PSX PHILLIPS 66

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.

Holder	Shares	Value	% of portfolio	Change	Source
CX Institutional	3,642	$450K	0.02%	+469	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	3,644	$450K	0.01%	+31	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	3,643	$450K	0.03%	0	13F-HR Timeline Group
Portman Square Capital LLP	3,638	$449K	0.06%	new	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	3,614	$446K	0.03%	-415	13F-HR Timeline
Corps Capital Advisors, LLC	3,612	$446K	0.47%	0	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	3,609	$446K	0.01%	+37	13F-HR Timeline
WINTON GROUP Ltdin group WINTON GROUP Ltd	3,599	$444K	0.03%	new	13F-HR Timeline Group
Ballentine Partners, LLC	3,592	$444K	0.01%	+552	13F-HR Timeline
NWAM LLC	3,588	$443K	0.04%	-288	13F-HR Timeline
Blue Trust, Inc.	3,571	$441K	0.01%	+18	13F-HR Timeline
Fulton Bank, N.A.	3,566	$440K	0.02%	-1,226	13F-HR Timeline
Prairie Sky Financial Group LLC	3,548	$438K	0.26%	+1	13F-HR Timeline
Harbor Advisors LLC	3,541	$437K	0.08%	0	13F-HR Timeline
First Horizon Advisors, Inc.	3,535	$437K	0.01%	+561	13F-HR Timeline
Biltmore Wealth Management, LLC	3,528	$436K	0.18%	-62	13F-HR Timeline
Parkside Financial Bank & Trust	3,519	$435K	0.06%	+1,135	13F-HR Timeline
WEALTH ALLIANCE, LLC	3,506	$433K	0.05%	+453	13F-HR Timeline
Lindbrook Capital, LLC	3,478	$429K	0.04%	+178	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	3,466	$428K	0.41%	+139	13F-HR Timeline
Welch Group, LLC	3,506	$427K	0.02%	+12	13F-HR Timeline
MSH Capital Advisors LLC	3,456	$427K	0.13%	+101	13F-HR Timeline
Uncommon Cents Investing LLC	3,451	$426K	0.12%	-141	13F-HR Timeline
Independence Bank of Kentucky	3,451	$426K	0.07%	+137	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	3,450	$426K	0.03%	-15	13F-HR Timeline
CORBYN INVESTMENT MANAGEMENT INC/MD	3,441	$425K	0.16%	0	13F-HR Timeline
PDS Planning, Inc	3,421	$422K	0.04%	+338	13F-HR Timeline
Hanson & Doremus Investment Management	3,420	$422K	0.06%	-140	13F-HR Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC	3,413	$421K	0.04%	-198	13F-HR Timeline
Uniting Wealth Partners, LLC	3,404	$420K	0.21%	+5	13F-HR Timeline
Mayflower Financial Advisors, LLC	3,400	$420K	0.06%	-32	13F-HR Timeline
Clifford Group, LLC	3,395	$419K	0.39%	-640	13F-HR Timeline
DEARBORN PARTNERS LLC	3,392	$419K	0.02%	-3,277	13F-HR Timeline
Tanager Wealth Management LLP	3,388	$418K	0.05%	+100	13F-HR Timeline
CRAWFORD INVESTMENT COUNSEL INC	3,386	$418K	0.01%	+787	13F-HR Timeline
COURIER CAPITAL LLC	3,381	$417K	0.03%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	3,376	$417K	0.02%	-516	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	3,367	$416K	0.01%	+505	13F-HR Timeline Group
MTM Investment Management, LLC	3,337	$415K	0.16%	-30	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	3,357	$414K	0.16%	-20	13F-HR Timeline
Tennessee Valley Asset Management Partn…	3,356	$414K	0.07%	+7	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	3,350	$414K	0.49%	0	13F-HR Timeline
LexAurum Advisors, LLC	3,338	$412K	0.08%	-1	13F-HR Timeline
Perpetual Ltdin group Perpetual Ltd	3,330	$411K	<0.01%	+52	13F-HR Timeline Group
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	3,318	$410K	<0.01%	0	13F-HR Timeline Group
Smartleaf Asset Management LLC	3,346	$408K	0.04%	-98	13F-HR Timeline
Roundview Capital LLC	3,300	$407K	0.03%	-340	13F-HR Timeline
Blue Edge Capital, LLC	3,290	$406K	0.07%	+4	13F-HR Timeline
