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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
Confluence Wealth Services, Inc.6,601$1.2M0.05%+23413F-HRTimeline
First National Bank of Mount Dora, Trus…6,583$1.2M0.26%-1,31013F-HRTimeline
America First Investment Advisors, LLC6,580$1.2M0.22%013F-HRTimeline
Linscomb Wealth, Inc.6,579$1.2M0.05%+1,48913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,573$1.2M0.1%+53413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,563$1.2M0.02%-47413F-HRTimeline
First National Trust Co6,557$1.19M0.04%-28413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,520$1.19M0.02%-57413F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/6,504$1.19M0.09%-72713F-HRTimeline
Cornerstone Wealth Management, LLC6,502$1.18M0.06%-87113F-HRTimeline
Allen Capital Group, LLC6,501$1.18M0.11%+28813F-HRTimeline
Miller Investment Management, LP6,500$1.18M0.12%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,465$1.18M0.03%+10713F-HRTimelineGroup
Penobscot Investment Management Company…6,454$1.18M0.09%+8013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,432$1.17M0.02%+19813F-HRTimeline
Retirement Planning Co of New England, …6,428$1.17M0.48%+6513F-HRTimeline
Dynamic Technology Lab Private Ltd6,401$1.17M0.19%new13F-HRTimeline
ArrowMark Colorado Holdings LLC6,400$1.17M0.03%013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,369$1.16M0.06%-7413F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC6,328$1.15M0.72%+3,74513F-HRTimeline
Coastal Bridge Advisors, LLC6,325$1.15M0.08%+43413F-HRTimeline
Symphony Financial, Ltd. Co.6,218$1.15M0.15%+21813F-HRTimeline
PRIVATE TRUST CO NA6,300$1.15M0.1%-9813F-HRTimeline
Kuhn & Co Investment Counsel6,294$1.15M0.74%+1,30013F-HRTimeline
Colter Lewis Investment Partners LLC6,277$1.14M1.08%new13F-HRTimeline
PEOPLES BANK /OH6,274$1.14M0.7%-2513F-HRTimeline
Enclave Advisors LLC6,256$1.14M0.16%new13F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC6,250$1.14M0.42%013F-HRTimelineGroup
Voleon Capital Management LP6,216$1.13M0.02%+2,93513F-HRTimeline
South Street Advisors LLC6,200$1.13M0.16%013F-HRTimeline
Tyche Wealth Partners LLC6,183$1.13M0.17%+42013F-HRTimeline
Csenge Advisory Group6,125$1.12M0.05%-70713F-HRTimeline
CX Institutional6,107$1.11M0.03%+2,00013F-HRTimeline
Heck Capital Advisors, LLC6,097$1.11M0.08%+4813F-HRTimeline
Old North State Trust, LLC6,087$1.11M0.66%+42313F-HRTimeline
AMG National Trust Bank6,082$1.11M0.02%+1,40013F-HRTimeline
Compound Planning, Inc.6,047$1.1M0.03%-34813F-HRTimeline
Ausdal Financial Partners, Inc.6,037$1.1M0.05%-1213F-HRTimeline
Regal Investment Advisors LLC6,017$1.1M0.06%-1,38613F-HRTimeline
Valmark Advisers, Inc.5,997$1.09M0.01%-20013F-HRTimeline
EVOKE WEALTH, LLC5,988$1.09M0.02%+56113F-HRTimeline
FAS Wealth Partners, Inc.5,956$1.09M0.07%-17613F-HRTimeline
EPG Wealth Management LLC5,946$1.08M0.29%+12813F-HRTimeline
Matthew Goff Investment Advisor, LLC5,938$1.08M0.18%013F-HRTimeline
Whitener Capital Management, Inc.5,934$1.08M0.25%+9013F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…5,928$1.08M0.04%new13F-HRTimeline
Caerus Investment Advisors, LLC5,927$1.08M0.46%-2,22113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,909$1.08M0.06%+36613F-HRTimelineGroup
