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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,736 managers (1,767 13F filers) reported a position in PSX shares at 2025-06-30, 314,907,084 shares in all. 115 filers opened a position and 147 filers sold out during the quarter.

Managers
1,736
13F filers
1,767
New
115
Added
623
Reduced
691
Sold out
147
Shares held by filers
314,907,084

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TOWNSQUARE CAPITAL LLC11,815$1.41M0.14%-16,66613F-HRTimeline
Dorsey & Whitney Trust CO LLC11,746$1.4M0.07%-4,00813F-HRTimeline
EP Wealth Advisors, LLC11,721$1.4M0.01%+1,34913F-HRTimeline
GC Wealth Management RIA, LLC11,688$1.39M0.11%new13F-HRTimeline
Williams Jones Wealth Management, LLC.11,612$1.39M0.02%-25013F-HRTimeline
Jacobi Capital Management LLC11,612$1.39M0.09%+45713F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC11,596$1.38M0.17%013F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,585$1.38M0.03%-4913F-HRTimeline
Laird Norton Wetherby Wealth Management…11,513$1.37M0.06%13F-HRTimeline
Schonfeld Strategic Advisors LLC11,393$1.36M0.01%+6,18313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,307$1.35M0.42%013F-HRTimeline
Bangor Savings Bank11,280$1.35M0.12%-27913F-HRTimeline
FourThought Financial Partners, LLC11,275$1.35M0.13%-4,40713F-HRTimeline
World Investment Advisors11,271$1.34M0.03%+3,19213F-HRTimeline
Ashton Thomas Private Wealth, LLC11,212$1.34M0.05%-23,97413F-HRTimeline
Bragg Financial Advisors, Inc11,109$1.33M0.05%-17013F-HRTimeline
Wahed Invest LLC11,082$1.32M0.2%+54313F-HRTimeline
SummitTX Capital, L.P.10,928$1.3M0.06%+1,90613F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding10,862$1.3M-740Timeline
Essex Financial Services, Inc.group of 2 filers holding10,854$1.29M+1,483Timeline
Sigma Planning Corp10,679$1.27M0.04%-1,59513F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH10,620$1.27M0.01%+4,22013F-HRTimelineGroup
AE Wealth Management LLC10,633$1.27M0.01%+2,13013F-HRTimeline
CFM WEALTH PARTNERS LLC10,611$1.27M0.2%+813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC10,599$1.26M0.01%+4,38013F-HRTimelineGroup
ALTA CAPITAL MANAGEMENT LLC/10,564$1.26M0.07%+85213F-HRTimeline
CPC Advisors, LLC10,529$1.26M0.16%-1,09213F-HRTimeline
B. Riley Wealth Advisors, Inc.10,474$1.25M0.06%-7,15413F-HRTimeline
Flavin Financial Services, Inc.10,445$1.25M1.21%-83213F-HR/ATimeline
Moors & Cabot, Inc.10,342$1.23M0.06%-92813F-HRTimeline
Global Retirement Partners, LLC10,310$1.23M0.03%13F-HRTimeline
NewEdge Wealth, LLC10,302$1.23M0.02%-4,18213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV10,273$1.23M0.17%-16313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC10,269$1.23M0.42%-2513F-HRTimeline
TOWER BRIDGE ADVISORS10,249$1.22M0.13%-30013F-HRTimeline
Lokken Investment Group LLC10,235$1.22M0.47%+70713F-HRTimeline
SCS Capital Management LLC10,109$1.21M0.01%+2,32013F-HRTimeline
Smith Group Asset Management, LLC10,084$1.2M0.08%013F-HRTimeline
SMITH, MOORE & CO.10,008$1.19M0.1%+16413F-HRTimeline
Investment Management Corp of Ontario10,001$1.19M0.02%-1,70013F-HRTimeline
MARINER INVESTMENT GROUP LLC10,000$1.19M0.43%new13F-HRTimeline
Parcion Private Wealth LLC9,994$1.19M0.09%+49113F-HRTimeline
GREENLEAF TRUST9,935$1.19M0.01%-1,54213F-HRTimeline
