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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,089 managers (2,133 13F filers) reported a position in PSX shares at 2026-03-31, 313,101,917 shares in all. 320 filers opened a position and 95 filers sold out during the quarter.

Managers
2,089
13F filers
2,133
New
320
Added
691
Reduced
744
Sold out
95
Shares held by filers
313,101,917

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,446$2.27M0.07%+3,00713F-HR/ATimelineGroup
Private Capital Management, LLC12,404$2.26M0.23%-99813F-HRTimeline
Tweedy, Browne Co LLC12,367$2.25M0.18%-13513F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al12,200$2.22M0.02%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC12,076$2.2M0.22%013F-HRTimeline
HANCOCK WHITNEY CORP12,265$2.2M0.04%-613F-HRTimeline
BURNEY CO/12,061$2.2M0.07%-2,51713F-HRTimeline
Life Cycle Investment Partners Ltd12,024$2.19M0.01%new13F-HRTimeline
Evercore Wealth Management, LLC11,988$2.18M0.03%-4613F-HRTimeline
River Wealth Advisors LLC11,910$2.17M0.25%-1,60313F-HRTimeline
Crescent Sterling, Ltd.11,889$2.17M2.1%-17013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.11,885$2.16M2.06%+68213F-HRTimeline
Caitong International Asset Management …11,841$2.16M0.4%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,766$2.14M-266Timeline
Carlson Capital, L.P.11,757$2.14M0.85%+8,45713F-HRTimeline
Wedmont Private Capital12,719$2.14M0.07%+1,03413F-HRTimeline
Williams Jones Wealth Management, LLC.11,724$2.14M0.03%+613F-HRTimeline
World Investment Advisors11,676$2.13M0.03%-73113F-HRTimeline
North Dakota State Investment Board11,674$2.13M0.09%-2,30913F-HRTimeline
Hilltop National Bank11,673$2.13M0.51%-4213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,659$2.12M0.03%+3,42113F-HRTimelineGroup
Jacobi Capital Management LLC11,642$2.12M0.12%+4813F-HRTimeline
Krilogy Financial LLC12,924$2.11M0.07%-1,48813F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC11,528$2.1M0.22%-6813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC11,540$2.05M0.08%+9,56913F-HRTimelineGroup
Fruth Investment Management11,248$2.05M0.51%-37513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH11,237$2.05M0.63%013F-HRTimeline
Dynamic Advisor Solutions LLC11,211$2.04M0.06%+29213F-HRTimeline
Avidian Wealth Enterprises, LLC11,188$2.04M0.06%+1,99413F-HRTimeline
Columbia Bank11,176$2.04M0.58%-53313F-HRTimeline
Moors & Cabot, Inc.11,073$2.02M0.09%+78013F-HRTimeline
Parallel Advisors, LLC11,037$2.01M0.04%+48013F-HR/ATimeline
Encore Global Management, LP11,000$2M1.4%13F-HRTimeline
GREENLEAF TRUST10,958$2M0.02%+1,66913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC10,956$2M0.08%013F-HRTimeline
MCF Advisors LLC10,915$1.99M0.09%+4,40813F-HRTimeline
Snowden Capital Advisors LLC10,893$1.98M0.05%-18613F-HRTimeline
Inscription Capital, LLC10,754$1.96M0.21%-1,12013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,754$1.96M0.04%-1,01413F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding10,738$1.96M-13Timeline
Clearstead Advisors, LLC10,664$1.94M0.02%-1,52013F-HRTimeline
Sowell Financial Services LLC10,653$1.94M0.07%-60813F-HRTimeline
William B. Walkup & Associates, Inc.15,662$1.93M1.15%-11513F-HRTimeline
INTRUST BANK NA10,519$1.92M0.16%+58513F-HRTimeline
SHELTON CAPITAL MANAGEMENT10,508$1.91M0.04%-1,00013F-HRTimeline
