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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
MONTCHANIN ASSET MANAGEMENT, LLC3,830$436K0.42%013F-HRTimeline
Three Seasons Wealth, LLC3,826$436K0.21%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,820$435K0.06%-58213F-HRTimeline
Southland Equity Partners LLC3,818$435K0.1%+57313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,816$435K0.04%-64513F-HRTimeline
Harbour Trust & Investment Management Co3,811$434K0.05%013F-HRTimeline
Frank, Rimerman Advisors LLC3,802$433K0.03%-6,06413F-HRTimeline
Catalyst Funds Management Pty Ltd3,800$433K0.11%-60013F-HRTimeline
West Tower Group, LLC3,800$433K0.96%+1,60013F-HRTimeline
SeaCrest Wealth Management, LLC3,799$433K0.05%-1,28813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,799$433K0.01%+14013F-HRTimelineGroup
FOSTER & MOTLEY INC3,743$426K0.03%-14313F-HRTimeline
Riverwater Partners LLC3,739$426K0.21%-12513F-HRTimeline
Ransom Advisory, Ltd3,725$424K0.2%013F-HRTimeline
Teamwork Financial Advisors, LLC3,719$424K0.06%-45813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,713$423K0.08%013F-HRTimeline
Weaver Consulting Group3,712$423K0.13%-1013F-HRTimeline
SCOTIA CAPITAL INC.3,675$419K<0.01%-5,43813F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,665$418K0.01%+47313F-HRTimeline
Savvy Advisors, Inc.3,663$417K0.05%+64913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,660$417K0.01%+38513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,643$415K0.03%+25213F-HRTimelineGroup
Roundview Capital LLC3,640$415K0.03%013F-HRTimeline
Aaron Wealth Advisors LLC3,635$414K0.05%+42013F-HRTimeline
Everhart Financial Group, Inc.3,623$413K0.08%+11113F-HRTimeline
RDA Financial Network3,619$412K0.12%+17413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,613$412K0.01%+52213F-HRTimeline
Corps Capital Advisors, LLC3,612$412K0.42%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,611$411K0.04%-37313F-HRTimeline
Graypoint LLC3,603$410K0.02%-95513F-HRTimeline
Uncommon Cents Investing LLC3,592$409K0.12%-10513F-HRTimeline
Biltmore Wealth Management, LLC3,590$409K0.17%+2213F-HRTimeline
Schechter Investment Advisors, LLC3,585$408K0.03%-89613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,572$407K0.01%-1113F-HRTimeline
Empire Financial Management Company, LLC3,571$407K0.13%+12513F-HRTimeline
Hanson & Doremus Investment Management3,560$406K0.06%-1613F-HRTimeline
Perigon Wealth Management, LLC3,391$406K0.01%-44313F-HRTimeline
Blue Trust, Inc.3,553$405K0.01%-3,41513F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,287$405K<0.01%013F-HRTimeline
Prairie Sky Financial Group LLC3,547$404K0.25%+213F-HRTimeline
Harbor Advisors LLC3,541$403K0.06%013F-HRTimeline
Zions Bancorporation, N.A.3,528$402K0.03%+1,13613F-HRTimeline
1248 Management, LLC3,510$400K0.17%13F-HRTimeline
HENNESSY ADVISORS INC3,500$399K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,490$398K0.09%013F-HRTimeline
BKM Wealth Management, LLC3,473$396K0.16%-99013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,465$395K0.03%013F-HRTimeline
Quantum Portfolio Management LLC3,463$395K0.21%-28113F-HRTimeline
Old North State Trust, LLC3,454$394K0.25%+1,92313F-HRTimeline
Soltis Investment Advisors LLC3,456$394K0.04%+29913F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD3,441$392K0.14%013F-HRTimeline
Welch Group, LLC3,494$391K0.02%-15313F-HRTimeline
Second Line Capital, LLC3,434$391K0.11%+34313F-HRTimeline
Mayflower Financial Advisors, LLC3,432$391K0.06%+3013F-HRTimeline
Keel Point, LLC3,423$390K0.03%+16713F-HRTimeline
CASTLEARK MANAGEMENT LLC3,420$390K0.01%013F-HRTimeline
Uniting Wealth Partners, LLC3,399$387K0.19%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,387$386K0.03%+17513F-HRTimeline
Smartleaf Asset Management LLC3,444$386K0.04%+55613F-HRTimeline
COURIER CAPITAL LLC3,381$385K0.03%-14713F-HRTimeline
EXCALIBUR MANAGEMENT CORP3,377$385K0.15%-1313F-HRTimeline
MTM Investment Management, LLC3,367$384K0.15%+1813F-HRTimeline
MSH Capital Advisors LLC3,355$382K0.12%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,350$382K0.45%-5013F-HRTimeline
Tennessee Valley Asset Management Partn…3,349$381K0.06%+2413F-HRTimeline
