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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
ROWLANDMILLER & PARTNERS.ADV12,021$1.37M0.29%+1,56013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co12,014$1.37M0.02%+56113F-HRTimelineGroup
Bangor Savings Bank11,959$1.36M0.13%-41413F-HRTimeline
Nicholson Wealth Management Group, LLC11,912$1.36M0.91%+6,80213F-HRTimeline
1832 Asset Management L.P.11,894$1.36M<0.01%-12,51413F-HRTimeline
Sowell Financial Services LLC11,773$1.34M0.07%-51,82113F-HRTimeline
Pathway Financial Advisers, LLC11,711$1.33M0.45%+22213F-HRTimeline
Cannell & Spears LLC11,691$1.33M0.03%-11213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,690$1.33M0.02%+30913F-HRTimeline
Moors & Cabot, Inc.11,680$1.33M0.06%-33213F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC11,596$1.32M0.17%013F-HRTimeline
Quarry LP11,578$1.32M0.26%-14,02013F-HRTimeline
Counterweight Ventures, LLC11,550$1.32M0.93%+18313F-HRTimeline
Laird Norton Wetherby Wealth Management…11,428$1.3M0.06%-1,15613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,405$1.3M+2,698Timeline
SIMPLEX TRADING, LLC11,399$1.3M0.04%new13F-HRTimeline
GREENLEAF TRUST11,383$1.3M0.01%+3013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,359$1.29M0.36%+25013F-HRTimeline
Bragg Financial Advisors, Inc11,289$1.29M0.05%+113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV11,177$1.27M0.17%+1913F-HRTimeline
Caprock Group, LLC11,172$1.27M0.04%+1,47813F-HRTimeline
Jacobi Capital Management LLC11,076$1.26M0.09%+73613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,029$1.26M0.08%+65513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,017$1.26M0.01%+1,38613F-HRTimelineGroup
Columbia Bank10,609$1.24M0.43%+61313F-HRTimeline
Great Lakes Retirement, Inc.10,904$1.24M0.16%+49113F-HRTimeline
BANK OZK10,855$1.24M0.51%+2,52113F-HRTimeline
Csenge Advisory Group10,820$1.23M0.07%+1,87413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…10,758$1.23M0.46%+1,54613F-HRTimeline
First National Bank of Mount Dora, Trus…10,757$1.23M0.29%-24913F-HRTimeline
SMITH, MOORE & CO.10,732$1.22M0.11%+9113F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC10,636$1.21M0.01%-3,13513F-HRTimeline
CFM WEALTH PARTNERS LLC10,626$1.21M0.2%-5413F-HRTimeline
TOWER BRIDGE ADVISORS10,599$1.21M0.13%-1313F-HRTimeline
Segment Wealth Management, LLC10,467$1.19M0.08%+26213F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P10,460$1.19M0.03%-66,09413F-HRTimeline
Flavin Financial Services, Inc.10,445$1.19M1.13%13F-HR/ATimeline
Wealthspire Advisors, LLC10,440$1.19M0.01%-67813F-HRTimeline
First National Trust Co10,375$1.18M0.04%-24913F-HRTimeline
Parallel Advisors, LLC10,281$1.17M0.03%-30113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,279$1.17M0.42%-5013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…10,264$1.17M<0.01%+7,03613F-HRTimelineGroup
BRIGHTON JONES LLC10,239$1.17M0.03%+7,21413F-HR/ATimeline
Wahed Invest LLC10,224$1.16M0.19%+6513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,186$1.16M0.01%+2,87213F-HRTimelineGroup
Financial Advocates Investment Manageme…10,180$1.16M0.07%-62613F-HRTimeline
Keeley-Teton Advisors, LLC10,109$1.15M0.13%+52713F-HRTimeline
