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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
Ascent Group, LLCin group Ascent Group, LLC3,883$707K0.02%+52613F-HRTimelineGroup
Hamilton Capital, LLC3,880$707K0.04%-2913F-HRTimeline
Focus Financial Network, Inc.3,875$706K0.03%-54713F-HRTimeline
SPINNAKER TRUST3,875$706K0.04%-2613F-HRTimeline
Essential Partners LLC3,871$705K0.24%-14913F-HRTimeline
PDS Planning, Inc3,867$705K0.05%-2313F-HRTimeline
Campion Asset Management3,867$704K0.48%-4013F-HRTimeline
SFMG, LLC3,859$703K0.05%+1,00013F-HRTimeline
Smart Portfolios, LLC3,855$702K0.7%-4513F-HRTimeline
Syntegra Private Wealth Group, LLC3,852$702K0.07%-3513F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC3,850$701K0.09%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,847$701K<0.01%-41713F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC3,843$700K0.16%013F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC3,830$698K0.74%13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,825$697K0.11%-12813F-HRTimelineGroup
Gratus Wealth Advisors, LLC3,824$697K0.1%-41213F-HRTimeline
DEARBORN PARTNERS LLC3,819$696K0.04%-1,05313F-HRTimeline
Randall & Associates Wealth Management3,816$695K0.47%-51113F-HRTimeline
Guardian Wealth Management, Inc.3,811$694K0.38%-62213F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,806$693K0.19%-3413F-HRTimeline
Clear Harbor Asset Management, LLC3,802$693K0.05%-1213F-HRTimeline
WHITTIER TRUST CO3,873$687K0.01%-64313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,767$686K0.02%-19913F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC3,747$683K0.1%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,727$679K0.03%+48313F-HRTimeline
Clifford Group, LLC3,722$678K0.52%+40713F-HRTimeline
CADINHA & CO LLC3,720$678K0.13%013F-HRTimeline
Capital Investment Advisory Services, L…3,720$678K0.05%+19913F-HRTimeline
E Fund Management Co., Ltd.3,715$677K0.02%13F-HRTimeline
Blue Trust, Inc.3,702$675K0.01%-1513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,697$674K0.01%+61313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,695$673K0.04%013F-HRTimeline
Keel Point, LLC3,694$673K0.05%-7213F-HRTimeline
Princeton Global Asset Management LLC3,681$671K0.11%+313F-HRTimeline
CHILTON INVESTMENT CO INC.3,666$668K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,663$667K0.21%+51413F-HRTimeline
Riverbend Wealth Management, LLC3,659$667K0.41%-3813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC4,175$665K0.06%+19013F-HRTimeline
Demars Financial Group, LLC3,635$662K0.22%013F-HRTimeline
Aprio Wealth Management, LLC3,630$661K0.04%+1,84213F-HRTimeline
S.A. Mason LLC3,629$661K0.25%013F-HRTimeline
Parkside Financial Bank & Trust3,628$661K0.05%-8213F-HRTimeline
Riverwater Partners LLC3,616$659K0.22%-813F-HRTimeline
Nilsine Partners, LLC4,009$658K0.05%+4813F-HRTimeline
Leonteq Securities AG3,611$658K0.04%-1,52513F-HRTimeline
Annex Advisory Services, LLC3,610$658K0.01%-56613F-HRTimeline
National Philanthropic Trust3,557$648K0.01%013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.3,545$646K0.22%+29913F-HRTimeline
Strategic Wealth Partners, Ltd.3,544$646K0.04%-713F-HRTimeline
Harbor Advisors LLC3,541$645K0.09%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…3,516$641K0.06%+8013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC3,513$640K0.02%+74613F-HRTimeline
111 Capital3,511$640K0.16%new13F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC3,510$639K0.6%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.3,508$639K0.1%013F-HRTimeline
Tripletail Wealth Management, LLC3,608$636K0.87%-8213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,488$635K0.04%013F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC3,481$634K0.01%-14113F-HRTimeline
Ballentine Partners, LLC3,475$633K0.01%+3113F-HRTimeline
Journey Advisory Group, LLC3,472$633K0.05%013F-HRTimeline
Mill Capital Management, LLC3,462$631K0.05%-68213F-HRTimeline
waypoint wealth counsel3,456$630K0.33%-89213F-HRTimeline
Towne Trust Company, N.A3,450$629K0.2%-30013F-HRTimeline
LexAurum Advisors, LLC3,443$627K0.08%13F-HRTimeline
Retirement Planning Group, LLC3,432$625K0.02%+1,02513F-HRTimeline
