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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,736 managers (1,767 13F filers) reported a position in PSX shares at 2025-06-30, 314,907,084 shares in all. 115 filers opened a position and 147 filers sold out during the quarter.

Managers
1,736
13F filers
1,767
New
115
Added
623
Reduced
691
Sold out
147
Shares held by filers
314,907,084

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Strategic Financial Services, Inc.5,995$715K0.04%013F-HRTimeline
Integrated Advisors Network LLC5,982$714K0.03%+44013F-HRTimeline
Matthew Goff Investment Advisor, LLC5,938$708K0.13%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,898$704K0.02%-16613F-HRTimeline
Ausdal Financial Partners, Inc.5,844$697K0.05%+57913F-HRTimeline
BRIGHTON JONES LLC5,841$697K0.02%-5,56713F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC5,825$695K0.47%-3513F-HRTimeline
CERTUITY, LLC5,808$693K0.07%+413F-HRTimeline
Rathbones Group PLC5,785$690K<0.01%-96513F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,778$689K0.35%+1513F-HRTimeline
Valley Brook Capital Group, Inc.5,750$686K0.51%-19913F-HRTimeline
Westbourne Investment Advisors, Inc.5,741$685K0.21%013F-HRTimeline
DANSKE BANK A/S5,739$685K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,733$684K0.01%+1,60113F-HRTimeline
FRG Family Wealth Advisors LLC5,703$680K0.12%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,678$677K0.14%-9013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,656$675K0.01%+71413F-HRTimelineGroup
LVZ, Inc.5,643$673K0.08%013F-HRTimeline
Checchi Capital Advisers, LLC5,621$671K0.05%-58313F-HRTimeline
Whitener Capital Management, Inc.5,534$660K0.17%+18613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,533$660K0.01%-19513F-HRTimeline
Compound Planning, Inc.5,504$657K0.02%+2313F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,497$656K<0.01%+93713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,471$653K0.11%+513F-HRTimeline
Abundance Wealth Counselors5,467$652K0.12%+8813F-HRTimeline
EPG Wealth Management LLC5,452$650K0.2%+10513F-HRTimeline
Csenge Advisory Group5,695$646K0.03%+23813F-HRTimeline
DOHENY ASSET MANAGEMENT /CA5,379$642K0.45%-31013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5,375$641K0.01%+56413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.5,365$640K0.05%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,363$640K0.07%-21613F-HRTimeline
Pine Valley Investments Ltd Liability Co5,348$638K0.04%-41313F-HRTimeline
EVERPAR ADVISORS LLC5,346$638K0.29%+1,56013F-HRTimeline
Westhampton Capital, LLC5,340$637K0.33%013F-HRTimeline
Basepoint Wealth LLC5,328$636K0.49%-11113F-HRTimeline
NORDEN GROUP LLC5,304$633K0.07%-81313F-HRTimeline
Baring Financial LLC5,284$630K0.47%-5013F-HRTimeline
Callan Family Office, LLC5,274$629K0.02%+2,22813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,237$625K0.3%-55413F-HRTimeline
Net Worth Advisory Group5,184$618K0.14%+73013F-HRTimeline
Symphony Financial, Ltd. Co.5,243$618K0.08%new13F-HR/ATimeline
Pallas Capital Advisors LLC5,168$616K0.02%+1,50213F-HRTimeline
REXFORD CAPITAL INC5,151$615K0.51%13F-HRTimeline
5T Wealth, LLC5,144$614K0.31%-31813F-HRTimeline
Financial Advocates Investment Manageme…5,140$613K0.05%-5,05213F-HRTimeline
Worth Financial Advisory Group, LLC5,103$609K0.37%-15013F-HRTimeline
Linscomb Wealth, Inc.5,090$607K0.03%-8813F-HRTimeline
Cornerstone Wealth Group, LLC5,082$606K0.05%+12613F-HRTimeline
Rosenberg Matthew Hamilton5,047$602K0.14%-42813F-HRTimeline
Vanguard Capital Wealth Advisors5,045$602K0.6%+2,82913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Petros Family Wealth, LLC5,040$601K0.55%-6913F-HRTimeline
Leonteq Securities AG5,021$599K0.04%+1,07213F-HRTimeline
Premier Path Wealth Partners, LLC5,021$599K0.08%-19313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC5,013$598K0.16%-913F-HRTimeline
Ceeto Capital Group, LLC5,000$597K0.21%+2,00013F-HRTimeline
HENNESSY ADVISORS INC5,000$596K0.02%013F-HRTimeline
Quinn Opportunity Partners LLC5,000$596K0.05%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC4,980$594K0.27%013F-HRTimeline
Moment Partners, LLC4,958$591K0.11%+14613F-HRTimeline
Venturi Wealth Management, LLC4,949$590K0.03%+89113F-HRTimeline
CFS Investment Advisory Services, LLC4,913$586K0.05%+17313F-HRTimeline
Kuhn & Co Investment Counsel4,903$585K0.44%+93513F-HRTimeline
