Skip to content
Disclosery

PSX PHILLIPS 66

Follow

Stock (common), issuer CIK 1534701

1,765 managers (1,797 13F filers) reported a position in PSX shares at 2025-03-31, 308,203,084 shares in all. 152 filers opened a position and 131 filers sold out during the quarter.

Managers
1,765
13F filers
1,797
New
152
Added
646
Reduced
666
Sold out
131
Shares held by filers
308,203,084

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Valley Brook Capital Group, Inc.5,949$735K0.58%-79413F-HRTimeline
Aviance Capital Partners, LLC5,939$733K0.1%-46713F-HRTimeline
Matthew Goff Investment Advisor, LLC5,938$733K0.14%013F-HRTimeline
Veracity Capital LLC5,937$733K0.29%-29813F-HRTimeline
Florida Trust Wealth Management Co5,889$727K0.02%-95013F-HRTimeline
MANGROVE PARTNERS IM, LLC5,887$727K0.08%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,834$726K0.05%+3,09813F-HRTimelineGroup
KEYNOTE FINANCIAL SERVICES LLC5,860$724K0.52%013F-HRTimeline
HENDLEY & CO INC5,835$721K0.25%-9,43513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,834$720K0.01%+1,58713F-HRTimelineGroup
Quarry LP5,830$720K0.18%-5,74813F-HRTimeline
CERTUITY, LLC5,804$717K0.08%-813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,791$715K0.39%+4,80413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,768$712K0.15%-5413F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,763$712K0.39%+8113F-HRTimeline
Pine Valley Investments Ltd Liability Co5,761$711K0.05%-1,99113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,758$711K0.03%+3,46313F-HRTimeline
Westbourne Investment Advisors, Inc.5,741$709K0.25%-10013F-HRTimeline
DANSKE BANK A/S5,739$709K<0.01%-30413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,728$707K0.02%+34013F-HRTimeline
FRG Family Wealth Advisors LLC5,703$704K0.14%013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA5,689$702K0.55%013F-HRTimeline
Allen Capital Group, LLC5,647$697K0.08%+1113F-HRTimeline
LVZ, Inc.5,643$697K0.09%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,595$694K0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/5,579$689K0.09%+41013F-HRTimeline
Integrated Advisors Network LLC5,542$684K0.03%-14113F-HRTimeline
Guardian Wealth Management, Inc.5,513$681K0.45%-78713F-HRTimeline
Confluence Wealth Services, Inc.6,586$677K0.04%-15513F-HRTimeline
Compound Planning, Inc.5,481$677K0.03%+35913F-HRTimeline
Rosenberg Matthew Hamilton5,475$676K0.17%-2813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,466$675K0.11%+5213F-HRTimeline
5T Wealth, LLC5,462$674K0.38%-19313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,460$674K0.04%+52613F-HRTimelineGroup
Harfst & Associates, Inc.5,449$673K0.16%new13F-HRTimeline
Basepoint Wealth LLC5,439$672K0.53%-58013F-HRTimeline
Tradewinds, LLC.5,404$667K0.19%-15313F-HRTimeline
Abundance Wealth Counselors5,379$664K0.14%+33613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.5,365$662K0.06%+22813F-HRTimeline
AA Financial Advisors, LLC5,356$661K0.16%+10013F-HRTimeline
Palisade Asset Management, LLC5,354$661K0.07%-50013F-HRTimeline
Whitener Capital Management, Inc.5,348$660K0.19%013F-HRTimeline
EPG Wealth Management LLC5,347$660K0.18%+26113F-HRTimeline
Westhampton Capital, LLC5,340$659K0.36%-80013F-HRTimeline
Baring Financial LLC5,334$659K0.55%-23413F-HRTimeline
Probity Advisors, Inc.5,320$657K0.13%+39213F-HRTimeline
SATURNA CAPITAL CORP5,268$650K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.5,265$650K0.05%-43313F-HRTimeline
Worth Financial Advisory Group, LLC5,253$649K0.41%-10613F-HRTimeline
Foundations Investment Advisors, LLC5,216$644K0.01%+51613F-HRTimeline
Premier Path Wealth Partners, LLC5,214$644K0.1%+11113F-HRTimeline
Schonfeld Strategic Advisors LLC5,210$643K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,201$642K0.1%+4413F-HRTimeline
COZAD ASSET MANAGEMENT INC5,199$642K0.06%-33,12113F-HRTimeline
Wedmont Private Capital6,581$641K0.03%-27513F-HRTimeline
Linscomb Wealth, Inc.5,178$639K0.03%-40513F-HRTimeline
Montecito Bank & Trust5,168$638K0.11%-3613F-HRTimeline
RWA WEALTH PARTNERS, LLC5,167$638K0.01%-1,54213F-HRTimeline
Sunbelt Securities, Inc.5,154$636K0.06%+64413F-HRTimeline
Petros Family Wealth, LLC5,109$631K0.7%-28913F-HRTimeline
Armor Investment Advisors, LLC5,098$629K0.26%-8813F-HRTimeline
Aull & Monroe Investment Management Corp5,077$627K0.31%-27513F-HRTimeline
