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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,765 managers (1,797 13F filers) reported a position in PSX shares at 2025-03-31, 308,203,084 shares in all. 152 filers opened a position and 131 filers sold out during the quarter.

Managers
1,765
13F filers
1,797
New
152
Added
646
Reduced
666
Sold out
131
Shares held by filers
308,203,084

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Geneos Wealth Management Inc.11,950$1.48M0.02%+7,57513F-HRTimeline
OSTRUM ASSET MANAGEMENT11,934$1.47M0.08%-31613F-HRTimeline
Nicholson Wealth Management Group, LLC11,913$1.47M0.97%+113F-HRTimeline
Williams Jones Wealth Management, LLC.11,862$1.46M0.02%-25013F-HRTimeline
Great Lakes Retirement, Inc.11,839$1.46M0.19%+93513F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC11,836$1.46M0.02%+1,20013F-HRTimeline
Ethic Inc.11,744$1.46M0.03%+2,64913F-HRTimeline
Sustainable Insight Capital Management,…11,800$1.46M0.73%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,773$1.45M0.09%+74413F-HRTimeline
Donoghue Forlines LLC11,736$1.45M0.46%-88913F-HRTimeline
Investment Management Corp of Ontario11,701$1.44M0.03%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC11,700$1.44M0.02%+8,93013F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC11,641$1.44M0.02%-4913F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,634$1.44M0.03%-1,87413F-HRTimeline
CPC Advisors, LLC11,621$1.43M0.2%-1,72113F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding11,602$1.43M+1,670Timeline
RED CEDAR INVESTMENT MANAGEMENT, LLC11,596$1.43M0.2%013F-HRTimeline
Bangor Savings Bank11,559$1.43M0.13%-40013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding11,510$1.42M+1,719Timeline
GREENLEAF TRUST11,477$1.42M0.01%+9413F-HRTimeline
BRIGHTON JONES LLC11,408$1.41M0.05%+1,16913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,307$1.4M0.45%-5213F-HRTimeline
Bragg Financial Advisors, Inc11,279$1.39M0.06%-1013F-HRTimeline
Flavin Financial Services, Inc.11,277$1.39M1.28%+83213F-HR/ATimeline
Moors & Cabot, Inc.11,270$1.39M0.07%-41013F-HRTimeline
Jacobi Capital Management LLC11,155$1.38M0.1%+7913F-HRTimeline
Columbia Bank10,975$1.36M0.47%+36613F-HRTimeline
Parallel Advisors, LLC10,959$1.35M0.03%+67813F-HRTimeline
Ethos Financial Group, LLC11,334$1.35M0.13%+8,88013F-HRTimeline
BBR PARTNERS, LLC10,780$1.33M0.09%new13F-HRTimeline
CFM WEALTH PARTNERS LLC10,603$1.31M0.23%-2313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,564$1.3M0.04%+89713F-HRTimeline
TOWER BRIDGE ADVISORS10,549$1.3M0.15%-5013F-HRTimeline
Wahed Invest LLC10,539$1.3M0.23%+31513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV10,436$1.29M0.18%-74113F-HRTimeline
Allworth Financial LP12,240$1.28M0.01%-3,02213F-HRTimeline
EP Wealth Advisors, LLC10,372$1.28M0.01%+67113F-HRTimeline
Merit Financial Group, LLC10,331$1.28M0.02%+1,95913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,294$1.27M0.47%+1513F-HRTimeline
MAIRS & POWER INC10,287$1.27M0.01%+2,17113F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,285$1.27M0.05%+5,80413F-HRTimeline
Applied Finance Capital Management, LLC10,278$1.27M0.09%+83913F-HRTimeline
Financial Advocates Investment Manageme…10,192$1.26M0.09%+1213F-HRTimeline