Smith Group Asset Management, LLC10,084$1.15M0.08%new13F-HRTimeline
Pavion Blue Capital, LLC10,071$1.15M0.54%-1713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,932$1.13M0.07%-8113F-HRTimelineGroup
ADIRONDACK TRUST CO9,923$1.13M0.43%-10213F-HRTimeline
Accordant Advisory Group Inc9,857$1.12M1.08%+913F-HRTimeline
Cerro Pacific Wealth Advisors LLC8,539$1.12M0.37%+22513F-HRTimeline
Martin Capital Partners, LLC9,833$1.12M1.33%-14,39313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,791$1.12M0.03%-22813F-HRTimelineGroup
ODDO BHF ASSET MANAGEMENT SAS9,752$1.11M0.06%-3,87013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWC Advisors, LLC.9,743$1.11M1.11%+9213F-HRTimeline
CULLINAN ASSOCIATES INC9,739$1.11M0.07%-50013F-HRTimeline
COUNTRY CLUB BANK9,897$1.11M0.07%-12113F-HRTimeline
Horizon Investments, LLC9,726$1.11M0.03%+17413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp9,710$1.11M0.07%-73813F-HRTimelineGroup
EP Wealth Advisors, LLC9,701$1.11M0.01%-1,74413F-HRTimeline
Integrated Wealth Concepts LLC9,697$1.1M0.01%-7213F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/9,682$1.1M0.07%+2613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,667$1.1M0.04%-3,28113F-HRTimeline
J. W. Coons Advisors, LLC9,658$1.1M0.28%+6013F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,605$1.09M0.54%-6013F-HRTimeline
SIGNATUREFD, LLC9,589$1.09M0.02%-6613F-HRTimeline
Ramirez Asset Management, Inc.9,562$1.09M0.22%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,552$1.09M0.01%-4,85313F-HRTimeline
Sterling Capital Management LLC9,537$1.09M0.01%-90513F-HRTimeline
JBR Co Financial Management Inc9,520$1.08M0.66%+8513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,478$1.08M+416Timeline
Vise Technologies, Inc.9,449$1.08M0.09%+3,67413F-HRTimeline
Applied Finance Capital Management, LLC9,439$1.08M0.05%+1,28713F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,416$1.07M0.5%+1713F-HRTimeline
FAIRFIELD, BUSH & CO.9,334$1.06M0.63%+37013F-HRTimeline
Lokken Investment Group LLC9,272$1.06M0.46%+21913F-HRTimeline
Naviter Wealth, LLC9,253$1.05M0.13%+5,02213F-HRTimeline
Vestmark Advisory Solutions, Inc.9,249$1.05M0.04%-5013F-HRTimeline
Parcion Private Wealth LLC9,236$1.05M0.08%-4513F-HRTimeline
Cornerstone Advisors, LLC9,200$1.05M0.04%013F-HRTimeline
Glenview Trust Co9,168$1.04M0.02%+53813F-HRTimeline
Global Retirement Partners, LLC9,140$1.04M0.03%+4813F-HRTimeline
Energy Income Partners, LLC9,103$1.04M0.02%-4,33413F-HRTimeline
Ethic Inc.9,095$1.04M0.02%+6,39813F-HRTimeline
Graham Capital Management, L.P.9,086$1.04M0.03%new13F-HRTimeline
Avior Wealth Management, LLC9,074$1.03M0.04%-14213F-HRTimeline
LEE DANNER & BASS INC9,038$1.03M0.08%-5813F-HRTimeline
INGALLS & SNYDER LLC9,032$1.03M0.04%-9513F-HRTimeline
Hilltop National Bank9,006$1.03M0.31%+1,96813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC8,974$1.02M0.38%-24813F-HRTimeline
Capital Advisors Wealth Management, LLC8,935$1.02M0.18%+58913F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,905$1.01M0.07%-3113F-HRTimeline
MATHER GROUP, LLC.8,773$999K0.01%-4113F-HRTimeline
Wealth Alliance Advisory Group, LLC8,736$995K0.21%-40113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,716$993K0.06%+3313F-HRTimeline