First Interstate Bank10,477$1.91M0.11%-1,08013F-HRTimeline
Bull Harbor Capital LLC10,428$1.9M0.51%13F-HRTimeline
Bangor Savings Bank10,379$1.89M0.15%-8613F-HRTimeline
Cannell & Spears LLC10,370$1.89M0.04%-1,63613F-HR/ATimeline
HARBOUR INVESTMENTS, INC.10,355$1.89M0.03%+6,27613F-HRTimeline
Bragg Financial Advisors, Inc10,328$1.88M0.06%-7413F-HRTimeline
Fisher Asset Management, LLC10,286$1.87M<0.01%-1,93613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,266$1.87M0.11%-3913F-HRTimeline
Smith Group Asset Management, LLC10,154$1.85M0.09%013F-HRTimeline
MONETTA FINANCIAL SERVICES INC10,100$1.84M1.43%013F-HRTimeline
Verdence Capital Advisors LLC10,058$1.83M0.11%+4513F-HRTimeline
Harfst & Associates, Inc.10,018$1.83M0.33%+28413F-HRTimeline
Union Bancaire Privee, UBP SA10,936$1.82M0.03%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.9,963$1.82M0.12%-11213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC9,958$1.81M0.47%+213F-HRTimeline
Avior Wealth Management, LLC9,911$1.81M0.05%+9413F-HRTimeline
Icon Wealth Advisors, LLC10,386$1.8M0.12%+1,59813F-HRTimeline
Wahed Invest LLC9,884$1.8M0.23%-72713F-HRTimeline
AlphaCore Capital LLC9,879$1.8M0.04%+97713F-HRTimeline
Curi Capital, LLC9,837$1.79M0.03%-5,69713F-HRTimeline
Donoghue Forlines LLC9,829$1.79M0.5%-50813F-HRTimeline
TODD ASSET MANAGEMENT LLC9,811$1.79M0.03%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC9,792$1.78M0.1%+1,45213F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC9,774$1.78M0.56%-2513F-HRTimeline
SMITH, MOORE & CO.9,773$1.78M0.13%+10913F-HRTimeline
DANSKE BANK A/S9,739$1.77M<0.01%+1,80013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,716$1.77M0.09%-4,61713F-HRTimeline
Callan Family Office, LLC9,646$1.76M0.04%+32613F-HRTimeline
CULLINAN ASSOCIATES INC9,639$1.76M0.14%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.9,634$1.76M0.06%-1,00513F-HRTimeline
Summit Place Financial Advisors, LLC9,626$1.75M0.84%new13F-HRTimeline
CFM WEALTH PARTNERS LLC9,623$1.75M0.26%-1,00013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC9,533$1.74M0.07%new13F-HRTimelineGroup
BWM Planning, LLC9,505$1.73M0.46%+1,57613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,485$1.73M0.04%+13013F-HRTimeline
VestGen Advisors, LLC9,827$1.72M0.05%+3,99213F-HRTimeline
FIRST MERCHANTS CORP9,457$1.72M0.07%-34313F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,432$1.72M0.05%+28113F-HR/ATimeline
Atom Investors LP9,424$1.72M0.12%+4,25813F-HRTimeline
Cercano Management LLC9,396$1.71M0.07%-1,12613F-HRTimeline
Pallas Capital Advisors LLC9,387$1.71M0.06%-2,63013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,386$1.71M0.65%+1713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,340$1.7M0.09%-50713F-HRTimeline
TOWER BRIDGE ADVISORS9,299$1.69M0.16%-84913F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC9,285$1.69M1.35%-6313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise9,279$1.69M0.06%-1,25213F-HRTimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…9,242$1.68M0.4%-1,48913F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…9,000$1.66M0.02%-7,15213F-HRTimelineGroup
Poehling Capital Management, INC.9,123$1.66M0.35%-7613F-HRTimeline
Impact Capital Partners LLC9,097$1.66M0.5%-10013F-HRTimeline
WIMMER ASSOCIATES 1, LLC9,073$1.65M0.81%+5613F-HRTimeline
Graham Capital Management, L.P.9,031$1.65M0.06%+6,44013F-HRTimeline
