$4.45M2.06%+3,76813F-HRTimeline
MIZUHO SECURITIES USA LLCin group MIZUHO FINANCIAL GROUP INC24,358$4.44M0.1%-4,98013F-HRTimelineGroup
MH & ASSOCIATES SECURITIES MANAGEMENT C…24,316$4.43M3.87%-5,43113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,514$4.42M0.03%+13,28513F-HRTimelineGroup
Integrated Wealth Concepts LLC24,091$4.39M0.04%+14,59713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS24,041$4.38M0.06%+3,14713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC23,729$4.32M0.03%-79813F-HRTimeline
CHOREO, LLC23,681$4.31M0.05%-1713F-HRTimeline
Candriam S.C.A.23,639$4.31M0.02%+68413F-HRTimeline
Quotient Wealth Partners, LLC23,545$4.29M0.11%-6,83213F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,182$4.22M0.11%-2,30213F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV23,095$4.21M0.43%+25913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding23,050$4.2M-56,330Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,984$4.19M-272Timeline
XTX Topco Ltdin group XTX Topco Ltd22,948$4.18M0.07%+6,68213F-HRTimelineGroup
HARTFORD INVESTMENT MANAGEMENT CO22,914$4.17M0.13%-34413F-HRTimeline
BAXTER BROS INC22,846$4.16M0.51%-1,49013F-HRTimeline
EQUITABLE TRUST CO22,344$4.07M0.19%+10113F-HRTimeline
Cheviot Value Management, LLC22,334$4.07M0.41%+18813F-HRTimeline
Crossmark Global Holdings, Inc.22,141$4.03M0.06%-53913F-HRTimeline
DIVERSIFIED TRUST CO22,121$4.03M0.07%-6,70013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC21,959$4M0.12%-45013F-HRTimeline
Community Bank, N.A.21,927$3.99M0.48%-47513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …21,822$3.98M0.06%-1,10713F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding21,772$3.97M+8,792Timeline
WISCONSIN CAPITAL MANAGEMENT LLC21,702$3.95M2.17%+4,48713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC21,538$3.92M0.01%+4,88713F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC21,413$3.9M0.29%+12413F-HRTimeline
Somerset Trust Co21,238$3.87M1.19%+30113F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.21,164$3.86M0.14%+6013F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…24,155$3.85M0.92%+41213F-HRTimeline
BRIGHTON JONES LLC21,109$3.85M0.08%new13F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,872$3.8M0.03%+4,50013F-HRTimelineGroup
Argyle Capital Management, LLC20,867$3.8M1.24%013F-HRTimeline
DCM Advisors, LLC20,845$3.8M1.73%-9013F-HRTimeline
Huntleigh Advisors, Inc.20,837$3.8M0.65%+1,22013F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC20,687$3.77M1.53%+613F-HRTimeline
Louisiana State Employees Retirement Sy…20,500$3.73M0.07%-10013F-HRTimeline
Pacer Advisors, Inc.20,173$3.67M0.01%-20,68513F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,155$3.67M0.05%-25313F-HRTimeline
Maryland State Retirement & Pension Sys…20,151$3.67M0.07%013F-HRTimeline
Legato Capital Management LLC20,000$3.64M0.33%+7,06013F-HRTimeline
Federation des caisses Desjardins du Qu…19,976$3.64M0.01%-6,13013F-HRTimeline
Q3 Asset Management19,648$3.62M0.88%new13F-HRTimeline
Midwest Trust Co19,880$3.62M0.05%-26913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.19,703$3.61M0.03%+7,30713F-HRTimeline
First Nebraska Trust Co19,793$3.61M0.33%-6013F-HRTimeline
IFP Advisors, Inc19,719$3.59M0.07%+10,03813F-HRTimeline
AGMAN CAPITAL LLC19,702$3.59M2.86%-3,70013F-HRTimeline
Farringdon Capital, Ltd.19,535$3.56M0.78%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC19,506$3.55M0.03%-97613F-HRTimeline
NorthCrest Asset Manangement, LLC20,143$3.55M0.11%-6,92513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC19,191$3.5M0.1%-16413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,174$3.49M0.02%+1,12213F-HRTimelineGroup
SWS Partners19,146$3.49M0.86%-39713F-HRTimeline