Bleakley Financial Group, LLC8,673$988K0.03%+7813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,631$983K0.05%-5113F-HRTimeline
Avidian Wealth Enterprises, LLC8,631$983K0.04%+59213F-HRTimeline
Argent Trust Co8,627$983K0.04%-5313F-HRTimeline
New Age Alpha Advisors, LLC8,620$982K0.04%new13F-HR/ATimeline
HighPoint Advisor Group LLC7,645$977K0.05%+7613F-HRTimeline
ARVEST INVESTMENTS, INC.8,475$966K0.15%+14313F-HRTimeline
Barry Investment Advisors, LLC8,474$965K0.31%-47313F-HRTimeline
Verdence Capital Advisors LLC8,446$962K0.08%-78113F-HRTimeline
Merit Financial Group, LLC8,372$954K0.02%+4,20413F-HRTimeline
AE Wealth Management LLC8,369$953K0.01%-9,70813F-HRTimeline
GAMMA Investing LLC8,366$953K0.08%+2313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,315$947K0.2%+1413F-HRTimeline
MONECO ADVISORS, LLC8,265$942K0.1%+98513F-HR/ATimeline
BWM Planning, LLC8,240$939K0.41%013F-HRTimeline
Mystic Asset Management, Inc.8,236$938K0.25%+1,24713F-HRTimeline
Patten Group, Inc.8,220$937K0.21%-45013F-HRTimeline
Farther Finance Advisors, LLC8,186$933K0.03%+22913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP8,172$931K0.02%+8,16713F-HRTimelineGroup
Intrua Financial, LLC8,172$931K0.15%-15813F-HRTimeline
MAIRS & POWER INC8,116$925K0.01%+1,56613F-HRTimeline
COWA, LLC8,099$923K0.43%+113F-HRTimeline
Strategic Advisors LLC8,072$920K0.17%+22313F-HRTimeline
SEARLE & CO.8,025$914K0.26%-25913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,026$913K0.01%-37013F-HRTimeline
Institute for Wealth Management, LLC.7,983$910K0.11%013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC7,973$908K0.17%+4,16013F-HRTimelineGroup
Westmount Partners, LLC7,933$904K0.27%-913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC7,912$901K0.21%new13F-HRTimeline
LRT Capital Management, LLC7,832$892K0.7%new13F-HRTimeline
Siemens Fonds Invest GmbH7,935$889K0.06%+2,04713F-HR/ATimeline
STEVENS CAPITAL MANAGEMENT LP7,774$886K0.36%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,754$883K0.04%+6,00013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,752$883K0.06%-8713F-HRTimeline
Van Hulzen Asset Management, LLC7,713$879K0.06%+713F-HRTimeline
World Investment Advisors7,694$877K0.02%+1,64013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK7,692$876K0.03%-5,35613F-HRTimelineGroup
Arvest Bank Trust Division7,646$871K0.05%-2013F-HRTimeline
TWINBEECH CAPITAL LP7,612$867K0.01%new13F-HRTimeline
Bull Street Advisors, LLC7,606$867K0.42%013F-HRTimeline
Fiduciary Alliance LLC7,559$861K0.09%new13F-HRTimeline
Edge Capital Group, LLC7,548$860K0.04%013F-HRTimeline
Man Group plcin group Man Group plc7,517$856K<0.01%-86,15413F-HRTimelineGroup
INFRASTRUCTURE CAPITAL ADVISORS, LLC7,490$853K0.11%-15,00013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,486$853K0.01%+7713F-HR/ATimelineGroup
BRADLEY FOSTER & SARGENT INC/CT7,476$852K0.01%-7513F-HRTimeline
Fiduciary Group, LLC7,454$849K0.09%-32813F-HRTimeline
Heritage Wealth Management, Inc.7,453$849K0.28%-3013F-HRTimeline
Baker Ellis Asset Management LLC7,443$848K0.12%013F-HRTimeline
RFG Advisory, LLC7,362$839K0.02%+62313F-HRTimeline
Jupiter Wealth Management LLC7,359$838K0.42%-79513F-HRTimeline
Waverly Advisors, LLC7,338$836K0.01%+2,15613F-HRTimeline
