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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
Independence Bank of Kentucky3,441$411K0.06%-1013F-HRTimeline
FOSTER & MOTLEY INC3,436$410K0.02%-35613F-HRTimeline
Legacy Capital Wealth Partners, LLC3,434$410K0.09%+23213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,430$409K0.03%-2013F-HRTimeline
MSH Capital Advisors LLC3,418$408K0.12%-3813F-HRTimeline
Robertson Stephens Wealth Management, L…3,416$408K0.01%+4013F-HRTimeline
Tanager Wealth Management LLP3,413$407K0.05%+2513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,410$407K0.01%-19913F-HRTimeline
Uniting Wealth Partners, LLC3,409$407K0.16%+513F-HRTimeline
Everhart Financial Group, Inc.3,395$405K0.05%-85613F-HRTimeline
Riverbend Wealth Management, LLC3,395$405K0.31%+14913F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.3,391$405K0.19%+98113F-HRTimeline
Uncommon Cents Investing LLC3,382$403K0.11%-6913F-HRTimeline
COURIER CAPITAL LLC3,381$403K0.02%013F-HRTimeline
Weaver Consulting Group3,359$401K0.11%-31813F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,350$400K0.46%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,330$397K<0.01%013F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.3,319$396K0.01%new13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,318$396K<0.01%013F-HRTimelineGroup
Welch Group, LLC3,311$395K0.02%-19513F-HRTimeline
CWA Asset Management Group, LLC3,303$394K0.02%+1,17913F-HRTimeline
Roundview Capital LLC3,300$394K0.03%013F-HRTimeline
Blue Edge Capital, LLC3,294$393K0.06%+413F-HRTimeline
NWAM LLC3,182$393K0.02%-40613F-HR/ATimeline
UHLMANN PRICE SECURITIES, LLC3,268$390K0.28%+96613F-HRTimeline
Hartford Financial Management Inc.3,264$389K0.11%-16,19213F-HRTimeline
Faithward Advisors, LLC3,254$388K0.06%-3413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,253$388K0.04%-16013F-HRTimeline
Runnymede Capital Advisors, Inc.3,250$388K0.36%013F-HRTimeline
Athena Investment Management3,249$388K0.22%013F-HRTimeline
SCOTIA CAPITAL INC.3,245$387K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,238$386K0.03%-1,83413F-HRTimeline
Joel Isaacson & Co., LLC3,217$384K0.02%013F-HRTimeline
Measured Risk Portfolios, Inc.3,215$383K0.43%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,210$383K0.02%+513F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC3,210$383K0.22%+38413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,185$382K0.03%+3013F-HRTimeline
LCNB CORP3,194$381K0.13%013F-HRTimeline
Rossmore Private Capital3,192$381K0.04%-213F-HRTimeline
ARS Investment Partners, LLC3,186$380K0.03%013F-HRTimeline
Ballentine Partners, LLC3,178$379K0.01%-41413F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL3,173$379K0.17%-3,55013F-HRTimeline
Mayflower Financial Advisors, LLC3,159$377K0.05%-24113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,158$377K0.11%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,155$376K0.02%-1,69913F-HR/ATimelineGroup
GHP Investment Advisors, Inc.3,152$376K0.02%+7913F-HRTimeline
Hanson & Doremus Investment Management3,143$375K0.05%-27713F-HRTimeline
Second Line Capital, LLC3,134$374K0.09%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,042$373K0.03%-2,79213F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC3,126$373K0.06%-513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,124$373K0Timeline
Waldron Private Wealth LLC3,108$371K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,094$370K0.15%+48313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,100$370K0.01%013F-HRTimelineGroup
Granite Group Advisors, LLC3,087$368K0.22%013F-HRTimeline
Generali Investments, Management Co LLC3,089$368K0.08%-58913F-HRTimeline
Advisory Alpha, LLC3,083$368K0.01%+17613F-HRTimeline
Magnus Financial Group LLC3,083$368K0.03%+8413F-HRTimeline
Vectors Research Management, LLC3,081$368K0.13%013F-HRTimeline
Scientech Research LLC3,059$365K0.09%new13F-HRTimeline
Verity Asset Management, Inc.3,054$364K0.17%+8213F-HRTimeline
Sound View Wealth Advisors Group, LLC3,046$363K0.03%+56013F-HRTimeline
CX Institutional3,047$363K0.01%-59513F-HR/ATimeline
Hamilton Capital, LLC3,041$363K0.02%+47113F-HRTimeline
Clifford Group, LLC3,032$362K0.3%-36313F-HRTimeline
