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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,870 managers (1,907 13F filers) reported a position in PSX shares at 2025-12-31, 309,261,099 shares in all. 132 filers opened a position and 124 filers sold out during the quarter.

Managers
1,870
13F filers
1,907
New
132
Added
699
Reduced
627
Sold out
124
Shares held by filers
309,261,099

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Crescent Sterling, Ltd.12,059$1.56M1.6%-24813F-HRTimeline
Evercore Wealth Management, LLC12,034$1.55M0.02%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,032$1.55M+1,138Timeline
Pallas Capital Advisors LLC12,017$1.55M0.05%+1,62913F-HRTimeline
Cannell & Spears LLC12,006$1.55M0.03%-2513F-HRTimeline
Pathway Financial Advisers, LLC12,003$1.55M0.45%+1213F-HRTimeline
MGO ONE SEVEN LLC11,948$1.54M0.03%+2,61313F-HRTimeline
Inscription Capital, LLC11,874$1.53M0.16%+2,15213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,768$1.52M0.03%-66613F-HRTimeline
Williams Jones Wealth Management, LLC.11,718$1.51M0.02%-9413F-HRTimeline
Hilltop National Bank11,715$1.51M0.37%+96413F-HRTimeline
Columbia Bank11,709$1.51M0.42%+15713F-HRTimeline
Global Retirement Partners, LLC11,681$1.51M0.03%+2,79213F-HRTimeline
BNP PARIBASin group BNP PARIBAS11,651$1.5M0.04%new13F-HRTimelineGroup
Fruth Investment Management11,623$1.5M0.4%013F-HRTimeline
Versor Investments LP11,600$1.5M0.23%+9,60013F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC11,596$1.5M0.16%013F-HRTimeline
Jacobi Capital Management LLC11,594$1.5M0.09%-19913F-HRTimeline
First Interstate Bank11,557$1.49M0.08%-2,38113F-HRTimeline
NewEdge Wealth, LLC11,541$1.49M0.02%+2,69713F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,508$1.48M0.03%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,285$1.46M0.03%+4,57313F-HR/ATimeline
Sowell Financial Services LLC11,261$1.45M0.05%+15613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,237$1.45M0.42%-10313F-HRTimeline
Weaver C. Barksdale & Associates, Inc.11,203$1.45M1.52%-1,40313F-HRTimeline
Snowden Capital Advisors LLC11,079$1.43M0.04%+6513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,956$1.41M0.05%-8,56013F-HRTimeline
Dynamic Advisor Solutions LLC10,919$1.41M0.05%-89113F-HRTimeline
Interval Partners, LP10,911$1.41M0.03%new13F-HRTimeline
HRT FINANCIAL LP10,896$1.41M<0.01%new13F-HRTimeline
Legacy Financial Advisors, Inc.10,755$1.39M0.19%-1713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding10,751$1.39M-686Timeline
DT Investment Partners, LLC10,736$1.39M0.11%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…10,731$1.38M0.33%+23113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.10,639$1.37M0.05%-2,58913F-HRTimeline
CFM WEALTH PARTNERS LLC10,623$1.37M0.2%+613F-HRTimeline
Wahed Invest LLC10,611$1.37M0.18%-54013F-HRTimeline
Wealthspire Advisors, LLC10,607$1.37M0.01%+3,02113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,598$1.37M0.07%-63313F-HRTimeline
Parallel Advisors, LLC10,557$1.36M0.02%+49813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise10,531$1.36M0.05%-8,88913F-HRTimelineGroup
Cercano Management LLC10,522$1.36M0.05%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.10,510$1.36M0.02%+2,48013F-HRTimeline
Bangor Savings Bank10,465$1.35M0.11%-80013F-HRTimeline
Bragg Financial Advisors, Inc10,402$1.34M0.04%-11613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd10,365$1.34M0.48%-2,84913F-HRTimelineGroup
Donoghue Forlines LLC10,337$1.33M0.41%-97913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,326$1.33M0.01%-2,54013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,305$1.33M0.08%+1,91413F-HRTimeline
Moors & Cabot, Inc.10,293$1.33M0.06%+12713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,373$1.32M0.19%+3113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,232$1.32M0.46%+8,14013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,217$1.32M0.01%-1,27613F-HRTimeline
Sienna Gestion10,224$1.32M0.08%new13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,581$1.31M+373Timeline
Smith Group Asset Management, LLC10,154$1.31M0.07%+4313F-HRTimeline
TOWER BRIDGE ADVISORS10,148$1.31M0.13%-10013F-HRTimeline
MONETTA FINANCIAL SERVICES INC10,100$1.3M0.93%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,075$1.3M0.08%+3,61313F-HRTimeline
Verdence Capital Advisors LLC10,013$1.29M0.08%-23813F-HRTimeline
Sigma Planning Corp9,958$1.29M0.04%+29913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC9,956$1.28M0.33%-7913F-HRTimeline
