PSX PHILLIPS 66

Stock (common), issuer CIK 1534701

2,062 managers (2,108 13F filers) reported a position in PSX shares at 2026-06-30, 317,747,204 shares in all. 136 filers opened a position and 162 filers sold out during the quarter.

Managers: 2,062
13F filers: 2,108
New: 136
Added: 808
Reduced: 737
Sold out: 162
Shares held by filers: 317,747,204

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
MEANS INVESTMENT CO., INC.	4,118	$696K	0.05%	-124	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	4,115	$696K	0.01%	-3,885	13F-HR Timeline Group
Catalyst Funds Management Pty Ltd	4,100	$693K	0.04%	+2,452	13F-HR Timeline
Investment Research Partners LLC	4,082	$690K	0.23%	+925	13F-HR Timeline
SPINNAKER TRUST	4,075	$689K	0.03%	+200	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	4,075	$689K	0.3%	0	13F-HR Timeline
WHITTIER TRUST CO	3,883	$689K	0.01%	+10	13F-HR Timeline
Argyle Capital Partners, LLC	4,072	$688K	0.43%	0	13F-HR Timeline
Nilsine Partners, LLC	4,068	$688K	0.05%	+59	13F-HR Timeline
Marathon Strategic Advisors, LLC	4,059	$686K	0.39%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	4,044	$684K	0.12%	0	13F-HR Timeline
Palisade Asset Management, LLC	4,035	$682K	0.06%	-25	13F-HR Timeline
Cannon Financial Strategists, Inc.	4,024	$680K	0.08%	new	13F-HR Timeline
ABNER HERRMAN & BROCK LLC	4,000	$676K	0.06%	0	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	3,993	$675K	0.03%	+16	13F-HR Timeline
Frank, Rimerman Advisors LLC	3,993	$675K	0.04%	+49	13F-HR Timeline
Cushing Capital Partners, LLC	3,977	$672K	0.46%	-63	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	3,976	$672K	0.01%	-46	13F-HR Timeline
Sharp Wealth Advisory, LLC	3,966	$670K	0.31%	+843	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	3,964	$670K	0.03%	-59	13F-HR Timeline
Three Seasons Wealth, LLC	3,958	$669K	0.06%	0	13F-HR Timeline
Southland Equity Partners LLC	3,942	$666K	0.12%	+19	13F-HR Timeline
Richwood Investment Advisors, LLC	3,930	$664K	0.47%	-180	13F-HR Timeline
EntryPoint Capital, LLC	3,898	$659K	0.16%	+2,249	13F-HR Timeline
JOHN G ULLMAN & ASSOCIATES INC	3,897	$659K	0.08%	+47	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	3,887	$657K	0.22%	-35	13F-HR Timeline
Ballentine Partners, LLC	3,883	$656K	0.01%	+408	13F-HR Timeline
ISLAY CAPITAL MANAGEMENT, LLC	3,882	$656K	0.31%	-200	13F-HR Timeline
Gratus Wealth Advisors, LLC	3,879	$656K	0.08%	+55	13F-HR Timeline
AFFINITY INVESTMENT ADVISORS, LLC	3,870	$654K	0.33%	-2,458	13F-HR Timeline
Apella Capital, LLC	3,656	$654K	0.01%	+127	13F-HR Timeline
Campion Asset Management	3,867	$654K	0.4%	0	13F-HR Timeline
Syntegra Private Wealth Group, LLC	3,866	$654K	0.05%	+14	13F-HR Timeline
Clarity Financial LLC	3,861	$653K	0.06%	new	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	3,857	$652K	0.02%	+2,416	13F-HR Timeline
Focus Financial Network, Inc.	3,854	$652K	0.02%	-21	13F-HR Timeline
Keel Point, LLC	3,845	$650K	0.04%	+151	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	3,843	$650K	0.13%	0	13F-HR Timeline
Guardian Wealth Management, Inc.	3,828	$647K	0.32%	+17	13F-HR Timeline
MONTCHANIN ASSET MANAGEMENT, LLC	3,830	$647K	0.66%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,823	$646K	0.01%	+504	13F-HR Timeline
Biltmore Wealth Management, LLC	3,820	$646K	0.2%	-151	13F-HR Timeline
HBW ADVISORY SERVICES LLC	3,819	$646K	0.06%	+1,481	13F-HR Timeline
Capital Investment Advisors, LLC	3,818	$645K	0.01%	-513	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	3,806	$643K	0.16%	0	13F-HR Timeline
Meridian Wealth Management, LLC	3,804	$643K	0.02%	+686	13F-HR Timeline