Faithward Advisors, LLC	3,288	$406K	0.07%	+1	13F-HR Timeline
Brooklyn Investment Group	3,269	$404K	0.09%	+1,123	13F-HR Timeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	3,262	$403K	0.1%	0	13F-HR Timeline
Perigon Wealth Management, LLC	3,252	$402K	0.01%	-139	13F-HR Timeline
Runnymede Capital Advisors, Inc.	3,250	$401K	0.38%	-15	13F-HR Timeline
Athena Investment Management	3,249	$401K	0.24%	0	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	3,246	$401K	0.08%	-2,129	13F-HR Timeline
Riverbend Wealth Management, LLC	3,246	$401K	0.36%	+108	13F-HR Timeline
SCOTIA CAPITAL INC.	3,245	$401K	<0.01%	-430	13F-HR Timeline
Joel Isaacson & Co., LLC	3,217	$397K	0.02%	-83	13F-HR Timeline
Measured Risk Portfolios, Inc.	3,215	$397K	0.43%	-110	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	3,205	$396K	0.03%	+4	13F-HR Timeline Group
Legacy Capital Wealth Partners, LLC	3,202	$395K	0.1%	+156	13F-HR Timeline
THOMPSON SIEGEL & WALMSLEY LLC	3,202	$395K	0.01%	-20	13F-HR Timeline
Elm3 Financial Group, LLC	3,196	$395K	0.35%	-1,685	13F-HR Timeline
Rossmore Private Capital	3,194	$394K	0.05%	-10	13F-HR Timeline
LCNB CORP	3,194	$394K	0.15%	-78	13F-HR Timeline
Old North State Trust, LLC	3,454	$394K	0.25%	0	13F-HR Timeline
North Star Investment Management Corp.	3,186	$393K	0.03%	-1,492	13F-HR Timeline
FIRST NATIONAL BANK SIOUX FALLS	3,184	$393K	0.16%	0	13F-HR Timeline
VISTA INVESTMENT PARTNERS LLC	3,158	$390K	0.12%	0	13F-HR Timeline
CoreFirst Bank & Trust	3,148	$389K	0.25%	0	13F-HR Timeline
Beaton Management Co. Inc.	3,131	$387K	0.2%	new	13F-HR Timeline
Second Line Capital, LLC	3,134	$387K	0.1%	-300	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	3,131	$387K	0.07%	-18	13F-HR Timeline
Western Pacific Wealth Management, LP	3,125	$386K	0.35%	+490	13F-HR Timeline
Wellington Shields Capital Management, …group of 2 filers holding	3,124	$386K		0	Timeline Wellington Shields & Co., LLC: 1,832 (0.07%) 13F-HR Wellington Shields Capital Manage…: 1,292 (0.03%) 13F-HR
Berger Financial Group, Inc	3,122	$386K	0.03%	-36,794	13F-HR Timeline
Waldron Private Wealth LLC	3,108	$384K	0.02%	-1,624	13F-HR Timeline
WHITTIER TRUST CO	3,107	$384K	0.01%	-93	13F-HR Timeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …	3,100	$383K	0.01%	new	13F-HR/A Timeline Group
West Tower Group, LLC	3,100	$383K	1.01%	-700	13F-HR Timeline
Plancorp, LLC	3,093	$382K	0.02%	-99	13F-HR Timeline
Granite Group Advisors, LLC	3,087	$381K	0.26%	0	13F-HR Timeline
Callan Capital, LLC	3,085	$381K	0.03%	+38	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,601	$381K	0.03%	+214	13F-HR Timeline
Vectors Research Management, LLC	3,081	$380K	0.13%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	3,073	$379K	<0.01%	+49	13F-HR Timeline Group
GHP Investment Advisors, Inc.	3,073	$379K	0.02%	0	13F-HR Timeline
DAVIDSON TRUST CO	3,063	$378K	0.18%	+27	13F-HR Timeline
Callan Family Office, LLC	3,046	$376K	0.03%	-259	13F-HR Timeline
VAN STRUM & TOWNE INC.	3,031	$374K	0.13%	0	13F-HR Timeline
Simplicity Wealth,LLC	3,013	$372K	0.03%	new	13F-HR Timeline
Magnus Financial Group LLC	2,999	$370K	0.04%	+70	13F-HR Timeline
Ceeto Capital Group, LLC	3,000	$370K	0.14%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	2,995	$370K	0.03%	+228	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	3,587	$369K	<0.01%	+300	13F-HR Timeline
Ballew Advisors, Inc	3,775	$368K	0.25%	-28	13F-HR Timeline
PLIMOTH TRUST CO LLC	2,976	$367K	0.1%	+450	13F-HR Timeline
E&G Advisors, LLC	2,975	$367K	0.1%	-42	13F-HR Timeline