Convergence Financial, LLC5,887$1.07M0.11%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.5,860$1.07M0.31%-39913F-HRTimeline
Strategic Financial Services, Inc.5,857$1.07M0.05%013F-HRTimeline
NORDEN GROUP LLC5,851$1.07M0.1%-3413F-HRTimeline
JBR Co Financial Management Inc8,248$1.06M0.45%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd5,839$1.06M0.02%+20413F-HRTimelineGroup
Philip James Wealth Mangement, LLC5,821$1.06M0.12%-5013F-HRTimeline
Probity Advisors, Inc.5,820$1.06M0.17%-34613F-HRTimeline
Kovack Advisors, Inc.6,121$1.06M0.06%-12,87713F-HRTimeline
Simplicity Wealth,LLC5,806$1.06M0.06%+36813F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC5,789$1.05M<0.01%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,786$1.05M0.08%+93913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG5,776$1.05M0.02%+16813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC5,763$1.05M0.01%+83313F-HRTimeline
CERTUITY, LLC5,727$1.04M0.07%+23713F-HRTimeline
Westbourne Investment Advisors, Inc.5,726$1.04M0.3%013F-HRTimeline
Smithfield Trust Co5,714$1.04M0.05%+4,60113F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC5,694$1.04M0.55%-9713F-HRTimeline
Perigon Wealth Management, LLC5,666$1.03M0.02%-1,66113F-HRTimeline
Lombard Odier Asset Management (Switzer…5,656$1.03M0.04%new13F-HRTimeline
Baker Ellis Asset Management LLC5,655$1.03M0.12%+113F-HRTimeline
Soltis Investment Advisors LLC5,640$1.03M0.07%-2213F-HRTimeline
Rathbones Group PLC5,630$1.03M<0.01%-97513F-HR/ATimeline
NorthRock Partners, LLC5,610$1.02M0.02%-12313F-HRTimeline
Aaron Wealth Advisors LLC5,574$1.02M0.06%-10713F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,501$1M0.38%+613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,455$994K0.07%-1,15613F-HRTimeline
Checchi Capital Advisers, LLC5,442$991K0.07%+29813F-HRTimeline
Fiduciary Alliance LLC6,130$990K0.06%+15713F-HRTimeline
Polymer Capital Management (US) LLC5,424$988K0.15%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,412$986K0.02%+3,60413F-HRTimelineGroup
BANK OF HAWAII5,395$983K0.05%-17913F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.5,385$981K0.17%+3,65813F-HRTimelineGroup
Sunbelt Securities, Inc.5,384$981K0.06%-14313F-HRTimeline
Davis Investment Partners, LLC5,381$980K0.35%+2113F-HRTimeline
Everhart Financial Group, Inc.5,344$973K0.08%+35513F-HRTimeline
DOHENY ASSET MANAGEMENT /CA5,329$971K0.63%-5013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,475$971K0.02%+1013F-HRTimeline
Integrated Advisors Network LLC5,328$971K0.05%-51613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,285$963K0.09%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.5,282$962K0.08%013F-HRTimeline
FAIRFIELD, BUSH & CO.5,280$962K0.53%-1,07313F-HRTimeline
Neo Ivy Capital Management5,238$954K0.25%new13F-HRTimeline
Baring Financial LLC5,212$950K0.58%+4513F-HRTimeline
Allen Mooney & Barnes Investment Adviso…5,210$949K0.14%+413F-HRTimeline
Westhampton Capital, LLC5,190$946K0.44%013F-HRTimeline
Atlas Legacy Advisors, LLC5,190$945K0.17%-31413F-HRTimeline
Pine Valley Investments Ltd Liability Co5,170$942K0.05%-9913F-HRTimeline