Rossby Financial, LCC3,340$381K0.24%13F-HRTimeline
LexAurum Advisors, LLC3,339$380K0.08%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,327$379K0.35%+10713F-HRTimeline
Measured Risk Portfolios, Inc.3,325$379K0.42%13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,318$378K<0.01%013F-HRTimelineGroup
Good Life Advisors, LLC3,318$378K0.03%-32113F-HRTimeline
Independence Bank of Kentucky3,314$378K0.06%+1,74813F-HRTimeline
Callan Family Office, LLC3,305$377K0.02%new13F-HRTimeline
Lindbrook Capital, LLC3,300$376K0.03%-12413F-HRTimeline
Joel Isaacson & Co., LLC3,300$376K0.02%013F-HRTimeline
Tanager Wealth Management LLP3,288$375K0.05%+813F-HRTimeline
Faithward Advisors, LLC3,287$375K0.06%-24313F-HRTimeline
Blue Edge Capital, LLC3,286$374K0.06%+413F-HRTimeline
Capital Investment Advisory Services, L…3,278$374K0.04%+2913F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,278$373K<0.01%013F-HRTimelineGroup
LCNB CORP3,272$373K0.14%013F-HRTimeline
Runnymede Capital Advisors, Inc.3,265$372K0.32%13F-HRTimeline
Clear Harbor Asset Management, LLC3,264$372K0.03%new13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC3,262$372K0.1%+95613F-HRTimeline
Passumpsic Savings Bank3,260$371K0.23%+3713F-HRTimeline
Athena Investment Management3,249$370K0.21%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC3,227$368K0.02%+10613F-HRTimeline
Petrus Trust Company, LTA3,223$367K0.04%+66913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,222$367K0.01%+24813F-HRTimeline
Rossmore Private Capital3,204$365K0.05%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,201$365K0.02%+513F-HRTimelineGroup
WHITTIER TRUST CO3,200$365K<0.01%-1613F-HRTimeline
Plancorp, LLC3,192$364K0.01%+32913F-HRTimeline
ARS Investment Partners, LLC3,186$363K0.03%+10013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,184$363K0.15%013F-HRTimeline
CX Institutional3,173$362K0.01%+23313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,067$361K0.04%+17213F-HRTimeline
Riverbend Wealth Management, LLC3,138$360K0.32%13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,158$360K0.11%+24813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,149$359K0.07%-20013F-HRTimeline
CoreFirst Bank & Trust3,148$359K0.21%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,124$356K0Timeline
Sharp Wealth Advisory, LLC3,121$356K0.27%-1,65013F-HRTimeline
Alpha DNA Investment Management LLC3,089$352K0.19%+20013F-HRTimeline
Granite Group Advisors, LLC3,087$352K0.22%-12013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,980$351K0.02%-2,85913F-HRTimelineGroup
PDS Planning, Inc3,083$351K0.03%-8613F-HRTimeline
Vectors Research Management, LLC3,081$351K0.12%-14713F-HRTimeline
GHP Investment Advisors, Inc.3,073$350K0.02%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,065$349K0.04%-113F-HRTimelineGroup
Arete Wealth Advisors, LLC3,051$348K0.03%+31013F-HRTimeline
WEALTH ALLIANCE, LLC3,053$348K0.04%-43913F-HRTimeline
Callan Capital, LLC3,047$347K0.03%-10013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,046$347K0.09%+813F-HRTimeline
Ballentine Partners, LLC3,040$346K0.01%+31213F-HRTimeline
DAVIDSON TRUST CO3,036$346K0.18%013F-HRTimeline
VAN STRUM & TOWNE INC.3,031$345K0.13%-35013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,625$345K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,024$345K<0.01%+33213F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,021$344K0.13%+913F-HRTimeline
E&G Advisors, LLC3,017$344K0.09%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,786$343K0.11%+10713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,058$342K0.01%13F-HRTimelineGroup
Persium Advisors, LLC3,002$342K0.34%13F-HRTimeline
Ceeto Capital Group, LLC3,000$342K0.13%013F-HRTimeline
Fort Sheridan Advisors LLC2,983$340K0.05%+10713F-HRTimeline
Modern Wealth Management, LLC2,981$340K0.01%+1,45613F-HR/ATimeline
Callahan Advisors, LLC2,975$339K0.03%+7513F-HRTimeline
First Horizon Advisors, Inc.2,974$339K0.01%+14813F-HRTimeline
Aries Wealth Management2,973$339K0.09%013F-HRTimeline
Verity Asset Management, Inc.2,972$339K0.19%+7613F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…2,958$337K0.25%013F-HRTimeline
Post Resch Tallon Group Inc.2,939$336K0.32%13F-HRTimeline