SIGNATUREFD, LLC10,114$1.25M0.02%+52513F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P10,110$1.25M0.03%-35013F-HRTimeline
Smith Group Asset Management, LLC10,084$1.25M0.09%013F-HRTimeline
Pavion Blue Capital, LLC10,072$1.24M0.59%+113F-HRTimeline
Bridgefront Capital, LLC10,061$1.24M0.36%+3,43013F-HRTimeline
MGO ONE SEVEN LLC10,038$1.24M0.05%+3,58613F-HRTimeline
ING GROEP NV10,034$1.24M0.01%-1,062,71313F-HRTimeline
Crossingbridge Advisors, LLC10,000$1.23M0.65%new13F-HRTimeline
Integrated Wealth Concepts LLC9,963$1.23M0.01%+26613F-HRTimeline
Keeley-Teton Advisors, LLC9,876$1.22M0.15%-23313F-HRTimeline
ADIRONDACK TRUST CO9,872$1.22M0.48%-5113F-HRTimeline
Horizon Investments, LLC9,863$1.22M0.04%+13713F-HRTimeline
SMITH, MOORE & CO.9,844$1.22M0.11%-88813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,839$1.21M0.01%+28713F-HRTimeline
J. W. Coons Advisors, LLC9,818$1.21M0.32%+16013F-HRTimeline
Martin Capital Partners, LLC9,804$1.21M1.45%-2913F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/9,712$1.2M0.08%+3013F-HRTimeline
Annex Advisory Services, LLC9,676$1.19M0.03%-153,24613F-HRTimeline
CULLINAN ASSOCIATES INC9,639$1.19M0.08%-10013F-HRTimeline
GAMMA Investing LLC9,634$1.19M0.09%+1,26813F-HR/ATimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…9,709$1.18M0.04%new13F-HRTimelineGroup
Ramirez Asset Management, Inc.9,562$1.18M0.25%013F-HRTimeline
Lokken Investment Group LLC9,528$1.18M0.5%+25613F-HRTimeline
Parcion Private Wealth LLC9,503$1.17M0.1%+26713F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,435$1.17M0.55%+1913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,371$1.16M-2,034Timeline
WIMMER ASSOCIATES 1, LLC9,205$1.16M0.61%-40013F-HRTimeline
Capital Advisors Wealth Management, LLC9,330$1.15M0.2%+39513F-HRTimeline
Cornerstone Advisors, LLC9,200$1.14M0.05%013F-HRTimeline
Avior Wealth Management, LLC9,167$1.13M0.04%+9313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD9,124$1.13M0.25%new13F-HRTimelineGroup
JBR Co Financial Management Inc9,070$1.12M0.66%-45013F-HRTimeline
LEE DANNER & BASS INC9,038$1.12M0.09%013F-HRTimeline
Wealth Alliance Advisory Group, LLC9,030$1.12M0.23%+29413F-HRTimeline
Naviter Wealth, LLC9,157$1.11M0.14%-9613F-HRTimeline
SummitTX Capital, L.P.9,022$1.11M0.05%13F-HRTimeline
INGALLS & SNYDER LLC9,022$1.11M0.04%-1013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC8,975$1.11M0.42%+113F-HRTimeline
Sterling Capital Management LLC8,898$1.1M0.02%-63913F-HRTimeline
Intrua Financial, LLC8,890$1.1M0.17%+71813F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,874$1.1M0.07%-3113F-HRTimeline
TWO SIGMA SECURITIES, LLC8,833$1.09M0.17%+6,44113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,754$1.08M0.07%+3813F-HRTimeline
DRW Securities, LLC8,748$1.08M0.09%+6,82113F-HRTimeline
Glenview Trust Co8,720$1.08M0.02%-44813F-HR/ATimeline
Avidian Wealth Enterprises, LLC8,635$1.07M0.05%+413F-HRTimeline
First National Bank of Mount Dora, Trus…8,617$1.06M0.26%-2,14013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,559$1.06M0.06%-7213F-HRTimeline
Aquatic Capital Management LLC8,523$1.05M0.03%-75,87013F-HRTimeline
AE Wealth Management LLC8,503$1.05M0.01%+13413F-HRTimeline
Argent Trust Co8,414$1.04M0.04%-21313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,349$1.03M<0.01%-4,35113F-HRTimelineGroup
Fiduciary Alliance LLC8,313$1.03M0.1%+75413F-HRTimeline