EVERPAR ADVISORS LLC5,163$941K0.32%+26113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,154$939K0.08%+36113F-HRTimeline
Texas Capital Bank Wealth Management Se…5,112$931K0.06%+68913F-HRTimeline
SYON CAPITAL LLC5,110$931K0.05%-20413F-HRTimeline
Rosenberg Matthew Hamilton5,106$930K0.19%+8613F-HRTimeline
Belpointe Asset Management LLC5,094$928K0.03%+1,48613F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,063$922K0.03%+46313F-HRTimeline
REXFORD CAPITAL INC5,054$921K0.66%+813F-HRTimeline
Valley Brook Capital Group, Inc.5,054$921K0.62%+2613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,047$919K0.01%-3013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC5,045$919K0.21%+3213F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,028$916K0.4%+43013F-HRTimeline
Ceeto Capital Group, LLC5,000$911K0.28%013F-HRTimeline
Montecito Bank & Trust4,997$910K0.15%-48013F-HRTimeline
GARRISON POINT ADVISORS, LLC4,980$907K0.41%013F-HRTimeline
Autumn Glory Partners, LLC4,943$901K0.33%013F-HRTimeline
Larson Financial Group LLC4,942$900K0.03%+1,65513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…4,937$899K0.19%-74113F-HRTimeline
Jackson Hole Capital Partners, LLC4,923$897K0.15%+113F-HRTimeline
Premier Path Wealth Partners, LLC4,915$895K0.12%+30513F-HRTimeline
Smartleaf Asset Management LLC4,826$892K0.03%+61913F-HRTimeline
CSS LLC/IL4,890$891K0.05%+98013F-HRTimeline
Joel Isaacson & Co., LLC4,889$891K0.03%-61913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC4,874$888K0.04%+3,00013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,867$887K0.06%-25813F-HRTimelineGroup
Rothschild Wealth LLC4,867$887K0.08%+1,62013F-HRTimeline
State of Wyoming4,833$880K0.1%+3,12313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,200$878K0.31%+2,92013F-HRTimeline
MATHER GROUP, LLC.4,806$876K0.01%-52913F-HRTimeline
HENNESSY ADVISORS INC4,800$874K0.03%+1,30013F-HRTimeline
RiverFront Investment Group, LLC4,779$871K0.01%+2,68913F-HRTimeline
Gryphon Financial Partners LLC4,751$866K0.09%+1513F-HRTimeline
Arax Advisory Partners4,739$863K0.02%+1,96913F-HRTimeline
Retirement Investment Advisors, Inc.6,687$863K0.07%013F-HRTimeline
Corsicana & Co.6,987$863K0.55%+6513F-HRTimeline
Investors Research Corp4,692$855K0.16%-8413F-HRTimeline
Corps Capital Advisors, LLC4,684$853K0.74%+1,43013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,681$853K0.02%-28313F-HRTimeline
Tradewinds, LLC.4,838$852K0.27%+5213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,676$852K0.08%+28113F-HRTimeline
Baker Avenue Asset Management, LP4,666$850K0.02%+2,48913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,656$848K0.09%+2513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,653$848K0.06%+1,62513F-HRTimelineGroup
5T Wealth, LLC4,621$842K0.33%-1013F-HRTimeline
Nippon Life Global Investors Americas, …4,590$836K0.04%-14013F-HRTimeline
Veracity Capital LLC4,546$828K0.3%+6613F-HRTimeline
Venturi Wealth Management, LLC4,513$822K0.04%-44013F-HRTimeline
Wealth Advisory Solutions, LLC4,479$816K0.18%013F-HRTimeline
Lincoln Capital LLC4,460$815K0.15%013F-HRTimeline
NVWM, LLC4,470$814K0.18%-32213F-HRTimeline
CFS Investment Advisory Services, LLC5,199$813K0.06%-3713F-HRTimeline
MANGROVE PARTNERS IM, LLC4,447$810K0.07%-2,67213F-HRTimeline