Austin Private Wealth, LLC2,949$336K0.03%+5713F-HRTimeline
Intrinsic Value Partners, LLC2,949$336K0.34%-14013F-HRTimeline
JT Stratford LLC2,940$335K0.06%-1,01613F-HRTimeline
TrinityBridge Ltd2,935$334K0.01%013F-HRTimeline
Magnus Financial Group LLC2,929$334K0.03%-413F-HRTimeline
Greenfield Seitz Capital Management, LLC2,908$331K0.13%-95013F-HRTimeline
Advisory Alpha, LLC2,894$330K0.01%+97913F-HRTimeline
Clarius Group, LLC2,881$328K0.02%-36313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,881$328K0.02%+313F-HRTimelineGroup
WINTRUST INVESTMENTS LLC2,882$328K0.29%-99213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,727$327K0.13%13F-HRTimeline
Paragon Capital Management Ltd2,871$327K0.07%-2813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,862$326K0.01%-47313F-HRTimelineGroup
Obermeyer Wealth Partners2,856$325K0.02%+513F-HRTimeline
Stiles Financial Services Inc2,854$325K0.12%+1513F-HRTimeline
Howard Capital Management, LLC2,843$324K0.01%+14413F-HRTimeline
IFG Advisory, LLC2,842$324K0.02%new13F-HRTimeline
SAXON INTERESTS, INC.2,820$321K0.14%+36113F-HRTimeline
Legacy Private Trust Co.2,812$320K0.02%+67813F-HRTimeline
Catalina Capital Group, LLC2,805$320K0.11%+3313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,787$318K0.02%-3413F-HRTimelineGroup
Capital Advantage, Inc.2,783$317K0.06%new13F-HRTimeline
AGH Wealth Advisors, LLC2,782$317K0.29%13F-HRTimeline
Gratus Wealth Advisors, LLC2,777$316K0.05%+1413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,770$316K0.01%new13F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC2,767$315K0.02%+2213F-HRTimeline
Empower Advisory Group, LLC2,742$312K<0.01%+27913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,736$312K0.03%+913F-HRTimelineGroup
Stockman Wealth Management, Inc.2,738$312K0.05%-28013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,736$312K<0.01%-7,59813F-HRTimeline
MCDANIEL TERRY & CO2,730$311K0.03%-43813F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,719$309K0.14%+10813F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,704$308K0.06%-10013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,702$308K0.15%-10013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,697$307K<0.01%-513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,585$306K0.02%+10513F-HRTimeline
Sound View Wealth Advisors Group, LLC2,684$306K0.02%-11313F-HRTimeline
Powers Advisory Group, LLC2,679$305K0.15%-34913F-HRTimeline
Ruggaard & Associates LLC2,672$304K0.13%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,667$304K0.14%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plan A Wealth LLC2,665$304K0.28%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,663$303K0.04%013F-HRTimeline
Walker Asset Management, LLC2,659$303K0.19%+11713F-HRTimeline
Pflug Koory, LLC2,656$303K0.15%-513F-HRTimeline
EASTERN BANK2,647$302K0.01%013F-HRTimeline
Successful Portfolios LLC2,647$302K0.2%-5513F-HRTimeline
Bell Bank2,644$301K0.02%+27213F-HRTimeline
Western Pacific Wealth Management, LP2,635$300K0.24%+1,79013F-HRTimeline
Cadence Bank2,634$300K0.02%-10613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,627$299K0.21%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,623$299K0.07%013F-HRTimeline
Liberty Capital Management, Inc.2,618$298K0.07%013F-HRTimeline
Laurel Wealth Advisors LLC2,618$298K0.05%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,605$297K0.04%-70213F-HRTimeline
HCR Wealth Advisors2,604$297K0.04%013F-HRTimeline
Dodge & Cox2,600$296K<0.01%013F-HRTimeline
Baldwin Investment Management, LLC2,600$296K0.04%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC2,599$296K0.01%-913F-HRTimeline
Canal Capital Management, LLC2,592$295K0.05%+2113F-HRTimeline
CHICAGO TRUST Co NA2,583$294K0.05%-64113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,560$292K0.01%13F-HRTimeline
CSS LLC/IL2,550$291K0.02%-1,15013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,546$290K0.18%-14813F-HRTimeline
Bray Capital Advisors2,543$290K0.08%+1713F-HRTimeline
Capital Market Strategies LLC2,539$289K0.17%013F-HRTimeline
Pinnacle Bancorp, Inc.2,535$289K0.09%+9513F-HRTimeline
Goodman Financial Corp2,533$289K0.06%013F-HRTimeline