WP Advisors, LLC	3,796	$642K	0.16%	-617	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	3,786	$640K	0.09%	+39	13F-HR Timeline
PATRON PARTNERS, LLC	3,781	$639K	0.25%	-283	13F-HR Timeline
Busey Bank	3,757	$635K	0.02%	-328	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	3,069	$635K	0.25%	+1,707	13F-HR Timeline
Advisory Alpha, LLC	3,753	$635K	0.02%	+339	13F-HR Timeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding	3,748	$634K		+1,566	Timeline Meiji Yasuda Asset Management Co …: 2,548 (0.02%) 13F-HR Meiji Yasuda Life Insurance Co: 1,200 (0.01%) 13F-HR
Capital Investment Advisory Services, L…	3,743	$633K	0.04%	+23	13F-HR Timeline
CADINHA & CO LLC	3,733	$631K	0.09%	+13	13F-HR Timeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW	3,724	$629K	0.08%	-101	13F-HR Timeline Group
BRANDYWINE OAK PRIVATE WEALTH LLC	3,718	$628K	0.05%	+452	13F-HR Timeline
Lummis Asset Management, LP	3,011	$628K	0.38%	0	13F-HR Timeline
Journey Advisory Group, LLC	3,705	$626K	0.05%	+233	13F-HR Timeline
Indivisible Partners	3,703	$626K	0.04%	+509	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	3,695	$625K	0.04%	0	13F-HR Timeline
MASTER'S WEALTH MANAGEMENT INC.	3,682	$622K	0.19%	+137	13F-HR Timeline
Legacy Financial Advisors, Inc.	3,678	$622K	0.08%	-4,867	13F-HR Timeline
Accurate Wealth Management, LLC	3,293	$620K	0.06%	+316	13F-HR Timeline
Demars Financial Group, LLC	3,635	$615K	0.17%	0	13F-HR Timeline
S.A. Mason LLC	3,629	$613K	0.19%	0	13F-HR Timeline
BETO FINANCIAL GROUP, LLC	2,923	$610K	0.32%	+12	13F-HR Timeline
Ballew Advisors, Inc	3,456	$610K	0.32%	0	13F-HR Timeline
Aprio Wealth Management, LLC	3,593	$607K	0.03%	-37	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	3,561	$603K	0.16%	-102	13F-HR Timeline
Tripletail Wealth Management, LLC	3,416	$603K	0.69%	-192	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	3,561	$602K	0.05%	+45	13F-HR Timeline Group
National Philanthropic Trust	3,557	$601K	0.01%	0	13F-HR Timeline
Harbor Advisors LLC	3,541	$599K	0.08%	0	13F-HR Timeline
SNOWWATER INVESTMENT PARTNERS, LLC	3,532	$597K	0.41%	+22	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	3,526	$596K	0.08%	+1,311	13F-HR Timeline
Empirical Asset Management, LLC	3,514	$594K	0.13%	+2,277	13F-HR Timeline
DEARBORN PARTNERS LLC	3,513	$594K	0.03%	-306	13F-HR/A Timeline
Headlands Technologies LLC	3,513	$594K	0.06%	+2,155	13F-HR Timeline
COOKSON PEIRCE & CO INC	3,512	$594K	0.02%	+172	13F-HR Timeline
OXFORD ASSET MANAGEMENT LLP	3,509	$593K	0.29%	+1,326	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
WOODMONT INVESTMENT COUNSEL LLC	3,508	$593K	0.03%	+20	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	3,508	$593K	0.08%	0	13F-HR Timeline
Waldron Private Wealth LLC	3,507	$593K	0.02%	+450	13F-HR Timeline
Riverwater Partners LLC	3,500	$592K	0.18%	-116	13F-HR Timeline
CRAWFORD INVESTMENT COUNSEL INC	3,492	$590K	0.01%	+11	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	3,228	$589K	0.14%	+751	13F-HR Timeline
Capstone Wealth Management, LLC	3,468	$586K	0.27%	new	13F-HR Timeline
Mill Capital Management, LLC	3,462	$585K	0.04%	0	13F-HR Timeline
CWA Asset Management Group, LLC	3,461	$585K	0.02%	+31	13F-HR Timeline
LexAurum Advisors, LLC	3,451	$583K	0.07%	+8	13F-HR Timeline
9823 Capital, L.P.	3,438	$581K	0.39%	new	13F-HR Timeline
Clifford Group, LLC	3,427	$579K	0.4%	-295	13F-HR Timeline
Ethos Financial Group, LLC	3,084	$577K	0.04%	0	13F-HR Timeline
Second Line Capital, LLC	3,415	$577K	0.11%	-23	13F-HR/A Timeline
Hamilton Capital, LLC	3,409	$576K	0.03%	-471	13F-HR Timeline