Hilltop National Bank9,904$1.18M0.31%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding9,886$1.18M-1,624Timeline
Parallel Advisors, LLC9,768$1.17M0.02%-1,19113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management9,765$1.16M<0.01%-24,03913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,691$1.16M0.03%-22,26013F-HRTimelineGroup
Harfst & Associates, Inc.9,670$1.15M0.24%+4,22113F-HRTimeline
Avidian Wealth Enterprises, LLC9,669$1.15M0.05%+1,03413F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…9,657$1.15M0.02%new13F-HR/ATimelineGroup
CULLINAN ASSOCIATES INC9,639$1.15M0.08%013F-HRTimeline
Quarry LP9,482$1.13M0.26%+3,65213F-HRTimeline
ADIRONDACK TRUST CO9,433$1.13M0.41%-43913F-HRTimeline
Poehling Capital Management, INC.9,411$1.12M0.26%+3,09413F-HRTimeline
OSTRUM ASSET MANAGEMENT9,369$1.12M0.05%-2,56513F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,322$1.11M0.48%-11313F-HRTimeline
Intrua Financial, LLC9,309$1.11M0.16%+41913F-HRTimeline
Pavion Blue Capital, LLC9,306$1.11M0.49%-76613F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,273$1.11M0.04%-1,01213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,163$1.1M-108Timeline
Siemens Fonds Invest GmbH9,181$1.1M0.06%+1,02013F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,180$1.1M0.56%-2513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC8,405$1.09M0.23%+49313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,060$1.08M0.02%+3,22613F-HRTimelineGroup
LEE DANNER & BASS INC9,038$1.08M0.08%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.9,029$1.08M0.09%+1,71913F-HRTimeline
INGALLS & SNYDER LLC9,012$1.07M0.04%-1013F-HRTimeline
Legacy Financial Advisors, Inc.8,999$1.07M0.17%+2,59013F-HRTimeline
Glenview Trust Co8,949$1.07M0.02%+22913F-HRTimeline
Wealth Alliance Advisory Group, LLC8,940$1.07M0.2%-9013F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.8,923$1.06M0.05%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…8,908$1.06M0.25%+6,41113F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC8,897$1.06M0.06%+2313F-HRTimeline
Vestcor Inc8,860$1.06M0.03%+1,46313F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,820$1.05M0.06%+6613F-HRTimeline
Avior Wealth Management, LLC8,810$1.05M0.04%-35713F-HRTimeline
Cornerstone Advisors, LLC8,800$1.05M0.04%-40013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.8,792$1.05M0.01%-1,04713F-HRTimeline
Horizon Investments, LLC8,789$1.05M0.02%-1,07413F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,639$1.03M0.11%+4,36813F-HRTimeline
SIGNATUREFD, LLC8,627$1.03M0.02%-1,48713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,599$1.03M0.01%-4,13113F-HRTimelineGroup
Chicago Partners Investment Group LLC8,004$1.02M0.03%+54413F-HRTimeline
Dynamic Technology Lab Private Ltd8,569$1.02M0.14%-3,63213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC8,552$1.02M0.36%-42313F-HRTimeline
Argent Trust Co8,499$1.01M0.04%+8513F-HRTimeline
Inscription Capital, LLC8,498$1.01M0.15%-4,65513F-HRTimeline
Florida Trust Wealth Management Co8,497$1.01M0.03%+2,60813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,478$1.01M0.07%-3,29513F-HRTimeline
MONECO ADVISORS, LLC8,437$1.01M0.09%+20013F-HRTimeline
Wealthspire Advisors, LLC8,400$1M0.01%-12,12613F-HRTimeline
Mystic Asset Management, Inc.8,383$1M0.24%+9613F-HRTimeline
