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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,808 managers (1,840 13F filers) reported a position in PSX shares at 2025-09-30, 306,067,105 shares in all. 190 filers opened a position and 110 filers sold out during the quarter.

Managers
1,808
13F filers
1,840
New
190
Added
631
Reduced
642
Sold out
110
Shares held by filers
306,067,105

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wedmont Private Capital11,886$1.57M0.06%+45213F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,508$1.57M0.03%-7713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,493$1.56M0.01%-77413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC11,464$1.56M0.01%+3,32413F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding11,437$1.56M+1,551Timeline
FourThought Financial Partners, LLC11,378$1.55M0.14%+10313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,364$1.55M0.02%+2,30413F-HRTimelineGroup
Parcion Private Wealth LLC11,358$1.54M0.1%+1,36413F-HRTimeline
Laird Norton Wetherby Wealth Management…11,347$1.54M0.06%-16613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,340$1.54M0.46%+3313F-HRTimeline
Donoghue Forlines LLC11,316$1.54M0.47%-86313F-HRTimeline
Bangor Savings Bank11,265$1.53M0.13%-1513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,231$1.53M0.11%+8,97613F-HRTimeline
Chicago Partners Investment Group LLC11,375$1.52M0.04%+3,37113F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC11,167$1.52M0.19%-24,15413F-HRTimeline
Wahed Invest LLC11,151$1.52M0.21%+6913F-HRTimeline
Sowell Financial Services LLC11,105$1.51M0.06%-1,06913F-HRTimeline
Snowden Capital Advisors LLC11,014$1.5M0.04%-90913F-HRTimeline
Columbia Bank11,552$1.5M0.42%+37513F-HRTimeline
Horizon Investments, LLC10,942$1.49M0.02%+2,15313F-HRTimeline
MUFG SECURITIES AMERICAS INC.10,898$1.48M0.1%+1,86913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,894$1.48M+40Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,779$1.47M<0.01%-3,31213F-HRTimelineGroup
Legacy Financial Advisors, Inc.10,772$1.47M0.2%+1,77313F-HRTimeline
Hilltop National Bank10,751$1.46M0.36%+84713F-HRTimeline
DT Investment Partners, LLC10,736$1.46M0.12%-11,87413F-HRTimeline
AE Wealth Management LLC10,676$1.45M0.01%+4313F-HRTimeline
CFM WEALTH PARTNERS LLC10,617$1.44M0.21%+613F-HRTimeline
Lokken Investment Group LLC10,604$1.44M0.5%+36913F-HRTimeline
Bragg Financial Advisors, Inc10,518$1.43M0.05%-59113F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…10,500$1.43M0.33%+1,59213F-HRTimelineGroup
ALTA CAPITAL MANAGEMENT LLC/10,401$1.41M0.08%-16313F-HRTimeline
Pallas Capital Advisors LLC10,388$1.41M0.05%+5,22013F-HRTimeline
SG Americas Securities, LLC10,289$1.4M0.01%-138,50713F-HRTimeline
TOWER BRIDGE ADVISORS10,248$1.39M0.14%-113F-HRTimeline
Verdence Capital Advisors LLC10,251$1.39M0.08%+2,15813F-HRTimeline
Moors & Cabot, Inc.10,166$1.38M0.06%-17613F-HRTimeline
Foundations Investment Advisors, LLC10,125$1.38M0.02%+2,19613F-HRTimeline
Smith Group Asset Management, LLC10,111$1.38M0.08%+2713F-HRTimeline
MONETTA FINANCIAL SERVICES INC10,100$1.37M0.96%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…10,062$1.37M0.15%-4,61313F-HR/ATimelineGroup
Parallel Advisors, LLC10,059$1.37M0.03%+29113F-HRTimeline
DELTA FINANCIAL ADVISORS LLC10,035$1.36M0.39%+1,48313F-HRTimeline