Field & Main Bank	3,407	$576K	0.12%	+105	13F-HR/A Timeline
Legacy Private Trust Co.	3,405	$576K	0.03%	0	13F-HR Timeline
KINTRA WEALTH, LLC	2,468	$574K	0.03%	-289	13F-HR Timeline
Towne Trust Company, N.A	3,375	$571K	0.17%	-75	13F-HR Timeline
HCR Wealth Advisors	3,374	$570K	0.05%	+81	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	3,372	$570K	0.01%	-15	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	3,369	$570K	0.21%	-4,255	13F-HR Timeline
CORBYN INVESTMENT MANAGEMENT INC/MD	3,369	$570K	0.16%	0	13F-HR Timeline
Blue Trust, Inc.	3,368	$569K	0.01%	-334	13F-HR Timeline
Uncommon Cents Investing LLC	3,362	$568K	0.12%	-20	13F-HR Timeline
Lionhunter Capital Management, LLC	3,356	$567K	0.26%		13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,350	$566K	0.58%	0	13F-HR Timeline
Tanager Wealth Management LLP	3,341	$565K	0.05%	+15	13F-HR Timeline
Rossmore Private Capital	3,332	$563K	0.05%	0	13F-HR Timeline
Forza Wealth Management, LLC	3,330	$563K	0.17%	0	13F-HR Timeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	3,318	$561K	0.01%	0	13F-HR Timeline Group
Fulton Bank, N.A.	3,308	$559K	0.02%	-682	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	3,304	$559K	0.02%	-423	13F-HR Timeline
COURIER CAPITAL LLC	3,277	$554K	0.03%	0	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	3,271	$553K	0.13%	-32	13F-HR Timeline
Numerai GP LLC	3,266	$552K	0.05%	new	13F-HR Timeline
MSH Capital Advisors LLC	3,250	$549K	0.1%	-9	13F-HR Timeline
LVZ, Inc.	3,249	$549K	0.06%	-27	13F-HR Timeline
Obermeyer Wealth Partners	3,235	$547K	0.02%	-32	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	3,235	$547K	0.04%	0	13F-HR Timeline
Providence First Trust Co	3,231	$546K	0.15%	+1,301	13F-HR Timeline
Clear Trail Advisors, LLC	3,226	$545K	0.08%	0	13F-HR Timeline
FOSTER & MOTLEY INC	3,225	$545K	0.03%	-11	13F-HR Timeline
IFG Advisory, LLC	3,222	$545K	0.02%	new	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	3,215	$543K	0.01%	0	13F-HR Timeline
LCNB CORP	3,209	$542K	0.17%	0	13F-HR Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …	3,202	$541K	0.03%	+26	13F-HR Timeline Group
Faithward Advisors, LLC	3,187	$539K	0.07%	new	13F-HR Timeline
GHP Investment Advisors, Inc.	3,182	$538K	0.02%	+50	13F-HR Timeline
Marin Bay Wealth Advisors, LLC	3,170	$536K	0.29%	-105	13F-HR/A Timeline
SYM FINANCIAL Corp	3,168	$535K	0.04%	+584	13F-HR Timeline
Philadelphia Investment Partners, LLC	2,299	$535K	0.33%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	3,152	$533K	0.03%	-58	13F-HR Timeline
VISTA INVESTMENT PARTNERS LLC	3,129	$529K	0.13%	-70	13F-HR Timeline
Root Financial Partners, LLC	3,124	$528K	0.02%	+265	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	3,124	$528K		0	Timeline Wellington Shields & Co., LLC: 1,832 (0.07%) 13F-HR Wellington Shields Capital Manage…: 1,292 (0.03%) 13F-HR
Welch Group, LLC	3,118	$527K	0.02%	-219	13F-HR Timeline
Clear Harbor Asset Management, LLC	3,117	$527K	0.03%	-685	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,102	$524K	0.01%	+204	13F-HR Timeline
Measured Risk Portfolios, Inc.	3,090	$522K	0.46%	0	13F-HR Timeline
Roundview Capital LLC	3,075	$520K	0.03%	-13	13F-HR Timeline
RM Financial Services, LLC	3,075	$520K	0.39%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,065	$518K	0.03%	-479	13F-HR Timeline
Runnymede Capital Advisors, Inc.	3,056	$517K	0.31%	0	13F-HR Timeline
Plancorp, LLC	2,604	$516K	0.01%	-42	13F-HR Timeline
NWAM LLC	3,047	$515K	0.03%	-1,038	13F-HR Timeline
Retirement Planning Group, LLC	3,043	$514K	0.01%	-389	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,031	$512K	0.14%	0	13F-HR Timeline
