Skip to content
Disclosery

PSX PHILLIPS 66

Follow

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
EVERETT HARRIS & CO /CA/13,632$2.3M0.03%+19213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,591$2.3M0.04%-69713F-HRTimeline
Abundance Wealth Counselors13,463$2.28M0.15%+5,69813F-HRTimeline
Paragon Capital Management LLC13,327$2.25M1.04%+9313F-HRTimeline
Marion Wealth Management13,302$2.25M0.46%-42313F-HRTimeline
Haverford Trust Co13,158$2.22M0.02%-12213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,128$2.22M0.04%-78713F-HRTimeline
MGO ONE SEVEN LLC13,074$2.21M0.04%+60313F-HRTimeline
BURNEY CO/13,015$2.2M0.06%+95413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,635$2.2M0.08%-32113F-HRTimeline
Flavin Financial Services, Inc.12,996$2.2M1.25%-3413F-HRTimeline
PFG Investments, LLC12,942$2.19M0.08%-65813F-HRTimeline
Sivia Capital Partners, LLC12,829$2.17M0.26%+5,86913F-HRTimeline
TWIN CAPITAL MANAGEMENT INC12,805$2.16M0.24%-4,08113F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding12,798$2.16M-8,974Timeline
PRIVATE MANAGEMENT GROUP INC12,791$2.16M0.06%-2,96813F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV12,788$2.16M0.39%+11313F-HRTimeline
Valeo Financial Advisors, LLC12,763$2.16M0.05%+17413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,693$2.15M0.03%+1,03413F-HRTimelineGroup
Longaeva Partners L.P.12,619$2.13M0.06%new13F-HRTimeline
AR ASSET MANAGEMENT INC12,600$2.13M0.39%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.12,538$2.12M0.01%+8,69113F-HRTimelineGroup
Bull Harbor Capital LLC12,532$2.12M0.41%+2,10413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.12,398$2.11M0.01%-7,30513F-HRTimeline
CWC Advisors, LLC.12,386$2.09M0.93%-65513F-HRTimeline
Tweedy, Browne Co LLC12,282$2.08M0.16%-8513F-HRTimeline
HANCOCK WHITNEY CORP12,265$2.07M0.03%013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al12,200$2.06M0.01%013F-HRTimeline
Counterweight Ventures, LLC12,076$2.04M1.02%-56913F-HRTimeline
Dockside LLC12,036$2.03M0.48%new13F-HRTimeline
Global Retirement Partners, LLC12,029$2.03M0.03%13F-HRTimeline
Snowden Capital Advisors LLC12,024$2.03M0.05%+1,13113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC11,630$2.03M0.06%+9013F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC12,001$2.03M0.18%-7513F-HRTimeline
World Investment Advisors11,181$2.03M0.03%-49513F-HRTimeline
North Dakota State Investment Board11,983$2.03M0.08%+30913F-HRTimeline
Weaver C. Barksdale & Associates, Inc.11,869$2.01M1.8%-1613F-HRTimeline
Florida Trust Wealth Management Co11,851$2M0.05%+3,76013F-HRTimeline
Avidian Wealth Enterprises, LLC11,762$1.99M0.06%+57413F-HRTimeline
Williams Jones Wealth Management, LLC.11,757$1.99M0.02%+3313F-HRTimeline
River Wealth Advisors LLC11,727$1.98M0.21%-18313F-HR/ATimeline
Hilltop National Bank11,685$1.98M0.42%+1213F-HRTimeline
Jacobi Capital Management LLC11,655$1.97M0.1%+1313F-HRTimeline
Columbia Bank11,651$1.97M0.44%+47513F-HRTimeline
Fisher Asset Management, LLC11,604$1.96M<0.01%+1,31813F-HRTimeline
Private Capital Management, LLC11,587$1.96M0.18%-81713F-HRTimeline
Crescent Sterling, Ltd.11,579$1.96M1.75%-31013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,565$1.96M-201Timeline
Moors & Cabot, Inc.11,511$1.95M0.08%+43813F-HRTimeline