INTRUST BANK NA9,934$1.28M0.11%-10,45613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,847$1.27M0.08%13F-HRTimeline
FourThought Financial Partners, LLC9,842$1.27M0.11%-1,53613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management9,830$1.27M<0.01%-3,41713F-HRTimelineGroup
Avior Wealth Management, LLC9,817$1.27M0.04%+94813F-HRTimeline
Intrua Financial, LLC9,814$1.27M0.14%+42513F-HRTimeline
TODD ASSET MANAGEMENT LLC9,811$1.27M0.02%-195,31013F-HRTimeline
FIRST MERCHANTS CORP9,800$1.26M0.05%-4013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,799$1.26M0.4%-2013F-HRTimeline
Harfst & Associates, Inc.9,734$1.26M0.23%-7813F-HRTimeline
IFP Advisors, Inc9,681$1.25M0.03%+1,38813F-HRTimeline
SMITH, MOORE & CO.9,664$1.25M0.09%-30413F-HRTimeline
CULLINAN ASSOCIATES INC9,639$1.24M0.08%013F-HRTimeline
Integrated Wealth Concepts LLC9,494$1.23M0.01%-5,12713F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC9,488$1.22M0.65%-3,72513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,439$1.22M0.04%+1,35113F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC9,369$1.21M0.49%+2813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,355$1.21M0.03%+4,39713F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC9,348$1.21M0.96%+22213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,325$1.2M0.02%-5213F-HRTimelineGroup
Callan Family Office, LLC9,320$1.2M0.03%+4,24813F-HRTimeline
GREENLEAF TRUST9,289$1.2M0.01%+9413F-HRTimeline
ADIRONDACK TRUST CO9,211$1.19M0.39%-17113F-HRTimeline
Poehling Capital Management, INC.9,199$1.19M0.24%-6113F-HRTimeline
Impact Capital Partners LLC9,197$1.19M0.35%+87413F-HRTimeline
Avidian Wealth Enterprises, LLC9,194$1.19M0.04%-8313F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,151$1.18M0.04%-12613F-HRTimeline
Pavion Blue Capital, LLC9,065$1.17M0.49%-14113F-HRTimeline
LEE DANNER & BASS INC9,023$1.16M0.08%-1513F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,017$1.16M0.54%-1313F-HRTimeline
INGALLS & SNYDER LLC8,987$1.16M0.04%-2513F-HRTimeline
Florida Trust Wealth Management Co8,942$1.15M0.03%+17713F-HRTimeline
MONECO ADVISORS, LLC8,925$1.15M0.09%+53613F-HRTimeline
AlphaCore Capital LLC8,902$1.15M0.03%+2,93513F-HRTimeline
SIGNATUREFD, LLC8,898$1.15M0.02%+18913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,871$1.14M0.07%+3513F-HRTimeline
Savvy Advisors, Inc.8,831$1.14M0.04%+2,59913F-HRTimeline
Icon Wealth Advisors, LLC8,788$1.14M0.08%-2813F-HRTimeline
Oak Thistle LLC8,659$1.12M0.16%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,655$1.12M0.05%-15713F-HRTimeline
CAXTON ASSOCIATES LLP8,637$1.11M0.02%-15,49113F-HRTimeline
Capital Advisors Wealth Management, LLC8,622$1.11M0.15%+17813F-HRTimeline
B. Riley Wealth Advisors, Inc.8,491$1.1M0.05%-34713F-HRTimeline
Sciencast Management LP8,423$1.09M0.15%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,411$1.09M0.01%-6213F-HRTimelineGroup
Mystic Asset Management, Inc.8,408$1.08M0.25%-13513F-HRTimeline
V-Square Quantitative Management LLC8,401$1.08M0.11%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,390$1.08M0.03%+6713F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,340$1.08M0.08%+23713F-HRTimeline
Navalign, LLC8,271$1.07M0.26%+44213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC8,257$1.07M0.16%+50913F-HRTimelineGroup
JBR Co Financial Management Inc8,248$1.06M0.45%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,238$1.06M0.01%-3,12613F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…8,190$1.06M0.2%+5113F-HRTimeline
Argent Trust Co8,172$1.05M0.04%-25213F-HRTimeline
Stegent Equity Advisors, Inc.8,157$1.05M0.82%013F-HRTimeline
Caerus Investment Advisors, LLC8,148$1.05M0.35%+2,61413F-HRTimeline
Wealth Alliance Advisory Group, LLC8,113$1.05M0.18%-8813F-HRTimeline
Barry Investment Advisors, LLC8,099$1.05M0.23%+2713F-HRTimeline
Arvest Bank Trust Division8,024$1.04M0.06%+20813F-HRTimeline
SEARLE & CO.8,017$1.03M0.27%013F-HRTimeline
SCS Capital Management LLC7,979$1.03M0.01%+13213F-HRTimeline
DANSKE BANK A/S7,939$1.02M<0.01%+2,20013F-HRTimeline
Westmount Partners, LLC7,934$1.02M0.26%-713F-HRTimeline
BWM Planning, LLC7,929$1.02M0.27%013F-HRTimeline
Naviter Wealth, LLC7,916$1.02M0.13%-35413F-HRTimeline
First National Bank of Mount Dora, Trus…7,893$1.02M0.22%-17513F-HRTimeline
AA Financial Advisors, LLC7,873$1.02M0.19%-23113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,340$1.01M0.03%-31813F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,814$1.01M0.07%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,768$1M0.27%-8313F-HRTimeline