Aries Wealth Management	2,973	$367K	0.1%	0	13F-HR Timeline
Verity Asset Management, Inc.	2,972	$367K	0.15%	0	13F-HR Timeline
PFG Advisors	2,962	$366K	0.02%	+586	13F-HR Timeline
Austin Private Wealth, LLC	2,961	$366K	0.03%	+12	13F-HR Timeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…	2,958	$365K	0.27%	0	13F-HR Timeline
Fort Sheridan Advisors LLC	2,956	$365K	0.06%	-27	13F-HR Timeline
Arete Wealth Advisors, LLC	2,950	$364K	0.03%	-101	13F-HR Timeline
ARS Investment Partners, LLC	3,186	$363K	0.03%	0	13F-HR Timeline
Post Resch Tallon Group Inc.	2,939	$361K	0.37%	0	13F-HR Timeline
Legacy Private Trust Co.	2,912	$360K	0.02%	+100	13F-HR Timeline
Brookwood Investment Group LLC	2,909	$359K	0.06%		13F-HR Timeline
Advisory Alpha, LLC	2,907	$359K	0.01%	+13	13F-HR/A Timeline
Persium Advisors, LLC	2,902	$358K	0.34%	-100	13F-HR Timeline
Farmers & Merchants Trust Co of Chamber…	2,891	$357K	0.13%	-7,867	13F-HR Timeline
Intrinsic Value Partners, LLC	2,886	$356K	0.35%	-63	13F-HR Timeline
Obermeyer Wealth Partners	2,876	$355K	0.02%	+20	13F-HR Timeline
Rossby Financial, LCC	3,407	$354K	0.15%	+67	13F-HR Timeline
Stiles Financial Services Inc	2,867	$354K	0.14%	+13	13F-HR Timeline
MCCARTER PRIVATE WEALTH SERVICES LLC	2,826	$349K	0.23%	+280	13F-HR Timeline
IFG Advisory, LLC	2,800	$346K	0.02%	-42	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	2,625	$345K	0.03%	0	13F-HR Timeline
Stockman Wealth Management, Inc.	2,788	$344K	0.05%	+50	13F-HR Timeline
AGH Wealth Advisors, LLC	2,781	$343K	0.33%	-1	13F-HR Timeline
SHUFRO ROSE & CO LLC	2,775	$343K	0.03%	+726	13F-HR Timeline
Liberty Capital Management, Inc.	2,772	$342K	0.08%	+154	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	2,755	$340K	0.02%	-32	13F-HR Timeline Group
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	2,731	$337K	0.13%	-290	13F-HR Timeline
MCDANIEL TERRY & CO	2,730	$337K	0.03%	0	13F-HR Timeline
Curi Capital, LLC	2,717	$336K	0.01%	new	13F-HR Timeline
GWN SECURITIES INC.	2,692	$335K	0.02%	-3,999	13F-HR Timeline
HCR Wealth Advisors	2,708	$334K	0.04%	+104	13F-HR Timeline
Atlas Legacy Advisors, LLC	2,707	$334K	0.08%	-1,950	13F-HR Timeline
Warwick Investment Management, Inc.	2,706	$334K	0.07%	+245	13F-HR Timeline
DIVIDEND ASSETS CAPITAL, LLC	2,704	$334K	0.06%	0	13F-HR Timeline
Walker Asset Management, LLC	2,679	$331K	0.2%	+20	13F-HR Timeline
Ruggaard & Associates LLC	2,672	$330K	0.14%	0	13F-HR Timeline
Plan A Wealth LLC	2,665	$329K	0.26%	0	13F-HR Timeline
Clarius Group, LLC	2,663	$329K	0.02%	-218	13F-HR Timeline
FIDELIS CAPITAL PARTNERS, LLC	3,155	$328K	0.03%	+88	13F-HR Timeline
Successful Portfolios LLC	2,648	$327K	0.22%	+1	13F-HR Timeline
Bell Bank	2,644	$326K	0.02%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	2,643	$326K	0.04%	-20	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	2,635	$326K	0.17%	-92	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	2,623	$324K	0.08%	0	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	3,051	$323K	0.02%	+170	13F-HR Timeline Group
Laurel Wealth Advisors LLC	2,618	$323K	0.05%	0	13F-HR Timeline
Canal Capital Management, LLC	2,616	$323K	0.05%	+24	13F-HR Timeline
Greenfield Seitz Capital Management, LLC	2,608	$322K	0.12%	-300	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	2,611	$322K	0.14%	-108	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	2,602	$321K	0.16%	-100	13F-HR Timeline
Covenant Partners, LLC	2,602	$321K	0.1%	new	13F-HR Timeline