Evercore Wealth Management, LLC11,457$1.94M0.03%-53113F-HRTimeline
Parallel Advisors, LLC11,422$1.93M0.03%+38513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,290$1.91M0.01%+4,49113F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,152$1.89M0.51%-8513F-HRTimeline
Fruth Investment Management11,123$1.88M0.45%-12513F-HRTimeline
Icon Wealth Advisors, LLC11,117$1.88M0.11%+73113F-HRTimeline
Inscription Capital, LLC11,068$1.87M0.17%+31413F-HRTimeline
Dynamic Advisor Solutions LLC11,026$1.86M0.05%-18513F-HRTimeline
Pallas Capital Advisors LLC10,903$1.84M0.06%+1,51613F-HRTimeline
MCF Advisors LLC10,840$1.83M0.07%-7513F-HRTimeline
Sendero Wealth Management, LLC10,801$1.83M0.18%-7,88013F-HRTimeline
GREENLEAF TRUST10,645$1.8M0.02%-31313F-HRTimeline
MONECO ADVISORS, LLC10,499$1.77M0.11%+2,00913F-HRTimeline
First Interstate Bank10,477$1.77M0.09%013F-HRTimeline
Atom Investors LP10,400$1.76M0.16%+97613F-HRTimeline
SHELTON CAPITAL MANAGEMENT10,395$1.76M0.03%-11313F-HRTimeline
TICINO WEALTH10,308$1.74M0.55%-22,88613F-HRTimeline
Cannell & Spears LLC10,300$1.74M0.03%-7013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,281$1.74M0.03%-47313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…10,276$1.74M0.01%-4,43413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,266$1.74M0.08%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd10,252$1.73M0.02%-5,06213F-HR/ATimelineGroup
Bragg Financial Advisors, Inc10,202$1.72M0.05%-12613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,174$1.72M0.1%+21113F-HRTimeline
Smith Group Asset Management, LLC10,154$1.72M0.07%013F-HRTimeline
Bangor Savings Bank10,100$1.71M0.13%-27913F-HRTimeline
Generali Investments CEE, investicni sp…10,100$1.71M0.08%-4,62013F-HRTimeline
Verdence Capital Advisors LLC10,033$1.7M0.09%-2513F-HRTimeline
DELTA FINANCIAL ADVISORS LLC9,959$1.68M0.4%+113F-HRTimeline
Convergence Financial, LLC9,958$1.68M0.13%+4,07113F-HRTimeline
Harfst & Associates, Inc.9,952$1.68M0.26%-6613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,945$1.68M0.21%+1,34613F-HRTimeline
DANSKE BANK A/S9,939$1.68M<0.01%+20013F-HRTimeline
Wealthspire Advisors, LLC9,905$1.67M0.01%+2,36813F-HRTimeline
Clearstead Advisors, LLC9,870$1.67M0.02%-79413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC9,814$1.66M0.03%+16813F-HRTimelineGroup
TODD ASSET MANAGEMENT LLC9,811$1.66M0.03%013F-HRTimeline
CULLINAN ASSOCIATES INC9,762$1.65M0.12%+12313F-HRTimeline
Summit Place Financial Advisors, LLC9,741$1.65M0.72%+11513F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,731$1.65M0.48%-4313F-HRTimeline
SMITH, MOORE & CO.9,730$1.64M0.11%-4313F-HRTimeline
CFM WEALTH PARTNERS LLC9,623$1.63M0.21%013F-HRTimeline
Wahed Invest LLC9,541$1.61M0.17%-34313F-HRTimeline
Donoghue Forlines LLC9,527$1.61M0.42%-30213F-HRTimeline
Impact Capital Partners LLC9,511$1.61M0.44%+41413F-HRTimeline
Curi Capital, LLC9,506$1.61M0.02%-33113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9,487$1.6M0.01%+1,74613F-HR/ATimeline
CIDEL ASSET MANAGEMENT INC9,467$1.6M0.08%-32513F-HRTimeline
Interval Partners, LP9,464$1.6M0.05%+2,57813F-HRTimeline
Fideuram Asset Management (Ireland) dac9,540$1.6M0.03%+9,00413F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,414$1.59M0.04%-1813F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,401$1.59M0.5%+1513F-HRTimeline