Archer Investment Corp5,075$627K0.16%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,072$626K0.06%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC5,022$620K0.18%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,007$618K0.01%+99013F-HRTimeline
HENNESSY ADVISORS INC5,000$617K0.02%+1,50013F-HRTimeline
Merrion Investment Management Co, LLC5,000$617K0.44%013F-HRTimeline
GARRISON POINT ADVISORS, LLC4,980$615K0.3%+2513F-HRTimeline
FIRST AMERICAN TRUST, FSB4,962$613K0.06%-35913F-HRTimeline
Cornerstone Wealth Group, LLC4,956$612K0.05%+8413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…4,942$610K0.01%-21,44313F-HRTimelineGroup
San Luis Wealth Advisors LLC4,906$606K0.14%new13F-HR/ATimeline
Jackson Hole Capital Partners, LLC4,878$602K0.12%+113F-HRTimeline
DIVERSIFIED TRUST CO4,868$601K0.01%-7,52813F-HRTimeline
FAS Wealth Partners, Inc.4,857$600K0.05%+3213F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,854$599K0.04%+62513F-HRTimelineGroup
S.A. Mason LLC4,839$598K0.32%+26013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,834$597K<0.01%+9913F-HRTimelineGroup
Moment Partners, LLC4,812$594K0.12%-2913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,811$594K0.01%-18313F-HRTimeline
Investors Research Corp4,776$590K0.13%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,774$589K0.04%-26413F-HRTimelineGroup
CFS Investment Advisory Services, LLC4,740$585K0.05%-14513F-HRTimeline
Parallax Volatility Advisers, L.P.4,717$582K0.02%new13F-HRTimeline
Davis Investment Partners, LLC5,914$579K0.26%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,674$577K0.02%+44313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,635$576K0.05%+40213F-HRTimeline
GPS Wealth Strategies Group, LLC4,653$575K0.08%-1,97613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,645$574K0.06%013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC22,427$572K0.07%+14,93713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,635$572K0.39%-30013F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,602$568K0.02%-12513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC4,591$567K<0.01%+1,85513F-HRTimeline
Connor, Clark & Lunn Investment Managem…4,560$563K<0.01%+64513F-HRTimeline
Aster Capital Management (DIFC) Ltd4,337$562K0.1%-10,31413F-HRTimeline
Connecticut Wealth Management, LLC4,535$560K0.03%-2613F-HRTimeline
Frank, Rimerman Advisors LLC4,501$556K0.04%+69913F-HRTimeline
Autumn Glory Partners, LLC4,491$555K0.28%-19913F-HRTimeline
Net Worth Advisory Group4,454$550K0.17%+2713F-HRTimeline
NVWM, LLC4,445$549K0.15%+7513F-HRTimeline
Peregrine Asset Advisers, Inc.4,430$547K0.2%013F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…4,427$547K0.01%-6313F-HRTimelineGroup
Richwood Investment Advisors, LLC4,425$546K0.46%013F-HRTimeline
Focus Financial Network, Inc.4,417$545K0.02%-15713F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…4,412$545K0.01%-9,74613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,406$544K0.03%-6,14313F-HR/ATimeline
PATRON PARTNERS, LLC4,392$542K0.29%-1913F-HRTimeline
FineMark National Bank & Trust4,381$541K0.02%-2,03313F-HRTimeline
Csenge Advisory Group5,457$541K0.03%-5,36313F-HRTimeline
Empire Financial Management Company, LLC4,366$539K0.17%+79513F-HRTimeline
TRUST CO OF VERMONT4,360$538K0.03%-42013F-HRTimeline
MEANS INVESTMENT CO., INC.4,333$535K0.06%-31813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,325$534K0.02%+32813F-HRTimelineGroup
WP Advisors, LLC4,323$534K0.18%+4113F-HRTimeline
Capital Investment Advisors, LLC4,314$533K0.01%+16913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…4,372$532K0.01%+1,31413F-HRTimelineGroup
Towne Trust Company, N.A4,309$532K0.19%013F-HRTimeline
Modera Wealth Management, LLC4,307$532K0.01%-7713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,294$530K0.04%+5913F-HRTimelineGroup
Belpointe Asset Management LLC4,292$530K0.03%-86513F-HRTimeline
GSA CAPITAL PARTNERS LLP4,295$530K0.05%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,271$527K0.06%+1113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,264$527K0.04%-48513F-HRTimeline
Western Wealth Management, LLC4,259$526K0.03%-23913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,259$526K0.01%-17,02013F-HRTimelineGroup
Everhart Financial Group, Inc.4,251$525K0.07%+62813F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP4,241$524K0.13%-3,53313F-HRTimeline
Johnson & White Wealth Management, LLC4,234$523K0.29%+5413F-HRTimeline