SEAMOUNT FINANCIAL GROUP INC	2,602	$321K	0.22%	+250	13F-HR Timeline
Dodge & Cox	2,600	$321K	<0.01%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	2,600	$321K	0.01%	-2,263	13F-HR Timeline
Baldwin Investment Management, LLC	2,600	$321K	0.04%	0	13F-HR Timeline
Sterling Investment Advisors, Ltd.	2,600	$321K	0.08%	+236	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	2,596	$321K	0.05%	-9	13F-HR Timeline
Sage Mountain Advisors LLC	2,570	$317K	0.02%	+90	13F-HR Timeline
Hamilton Capital, LLC	2,570	$317K	0.02%	+199	13F-HR Timeline
Capital Advantage, Inc.	2,783	$317K	0.06%	0	13F-HR Timeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…	2,568	$317K	0.1%	new	13F-HR Timeline Group
Capital Market Strategies LLC	2,539	$314K	0.21%	0	13F-HR Timeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…	2,525	$312K	0.04%	0	13F-HR Timeline
QTR Family Wealth, LLC	2,516	$311K	0.23%		13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	2,502	$309K	0.15%	0	13F-HR Timeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…	2,497	$308K	0.08%	new	13F-HR Timeline Group
Pflug Koory, LLC	2,496	$308K	0.17%	-160	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	2,488	$307K	0.02%	+103	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	2,486	$307K	0.03%	-198	13F-HR Timeline
Powers Advisory Group, LLC	2,480	$306K	0.15%	-199	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	2,471	$305K	0.04%	new	13F-HR/A Timeline
SAXON INTERESTS, INC.	2,471	$305K	0.14%	-349	13F-HR Timeline
Cadence Bank	2,470	$305K	0.02%	-164	13F-HR Timeline
Goodman Financial Corp	2,466	$305K	0.07%	-67	13F-HR Timeline
CFO4Life Group, LLC	2,462	$304K	0.05%	+25	13F-HR Timeline
Howard Capital Management, LLC	2,462	$304K	0.01%	-381	13F-HR Timeline
Port Capital LLC	2,464	$304K	0.01%	-17	13F-HR Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC	2,460	$304K	0.1%	0	13F-HR Timeline
Teamwork Financial Advisors, LLC	2,457	$303K	0.04%	-1,262	13F-HR Timeline
Pinnacle Bancorp, Inc.	2,444	$302K	0.1%	-91	13F-HR Timeline
Fulcrum Equity Management	2,439	$301K	0.33%	+149	13F-HR Timeline
Manske Wealth Management	2,434	$301K	0.11%	+14	13F-HR Timeline
Greenfield Savings Bank	2,433	$300K	0.15%	0	13F-HR Timeline
Quilter Plcin group Quilter Plc	2,430	$300K	0.01%	-63	13F-HR Timeline Group
LETSON INVESTMENT MANAGEMENT, INC.	2,429	$300K	0.12%	0	13F-HR Timeline
Good Life Advisors, LLC	2,422	$299K	0.02%	-896	13F-HR Timeline
MASTER'S WEALTH MANAGEMENT INC.	2,410	$298K	0.16%	+22	13F-HR Timeline
MONTAG A & ASSOCIATES INC	2,409	$298K	0.01%	0	13F-HR Timeline
Allegheny Financial Group	2,407	$297K	0.08%	0	13F-HR Timeline
Ipswich Investment Management Co., Inc.	2,400	$296K	0.07%	0	13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	2,396	$296K	0.03%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,384	$294K	0.23%	+61	13F-HR Timeline
SkyOak Wealth, LLC	2,378	$294K	0.06%	0	13F-HR Timeline
Callahan Advisors, LLC	2,371	$293K	0.03%	-604	13F-HR Timeline
Thomasville National Bank	2,369	$293K	0.02%	+265	13F-HR Timeline
Moss Adams Wealth Advisors LLC	2,365	$292K	0.03%	+419	13F-HR Timeline
Cross Staff Investments Inc	2,363	$292K	0.22%	0	13F-HR Timeline
KINTRA WEALTH, LLC	2,362	$292K	0.2%	new	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	2,394	$291K	0.03%	+259	13F-HR/A Timeline
MARIETTA INVESTMENT PARTNERS LLC	2,360	$291K	0.07%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	2,351	$290K	0.13%	-33	13F-HR Timeline
Beaumont Financial Advisors, LLC	2,351	$290K	0.02%	+38	13F-HR Timeline