First National Bank of Mount Dora, Trus…8,380$1000K0.23%-23713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,343$995K0.02%+72513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC8,340$995K0.03%+1,55413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,324$993K0.19%+6213F-HRTimeline
Capital Advisors Wealth Management, LLC8,320$993K0.16%-1,01013F-HRTimeline
IFP Advisors, Inc7,749$987K0.03%-11,37913F-HRTimeline
Naviter Wealth, LLC8,255$985K0.12%-90213F-HRTimeline
JBR Co Financial Management Inc8,223$981K0.48%-84713F-HRTimeline
Stegent Equity Advisors, Inc.8,185$976K0.86%013F-HRTimeline
Barry Investment Advisors, LLC8,174$975K0.24%-813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC8,140$971K0.01%+6713F-HR/ATimelineGroup
J. W. Coons Advisors, LLC8,108$967K0.22%-1,71013F-HRTimeline
Verdence Capital Advisors LLC8,093$966K0.07%-15213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,026$957K0.05%-53313F-HRTimeline
Cerro Pacific Wealth Advisors LLC8,025$957K0.27%-62213F-HRTimeline
SEARLE & CO.8,017$956K0.27%-813F-HRTimeline
Westmount Partners, LLC7,938$947K0.26%+313F-HRTimeline
Foundations Investment Advisors, LLC7,929$946K0.01%+2,71313F-HRTimeline
BWM Planning, LLC7,929$946K0.33%-23313F-HRTimeline
Arvest Bank Trust Division7,897$942K0.05%+21913F-HRTimeline
COWA, LLC7,835$936K0.36%-16513F-HRTimeline
Van Hulzen Asset Management, LLC7,746$924K0.08%+2613F-HRTimeline
Fisher Asset Management, LLC7,720$921K<0.01%+1,51613F-HRTimeline
CIDEL ASSET MANAGEMENT INC7,712$920K0.06%+62813F-HRTimeline
ArrowMark Colorado Holdings LLC7,700$919K0.02%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,611$914K0.03%+4,56013F-HRTimelineGroup
GTS SECURITIES LLC7,655$913K0.04%-8,55513F-HRTimeline
Patten Group, Inc.7,636$911K0.19%-32713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,629$910K0.04%013F-HRTimeline
HighPoint Advisor Group LLC7,607$908K0.05%+23513F-HRTimeline
Bull Street Advisors, LLC7,606$907K0.44%013F-HRTimeline
Creekmur Asset Management LLC7,569$903K0.16%+3,79613F-HRTimeline
FAIRFIELD, BUSH & CO.7,564$902K0.51%-49813F-HRTimeline
Impact Capital Partners LLC7,553$901K0.3%+15313F-HRTimeline
Navalign, LLC7,522$897K0.25%+10813F-HRTimeline
V-Square Quantitative Management LLC7,513$896K0.12%+58213F-HRTimeline
Regal Investment Advisors LLC7,493$894K0.07%+94313F-HRTimeline
Fiduciary Group, LLC7,454$889K0.08%013F-HRTimeline
Institute for Wealth Management, LLC.7,369$879K0.1%-7513F-HRTimeline
COUNTRY CLUB BANK7,362$878K0.06%+9513F-HRTimeline
Greenland Capital Management LP7,325$874K0.11%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC7,275$868K0.16%-81913F-HRTimelineGroup
WealthTrust Axiom LLC7,222$862K0.25%-1913F-HRTimeline
Bayforest Capital Ltd7,190$858K0.37%+5,47213F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,125$850K0.52%013F-HRTimeline
First National Trust Co7,103$847K0.03%-50413F-HRTimeline
Baker Ellis Asset Management LLC7,084$845K0.12%-25913F-HRTimeline
AlphaStar Capital Management, LLC7,067$843K0.06%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,064$843K0.01%-22713F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS7,062$842K0.03%-25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Welch & Forbes LLC7,047$841K0.01%+25013F-HRTimeline
RFG Advisory, LLC7,030$839K0.02%+2713F-HRTimeline
Bridge Creek Capital Management LLC7,026$838K0.25%013F-HRTimeline
Strategic Advisors LLC7,005$836K0.16%-92413F-HRTimeline