Linscomb Wealth, Inc.	3,012	$509K	0.02%	-3,567	13F-HR Timeline
Avail Investment Partners, LLC	3,009	$509K	0.39%	+889	13F-HR Timeline
Waterloo Capital, L.P.	3,001	$507K	0.03%	-221	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	2,997	$507K	0.07%	+253	13F-HR/A Timeline
KANAWHA CAPITAL MANAGEMENT LLC	2,995	$506K	0.03%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	2,994	$506K	<0.01%	-103	13F-HR Timeline
Vectors Research Management, LLC	2,985	$505K	0.13%	0	13F-HR Timeline
PLIMOTH TRUST CO LLC	2,984	$504K	0.1%	0	13F-HR Timeline
Aries Wealth Management	2,973	$503K	0.1%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	2,971	$502K	0.02%	+16	13F-HR Timeline Group
Magnetar Financial LLCin group Magnetar Financial LLC	2,969	$502K	<0.01%	new	13F-HR Timeline Group
WAYCROSS PARTNERS, LLC	2,965	$501K	0.04%	0	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	2,954	$499K	<0.01%	+1,668	13F-HR Timeline Group
Independence Bank of Kentucky	2,938	$497K	0.06%	-303	13F-HR Timeline
Thomasville National Bank	2,934	$496K	0.03%		13F-HR Timeline
Estabrook Capital Management	2,929	$495K	0.07%	-79	13F-HR Timeline
Teamwork Financial Advisors, LLC	2,926	$495K	0.05%	+4	13F-HR Timeline
MTM Investment Management, LLC	2,912	$492K	0.14%	-100	13F-HR Timeline
Cambria Investment Management, L.P.	2,911	$492K	0.02%	new	13F-HR Timeline
Abel Hall, LLC	2,906	$491K	0.08%	-28	13F-HR Timeline
Persium Advisors, LLC	2,902	$491K	0.32%	0	13F-HR/A Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	2,890	$489K	0.06%	-7	13F-HR Timeline
Annex Advisory Services, LLC	2,877	$486K	0.01%	-733	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	2,874	$486K	0.06%	+46	13F-HR Timeline
North Star Investment Management Corp.	2,865	$484K	0.03%	+7	13F-HR Timeline
GREENWOOD GEARHART LLC	2,863	$484K	0.02%	+1,071	13F-HR Timeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP	2,860	$483K	0.03%	0	13F-HR Timeline Group
HARRELL INVESTMENT PARTNERS, LLC	2,858	$483K	0.1%	0	13F-HR Timeline
Merrion Investment Management Co, LLC	2,850	$482K	0.23%	0	13F-HR Timeline
AGH Wealth Advisors, LLC	2,846	$481K	0.3%	+19	13F-HR Timeline
Tennessee Valley Asset Management Partn…	2,839	$480K	0.05%	-139	13F-HR Timeline
Sterling Wealth Management, Inc.	2,830	$478K	0.12%	0	13F-HR Timeline
Granite Group Advisors, LLC	2,828	$478K	0.28%	0	13F-HR Timeline
Hilton Head Capital Partners, LLC	2,825	$478K	0.24%	-246	13F-HR Timeline
Triad Wealth Partners, LLC	2,315	$477K	0.03%	-162	13F-HR Timeline
NorthRock Partners, LLC	2,819	$477K	0.01%	-2,791	13F-HR Timeline
Plato Investment Management Ltd	2,833	$476K	0.03%	+2,044	13F-HR Timeline
Stockman Wealth Management, Inc.	2,810	$475K	0.05%	-35	13F-HR Timeline
Beaton Management Co. Inc.	2,808	$475K	0.19%	0	13F-HR Timeline
Magnus Financial Group LLC	2,810	$475K	0.03%	0	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	2,807	$475K	<0.01%	new	13F-HR Timeline
Mayflower Financial Advisors, LLC	2,803	$474K	0.04%	-37	13F-HR Timeline
McAdam, LLC	2,789	$471K	0.02%	+549	13F-HR Timeline
FIRST NATIONAL BANK SIOUX FALLS	2,885	$471K	0.13%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	2,781	$470K	0.02%	+331	13F-HR Timeline Group
THOMPSON SIEGEL & WALMSLEY LLC	2,776	$469K	0.01%	0	13F-HR Timeline
Liberty Capital Management, Inc.	2,772	$469K	0.08%		13F-HR Timeline
Versant Capital Management, Inc	2,772	$469K	0.04%	+277	13F-HR Timeline
USA FINANCIAL FORMULAS	2,765	$467K	0.09%		13F-HR Timeline
Signal Advisors Wealth, LLC	2,764	$467K	0.02%	+1,243	13F-HR Timeline
Hartford Financial Management Inc.	2,762	$467K	0.1%	-72	13F-HR Timeline