CWA Asset Management Group, LLC3,430$625K0.02%+9413F-HRTimeline
Jacobs Equity LLC3,429$625K0.56%+113F-HRTimeline
Patriot Financial Group Insurance Agenc…3,424$624K0.04%+1,77213F-HRTimeline
Advisory Alpha, LLC3,414$622K0.02%+24113F-HRTimeline
AlphaGrep UK Ltd3,414$622K0.18%-1,15713F-HRTimeline
Legacy Private Trust Co.3,405$620K0.04%013F-HRTimeline
FRG Family Wealth Advisors LLC3,401$620K0.1%-1,83213F-HRTimeline
GenTrust, LLC3,398$619K0.03%+22213F-HRTimeline
Uncommon Cents Investing LLC3,382$616K0.14%013F-HRTimeline
Second Line Capital, LLC3,438$616K0.12%+22513F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD3,369$614K0.2%-1813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,363$613K0.01%+20513F-HRTimeline
Bridgefront Capital, LLC3,352$611K0.15%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/3,350$610K0.7%013F-HRTimeline
COOKSON PEIRCE & CO INC3,340$608K0.03%+33213F-HRTimeline
Welch Group, LLC3,337$608K0.02%013F-HRTimeline
Rossmore Private Capital3,332$607K0.05%013F-HRTimeline
Forza Wealth Management, LLC3,330$607K0.21%+16313F-HRTimeline
Tanager Wealth Management LLP3,326$606K0.06%013F-HRTimeline
Nicholas Hoffman & Company, LLC.3,319$605K0.01%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,318$604K0.01%013F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC3,307$602K0.1%+7413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,303$602K0.16%-22713F-HRTimeline
Field & Main Bank3,302$602K0.18%-21213F-HRTimeline
Blue Edge Capital, LLC3,302$601K0.08%013F-HRTimeline
HCR Wealth Advisors3,293$600K0.06%-22713F-HRTimeline
Impact Partnership Wealth, LLC3,292$600K0.07%-1,09113F-HRTimeline
Volterra Technologies LP3,281$598K0.42%new13F-HRTimeline
COURIER CAPITAL LLC3,277$597K0.03%013F-HR/ATimeline
LVZ, Inc.3,276$597K0.07%-2,29513F-HRTimeline
Marin Bay Wealth Advisors, LLC3,275$597K0.36%-13613F-HRTimeline
Obermeyer Wealth Partners3,267$595K0.03%+12213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,266$595K0.05%+6013F-HRTimeline
MSH Capital Advisors LLC3,259$594K0.13%-6913F-HRTimeline
Independence Bank of Kentucky3,241$590K0.07%-1413F-HRTimeline
FOSTER & MOTLEY INC3,236$590K0.03%-8113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,235$589K0.05%-4713F-HRTimeline
Clear Trail Advisors, LLC3,226$588K0.1%new13F-HRTimeline
Waterloo Capital, L.P.3,222$587K0.04%+22413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,215$586K0.01%-613F-HRTimeline
Cyndeo Wealth Partners, LLC3,210$585K0.03%-15313F-HRTimeline
LCNB CORP3,209$585K0.2%013F-HRTimeline
TrinityBridge Ltd3,200$583K0.02%+1,09013F-HRTimeline
VISTA INVESTMENT PARTNERS LLC3,199$583K0.15%+113F-HRTimeline
Indivisible Partners3,194$582K0.05%+48313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,176$579K0.03%new13F-HRTimelineGroup
Investment Research Partners LLC3,157$575K0.23%+2713F-HRTimeline
GHP Investment Advisors, Inc.3,132$571K0.02%-7813F-HRTimeline
CFO CAPITAL MANAGEMENT LLC3,125$569K0.47%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding3,124$569K0Timeline
Sharp Wealth Advisory, LLC3,123$569K0.28%-40313F-HRTimeline
Meridian Wealth Management, LLC3,118$568K0.02%+98913F-HRTimeline
USA FINANCIAL FORMULAS3,103$565K0.11%new13F-HRTimeline
Clark Capital Management Group, Inc.3,097$564K<0.01%+43313F-HRTimeline
Measured Risk Portfolios, Inc.3,090$563K0.62%013F-HRTimeline
Roundview Capital LLC3,088$563K0.04%-33913F-HRTimeline
RM Financial Services, LLC3,075$560K0.48%-26013F-HRTimeline
Hilton Head Capital Partners, LLC3,071$559K0.32%-63913F-HRTimeline
Waldron Private Wealth LLC3,057$557K0.02%-19313F-HRTimeline
Runnymede Capital Advisors, Inc.3,056$557K0.48%new13F-HRTimeline
Ballew Advisors, Inc3,456$557K0.31%013F-HRTimeline
Tulsa Wealth Advisors, INC3,044$555K0.1%-16,28113F-HRTimeline
VAN STRUM & TOWNE INC.3,031$552K0.16%013F-HRTimeline
Apella Capital, LLC3,529$552K0.01%+27413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,024$551K0.07%+16713F-HRTimeline
MTM Investment Management, LLC3,012$549K0.17%013F-HRTimeline
Estabrook Capital Management3,008$548K0.08%+1413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,000$547K<0.01%new13F-HRTimelineGroup