Cercano Management LLC9,396$1.59M0.21%013F-HR/ATimeline
SIGNATUREFD, LLC9,368$1.58M0.02%+42813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC9,367$1.58M0.21%+40813F-HRTimelineGroup
JBR Co Financial Management Inc9,293$1.57M0.57%+1,04513F-HRTimeline
Avior Wealth Management, LLC9,269$1.57M0.04%-64213F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…9,000$1.57M0.02%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC9,160$1.55M0.03%-32513F-HRTimeline
Oakmont Investment Advisors, Inc.9,109$1.54M1.07%+12813F-HRTimeline
Capital Advisors Wealth Management, LLC9,097$1.54M0.18%+8013F-HRTimeline
FIRST MERCHANTS CORP9,097$1.54M0.05%-36013F-HRTimeline
Bellecapital International Ltd.9,091$1.54M0.25%+41113F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,073$1.53M0.69%013F-HRTimeline
Poehling Capital Management, INC.9,017$1.52M0.33%-10613F-HRTimeline
Pavion Blue Capital, LLC8,927$1.51M0.61%+113F-HRTimeline
AA Financial Advisors, LLC8,925$1.51M0.18%+25813F-HRTimeline
Petros Family Wealth, LLC8,918$1.51M0.92%+27613F-HRTimeline
INGALLS & SNYDER LLC8,915$1.51M0.04%013F-HRTimeline
TOWER BRIDGE ADVISORS8,897$1.5M0.14%-40213F-HRTimeline
Ilex Capital Partners (UK) LLP8,864$1.5M0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,851$1.5M0.05%-3,59513F-HRTimelineGroup
Sigma Planning Corp8,813$1.49M0.04%+4013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.8,762$1.48M0.1%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,716$1.47M0.02%-4513F-HRTimelineGroup
FourThought Financial Partners, LLC8,701$1.47M0.11%+21913F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…8,644$1.46M0.33%-59813F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC8,603$1.45M0.06%013F-HRTimeline
ADIRONDACK TRUST CO8,577$1.45M0.43%-8313F-HRTimeline
Mystic Asset Management, Inc.8,573$1.45M0.31%+5513F-HRTimeline
LEE DANNER & BASS INC8,567$1.45M0.08%-613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,551$1.45M0.03%+1313F-HRTimeline
Voleon Capital Management LP8,512$1.44M0.03%+2,29613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,493$1.44M0.07%-40913F-HRTimeline
Intrua Financial, LLC8,430$1.43M0.13%-18613F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,428$1.42M0.74%-13013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.8,422$1.42M0.24%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC8,407$1.42M0.07%+82813F-HRTimeline
OLD NATIONAL BANCORP /IN/8,403$1.42M0.03%-29,17213F-HRTimeline
RiverFront Investment Group, LLC8,395$1.42M0.02%+3,61613F-HRTimeline
Confluence Wealth Services, Inc.8,394$1.42M0.04%+1,79313F-HRTimeline
Naviter Wealth, LLC8,311$1.4M0.13%+11213F-HRTimeline
V-Square Quantitative Management LLC8,303$1.4M0.13%+9513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,263$1.4M0.21%+813F-HRTimeline
Navalign, LLC8,260$1.4M0.33%-2713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,243$1.39M0.01%013F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC8,224$1.39M0.08%+2,43813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC8,201$1.39M0.05%-28013F-HRTimeline
SCP Investment, LP8,188$1.38M1.28%+50013F-HRTimeline
Argent Trust Co8,185$1.38M0.04%-7613F-HRTimeline