Prime Capital Investment Advisors, LLC19,090$3.48M0.04%+2,35613F-HRTimeline
PROFUND ADVISORS LLC19,060$3.47M0.13%+4,97713F-HRTimeline
Mediolanum International Funds Ltd18,611$3.44M0.04%+22213F-HRTimeline
CITY HOLDING CO18,833$3.43M0.43%+27113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18,779$3.42M0.04%-1,32913F-HRTimelineGroup
Sendero Wealth Management, LLC18,681$3.4M0.38%-4,18213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…19,374$3.4M0.24%-3,61913F-HRTimeline
Caldwell Trust Co18,575$3.38M0.3%+1,18613F-HRTimeline
Entropy Technologies, LP18,554$3.38M0.16%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…18,543$3.38M0.07%+1113F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD18,528$3.38M0.1%013F-HRTimeline
GC Wealth Management RIA, LLC18,481$3.37M0.14%-82613F-HRTimeline
Atria Investments, Inc18,413$3.35M0.04%+70913F-HRTimeline
Geneos Wealth Management Inc.18,367$3.35M0.08%-2,86613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC18,244$3.32M0.04%+4,65113F-HRTimeline
BANK OZK18,223$3.32M1.17%+1,37113F-HRTimeline
Cherokee Insurance Co18,150$3.31M1.26%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …17,959$3.27M0.99%-46013F-HRTimeline
Cresset Asset Management, LLC17,654$3.22M0.01%-1,67313F-HRTimeline
EP Wealth Advisors, LLC17,633$3.21M0.02%-75913F-HRTimeline
Procyon Advisors, LLC17,442$3.18M0.16%-18213F-HRTimeline
New Age Alpha Advisors, LLC17,387$3.17M0.15%-4,45513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC17,378$3.17M0.02%+4,49213F-HRTimelineGroup
Machina Capital S.A.S.17,282$3.15M0.62%+9,76813F-HRTimeline
Caprock Group, LLC17,267$3.15M0.08%-1,08213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC17,252$3.14M0.11%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC17,577$3.14M0.04%+56313F-HRTimeline
Ethic Inc.17,195$3.13M0.05%+38113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,140$3.12M0.04%-1,15413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB17,137$3.12M0.07%-30013F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…17,016$3.1M0.09%-71313F-HRTimelineGroup
Mutual Advisors, LLC16,983$3.09M0.07%-27313F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC16,900$3.08M1.84%-16,90013F-HRTimelineGroup
TWIN CAPITAL MANAGEMENT INC16,886$3.08M0.4%+2313F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP16,817$3.06M0.27%new13F-HRTimeline
Brooklyn Investment Group16,776$3.06M0.1%+1,88913F-HRTimeline
PFW Advisors LLC16,771$3.06M0.96%-38313F-HRTimeline
Northside Capital Management, LLC16,725$3.05M0.27%013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC16,633$3.03M0.44%-10013F-HRTimeline
Osmosis Investment Management UK Ltd16,599$3.02M0.08%-18113F-HRTimeline
Koshinski Asset Management, Inc.16,481$3M0.19%+60513F-HRTimeline
PATTEN & PATTEN INC/TN16,363$2.98M0.18%-23013F-HRTimeline
STOCK YARDS BANK & TRUST CO16,285$2.97M0.09%-70213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC16,235$2.96M0.03%+3,86613F-HRTimeline
Engineers Gate Manager LP16,231$2.96M0.04%-10,67813F-HRTimeline
TBH Global Asset Management, LLC16,185$2.95M0.59%+7013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC16,134$2.94M1.72%-713F-HRTimeline
Herold Advisors, Inc.16,121$2.94M0.64%-10413F-HRTimeline
GAMMA Investing LLC16,076$2.93M0.14%+1,33813F-HRTimeline
CAPITAL ADVISORS INC/OK16,062$2.93M0.05%+36113F-HRTimeline
Pathway Financial Advisers, LLC16,022$2.92M0.83%+4,01913F-HRTimeline
Great Lakes Retirement, Inc.15,982$2.91M0.3%+12313F-HRTimeline
Foundations Investment Advisors, LLC15,944$2.9M0.04%+56813F-HRTimeline
NEVILLE RODIE & SHAW INC15,931$2.9M0.21%-20013F-HRTimeline
Aquatic Capital Management LLC15,888$2.89M0.08%-4,29713F-HRTimeline
