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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,753 managers (1,784 13F filers) reported a position in PSX shares at 2024-12-31, 306,940,668 shares in all. 86 filers opened a position and 183 filers sold out during the quarter.

Managers
1,753
13F filers
1,784
New
86
Added
620
Reduced
644
Sold out
183
Shares held by filers
306,940,668

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MGO ONE SEVEN LLC6,452$735K0.03%+67713F-HRTimeline
Garrett Wealth Advisory Group, LLC6,415$731K0.17%+15013F-HRTimeline
FineMark National Bank & Trust6,414$731K0.03%-50513F-HRTimeline
Aviance Capital Partners, LLC6,406$730K0.1%+15013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,374$726K0.2%+3,11913F-HRTimeline
Schear Investment Advisers, LLC6,368$726K0.39%-55413F-HRTimeline
Belpointe Asset Management LLC5,157$724K0.04%-2,70913F-HRTimeline
Poehling Capital Management, INC.6,351$724K0.18%-1213F-HRTimeline
SYON CAPITAL LLC6,334$722K0.06%+2,21613F-HRTimeline
Tradewinds, LLC.5,557$720K0.2%-45413F-HRTimeline
Philip James Wealth Mangement, LLC6,322$720K0.09%-57313F-HRTimeline
Guardian Wealth Management, Inc.6,300$718K0.49%-3,89813F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC6,250$712K0.32%013F-HRTimelineGroup
Veracity Capital LLC6,235$710K0.26%+49013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,219$709K<0.01%-2,27013F-HRTimelineGroup
Sandy Spring Bank6,209$707K0.03%-18313F-HRTimeline
Retirement Planning Co of New England, …6,206$707K0.34%+32213F-HRTimeline
Fisher Asset Management, LLC6,157$702K<0.01%+92013F-HRTimeline
Western Financial Corp/CA6,143$700K0.38%+26113F-HRTimeline
Westhampton Capital, LLC6,140$700K0.36%013F-HRTimeline
Nicholas Wealth, LLC.6,030$699K0.38%+1,22713F-HRTimeline
1ST SOURCE BANK6,123$698K0.04%+2013F-HRTimeline
MUFG SECURITIES AMERICAS INC.6,097$695K0.09%13F-HRTimeline
Wealth Advisory Solutions, LLC6,081$693K0.19%-83613F-HRTimeline
DANSKE BANK A/S6,043$688K<0.01%+2,30413F-HRTimeline
Heck Capital Advisors, LLC6,021$686K0.08%013F-HR/ATimeline
Basepoint Wealth LLC6,019$686K0.55%+57013F-HRTimeline
BANK OF HAWAII6,005$684K0.04%-15013F-HRTimeline
OAKLAND FINANCIAL CORP6,000$684K7.82%13F-HRTimeline
South Street Advisors LLC6,000$684K0.1%-1,52013F-HRTimeline
Strategic Financial Services, Inc.5,995$683K0.04%013F-HRTimeline
FORA Capital, LLC5,977$681K0.08%-74,44213F-HRTimeline
Matthew Goff Investment Advisor, LLC5,938$677K0.13%013F-HRTimeline
Strategic Wealth Partners, Ltd.5,368$674K0.06%-1,97113F-HRTimeline
Checchi Capital Advisers, LLC5,897$672K0.05%+4713F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC5,860$668K0.51%-4413F-HRTimeline
Palisade Asset Management, LLC5,854$667K0.07%013F-HRTimeline
Westbourne Investment Advisors, Inc.5,841$665K0.23%-1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,835$665K0.02%+6513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,822$663K0.14%-3413F-HRTimeline
CERTUITY, LLC5,812$662K0.07%-24213F-HRTimeline
Regal Investment Advisors LLC5,809$662K0.05%+1,33113F-HRTimeline
FCG Investment Co5,803$661K0.4%-81213F-HRTimeline
FRG Family Wealth Advisors LLC5,703$650K0.12%013F-HRTimeline
Ausdal Financial Partners, Inc.5,698$649K0.06%+98013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA5,689$648K0.48%013F-HRTimeline
Integrated Advisors Network LLC5,683$647K0.03%+3213F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,682$647K0.36%13F-HRTimeline
5T Wealth, LLC5,655$644K0.35%13F-HRTimeline
LVZ, Inc.5,643$643K0.08%new13F-HRTimeline
Allen Capital Group, LLC5,636$642K0.08%+26513F-HRTimeline
Leonteq Securities AG5,633$642K0.06%+2,79713F-HRTimeline
Stegent Equity Advisors, Inc.5,632$642K0.65%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,612$639K0.02%-25013F-HRTimeline
Linscomb Wealth, Inc.5,583$636K0.03%+36513F-HRTimeline
Baring Financial LLC5,568$634K0.57%13F-HRTimeline
NorthRock Partners, LLC5,554$633K0.02%+87213F-HR/ATimeline
TrinityPoint Wealth, LLC5,520$629K0.09%+20813F-HRTimeline
NORDEN GROUP LLC5,508$628K0.07%+2,03913F-HRTimeline
Rosenberg Matthew Hamilton5,503$627K0.16%-49013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,414$617K0.1%+513F-HRTimeline
Petros Family Wealth, LLC5,398$615K0.66%13F-HRTimeline
COOKSON PEIRCE & CO INC5,392$614K0.03%-94013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,388$614K0.02%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,375$612K0.12%-1,08413F-HRTimeline