Mystic Asset Management, Inc.8,287$1.02M0.27%+5113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,262$1.02M0.21%-5313F-HRTimeline
Verdence Capital Advisors LLC8,245$1.02M0.08%-20113F-HRTimeline
MONECO ADVISORS, LLC8,237$1.02M0.11%-2813F-HR/ATimeline
Jain Global LLC8,191$1.01M0.02%new13F-HRTimeline
Stegent Equity Advisors, Inc.8,185$1.01M1.03%+2,55313F-HRTimeline
Barry Investment Advisors, LLC8,182$1.01M0.27%-29213F-HRTimeline
BWM Planning, LLC8,162$1.01M0.43%-7813F-HRTimeline
Siemens Fonds Invest GmbH8,161$1.01M0.07%+22613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC8,094$999K0.19%+12113F-HRTimelineGroup
World Investment Advisors8,079$998K0.03%+38513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC8,073$997K0.01%-2,11313F-HRTimelineGroup
FAIRFIELD, BUSH & CO.8,062$995K0.63%-1,27213F-HRTimeline
SEARLE & CO.8,025$991K0.28%013F-HRTimeline
COWA, LLC8,000$988K0.42%-9913F-HRTimeline
Cerro Pacific Wealth Advisors LLC8,647$985K0.32%+10813F-HRTimeline
Patten Group, Inc.7,963$983K0.23%-25713F-HRTimeline
Westmount Partners, LLC7,935$980K0.3%+213F-HRTimeline
Strategic Advisors LLC7,929$979K0.19%-14313F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC7,912$977K0.23%013F-HRTimeline
SCS Capital Management LLC7,789$962K0.01%new13F-HR/ATimeline
Van Hulzen Asset Management, LLC7,720$953K0.09%+713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,271$951K-207Timeline
ArrowMark Colorado Holdings LLC7,700$951K0.02%new13F-HRTimeline
Arvest Bank Trust Division7,678$948K0.06%+3213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,629$942K0.04%-12513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,624$941K0.02%-194,46513F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP7,618$941K0.02%+13213F-HRTimelineGroup
First National Trust Co7,607$939K0.04%-2,76813F-HRTimeline
Bull Street Advisors, LLC7,606$939K0.45%013F-HRTimeline
Fiduciary Group, LLC7,454$920K0.09%013F-HRTimeline
Institute for Wealth Management, LLC.7,444$919K0.12%-53913F-HRTimeline
Navalign, LLC7,414$915K0.26%+38913F-HRTimeline
Impact Capital Partners LLC7,400$914K0.33%+86913F-HRTimeline
Vestcor Inc7,397$913K0.03%-10,29313F-HRTimeline
Heritage Wealth Management, Inc.7,360$909K0.31%-9313F-HRTimeline
Baker Ellis Asset Management LLC7,343$907K0.13%-10013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS7,317$904K0.04%-2,43513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MUFG SECURITIES AMERICAS INC.7,310$903K0.1%+1,21313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,291$900K0.02%-18513F-HRTimeline
WealthTrust Axiom LLC7,241$894K0.27%+8113F-HRTimeline
COUNTRY CLUB BANK7,267$885K0.06%-2,63013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,159$884K0.05%+11113F-HR/ATimelineGroup
Godshalk Welsh Capital Management, Inc.7,125$880K0.58%+5013F-HRTimeline
OLD NATIONAL BANCORP /IN/7,101$877K0.02%-6213F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,084$875K0.06%+51313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,078$874K0.01%-94813F-HRTimeline
America First Investment Advisors, LLC7,067$873K0.18%-1313F-HRTimeline
Bridge Creek Capital Management LLC7,026$868K0.27%-30013F-HRTimeline
Cornerstone Wealth Management, LLC7,016$866K0.06%+1613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…7,009$866K0.13%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd7,012$866K0.43%new13F-HRTimelineGroup