FAS Wealth Partners, Inc.4,882$582K0.04%+2513F-HRTimeline
Jackson Hole Capital Partners, LLC4,880$582K0.11%+213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.4,550$575K0.23%+1113F-HRTimeline
Brooklyn Investment Group4,805$573K0.08%+1,53613F-HR/ATimeline
AlphaCore Capital LLC4,782$570K0.02%+2,86613F-HRTimeline
Armor Investment Advisors, LLC4,781$570K0.22%-31713F-HRTimeline
Investors Research Corp4,776$570K0.11%013F-HRTimeline
Old North State Trust, LLC4,760$568K0.39%+1,30613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,738$565K0.04%-3613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,729$564K0.07%-47213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,723$563K0.06%+85413F-HRTimelineGroup
Autumn Glory Partners, LLC4,690$560K0.26%+19913F-HRTimeline
AMG National Trust Bank4,682$559K0.01%-2,14313F-HRTimeline
Larson Financial Group LLC4,678$558K0.02%-1,76813F-HRTimeline
Veracity Capital LLC4,677$558K0.19%-1,26013F-HRTimeline
Atlas Legacy Advisors, LLC4,654$555K0.12%+1,94713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,645$554K0.06%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,635$553K0.36%013F-HRTimeline
Savvy Advisors, Inc.4,598$549K0.04%+92513F-HRTimeline
Calydon Capital4,572$545K0.05%+2,26813F-HRTimeline
TRUST CO OF VERMONT4,562$544K0.03%+20213F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,562$544K0.02%-4013F-HRTimeline
Randall & Associates Wealth Management4,560$544K0.42%+69713F-HRTimeline
NVWM, LLC4,549$543K0.13%+10413F-HRTimeline
Guardian Wealth Management, Inc.4,546$542K0.36%-96713F-HRTimeline
Connecticut Wealth Management, LLC4,530$540K0.03%-513F-HRTimeline
Capital Investment Advisors, LLC4,528$540K0.01%+21413F-HR/ATimeline
Merrion Investment Management Co, LLC4,500$537K0.35%-50013F-HRTimeline
AlphaQuest LLC4,500$537K0.05%-1,48413F-HRTimeline
Simplicity Wealth,LLC4,484$535K0.02%+1,47113F-HRTimeline
DEARBORN PARTNERS LLC4,483$535K0.03%+1,09113F-HRTimeline
Lincoln Capital LLC4,483$535K0.1%-12513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,483$535K0.02%-19113F-HRTimeline
WP Advisors, LLC4,470$533K0.15%+14713F-HRTimeline
Modern Wealth Management, LLC4,468$533K0.01%+41613F-HR/ATimeline
BRIDGES INVESTMENT MANAGEMENT INC4,457$532K0.01%-55013F-HRTimeline
Peregrine Asset Advisers, Inc.4,430$528K0.16%013F-HRTimeline
Demars Financial Group, LLC4,429$528K0.2%-537,27813F-HRTimeline
Palisade Asset Management, LLC4,403$525K0.05%-95113F-HRTimeline
Focus Financial Network, Inc.4,386$523K0.02%-3113F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…4,372$523K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.4,363$521K0.04%13F-HRTimeline
MEANS INVESTMENT CO., INC.4,336$517K0.05%+313F-HRTimeline
FineMark National Bank & Trust4,327$516K0.02%-5413F-HRTimeline
WHITTIER TRUST CO4,323$516K0.01%+1,21613F-HRTimeline
Richwood Investment Advisors, LLC4,310$514K0.42%-11513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,309$514K0.01%+5013F-HRTimelineGroup
Sunbelt Securities, Inc.4,510$514K0.05%-64413F-HRTimeline
Argyle Capital Partners, LLC4,297$513K0.42%+45013F-HRTimeline
Gryphon Financial Partners LLC4,291$512K0.07%+35113F-HRTimeline
Aull & Monroe Investment Management Corp4,287$511K0.27%-79013F-HRTimeline
Purkiss Capital Advisors LLC4,248$507K0.28%+1,99013F-HRTimeline
Modera Wealth Management, LLC4,245$506K0.01%-6213F-HRTimeline
DIVERSIFIED TRUST CO4,238$506K0.01%-63013F-HRTimeline
Johnson & White Wealth Management, LLC4,234$505K0.25%013F-HRTimeline
Fulton Bank, N.A.4,231$505K0.02%+66513F-HRTimeline
CHICAGO TRUST Co NA4,220$503K0.07%+41213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,218$503K0.03%-41713F-HR/ATimeline
Empire Financial Management Company, LLC4,216$503K0.15%-15013F-HRTimeline
MQS Management LLC4,198$501K0.28%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,194$500K0.04%-1,00513F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC4,179$499K0.11%+49313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,160$496K0.01%-16513F-HRTimelineGroup
Mill Capital Management, LLC4,144$494K0.04%013F-HRTimeline
SAM Advisors, LLC4,136$493K0.17%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,101$489K0.01%+5013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,099$489K0.01%+26213F-HRTimeline
Western Wealth Management, LLC4,093$488K0.03%-16613F-HRTimeline