SMITH, MOORE & CO.9,968$1.36M0.1%-4013F-HRTimeline
FIRST MERCHANTS CORP9,840$1.34M0.05%-2,17713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,819$1.34M0.43%-45013F-HRTimeline
Harfst & Associates, Inc.9,812$1.33M0.25%+14213F-HRTimeline
TOWNSQUARE CAPITAL LLC9,782$1.33M0.2%-2,03313F-HRTimeline
Inscription Capital, LLC9,722$1.32M0.14%+1,22413F-HRTimeline
Sigma Planning Corp9,659$1.31M0.04%-1,02013F-HRTimeline
CULLINAN ASSOCIATES INC9,639$1.31M0.09%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC9,582$1.3M0.02%-35,84613F-HRTimeline
NorthRock Partners, LLC9,522$1.3M0.02%+2,76813F-HRTimeline
Intrua Financial, LLC9,389$1.28M0.15%+8013F-HRTimeline
Fisher Asset Management, LLC9,381$1.28M<0.01%+1,66113F-HRTimeline
ADIRONDACK TRUST CO9,382$1.28M0.43%-5113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,377$1.28M0.02%+1,03413F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC9,341$1.27M0.52%+1913F-HRTimeline
MGO ONE SEVEN LLC9,335$1.27M0.03%+2,41013F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,277$1.26M0.04%+413F-HRTimeline
Avidian Wealth Enterprises, LLC9,277$1.26M0.05%-39213F-HRTimeline
Poehling Capital Management, INC.9,260$1.26M0.26%-15113F-HRTimeline
Pavion Blue Capital, LLC9,206$1.25M0.53%-10013F-HRTimeline
GREENLEAF TRUST9,195$1.25M0.01%-74013F-HRTimeline
Patten Group, Inc.9,133$1.24M0.24%+1,49713F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC9,126$1.24M1.02%13F-HRTimeline
LEE DANNER & BASS INC9,038$1.23M0.09%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,030$1.23M0.59%-15013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,208$1.23M+45Timeline
INGALLS & SNYDER LLC9,012$1.23M0.04%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …9,011$1.23M0.14%new13F-HRTimelineGroup
Global Retirement Partners, LLC8,889$1.21M0.03%-1,42113F-HRTimeline
Avior Wealth Management, LLC8,869$1.21M0.04%+5913F-HRTimeline
NewEdge Wealth, LLC8,844$1.2M0.02%-1,45813F-HRTimeline
B. Riley Wealth Advisors, Inc.8,838$1.2M0.06%-1,63613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,836$1.2M0.07%+1613F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP8,833$1.2M0.16%new13F-HRTimeline
Icon Wealth Advisors, LLC8,816$1.2M0.08%-3,64313F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,812$1.2M0.06%-8513F-HRTimeline
Florida Trust Wealth Management Co8,765$1.19M0.03%+26813F-HRTimeline
SIGNATUREFD, LLC8,709$1.18M0.02%+8213F-HRTimeline
Mystic Asset Management, Inc.8,543$1.16M0.26%+16013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,473$1.15M0.01%-12613F-HRTimelineGroup
Capital Advisors Wealth Management, LLC8,444$1.15M0.16%+12413F-HRTimeline
Argent Trust Co8,424$1.15M0.04%-7513F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC8,405$1.14M0.21%013F-HRTimeline
MONECO ADVISORS, LLC8,389$1.14M0.1%-4813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,391$1.14M0.07%-8713F-HRTimeline
Impact Capital Partners LLC8,323$1.13M0.34%+77013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,323$1.13M0.03%-1713F-HRTimeline
IFP Advisors, Inc8,293$1.13M0.03%+54413F-HR/ATimeline
Naviter Wealth, LLC8,270$1.12M0.13%+1513F-HRTimeline
JBR Co Financial Management Inc8,248$1.12M0.47%+2513F-HRTimeline
Glenview Trust Co8,235$1.12M0.02%-71413F-HRTimeline
Wealth Alliance Advisory Group, LLC8,201$1.12M0.2%-73913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,342$1.12M0.18%+1813F-HRTimeline