Glenview Trust Co7,755$1M0.02%-48013F-HRTimeline
FIL Ltdin group FIL Ltd7,740$999K<0.01%+5,38913F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC7,629$984K0.04%013F-HRTimeline
Friedenthal Financial7,589$979K0.5%+7,43413F-HRTimeline
Bull Street Advisors, LLC7,578$978K0.45%-2813F-HRTimeline
Vestcor Inc7,544$973K0.03%013F-HRTimeline
Bellecapital International Ltd.7,536$972K0.17%+4,45313F-HRTimeline
Machina Capital S.A.S.7,514$970K0.19%+1,95013F-HRTimeline
Verition Fund Management LLC7,462$963K0.01%-95,56513F-HRTimeline
Patten Group, Inc.7,457$962K0.18%-1,67613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,438$960K0.02%+3,76413F-HRTimeline
Fiduciary Group, LLC7,434$959K0.08%-2013F-HRTimeline
Petros Family Wealth, LLC7,416$957K0.64%+1,96513F-HRTimeline
Regal Investment Advisors LLC7,403$955K0.06%-50713F-HRTimeline
Cornerstone Wealth Management, LLC7,373$951K0.05%+6113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,360$950K<0.01%+4,06913F-HRTimelineGroup
Perigon Wealth Management, LLC7,327$945K0.02%+1,33313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,273$939K0.12%-76013F-HRTimeline
LRT Capital Management, LLC7,257$936K0.8%+2,27113F-HRTimeline
Institute for Wealth Management, LLC.7,238$934K0.1%-2213F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/7,231$933K0.06%-3,17013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD7,190$928K0.14%13F-HRTimeline
Strategic Financial Services, Inc.5,857$924K0.04%-14013F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,125$919K0.53%013F-HRTimeline
MANGROVE PARTNERS IM, LLC7,119$919K0.07%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,094$915K0.02%+1,04413F-HRTimeline
HighPoint Advisor Group LLC7,083$914K0.02%+19913F-HRTimeline
Cladis Investment Advisory, LLC7,078$913K0.5%+20013F-HRTimeline
CHICAGO TRUST Co NA7,077$913K0.14%+38013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,037$908K0.01%+2013F-HRTimeline
Strategic Advisors LLC7,014$905K0.14%+513F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC7,000$903K0.31%new13F-HRTimeline
SBI Okasan Asset Management Co.Ltd.7,000$900K0.05%13F-HRTimeline
Sivia Capital Partners, LLC6,958$898K0.18%+2,95013F-HRTimeline
Welch & Forbes LLC6,946$896K0.01%-17713F-HRTimeline
Corsicana & Co.6,922$893K0.5%-18013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,902$892K0.12%+12513F-HRTimeline
Vanguard Capital Wealth Advisors6,898$890K0.71%-79713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tema ETFs LLC6,891$889K0.07%-2013F-HRTimeline
Garrett Wealth Advisory Group, LLC6,871$887K0.17%+21313F-HRTimeline
WealthTrust Axiom LLC6,852$884K0.23%+413F-HRTimeline
First National Trust Co6,841$883K0.03%+10113F-HRTimeline
Csenge Advisory Group6,832$882K0.04%+28013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,818$880K0.04%-93213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,789$876K0.01%-7513F-HRTimeline
Retirement Investment Advisors, Inc.6,687$863K0.07%013F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…6,639$857K0.01%-6513F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…6,628$855K0.02%-7,67213F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.6,618$854K0.11%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,611$853K0.06%+3,14713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,606$852K0.04%+4,71913F-HRTimeline
Rathbones Group PLC6,605$852K<0.01%+1,52013F-HR/ATimeline
MAIRS & POWER INC6,604$852K0.01%-3913F-HRTimeline
Aviance Capital Partners, LLC6,604$852K0.1%+3113F-HRTimeline
America First Investment Advisors, LLC6,580$849K0.15%013F-HRTimeline
Heritage Wealth Management, Inc.6,561$847K0.24%-15013F-HRTimeline
MCF Advisors LLC6,507$840K0.05%+9913F-HRTimeline
Miller Investment Management, LP6,500$839K0.08%013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,443$831K0.04%-813F-HRTimeline
ArrowMark Colorado Holdings LLC6,400$826K0.02%-1,30013F-HRTimeline
PRIVATE TRUST CO NA6,398$826K0.07%+10013F-HRTimeline
Compound Planning, Inc.6,395$825K0.02%+20813F-HRTimeline
Penobscot Investment Management Company…6,374$823K0.06%013F-HRTimeline
Confluence Wealth Services, Inc.6,367$822K0.03%-24213F-HRTimeline
Retirement Planning Co of New England, …6,363$821K0.33%-15313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,358$820K0.02%+2,34713F-HRTimelineGroup
FAIRFIELD, BUSH & CO.6,353$820K0.43%-31313F-HRTimeline