Burford Brothers, Inc.4,080$487K0.22%-2313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,075$486K0.24%013F-HRTimeline
Smart Portfolios, LLC4,065$485K0.49%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,062$485K0.14%013F-HRTimeline
Cobler Capital Management, LLC4,011$485K0.48%13F-HRTimeline
1248 Management, LLC4,046$483K0.18%013F-HRTimeline
Clear Harbor Asset Management, LLC4,040$482K0.04%-2913F-HRTimeline
Ballew Advisors, Inc3,776$481K0.29%+113F-HRTimeline
Campion Asset Management4,016$479K0.36%-5613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,011$479K0.03%-28313F-HRTimelineGroup
OAKLAND FINANCIAL CORP4,000$477K8.98%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,001$477K0.08%-12813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC3,980$475K0.05%-67313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,970$474K0.03%-43613F-HRTimeline
EXCALIBUR MANAGEMENT CORP3,964$473K0.18%+60713F-HRTimeline
Syntegra Private Wealth Group, LLC3,947$471K0.05%+913F-HRTimeline
Princeton Global Asset Management LLC3,931$469K0.09%+5413F-HRTimeline
PDS Planning, Inc3,924$468K0.03%+50313F-HRTimeline
PATRON PARTNERS, LLC3,917$467K0.23%-47513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,914$467K0.03%-35013F-HRTimeline
Gratus Wealth Advisors, LLC3,892$464K0.07%+2413F-HRTimeline
SATURNA CAPITAL CORP3,888$464K0.01%-1,38013F-HRTimeline
Frank, Rimerman Advisors LLC3,875$462K0.03%-62613F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,850$459K0.07%013F-HRTimeline
Towne Trust Company, N.A3,850$459K0.16%-45913F-HR/ATimeline
Roof Eidam Maycock Peralta, LLC3,843$458K0.11%013F-HRTimeline
SYON CAPITAL LLC3,841$458K0.03%-2,82613F-HRTimeline
SPINNAKER TRUST3,838$458K0.03%013F-HRTimeline
Three Seasons Wealth, LLC3,826$456K0.05%013F-HRTimeline
Southland Equity Partners LLC3,821$456K0.1%-4813F-HRTimeline
Riverwater Partners LLC3,797$453K0.21%-3413F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…3,789$452K<0.01%-2,49413F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,770$450K0.02%-1813F-HRTimelineGroup
Aaron Wealth Advisors LLC3,755$448K0.05%-3313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,740$446K0.1%013F-HRTimeline
CADINHA & CO LLC3,732$445K0.07%+1213F-HRTimeline
Ransom Advisory, Ltd3,725$444K0.21%013F-HRTimeline
Perigon Wealth Management, LLC3,723$444K0.01%+47113F-HRTimeline
HARBOUR INVESTMENTS, INC.3,714$443K0.01%-17513F-HRTimeline
Nilsine Partners, LLC3,711$443K0.04%-35313F-HRTimeline
Field & Main Bank3,708$442K0.14%-17013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,667$437K0.03%+2413F-HRTimelineGroup
EVOKE WEALTH, LLC3,659$437K0.01%+1,80413F-HRTimeline
Capital Investment Advisory Services, L…3,658$436K0.04%-7713F-HRTimeline
Tripletail Wealth Management, LLC3,662$434K0.62%13F-HRTimeline
Blue Trust, Inc.3,636$434K0.01%+6513F-HRTimeline
CONNING INC.in group CONNING INC.3,635$434K0.01%-11013F-HRTimelineGroup
S.A. Mason LLC3,629$433K0.21%-1,21013F-HRTimeline
Biltmore Wealth Management, LLC3,613$431K0.17%+8513F-HRTimeline
Corps Capital Advisors, LLC3,612$431K0.69%013F-HRTimeline
Belpointe Asset Management LLC3,609$431K0.02%-68313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,602$430K0.01%-4213F-HRTimeline
Rossby Financial, LCC3,600$429K0.16%+19313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,587$428K<0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC3,583$427K0.05%-24813F-HRTimeline
Drucker Wealth 3.0, LLC3,274$427K0.08%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC3,577$427K0.01%+19113F-HRTimeline
Eisler Capital Management Ltd.3,567$426K0.01%+1,37113F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…3,551$424K<0.01%+1,71413F-HRTimelineGroup
Harbor Advisors LLC3,541$422K0.07%013F-HRTimeline
Keel Point, LLC3,517$420K0.03%-38213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,508$419K0.07%-20513F-HRTimeline
Estabrook Capital Management3,507$418K0.06%-60213F-HRTimeline
Plancorp, LLC3,506$418K0.01%+41313F-HRTimeline
Prairie Sky Financial Group LLC3,480$415K0.23%-6813F-HRTimeline
MTM Investment Management, LLC3,478$415K0.14%+14113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,464$413K0.03%-32913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,451$412K0.04%-32413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,446$411K0.01%-1,72113F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD3,441$411K0.14%013F-HRTimeline