Capital Advisors Wealth Management, LLC9,017$1.64M0.22%+39513F-HRTimeline
Oakmont Investment Advisors, Inc.8,981$1.64M1.5%new13F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC8,959$1.63M0.24%+70213F-HRTimelineGroup
Aigen Investment Management, LP8,941$1.63M0.42%new13F-HRTimeline
SIGNATUREFD, LLC8,940$1.63M0.02%+4213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH8,800$1.63M0.02%+8,80013F-HRTimelineGroup
Pavion Blue Capital, LLC8,926$1.63M0.71%-13913F-HRTimeline
INGALLS & SNYDER LLC8,915$1.62M0.06%-7213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC8,902$1.62M0.09%+3113F-HRTimeline
Sigma Planning Corp8,773$1.6M0.04%-1,18513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,761$1.6M0.02%+35013F-HRTimelineGroup
Bellecapital International Ltd.8,680$1.58M0.29%+1,14413F-HR/ATimeline
AA Financial Advisors, LLC8,667$1.58M0.22%+79413F-HRTimeline
ADIRONDACK TRUST CO8,660$1.58M0.53%-55113F-HRTimeline
Petros Family Wealth, LLC8,642$1.57M1.12%+1,22613F-HRTimeline
Intrua Financial, LLC8,616$1.57M0.17%-1,19813F-HRTimeline
LOWE BROCKENBROUGH & CO INC8,603$1.57M0.08%-5213F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,599$1.57M0.23%+22613F-HRTimeline
LEE DANNER & BASS INC8,573$1.56M0.1%-45013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC8,558$1.56M0.85%-93013F-HRTimeline
Legacy Financial Advisors, Inc.8,545$1.56M0.22%-2,21013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,538$1.56M0.04%+14813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC8,481$1.55M0.1%+4,88313F-HRTimeline
Mystic Asset Management, Inc.8,518$1.55M0.36%+11013F-HRTimeline
MONECO ADVISORS, LLC8,490$1.55M0.12%-43513F-HRTimeline
FourThought Financial Partners, LLC8,482$1.55M0.13%-1,36013F-HRTimeline
LRT Capital Management, LLC8,422$1.53M1.43%+1,16513F-HRTimeline
Vestcor Inc8,386$1.53M0.04%+84213F-HRTimeline
SATURNA CAPITAL CORP8,334$1.52M0.02%+2,71013F-HRTimeline
Purkiss Capital Advisors LLC8,303$1.51M0.67%+3,27113F-HRTimeline
Navalign, LLC8,287$1.51M0.38%+1613F-HRTimeline
Argent Trust Co8,261$1.5M0.05%+8913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…8,255$1.5M0.24%+6513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,243$1.5M0.01%-17,44013F-HRTimelineGroup
V-Square Quantitative Management LLC8,208$1.5M0.16%-19313F-HRTimeline
Naviter Wealth, LLC8,199$1.49M0.19%+28313F-HRTimeline
Florida Trust Wealth Management Co8,091$1.47M0.04%-85113F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…8,018$1.46M0.02%+1,37913F-HRTimelineGroup
SEARLE & CO.8,017$1.46M0.37%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,000$1.46M0.02%-28,45813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,989$1.46M<0.01%+62913F-HRTimelineGroup
Westmount Partners, LLC7,936$1.45M0.36%+213F-HRTimeline
Stegent Equity Advisors, Inc.7,889$1.44M1.22%-26813F-HRTimeline
Arvest Bank Trust Division7,871$1.43M0.08%-15313F-HRTimeline
COWA, LLC7,866$1.43M0.39%+2,67213F-HRTimeline
Barry Investment Advisors, LLC7,860$1.43M0.32%-23913F-HRTimeline
Wealth Alliance Advisory Group, LLC7,822$1.42M0.23%-29113F-HRTimeline
Van Hulzen Asset Management, LLC7,814$1.42M0.11%013F-HRTimeline
Abundance Wealth Counselors7,765$1.41M0.2%+2,10713F-HRTimeline
Generali Investments, Management Co LLC7,765$1.41M0.33%+3,74413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,741$1.41M0.01%+2,09513F-HRTimeline