WEST PACES ADVISORS INC.4,160$514K0.12%-8113F-HRTimeline
Mill Capital Management, LLC4,144$512K0.04%-113F-HRTimeline
SAM Advisors, LLC4,136$511K0.19%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,132$510K0.01%+1,57213F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,129$510K0.1%-18513F-HRTimelineGroup
Advisor Resource Council4,121$509K0.04%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,120$509K0.03%13F-HRTimeline
Estabrook Capital Management4,109$507K0.08%013F-HRTimeline
Burford Brothers, Inc.4,103$507K0.25%-1913F-HRTimeline
Nicholas Wealth, LLC.4,077$503K0.52%-1,95313F-HR/ATimeline
PEOPLES FINANCIAL SERVICES CORP.4,075$503K0.24%013F-HRTimeline
Campion Asset Management4,072$503K0.39%-6513F-HRTimeline
Clear Harbor Asset Management, LLC4,069$502K0.04%+80513F-HRTimeline
Smart Portfolios, LLC4,065$502K0.55%-513F-HRTimeline
Nilsine Partners, LLC4,064$502K0.06%+513F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,062$502K0.15%-7513F-HRTimeline
Venturi Wealth Management, LLC4,058$501K0.03%+7513F-HRTimeline
Modern Wealth Management, LLC4,052$500K0.02%+1,07113F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…4,051$500K0.01%+38613F-HRTimeline
1248 Management, LLC4,046$500K0.21%+53613F-HR/ATimeline
WESPAC Advisors, LLC4,027$497K0.41%-15813F-HRTimeline
Plan Group Financial, LLC4,022$497K0.18%new13F-HRTimeline
PAYDEN & RYGEL4,000$494K0.04%013F-HRTimeline
OAKLAND FINANCIAL CORP4,000$494K7.3%-2,00013F-HRTimeline
Kuhn & Co Investment Counsel3,968$490K0.41%013F-HRTimeline
Leonteq Securities AG3,949$490K0.04%-1,68413F-HRTimeline
Gryphon Financial Partners LLC3,940$487K0.07%+5413F-HRTimeline
Syntegra Private Wealth Group, LLC3,938$486K0.06%+6613F-HRTimeline
Keel Point, LLC3,899$481K0.04%+47613F-HRTimeline
HARBOUR INVESTMENTS, INC.3,889$480K0.01%+22913F-HRTimeline
Field & Main Bank3,878$479K0.17%-1013F-HRTimeline
Princeton Global Asset Management LLC3,877$479K0.1%+413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,869$478K0.05%-8613F-HRTimelineGroup
Southland Equity Partners LLC3,869$478K0.11%+5113F-HRTimeline
Gratus Wealth Advisors, LLC3,868$478K0.08%+1,09113F-HRTimeline
Randall & Associates Wealth Management3,863$477K0.39%-43713F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,850$475K0.07%013F-HRTimeline
Argyle Capital Partners, LLC3,847$475K0.41%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,843$475K0.13%-12913F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…3,840$474K0.22%new13F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL3,837$474K0.01%-14413F-HRTimeline
SPINNAKER TRUST3,838$474K0.03%013F-HRTimeline
Riverwater Partners LLC3,831$473K0.24%+9213F-HRTimeline
SeaCrest Wealth Management, LLC3,831$473K0.05%+3213F-HRTimeline
Three Seasons Wealth, LLC3,826$472K0.23%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,820$472K0.06%013F-HRTimeline
CHICAGO TRUST Co NA3,808$470K0.08%+1,22513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,793$468K0.04%-2313F-HRTimeline
Strategies Wealth Advisors, LLC3,792$468K0.06%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.4,539$468K0.2%-29213F-HRTimeline
FOSTER & MOTLEY INC3,792$468K0.03%+4913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,788$468K0.02%-1113F-HRTimelineGroup
Aaron Wealth Advisors LLC3,788$468K0.05%+15313F-HRTimeline
EVERPAR ADVISORS LLC3,786$467K0.25%-21913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,775$466K0.05%+71013F-HRTimelineGroup
Creekmur Asset Management LLC3,773$466K0.1%-2,88613F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,767$465K0.04%-40413F-HRTimeline
Lincoln Capital LLC4,608$465K0.1%-23313F-HRTimeline
CONNING INC.in group CONNING INC.3,745$462K0.02%-9313F-HRTimelineGroup
Graypoint LLC3,742$462K0.03%+13913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,740$462K0.11%+25013F-HRTimeline
Capital Investment Advisory Services, L…3,735$461K0.04%+45713F-HRTimeline
Ransom Advisory, Ltd3,725$460K0.23%013F-HRTimeline
CADINHA & CO LLC3,720$459K0.1%-30013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,713$458K0.1%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,686$455K0.11%-3,47113F-HRTimeline
Generali Investments, Management Co LLC3,678$454K0.13%-78413F-HRTimeline
Weaver Consulting Group3,677$454K0.14%-3513F-HRTimeline
Savvy Advisors, Inc.3,673$454K0.05%+1013F-HRTimeline
Paragon Capital Management Ltd3,666$453K0.09%+79513F-HRTimeline
Pallas Capital Advisors LLC3,666$453K0.02%+1,41913F-HRTimeline