RFG Advisory, LLC7,003$865K0.02%-35913F-HRTimeline
V-Square Quantitative Management LLC6,931$856K0.12%+38813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,904$852K0.02%+3313F-HRTimeline
PRIVATE TRUST CO NA6,903$852K0.09%+713F-HRTimeline
Cladis Investment Advisory, LLC6,877$849K0.61%+4013F-HRTimeline
AMG National Trust Bank6,825$843K0.02%+6613F-HRTimeline
Welch & Forbes LLC6,797$839K0.01%+1113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,786$838K0.03%+513F-HRTimeline
Rathbones Group PLC6,750$833K<0.01%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL6,723$830K0.31%-5013F-HRTimeline
Coastal Bridge Advisors, LLC6,722$830K0.08%new13F-HR/ATimeline
Retirement Investment Advisors, Inc.6,687$826K0.08%-713F-HRTimeline
MCF Advisors LLC6,668$823K0.06%-1313F-HRTimeline
SYON CAPITAL LLC6,667$823K0.07%+33313F-HRTimeline
Garrett Wealth Advisory Group, LLC6,658$822K0.18%+24313F-HRTimeline
Regal Investment Advisors LLC6,550$809K0.07%+74113F-HRTimeline
Miller Investment Management, LP6,500$803K0.09%013F-HRTimeline
Larson Financial Group LLC6,446$796K0.04%+1,31313F-HRTimeline
PEOPLES BANK /OH6,439$795K0.52%-50513F-HRTimeline
Valmark Advisers, Inc.6,411$792K0.01%-31113F-HRTimeline
Legacy Financial Advisors, Inc.6,409$791K0.13%-5813F-HRTimeline
Busey Bank6,390$789K0.03%-23313F-HRTimeline
Chicago Partners Investment Group LLC7,460$787K0.03%+85613F-HRTimeline
Penobscot Investment Management Company…6,374$787K0.07%-43013F-HRTimeline
COOKSON PEIRCE & CO INC6,366$786K0.04%+97413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,355$785K0.02%+74313F-HRTimeline
HighPoint Advisor Group LLC7,372$781K0.05%-27313F-HRTimeline
Philip James Wealth Mangement, LLC6,323$781K0.09%+113F-HRTimeline
Poehling Capital Management, INC.6,317$780K0.2%-3413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,313$780K<0.01%-3,95113F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH6,400$779K0.01%+6,40013F-HRTimelineGroup
Retirement Planning Co of New England, …6,309$779K0.39%+10313F-HR/ATimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…6,283$776K<0.01%-42213F-HRTimelineGroup
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC6,250$772K0.33%013F-HRTimelineGroup
NorthRock Partners, LLC6,243$771K0.03%+68913F-HRTimeline
MATHER GROUP, LLC.6,242$771K0.01%-2,53113F-HRTimeline
Pinnacle Financial Partners Inc6,305$769K0.02%-10813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,219$768K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC6,204$766K<0.01%+4713F-HRTimeline
Checchi Capital Advisers, LLC6,204$766K0.05%+30713F-HRTimeline
Sandy Spring Bank6,202$766K0.03%-713F-HRTimeline
1ST SOURCE BANK6,162$761K0.04%+3913F-HRTimeline
NORDEN GROUP LLC6,117$755K0.09%+60913F-HRTimeline
Wealth Advisory Solutions, LLC6,079$751K0.2%-213F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,064$749K0.02%+22913F-HRTimeline
Tyche Wealth Partners LLC6,035$745K0.16%-1,28213F-HRTimeline
Heck Capital Advisors, LLC6,021$743K0.08%013F-HRTimeline
BANK OF HAWAII6,005$741K0.04%013F-HRTimeline
South Street Advisors LLC6,000$741K0.12%013F-HRTimeline
Strategic Financial Services, Inc.5,995$740K0.04%013F-HRTimeline
AlphaQuest LLC5,984$739K0.08%+1,77613F-HRTimeline
Coppell Advisory Solutions LLC21,031$735K0.1%+20,84313F-HRTimeline