Carlson Capital, L.P.7,000$835K0.47%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,993$834K0.01%-8513F-HRTimeline
MATHER GROUP, LLC.6,976$832K0.01%+73413F-HRTimeline
Cornerstone Wealth Management, LLC6,972$832K0.05%-4413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,927$830K0.12%-8213F-HRTimeline
AA Financial Advisors, LLC6,932$827K0.18%+1,57613F-HRTimeline
MGO ONE SEVEN LLC6,925$826K0.03%-3,11313F-HRTimeline
Cladis Investment Advisory, LLC6,877$820K0.51%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,876$820K0.02%-2813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,858$818K0.04%+1,39813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,830$815K0.04%-32913F-HRTimelineGroup
Pinnacle Financial Partners Inc6,823$814K0.02%+51813F-HRTimeline
MCF Advisors LLC6,806$812K0.05%+13813F-HRTimeline
Coastal Bridge Advisors, LLC6,766$807K0.07%+4413F-HRTimeline
NorthRock Partners, LLC6,754$806K0.02%+51113F-HR/ATimeline
Heritage Wealth Management, Inc.6,711$801K0.26%-64913F-HRTimeline
Retirement Investment Advisors, Inc.6,687$798K0.07%013F-HRTimeline
Garrett Wealth Advisory Group, LLC6,658$794K0.17%013F-HRTimeline
MAIRS & POWER INC6,656$794K0.01%-3,63113F-HRTimeline
Fiduciary Alliance LLC6,634$791K0.06%-1,67913F-HRTimeline
Confluence Wealth Services, Inc.6,609$788K0.04%+2313F-HRTimeline
Retirement Planning Co of New England, …6,590$786K0.35%+28113F-HRTimeline
PRIVATE TRUST CO NA6,588$786K0.07%-31513F-HRTimeline
Portman Square Capital LLP6,584$785K0.08%+2,94613F-HRTimeline
America First Investment Advisors, LLC6,580$785K0.16%-48713F-HRTimeline
Aviance Capital Partners, LLC6,569$784K0.1%+63013F-HRTimeline
Polymer Capital Management (US) LLC6,549$781K0.13%+4,24813F-HRTimeline
Miller Investment Management, LP6,500$775K0.08%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,454$770K0.06%+4,67113F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P6,400$764K0.02%-3,71013F-HRTimeline
Penobscot Investment Management Company…6,374$760K0.07%013F-HRTimeline
Valmark Advisers, Inc.6,357$758K0.01%-5413F-HRTimeline
LexAurum Advisors, LLC6,338$756K0.12%+3,00013F-HRTimeline
Philip James Wealth Mangement, LLC6,324$754K0.1%+113F-HRTimeline
PEOPLES BANK /OH6,289$750K0.46%-15013F-HRTimeline
1ST SOURCE BANK6,255$746K0.04%+9313F-HRTimeline
GWN SECURITIES INC.6,224$746K0.14%+3,53213F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC6,250$746K0.28%013F-HRTimelineGroup
Curi Capital, LLC6,245$745K0.01%+3,52813F-HRTimeline
SHERBROOKE PARK ADVISERS LLC6,231$743K0.32%new13F-HRTimeline
Allen Capital Group, LLC6,203$740K0.08%+55613F-HRTimeline
Probity Advisors, Inc.6,194$739K0.13%+87413F-HRTimeline
Davis Investment Partners, LLC5,930$730K0.26%+1613F-HRTimeline
Busey Bank6,111$729K0.02%-27913F-HRTimeline
Wealth Advisory Solutions, LLC6,109$729K0.18%+3013F-HRTimeline
Nippon Life Global Investors Americas, …6,090$727K0.03%new13F-HRTimeline
Tyche Wealth Partners LLC6,086$726K0.15%+5113F-HRTimeline
Heck Capital Advisors, LLC6,049$722K0.06%+2813F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…6,049$722K0.01%+1,62213F-HRTimelineGroup
Annex Advisory Services, LLC6,027$719K0.02%-3,64913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,022$718K0.02%-33313F-HRTimeline
BANK OF HAWAII6,005$716K0.04%013F-HRTimeline
South Street Advisors LLC6,000$716K0.11%013F-HRTimeline