Bridge Creek Capital Management LLC7,326$835K0.26%-813F-HRTimeline
Tyche Wealth Partners LLC7,317$834K0.18%+82513F-HRTimeline
Confluence Wealth Services, Inc.6,741$827K0.05%+11413F-HRTimeline
J.W. COLE ADVISORS, INC.7,241$825K0.03%-14213F-HRTimeline
IFP Advisors, Inc7,218$823K0.03%+3813F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP7,190$819K0.15%-36,86713F-HRTimeline
OLD NATIONAL BANCORP /IN/7,163$816K0.02%-2513F-HRTimeline
WealthTrust Axiom LLC7,160$816K0.24%+20613F-HRTimeline
Cushing Capital Partners, LLC7,157$815K0.78%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,157$815K0.2%+18113F-HRTimeline
GWN SECURITIES INC.6,691$815K0.22%13F-HRTimeline
America First Investment Advisors, LLC7,080$807K0.18%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,075$806K0.52%-5013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,048$803K0.04%+3,87313F-HR/ATimelineGroup
Oak Thistle LLC7,036$802K0.24%new13F-HRTimeline
Navalign, LLC7,025$800K0.24%+27713F-HRTimeline
Cornerstone Wealth Management, LLC7,000$798K0.05%+68613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,009$794K0.12%+9813F-HRTimeline
PEOPLES BANK /OH6,944$791K0.47%-38013F-HRTimeline
PRIVATE TRUST CO NA6,896$786K0.08%+21313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,871$783K0.02%-4413F-HRTimeline
Wedmont Private Capital6,856$781K0.04%+84713F-HRTimeline
Florida Trust Wealth Management Co6,839$779K0.02%-3013F-HRTimeline
Cladis Investment Advisory, LLC6,837$779K0.55%+113F-HRTimeline
Penobscot Investment Management Company…6,804$775K0.07%-27513F-HRTimeline
Welch & Forbes LLC6,786$773K0.01%+7513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,781$773K0.02%-513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL6,773$772K0.29%+12013F-HRTimeline
Rathbones Group PLC6,750$769K<0.01%+1,78213F-HRTimeline
Valley Brook Capital Group, Inc.6,743$768K0.57%-65413F-HRTimeline
Chicago Partners Investment Group LLC6,604$768K0.03%+16813F-HRTimeline
Valmark Advisers, Inc.6,722$766K0.01%+10113F-HRTimeline
RWA WEALTH PARTNERS, LLC6,709$764K0.01%+26313F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…6,705$764K<0.01%-35413F-HRTimelineGroup
Retirement Investment Advisors, Inc.6,694$763K0.08%+713F-HRTimeline
Entropy Technologies, LP6,682$761K0.08%new13F-HRTimeline
MCF Advisors LLC6,681$761K0.05%-2613F-HRTimeline
AMG National Trust Bank6,759$761K0.02%-15513F-HRTimeline
DEARBORN PARTNERS LLC6,669$760K0.03%+50213F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC6,659$759K<0.01%-182,37613F-HRTimeline
Creekmur Asset Management LLC6,659$759K0.17%-2,03913F-HRTimeline
Bridgefront Capital, LLC6,631$755K0.25%-8,06813F-HRTimeline
GPS Wealth Strategies Group, LLC6,629$755K0.1%-6,12413F-HRTimeline
Busey Bank6,623$755K0.02%-21913F-HRTimeline
CHELSEA COUNSEL CO6,585$750K0.39%-2,00013F-HRTimeline
Pinnacle Financial Partners Inc6,413$749K0.02%+63713F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,571$749K0.05%+33813F-HRTimeline
V-Square Quantitative Management LLC6,543$745K0.11%+26413F-HRTimeline
Impact Capital Partners LLC6,531$744K0.26%13F-HRTimeline
Miller Investment Management, LP6,500$741K0.08%013F-HRTimeline
Legacy Financial Advisors, Inc.6,467$737K0.12%-43913F-HRTimeline