Peregrine Asset Advisers, Inc.4,444$810K0.22%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,436$808K0.05%-913F-HRTimelineGroup
WP Advisors, LLC4,413$804K0.21%+2413F-HRTimeline
Cornerstone Wealth Group, LLC5,015$799K0.05%-15713F-HRTimeline
Armor Investment Advisors, LLC4,366$795K0.29%-7313F-HRTimeline
GWN SECURITIES INC.4,364$795K0.15%-14813F-HRTimeline
Basepoint Wealth LLC4,345$792K0.45%-4813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,338$790K0.03%+3,75713F-HRTimelineGroup
Capital Investment Advisors, LLC4,331$789K0.01%+52913F-HR/ATimeline
Empire Financial Management Company, LLC4,276$779K0.18%013F-HRTimeline
Moment Partners, LLC4,247$774K0.14%-1413F-HRTimeline
MEANS INVESTMENT CO., INC.4,242$773K0.07%+7213F-HRTimeline
Aull & Monroe Investment Management Corp4,237$772K0.36%013F-HRTimeline
Bank of Marin4,235$772K0.56%new13F-HRTimeline
Johnson & White Wealth Management, LLC4,235$771K0.33%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,184$762K0.25%-1,23013F-HRTimeline
Alchemi Wealth, LLC4,155$757K0.42%+5813F-HRTimeline
MBL Wealth, LLC4,146$755K0.06%+1,41113F-HRTimeline
SAM Advisors, LLC4,136$753K0.24%013F-HRTimeline
Burford Brothers, Inc.4,128$752K0.31%+513F-HRTimeline
Richwood Investment Advisors, LLC4,110$749K0.58%-20013F-HRTimeline
NWAM LLC4,085$744K0.04%+75913F-HRTimeline
Busey Bank4,085$744K0.02%-113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC4,082$744K0.38%-25313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,075$742K0.35%013F-HRTimeline
Argyle Capital Partners, LLC4,072$742K0.53%-17513F-HRTimeline
Modera Wealth Management, LLC4,068$741K0.01%-2513F-HRTimeline
QTR Family Wealth, LLC4,664$741K0.31%-35913F-HRTimeline
PATRON PARTNERS, LLC4,064$740K0.33%-6913F-HRTimeline
Palisade Asset Management, LLC4,060$740K0.07%-15013F-HRTimeline
Marathon Strategic Advisors, LLC4,059$739K0.53%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,044$737K0.14%013F-HRTimeline
Cushing Capital Partners, LLC4,040$736K0.57%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,023$733K0.04%-48113F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,022$733K0.01%-5313F-HRTimeline
Rossby Financial, LCC4,169$732K0.15%+12913F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.4,535$732K0.23%-6413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,006$730K0.15%-1,30813F-HRTimeline
ABNER HERRMAN & BROCK LLC4,000$729K0.08%013F-HRTimeline
Fulton Bank, N.A.3,990$727K0.03%-2013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,977$725K0.03%-4313F-HRTimeline
Biltmore Wealth Management, LLC3,971$723K0.26%-12813F-HRTimeline
Jupiter Wealth Management LLC4,200$722K0.29%+1,95013F-HRTimeline
Three Seasons Wealth, LLC3,958$721K0.28%+13213F-HRTimeline
RMR Wealth Builders3,952$720K0.06%+3913F-HRTimeline
Frank, Rimerman Advisors LLC3,944$719K0.05%+1113F-HRTimeline
Southland Equity Partners LLC3,923$715K0.14%-113F-HRTimeline
EXCALIBUR MANAGEMENT CORP3,922$715K0.26%013F-HRTimeline
Schonfeld Strategic Advisors LLC3,922$715K0.01%-9,65013F-HRTimeline
Financiere des Professionnels - Fonds d…3,913$713K0.04%-1,87913F-HRTimeline
Modern Wealth Management, LLC4,056$712K0.01%-93513F-HRTimeline
Qsemble Capital Management, LP3,890$709K0.05%+1,38913F-HRTimeline