VAN STRUM & TOWNE INC.3,031$362K0.11%013F-HRTimeline
Legacy Private Trust Co.3,007$359K0.02%+9513F-HRTimeline
Lummis Asset Management, LP3,011$359K0.23%+2,86113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,995$357K0.03%013F-HRTimeline
PLIMOTH TRUST CO LLC2,984$356K0.09%+813F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,979$355K<0.01%-3,33413F-HRTimelineGroup
Aries Wealth Management2,973$355K0.09%013F-HRTimeline
WAYCROSS PARTNERS, LLC2,965$354K0.03%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,946$351K0.13%-23813F-HRTimeline
Post Resch Tallon Group Inc.2,939$351K0.34%013F-HRTimeline
Austin Private Wealth, LLC2,937$350K0.03%-2413F-HRTimeline
Stiles Financial Services Inc2,935$350K0.12%+6813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,932$349K<0.01%-2,66313F-HRTimelineGroup
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…2,925$349K0.25%-3313F-HRTimeline
Persium Advisors, LLC2,902$346K0.29%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,625$345K0.03%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,889$345K0.02%+13413F-HRTimelineGroup
Obermeyer Wealth Partners2,887$344K0.02%+1113F-HRTimeline
SHUFRO ROSE & CO LLC2,775$343K0.03%013F-HRTimeline
Beaton Management Co. Inc.2,863$342K0.17%-26813F-HRTimeline
AGH Wealth Advisors, LLC2,860$341K0.28%+7913F-HRTimeline
Arete Wealth Advisors, LLC2,847$340K0.02%-10313F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,837$338K0.06%-40913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,818$336K0.01%-38413F-HRTimeline
Intrinsic Value Partners, LLC2,812$335K0.3%-7413F-HRTimeline
PFG Advisors2,802$334K0.02%-16013F-HRTimeline
Greenfield Seitz Capital Management, LLC2,794$333K0.12%+18613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,790$333K0.1%+33013F-HRTimeline
Capital Advantage, Inc.2,788$333K0.05%+513F-HRTimeline
DAVIDSON TRUST CO2,781$332K0.15%-28213F-HRTimeline
Liberty Capital Management, Inc.2,772$331K0.07%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,771$331K0.04%-1,04913F-HRTimeline
SVB WEALTH LLC2,761$329K0.02%new13F-HRTimeline
Howard Capital Management, LLC2,761$329K<0.01%+29913F-HRTimeline
IFG Advisory, LLC2,754$329K0.02%-4613F-HRTimeline
SHELL ASSET MANAGEMENT CO2,747$328K0.01%+1,38713F-HRTimeline
Stockman Wealth Management, Inc.2,738$327K0.04%-5013F-HRTimeline
MCDANIEL TERRY & CO2,730$326K0.03%013F-HRTimeline
E&G Advisors, LLC2,720$324K0.08%-25513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,719$324K<0.01%-1,87213F-HRTimeline
CoreFirst Bank & Trust2,718$324K0.18%-43013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,714$324K0.1%-17713F-HRTimeline
Sovran Advisors, LLC2,491$324K0.03%new13F-HRTimeline
GM Advisory Group, LLC2,705$323K0.02%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,704$323K0.06%013F-HRTimeline
WEST PACES ADVISORS INC.2,670$319K0.07%-1,49013F-HRTimeline
LRI Investments, LLC2,668$318K0.03%+61213F-HRTimeline
Plan A Wealth LLC2,665$318K0.18%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,662$318K<0.01%+1,13013F-HRTimelineGroup
Walker Asset Management, LLC2,662$318K0.18%-1713F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC2,658$317K0.08%+1,03013F-HRTimeline
North Star Investment Management Corp.2,653$317K0.02%-53313F-HRTimeline
Successful Portfolios LLC2,650$316K0.19%+213F-HRTimeline
QTR Family Wealth, LLC2,646$316K0.2%+13013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,643$315K0.04%013F-HRTimeline
Sharp Wealth Advisory, LLC2,643$315K0.2%+65013F-HRTimeline
Canal Capital Management, LLC2,643$315K0.05%+2713F-HRTimeline
Manske Wealth Management2,634$314K0.1%+20013F-HRTimeline
Aigen Investment Management, LP2,628$314K0.04%new13F-HRTimeline
Thomasville National Bank2,617$312K0.02%+24813F-HRTimeline
Good Life Advisors, LLC2,617$312K0.02%+19513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,613$312K0.04%+1713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,610$311K0.02%-1,00413F-HRTimeline
HCR Wealth Advisors2,608$311K0.04%-10013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC2,602$310K0.16%013F-HRTimeline
Dodge & Cox2,600$310K<0.01%013F-HRTimeline
Baldwin Investment Management, LLC2,600$310K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.2,594$309K0.1%+15013F-HRTimeline