INTRUST BANK NA8,165$1.38M0.1%-2,35413F-HRTimeline
HARBOUR INVESTMENTS, INC.8,157$1.38M0.02%-2,19813F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC8,147$1.38M0.97%-1,13813F-HRTimeline
GROUPAMA ASSET MANAGMENT7,950$1.37M0.02%+23713F-HRTimeline
Ausdal Financial Partners, Inc.8,120$1.37M0.05%+2,08313F-HRTimeline
TWO SIGMA SECURITIES, LLC8,059$1.36M0.12%+6,03513F-HRTimeline
VestGen Advisors, LLC8,037$1.36M0.04%-1,79013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.8,023$1.36M0.02%+6,44313F-HRTimelineGroup
SEARLE & CO.8,017$1.36M0.3%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC7,993$1.35M0.08%-1,34713F-HRTimeline
Westmount Partners, LLC7,987$1.35M0.3%+5113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,964$1.35M0.04%-1,56913F-HRTimelineGroup
COWA, LLC7,868$1.33M0.33%+213F-HRTimeline
Wealth Alliance Advisory Group, LLC7,854$1.33M0.19%+3213F-HRTimeline
Glenview Trust Co7,790$1.32M0.02%+20113F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,766$1.31M0.01%+52913F-HRTimeline
Van Hulzen Asset Management, LLC7,737$1.31M0.09%-7713F-HRTimeline
Vestcor Inc7,727$1.31M0.03%-65913F-HRTimeline
COZAD ASSET MANAGEMENT INC7,693$1.3M0.08%+55013F-HRTimeline
Tema ETFs LLC7,651$1.29M0.04%+72513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,636$1.29M0.04%+713F-HRTimeline
ELEVATUS WELATH MANAGEMENT7,621$1.29M0.31%+5,18513F-HRTimeline
RFG Advisory, LLC7,609$1.29M0.02%-7,38113F-HRTimeline
Patten Group, Inc.7,607$1.29M0.2%+6613F-HRTimeline
DENALI ADVISORS LLC7,605$1.29M0.13%+20313F-HRTimeline
Savvy Advisors, Inc.7,593$1.28M0.03%+12513F-HRTimeline
Stegent Equity Advisors, Inc.7,589$1.28M0.92%-30013F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,573$1.28M0.29%+7813F-HRTimeline
Bull Street Advisors, LLC7,522$1.27M0.58%013F-HRTimeline
San Luis Wealth Advisors LLC7,448$1.26M0.19%-29,92713F-HRTimeline
DT Investment Partners, LLC7,431$1.26M0.09%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.7,423$1.25M0.11%+2,03813F-HRTimelineGroup
NewEdge Wealth, LLC7,376$1.25M0.01%+71713F-HRTimeline
Aviance Capital Partners, LLC7,374$1.25M0.13%+77013F-HRTimeline
Coastal Bridge Advisors, LLC7,364$1.24M0.08%+1,03913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,338$1.24M0.02%+18813F-HRTimeline
Fiduciary Group, LLC7,267$1.23M0.1%-16713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,261$1.23M0.1%+41213F-HRTimelineGroup
Purkiss Capital Advisors LLC7,242$1.22M0.47%-1,06113F-HRTimeline
SBI Okasan Asset Management Co.Ltd.7,000$1.22M0.04%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH7,000$1.22M0.01%-1,80013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV7,178$1.21M0.15%-5013F-HRTimeline
AMG National Trust Bank7,148$1.21M0.02%+1,06613F-HRTimeline
Welch & Forbes LLC7,131$1.21M0.01%+42413F-HRTimeline
Barry Investment Advisors, LLC7,127$1.2M0.25%-73313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,109$1.2M0.05%+49013F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,100$1.2M0.65%013F-HRTimeline
Cladis Investment Advisory, LLC7,079$1.2M0.56%+113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,047$1.19M0.04%+3,16413F-HRTimelineGroup
Strategic Advisors LLC7,023$1.19M0.26%+413F-HRTimeline
Parkside Financial Bank & Trust7,017$1.19M0.08%+3,38913F-HRTimeline