Worth Financial Advisory Group, LLC5,359$611K0.38%-7513F-HRTimeline
Aull & Monroe Investment Management Corp5,352$610K0.31%-72513F-HRTimeline
Whitener Capital Management, Inc.5,348$609K0.17%-7113F-HRTimeline
FIRST AMERICAN TRUST, FSB5,321$606K0.06%-90813F-HRTimeline
SATURNA CAPITAL CORP5,268$600K0.01%+3,53913F-HRTimeline
AA Financial Advisors, LLC5,256$599K0.16%+41513F-HRTimeline
Symphony Financial, Ltd. Co.4,936$595K0.09%-16713F-HRTimeline
Montecito Bank & Trust5,204$593K0.1%+76513F-HRTimeline
Armor Investment Advisors, LLC5,186$591K0.24%-27813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP5,173$589K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,169$589K0.08%-42213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,157$588K0.09%-61313F-HR/ATimeline
WEATHERLY ASSET MANAGEMENT L. P.5,137$585K0.05%-513F-HRTimeline
Larson Financial Group LLC5,133$585K0.03%+60013F-HRTimeline
Compound Planning, Inc.5,122$584K0.03%-67813F-HRTimeline
Premier Path Wealth Partners, LLC5,103$581K0.09%-55413F-HRTimeline
EPG Wealth Management LLC5,086$579K0.15%+19113F-HRTimeline
Archer Investment Corp5,074$578K0.15%+3,50113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,072$578K0.05%013F-HRTimeline
Farringdon Capital, Ltd.5,053$576K0.24%13F-HRTimeline
Abundance Wealth Counselors5,043$575K0.13%-8113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,038$574K0.04%013F-HRTimelineGroup
AUGUSTINE ASSET MANAGEMENT INC5,022$572K0.15%new13F-HRTimeline
Merrion Investment Management Co, LLC5,000$570K0.4%-35013F-HRTimeline
Bryce Point Capital, LLC4,996$569K0.16%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,994$569K0.01%-48913F-HRTimeline
GARRISON POINT ADVISORS, LLC4,955$565K0.27%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,935$562K0.39%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,934$562K0.03%+23913F-HRTimelineGroup
Probity Advisors, Inc.4,928$561K0.11%+14213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.4,831$560K0.26%+413F-HRTimeline
CFS Investment Advisory Services, LLC4,885$557K0.05%-1013F-HRTimeline
Centiva Capital, LP4,884$556K0.02%-7,07213F-HRTimeline
Elm3 Financial Group, LLC4,881$556K0.47%13F-HRTimeline
Jackson Hole Capital Partners, LLC4,877$556K0.11%+313F-HRTimeline
Cornerstone Wealth Group, LLC4,872$555K0.05%+12013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,863$554K0.01%-4713F-HRTimeline
Moment Partners, LLC4,841$552K0.11%13F-HRTimeline
Lincoln Capital LLC4,841$552K0.12%+1913F-HRTimeline
FAS Wealth Partners, Inc.4,825$550K0.05%-12113F-HRTimeline
Fulton Bank, N.A.4,792$546K0.02%+40413F-HRTimeline
TRUST CO OF VERMONT4,780$545K0.03%+15713F-HRTimeline
Investors Research Corp4,776$544K0.12%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,749$541K0.04%-2,75513F-HRTimeline
Waldron Private Wealth LLC4,732$539K0.02%-34713F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,735$539K<0.01%+2,74213F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC4,727$539K0.02%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,707$536K0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC4,700$536K0.01%+72113F-HRTimeline
Autumn Glory Partners, LLC4,690$534K0.26%-1,05013F-HRTimeline
North Star Investment Management Corp.4,678$533K0.04%+413F-HRTimeline
Atlas Legacy Advisors, LLC4,657$531K0.13%13F-HRTimeline
INCEPTIONR LLC4,653$530K0.12%+1,82813F-HRTimeline
MEANS INVESTMENT CO., INC.4,651$530K0.06%-1813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,645$529K0.06%-7713F-HRTimeline
Dynasty Wealth Management, LLC4,636$528K0.01%-1,85413F-HRTimeline
Canada Post Corp Registered Pension Plan4,616$526K0.03%13F-HRTimeline
S.A. Mason LLC4,579$522K0.27%013F-HRTimeline
Focus Financial Network, Inc.4,574$521K0.02%-28713F-HRTimeline
Connecticut Wealth Management, LLC4,561$520K0.03%-2,40013F-HRTimeline
Dogwood Wealth Management LLC4,559$519K0.27%+69313F-HRTimeline
Invst, LLC4,554$519K0.06%-1,64713F-HRTimeline
Western Wealth Management, LLC4,498$512K0.03%-9,88213F-HR/ATimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…4,490$512K0.01%-66113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC4,481$511K0.04%-60513F-HRTimeline
Generali Investments, Management Co LLC4,462$508K0.13%13F-HRTimeline