Berger Financial Group, Inc2,592$309K0.02%-53013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,389$309K0.15%-24613F-HRTimeline
Clarius Group, LLC2,587$309K0.02%-7613F-HRTimeline
Blackhawk Capital Partners, LLC2,582$308K0.14%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,576$307K0.14%-2613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,569$306K0.01%-3,18913F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,568$306K0.09%013F-HRTimelineGroup
SAXON INTERESTS, INC.2,471$305K0.14%013F-HRTimeline
Parkside Financial Bank & Trust2,554$305K0.03%-96513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,551$304K0.01%-4913F-HRTimeline
Warwick Investment Management, Inc.2,551$304K0.06%-15513F-HRTimeline
MONTAG A & ASSOCIATES INC2,550$304K0.01%+14113F-HRTimeline
111 Capital2,536$303K0.05%new13F-HRTimeline
Ruggaard & Associates LLC2,532$302K0.12%-14013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,525$301K0.03%013F-HRTimeline
Brookwood Investment Group LLC2,525$301K0.05%-38413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,361$301K0.21%+39713F-HRTimeline
Port Capital LLC2,518$300K0.01%+5413F-HRTimeline
Graypoint LLC2,512$300K0.02%-1,23013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,502$298K0.14%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,500$298K<0.01%-5,12413F-HRTimelineGroup
Soltis Investment Advisors LLC2,500$298K0.02%+21013F-HRTimeline
TRUST CO OF OKLAHOMA2,497$298K0.09%new13F-HRTimeline
Pflug Koory, LLC2,496$298K0.15%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,490$297K0.08%+2,33013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,489$297K0.02%+113F-HRTimeline
Forza Wealth Management, LLC2,483$296K0.12%+24813F-HRTimeline
Goodman Financial Corp2,466$294K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,463$294K0.11%-26813F-HRTimeline
Fort Sheridan Advisors LLC2,457$293K0.04%-49913F-HRTimeline
Disciplined Investors, L.L.C.2,452$293K0.23%+10713F-HRTimeline
Greenfield Savings Bank2,433$290K0.13%013F-HRTimeline
Quilter Plcin group Quilter Plc2,430$290K0.01%013F-HRTimelineGroup
LETSON INVESTMENT MANAGEMENT, INC.2,429$290K0.11%013F-HRTimeline
Allegheny Financial Group2,410$288K0.06%+313F-HRTimeline
Cadence Bank2,406$287K0.02%-6413F-HRTimeline
M3 Advisory Group, LLC2,404$287K0.2%+2013F-HRTimeline
Ipswich Investment Management Co., Inc.2,400$286K0.07%013F-HRTimeline
B&D White Capital Company, LLC2,400$286K0.04%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,396$286K0.03%013F-HRTimeline
Laurel Wealth Advisors LLC2,391$285K0.04%-22713F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC2,385$285K<0.01%-68813F-HRTimelineGroup
SkyOak Wealth, LLC2,378$284K0.06%013F-HRTimeline
CFO4Life Group, LLC2,375$283K0.04%-8713F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,371$283K0.01%-12,30113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC2,371$283K0.01%+11513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,370$283K0.12%+1913F-HRTimeline
Cross Staff Investments Inc2,363$282K0.21%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,360$282K0.06%013F-HRTimeline
Chronos Wealth Management, LLC2,359$281K0.15%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,359$281K0.13%+2613F-HRTimeline
Fieldview Capital Management, LLC2,354$281K0.04%new13F-HRTimeline
FIL Ltdin group FIL Ltd2,351$280K<0.01%-66,31313F-HRTimelineGroup
Capital Market Strategies LLC2,339$279K0.19%-20013F-HRTimeline
JACOBS & CO/CA2,346$279K0.03%013F-HRTimeline
Stokes Family Office, LLC2,330$278K0.03%013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,323$277K0.08%-313F-HRTimeline
Gilliland Jeter Wealth Management LLC2,318$277K0.09%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,211$276K0.08%+413F-HRTimeline
Elm3 Financial Group, LLC2,315$276K0.23%-88113F-HRTimeline
Callahan Advisors, LLC2,296$274K0.02%-7513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,296$274K0.06%-32713F-HRTimeline
Duncan Williams Asset Management, LLC2,287$273K0.09%013F-HR/ATimeline
CHELSEA COUNSEL CO2,285$273K0.14%013F-HRTimeline
Breakwater Capital Group2,282$272K0.04%new13F-HRTimeline
FORONJY FINANCIAL LLC2,280$272K0.13%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,280$272K0.07%013F-HRTimeline