Stegent Equity Advisors, Inc.8,157$1.11M0.9%-2813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,139$1.11M0.23%+7,78513F-HRTimeline
AA Financial Advisors, LLC8,104$1.1M0.22%+1,17213F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,103$1.1M0.06%+39113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,088$1.1M0.04%+1,23013F-HRTimelineGroup
Creekmur Asset Management LLC8,085$1.1M0.18%+51613F-HRTimeline
Barry Investment Advisors, LLC8,072$1.1M0.25%-10213F-HRTimeline
First National Bank of Mount Dora, Trus…8,068$1.1M0.24%-31213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV8,033$1.09M0.14%-2,24013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.8,030$1.09M0.02%+5,82013F-HRTimeline
SEARLE & CO.8,017$1.09M0.29%013F-HRTimeline
BWM Planning, LLC7,929$1.08M0.32%013F-HRTimeline
Regal Investment Advisors LLC7,910$1.08M0.07%+41713F-HRTimeline
Westmount Partners, LLC7,941$1.07M0.28%+313F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,851$1.07M0.29%-17413F-HRTimeline
SCS Capital Management LLC7,847$1.07M0.01%-2,26213F-HRTimeline
COWA, LLC7,835$1.07M0.35%013F-HRTimeline
Navalign, LLC7,829$1.06M0.28%+30713F-HRTimeline
Arvest Bank Trust Division7,816$1.06M0.06%-8113F-HRTimeline
Van Hulzen Asset Management, LLC7,814$1.06M0.08%+6813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,658$1.06M0.04%+4713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC7,750$1.05M0.05%-27613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC7,748$1.05M0.18%+47313F-HRTimelineGroup
MUFG Securities EMEA plc7,735$1.05M0.03%+6,53113F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…7,641$1.05M0.01%+3,26913F-HRTimelineGroup
Quantitative Investment Management, LLC7,718$1.05M0.15%-18,44013F-HRTimeline
ArrowMark Colorado Holdings LLC7,700$1.05M0.02%013F-HRTimeline
Vanguard Capital Wealth Advisors7,695$1.05M0.84%+2,65013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EAGLE GLOBAL ADVISORS LLC7,629$1.04M0.04%013F-HRTimeline
Bull Street Advisors, LLC7,606$1.03M0.48%013F-HRTimeline
Wealthspire Advisors, LLC7,586$1.03M0.01%-81413F-HRTimeline
Vestcor Inc7,544$1.03M0.03%-1,31613F-HRTimeline
Fiduciary Group, LLC7,454$1.01M0.09%013F-HRTimeline
Cornerstone Wealth Management, LLC7,312$995K0.05%+34013F-HRTimeline
COUNTRY CLUB BANK7,222$994K0.06%-14013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,276$990K0.01%+1,90113F-HRTimeline
INCEPTIONR LLC7,271$989K0.24%new13F-HRTimeline
Institute for Wealth Management, LLC.7,260$988K0.1%-10913F-HRTimeline
Cornerstone Advisors, LLC7,200$979K0.03%-1,60013F-HRTimeline
Integrated Advisors Network LLC7,152$973K0.04%+1,17013F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,125$969K0.56%013F-HRTimeline
Welch & Forbes LLC7,123$969K0.01%+7613F-HRTimeline
Klingman & Associates, LLC7,106$967K0.05%new13F-HRTimeline
Corsicana & Co.7,102$966K0.54%13F-HRTimeline
VCI Wealth Management LLC7,027$956K0.29%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,017$955K0.01%+2413F-HRTimeline
Strategic Advisors LLC7,009$953K0.15%+413F-HRTimeline
Carlson Capital, L.P.7,000$952K0.54%013F-HRTimeline
Tema ETFs LLC6,911$940K0.08%new13F-HRTimeline
MATHER GROUP, LLC.6,911$940K0.01%-6513F-HRTimeline
HighPoint Advisor Group LLC6,884$936K0.04%-72313F-HRTimeline