GROUPAMA ASSET MANAGMENT7,713$1.41M0.02%-4,60213F-HRTimeline
SCP Investment, LP7,688$1.4M1.55%+4,68813F-HRTimeline
EAGLE GLOBAL ADVISORS LLC7,629$1.39M0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,624$1.39M0.57%-2,60813F-HRTimeline
Glenview Trust Co7,589$1.38M0.02%-16613F-HRTimeline
WADDELL & ASSOCIATES, LLC7,579$1.38M0.08%+2,26513F-HRTimeline
Patten Group, Inc.7,541$1.37M0.24%+8413F-HRTimeline
Wealthspire Advisors, LLC7,537$1.37M0.01%-3,07013F-HRTimeline
Bull Street Advisors, LLC7,522$1.37M0.68%-5613F-HRTimeline
Cerro Pacific Wealth Advisors LLC7,495$1.37M0.36%-27313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,481$1.36M0.04%+2,74913F-HRTimelineGroup
Savvy Advisors, Inc.7,468$1.36M0.04%-1,36313F-HRTimeline
Fiduciary Group, LLC7,434$1.35M0.12%013F-HRTimeline
DT Investment Partners, LLC7,431$1.35M0.11%-3,30513F-HRTimeline
Blue Sparrow, LLC /DE7,410$1.35M0.02%new13F-HRTimeline
DENALI ADVISORS LLC7,402$1.35M0.15%+5,50213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,764$1.35M+424Timeline
CHICAGO TRUST Co NA7,361$1.34M0.21%+28413F-HRTimeline
Wealth Management Associates, Inc.7,346$1.34M0.46%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,237$1.32M0.01%-2,98013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,228$1.32M0.17%-4513F-HRTimeline
Point Nemo Capital, LLC7,181$1.31M0.86%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,150$1.3M0.03%-28813F-HRTimeline
COZAD ASSET MANAGEMENT INC7,143$1.3M0.1%+3,44013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.7,000$1.29M0.05%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.7,100$1.29M0.75%-2513F-HRTimeline
Institute for Wealth Management, LLC.7,079$1.29M0.14%-15913F-HRTimeline
Cladis Investment Advisory, LLC7,078$1.29M0.71%013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI7,061$1.29M0.03%-33,61713F-HRTimeline
Strategic Advisors LLC7,019$1.28M0.21%+513F-HRTimeline
B. Riley Wealth Advisors, Inc.6,861$1.27M0.08%-1,63013F-HRTimeline
Sivia Capital Partners, LLC6,960$1.27M0.25%+213F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD6,943$1.26M0.19%-24713F-HR/ATimeline
Tema ETFs LLC6,926$1.26M0.08%+3513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…6,909$1.26M0.17%+713F-HRTimeline
Interval Partners, LP6,886$1.25M0.04%-4,02513F-HRTimeline
WealthTrust Axiom LLC6,880$1.25M0.31%+2813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,849$1.25M0.11%-12,46913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,799$1.24M0.01%+3,11813F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC6,790$1.24M0.22%-8113F-HRTimeline
Welch & Forbes LLC6,707$1.22M0.02%-23913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,678$1.22M0.05%-14013F-HRTimeline
NewEdge Wealth, LLC6,659$1.21M0.01%-4,88213F-HRTimeline
Drucker Wealth 3.0, LLC6,658$1.21M0.21%+32213F-HRTimeline
TCW GROUP INCin group TCW GROUP INC6,649$1.21M0.01%+32213F-HRTimelineGroup
1ST SOURCE BANK6,621$1.21M0.06%+40013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,619$1.21M0.06%+1313F-HRTimeline
Wealth Enhancement Trust Services, Inc.6,618$1.21M0.15%013F-HRTimeline
Parallax Volatility Advisers, L.P.7,557$1.2M0.05%+4,72213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,604$1.2M0.02%-18513F-HR/ATimeline
MAIRS & POWER INC6,604$1.2M0.01%013F-HRTimeline
Aviance Capital Partners, LLC6,604$1.2M0.14%013F-HRTimeline