Sustainable Insight Capital Management,…3,000$547K0.18%-9,75113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,995$546K0.04%013F-HRTimeline
Vectors Research Management, LLC2,985$544K0.16%+813F-HRTimeline
PLIMOTH TRUST CO LLC2,984$544K0.12%013F-HRTimeline
Tennessee Valley Asset Management Partn…2,978$542K0.07%-613F-HRTimeline
Aries Wealth Management2,973$542K0.12%013F-HRTimeline
WAYCROSS PARTNERS, LLC2,965$540K0.05%013F-HRTimeline
Lummis Asset Management, LP3,011$540K0.32%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,387$539K0.01%-20013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,955$538K0.03%-12213F-HRTimelineGroup
Foster Group, Inc.2,949$537K0.02%+6913F-HRTimeline
FIL Ltdin group FIL Ltd2,946$537K<0.01%-4,79413F-HRTimelineGroup
Abel Hall, LLC2,934$535K0.11%-41313F-HRTimeline
Teamwork Financial Advisors, LLC2,922$532K0.06%-313F-HRTimeline
Persium Advisors, LLC2,902$529K0.42%-1513F-HRTimeline
Robertson Stephens Wealth Management, L…2,898$528K0.01%-13713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,897$528K0.08%-213F-HRTimeline
Oslo Pensjonsforsikring AS2,890$526K0.08%+1,32013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP2,884$525K<0.01%-79,46913F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC2,870$523K<0.01%new13F-HRTimelineGroup
Oasis Advisors, LLC2,862$522K0.1%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP2,860$521K0.04%013F-HRTimelineGroup
Root Financial Partners, LLC2,859$521K0.02%+1,44413F-HRTimeline
North Star Investment Management Corp.2,858$521K0.03%+18913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC2,858$521K0.12%+20013F-HRTimeline
Merrion Investment Management Co, LLC2,850$519K0.28%013F-HRTimeline
Stockman Wealth Management, Inc.2,845$518K0.06%+10713F-HRTimeline
Mayflower Financial Advisors, LLC2,840$517K0.06%-21813F-HRTimeline
Hartford Financial Management Inc.2,834$516K0.13%-41413F-HRTimeline
Sterling Wealth Management, Inc.2,830$516K0.14%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,828$515K0.08%-14913F-HRTimeline
AGH Wealth Advisors, LLC2,827$515K0.38%+1713F-HRTimeline
Beaton Management Co. Inc.2,808$512K0.23%013F-HRTimeline
Magnus Financial Group LLC2,810$512K0.04%-34113F-HRTimeline
TRUST POINT INC.2,805$511K0.04%+47513F-HRTimeline
Stolper Co43,701$509K0.14%-2,46313F-HRTimeline
Deseret Mutual Benefit Administrators2,786$508K0.17%+1,13113F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,786$508K0.05%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC2,776$506K0.01%-4213F-HRTimeline
WealthShield Partners, LLC2,775$505K0.06%-17913F-HRTimeline
Lantern Wealth Advisors, LLC2,763$503K0.26%+213F-HRTimeline
KINTRA WEALTH, LLC2,757$502K0.04%+85113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,744$500K0.07%+17113F-HRTimeline
Connecticut Wealth Management, LLC2,743$500K0.02%013F-HRTimeline
MCDANIEL TERRY & CO2,730$497K0.04%013F-HRTimeline
Supplemental Annuity Collective Trust o…2,728$497K0.14%new13F-HRTimeline
Stiles Financial Services Inc2,715$495K0.15%-9113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,713$494K0.01%-6,61213F-HRTimelineGroup
Granite Group Advisors, LLC2,828$494K0.3%-32013F-HRTimeline
Athena Investment Management2,705$493K0.26%-45613F-HRTimeline
Weaver Consulting Group2,701$492K0.12%-47513F-HRTimeline
MONTAG A & ASSOCIATES INC2,696$491K0.02%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,696$491K0.13%-7113F-HRTimeline
OAKWORTH CAPITAL, INC.2,690$490K0.03%+1,22913F-HRTimeline
BETO FINANCIAL GROUP, LLC2,911$490K0.29%+1113F-HRTimeline
M3 Advisory Group, LLC2,672$487K0.3%+7813F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…2,668$486K<0.01%-4613F-HRTimelineGroup
Plan A Wealth LLC2,665$486K0.23%013F-HRTimeline
Canal Capital Management, LLC2,645$482K0.07%013F-HRTimeline
E&G Advisors, LLC2,630$479K0.11%+1013F-HRTimeline
Ethos Financial Group, LLC3,084$477K0.03%+1,48413F-HRTimeline
Accurate Wealth Management, LLC2,977$474K0.06%+9213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC2,602$474K0.21%013F-HRTimeline
Diversified Enterprises, LLC2,601$474K0.03%+17913F-HRTimeline
Dodge & Cox2,600$474K<0.01%013F-HRTimeline
Baldwin Investment Management, LLC2,600$474K0.06%013F-HRTimeline
GM Advisory Group, LLC2,594$473K0.02%013F-HRTimeline