Keystone Wealth Services, LLC15,820$2.88M0.62%+7913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC15,759$2.87M0.08%-5013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,639$2.85M0.02%+26313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO15,480$2.82M0.04%+12,33113F-HRTimeline
XML Financial, LLC15,400$2.81M0.23%-88313F-HRTimeline
Independent Solutions Wealth Management…15,375$2.8M0.41%+3113F-HRTimeline
AIA Group Ltdin group AIA Group Ltd15,314$2.79M0.04%+12,98913F-HRTimelineGroup
Bleakley Financial Group, LLC15,256$2.78M0.04%+84213F-HRTimeline
HBK Sorce Advisory LLC16,161$2.77M0.06%-1,47613F-HRTimeline
AE Wealth Management LLC15,211$2.77M0.01%+2,90713F-HRTimeline
Western Wealth Management, LLC15,202$2.77M0.11%+10,82613F-HR/ATimeline
Mattern Wealth Management LLC15,153$2.76M0.54%+2413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management15,075$2.75M0.01%+5,24513F-HRTimelineGroup
RFG Advisory, LLC14,990$2.73M0.05%-64913F-HRTimeline
Empirical Finance, LLC14,930$2.72M0.13%-4113F-HR/ATimeline
Saudi Central Bank14,872$2.71M0.06%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC14,865$2.71M0.25%-28,80213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,846$2.7M0.06%+4,24813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,846$2.7M0.05%+12013F-HRTimelineGroup
Generali Investments CEE, investicni sp…14,720$2.68M0.14%-2,40013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…14,710$2.68M0.03%-2,62613F-HRTimelineGroup
Summit Financial, LLC14,657$2.67M0.03%-3,24813F-HRTimeline
Flagship Capital Management Inc.14,581$2.66M1.95%-2913F-HRTimeline
ALKEME WEALTH, LLC14,575$2.66M1.08%-15013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,463$2.63M0.03%+13913F-HRTimelineGroup
Curbstone Financial Management Corp14,454$2.63M0.5%-10013F-HRTimeline
Vise Technologies, Inc.20,327$2.62M0.05%013F-HRTimeline
YHB Investment Advisors, Inc.14,335$2.61M0.19%+15213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,288$2.6M0.08%+3,00313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,280$2.6M0.12%+313F-HRTimelineGroup
WILKINS INVESTMENT COUNSEL INC14,068$2.56M0.37%-5013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,915$2.54M0.05%+84013F-HRTimeline
Harvest Portfolios Group Inc.13,862$2.53M0.04%+15713F-HRTimeline
Ashton Thomas Private Wealth, LLC13,789$2.51M0.06%-1,17013F-HRTimeline
Marion Wealth Management13,725$2.5M0.55%-73413F-HRTimeline
Avantax Planning Partners, Inc.13,644$2.49M0.07%-74413F-HRTimeline
Segment Wealth Management, LLC13,631$2.48M0.15%-44013F-HRTimeline
Vestmark Advisory Solutions, Inc.13,627$2.48M0.03%+3,11713F-HRTimeline
PFG Investments, LLC13,600$2.48M0.12%-37913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,521$2.46M0.04%+22513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC13,450$2.45M<0.01%+80613F-HRTimelineGroup
EVERETT HARRIS & CO /CA/13,440$2.45M0.03%-18013F-HRTimeline
Chicago Partners Investment Group LLC15,205$2.44M0.05%+3,50213F-HRTimeline
Haverford Trust Co13,280$2.42M0.02%-81613F-HRTimeline
Paragon Capital Management LLC13,234$2.41M1.19%+10313F-HRTimeline
CWC Advisors, LLC.13,041$2.38M1.13%-12713F-HRTimeline
Flavin Financial Services, Inc.13,030$2.37M1.6%+23413F-HRTimeline
Nicholson Wealth Management Group, LLC12,905$2.35M1.37%-36213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,839$2.34M0.06%+7,58413F-HRTimelineGroup
Parcion Private Wealth LLC12,831$2.34M0.14%-21213F-HRTimeline
Genus Capital Management Inc.12,725$2.32M0.27%-50013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV12,675$2.31M0.47%-20713F-HRTimeline
Counterweight Ventures, LLC12,645$2.3M1.29%-1,05713F-HRTimeline
AR ASSET MANAGEMENT INC12,600$2.29M0.44%013F-HRTimeline
Valeo Financial Advisors, LLC12,589$2.29M0.05%-2,25713F-HRTimeline
MGO ONE SEVEN LLC12,471$2.27M0.05%+52313F-HRTimeline