Cladis Investment Advisory, LLC6,878$936K0.54%+113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,864$934K0.01%-20013F-HRTimeline
Bridge Creek Capital Management LLC6,856$933K0.26%-17013F-HRTimeline
WealthTrust Axiom LLC6,848$931K0.25%-37413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,777$921K0.13%-15013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,765$920K0.03%-2,92613F-HRTimelineGroup
First National Trust Co6,740$917K0.03%-36313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,712$913K0.02%-16413F-HRTimeline
Heritage Wealth Management, Inc.6,711$913K0.27%013F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…6,704$912K0.01%+65513F-HRTimelineGroup
CHICAGO TRUST Co NA6,697$911K0.13%+2,47713F-HRTimeline
Retirement Investment Advisors, Inc.6,687$910K0.08%013F-HRTimeline
OSTRUM ASSET MANAGEMENT6,676$908K0.04%-2,69313F-HRTimeline
FAIRFIELD, BUSH & CO.6,666$907K0.47%-89813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,658$906K0.04%-17213F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC6,658$906K0.18%013F-HRTimeline
MAIRS & POWER INC6,643$904K0.01%-1313F-HRTimeline
Confluence Wealth Services, Inc.6,609$899K0.04%013F-HRTimeline
Baker Ellis Asset Management LLC6,594$897K0.11%-49013F-HRTimeline
America First Investment Advisors, LLC6,580$895K0.17%013F-HRTimeline
Aviance Capital Partners, LLC6,573$894K0.11%+413F-HRTimeline
Csenge Advisory Group6,552$891K0.04%+85713F-HRTimeline
Retirement Planning Co of New England, …6,516$886K0.36%-7413F-HRTimeline
Miller Investment Management, LP6,500$884K0.09%013F-HRTimeline
Probity Advisors, Inc.6,488$882K0.14%+29413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,462$879K0.06%+813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,451$877K0.05%-5,29513F-HRTimeline
MCF Advisors LLC6,408$872K0.05%-39813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,394$870K<0.01%+3,41513F-HRTimelineGroup
Atom Investors LP6,377$867K0.07%new13F-HRTimeline
Penobscot Investment Management Company…6,374$867K0.07%013F-HRTimeline
PEOPLES BANK /OH6,299$857K0.53%+1013F-HRTimeline
PRIVATE TRUST CO NA6,298$857K0.08%-29013F-HRTimeline
Curi Capital, LLC6,266$852K0.02%+2113F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC6,250$850K0.33%013F-HRTimelineGroup
Savvy Advisors, Inc.6,232$848K0.04%+1,63413F-HRTimeline
1ST SOURCE BANK6,221$846K0.04%-3413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,219$846K0.01%-4,38013F-HRTimelineGroup
Sunbelt Securities, Inc.6,217$846K0.06%+1,70713F-HRTimeline
Allen Capital Group, LLC6,213$845K0.08%+1013F-HRTimeline
South Street Advisors LLC6,200$843K0.11%+20013F-HRTimeline
Compound Planning, Inc.6,187$841K0.03%+68313F-HRTimeline
Ausdal Financial Partners, Inc.6,164$839K0.04%+32013F-HRTimeline
Valmark Advisers, Inc.6,163$838K0.01%-19413F-HRTimeline
Heck Capital Advisors, LLC6,124$833K0.06%+7513F-HRTimeline
Wealth Advisory Solutions, LLC6,069$826K0.2%-4013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,050$823K0.02%+2813F-HRTimeline
Symphony Financial, Ltd. Co.6,049$819K0.1%+80613F-HRTimeline
Strategic Financial Services, Inc.5,997$816K0.04%+213F-HRTimeline
Perigon Wealth Management, LLC5,994$815K0.02%+2,27113F-HRTimeline
AlphaCore Capital LLC5,967$812K0.03%+1,18513F-HRTimeline
Fiduciary Alliance LLC5,957$810K0.05%-67713F-HRTimeline
Matthew Goff Investment Advisor, LLC5,938$808K0.14%013F-HRTimeline