SVB WEALTH LLC4,453$507K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.4,510$505K0.04%+48313F-HRTimeline
Peregrine Asset Advisers, Inc.4,430$505K0.19%013F-HRTimeline
Net Worth Advisory Group4,427$504K0.15%-1,24213F-HRTimeline
Richwood Investment Advisors, LLC4,425$504K0.42%-15513F-HRTimeline
PATRON PARTNERS, LLC4,411$503K0.27%013F-HRTimeline
Modera Wealth Management, LLC4,384$499K0.01%-22913F-HRTimeline
Geneos Wealth Management Inc.4,375$498K0.02%+913F-HRTimeline
NVWM, LLC4,370$498K0.13%-3,88513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,314$491K0.09%-8013F-HRTimelineGroup
Towne Trust Company, N.A4,309$491K0.17%013F-HRTimeline
Randall & Associates Wealth Management4,300$490K0.41%+42113F-HRTimeline
WP Advisors, LLC4,282$488K0.16%+53713F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,260$485K0.07%+4613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,247$484K0.01%-1,65113F-HRTimelineGroup
WEST PACES ADVISORS INC.4,241$483K0.12%-43813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,235$482K0.04%-113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …4,233$482K0.04%-27,35113F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,231$482K0.02%-15213F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,229$482K0.03%+1213F-HRTimelineGroup
SignalPoint Asset Management, LLC4,228$482K0.12%-2113F-HRTimeline
AlphaQuest LLC4,208$479K0.06%+95913F-HRTimeline
J2 Capital Management Inc4,199$478K0.45%13F-HRTimeline
Johnson & White Wealth Management, LLC4,180$478K0.29%new13F-HRTimeline
Vanguard Capital Wealth Advisors4,190$477K0.52%-1,89813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WESPAC Advisors, LLC4,185$477K0.35%+23513F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…4,180$476K0.02%new13F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC4,171$475K0.04%+813F-HRTimeline
OmniStar Financial Group, Inc.4,170$475K0.38%-1,36813F-HRTimeline
111 Capital4,159$474K0.1%13F-HRTimeline
Mill Capital Management, LLC4,145$472K0.04%013F-HRTimeline
Capital Investment Advisors, LLC4,145$472K0.01%+1,21113F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,137$471K0.14%013F-HRTimeline
Campion Asset Management4,137$471K0.36%-20513F-HRTimeline
SAM Advisors, LLC4,136$471K0.17%013F-HRTimeline
Burford Brothers, Inc.4,122$470K0.23%+213F-HRTimeline
Estabrook Capital Management4,109$468K0.07%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,075$464K0.22%013F-HRTimeline
Smart Portfolios, LLC4,070$464K0.49%-10013F-HRTimeline
Nilsine Partners, LLC4,059$462K0.05%+1,46413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,052$462K0.04%-69913F-HR/ATimeline
Clifford Group, LLC4,035$460K0.35%-27413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,029$459K0.03%-32313F-HRTimeline
CADINHA & CO LLC4,020$458K0.08%-6013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,017$458K0.01%+413F-HRTimeline
EVERPAR ADVISORS LLC4,005$456K0.23%+9613F-HRTimeline
PAYDEN & RYGEL4,000$456K0.04%013F-HRTimeline
OUTFITTERS FINANCIAL LLC4,000$456K0.36%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,997$455K0.01%+30013F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL3,981$454K0.01%-40013F-HRTimeline
Venturi Wealth Management, LLC3,983$454K0.02%-74513F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,972$453K0.12%013F-HRTimeline
Kuhn & Co Investment Counsel3,968$452K0.38%013F-HRTimeline
Kolinsky Wealth Management, LLC3,968$452K0.28%+1813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,955$451K0.05%-14013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…3,915$446K<0.01%-1,78813F-HRTimeline
CWA Asset Management Group, LLC3,908$445K0.02%+2,05513F-HRTimeline
Robertson Stephens Wealth Management, L…3,892$443K0.02%-23113F-HRTimeline
Field & Main Bank3,888$443K0.16%013F-HRTimeline
Gryphon Financial Partners LLC3,886$443K0.06%-12413F-HRTimeline
New Century Financial Group, LLC3,813$443K0.19%-84713F-HRTimeline
NWAM LLC3,876$442K0.03%+8513F-HRTimeline
Princeton Global Asset Management LLC3,873$441K0.08%+413F-HRTimeline
Syntegra Private Wealth Group, LLC3,872$441K0.05%+2413F-HRTimeline
Ballew Advisors, Inc3,803$441K0.28%-3613F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,850$439K0.06%-10013F-HRTimeline
Argyle Capital Partners, LLC3,847$438K0.38%13F-HRTimeline
CONNING INC.in group CONNING INC.3,838$437K0.02%-5513F-HRTimelineGroup
SPINNAKER TRUST3,838$437K0.03%+2013F-HRTimeline