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Disclosery

PSX PHILLIPS 66

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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.

HolderSharesValue% of portfolioChangeSource
DRW Securities, LLC2,764$465K0.03%-24,98413F-HRTimeline
Successful Portfolios LLC2,451$464K0.22%+113F-HRTimeline
Connecticut Wealth Management, LLC2,743$464K0.02%013F-HRTimeline
Crestwood Advisors Group, LLC2,735$462K0.01%+39313F-HRTimeline
MCDANIEL TERRY & CO2,730$462K0.04%013F-HRTimeline
RMR Wealth Builders2,723$460K0.03%-1,22913F-HRTimeline
OAKWORTH CAPITAL, INC.2,690$458K0.02%013F-HRTimeline
Net Worth Advisory Group2,706$457K0.12%+93213F-HRTimeline
MONTAG A & ASSOCIATES INC2,696$456K0.02%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,696$456K0.12%013F-HRTimeline
Oslo Pensjonsforsikring AS2,686$454K0.05%-20413F-HRTimeline
M3 Advisory Group, LLC2,677$453K0.23%+513F-HRTimeline
Plan Group Financial, LLC2,675$452K0.09%+61113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,668$451K0.01%-4513F-HRTimelineGroup
Howard Capital Management, LLC2,660$450K0.01%+1,17913F-HRTimeline
Weaver Consulting Group2,651$448K0.09%-5013F-HRTimeline
Canal Capital Management, LLC2,646$447K0.05%+113F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…2,631$445K<0.01%-3713F-HRTimelineGroup
Diversified Enterprises, LLC2,628$444K0.02%+2713F-HRTimeline
E&G Advisors, LLC2,610$441K0.09%-2013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,602$440K0.16%+30013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC2,602$440K0.18%013F-HRTimeline
Dodge & Cox2,600$440K<0.01%013F-HRTimeline
Baldwin Investment Management, LLC2,600$440K0.04%013F-HRTimeline
CAXTON ASSOCIATES LLP2,590$438K0.01%+2513F-HRTimeline
Lantern Wealth Advisors, LLC2,588$438K0.2%-17513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,588$438K0.03%+42513F-HRTimeline
Wick Capital Partners, LLC2,577$436K0.07%+46613F-HRTimeline
TRUST POINT INC.2,577$436K0.04%-22813F-HRTimeline
Supplemental Annuity Collective Trust o…2,572$435K0.11%-15613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,568$434K0.1%013F-HRTimelineGroup
Bluespring Wealth Management, LLC2,561$433K0.01%new13F-HRTimeline
Keebeck Wealth Management2,557$432K0.04%+38113F-HRTimeline
Cooper Financial Group2,551$431K0.04%+45313F-HRTimeline
Red Door Wealth Management, LLC2,544$430K0.04%+28513F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,162$430K0.1%-27213F-HRTimeline
Kera Capital Partners, Inc.2,534$428K0.04%-5913F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,525$427K0.03%013F-HRTimeline
Fortune Financial Advisors, LLC2,520$426K0.18%013F-HRTimeline
JT Stratford LLC2,515$425K0.05%+6613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,513$425K0.04%-27313F-HRTimeline
Strategies Wealth Advisors, LLC2,511$425K0.04%-8013F-HRTimeline
CoreFirst Bank & Trust2,508$424K0.21%013F-HRTimeline
Ipswich Investment Management Co., Inc.2,500$423K0.09%013F-HRTimeline
AlphaGrep UK Ltd2,499$422K0.13%-91513F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.2,495$422K0.18%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,487$420K0.24%+113F-HRTimeline
TRUST CO OF OKLAHOMA2,483$420K0.11%-4113F-HRTimeline
Stiles Financial Services Inc2,481$419K0.11%-23413F-HRTimeline
55 North Private Wealth, LLC2,472$418K0.08%+5513F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,468$417K0.04%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,466$417K0.03%-7513F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP2,463$416K0.04%+1,21813F-HRTimeline
Pinnacle Bancorp, Inc.2,446$413K0.11%013F-HRTimeline
Avestar Capital, LLC2,446$413K0.02%-6913F-HRTimeline
TD Capital Management LLC2,444$413K0.03%+113F-HRTimeline
Argentarii, LLC1,838$412K0.12%-2713F-HRTimeline
Capital Advantage, Inc.2,437$412K0.05%013F-HRTimeline
Fortis Capital Advisors, LLC2,433$411K0.05%+27513F-HRTimeline
RD Lewis Holdings, Inc.1,863$411K0.31%+38213F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.2,429$411K0.15%013F-HRTimeline
Fort Sheridan Advisors LLC2,426$410K0.04%+113F-HRTimeline
Blue Edge Capital, LLC2,423$410K0.05%-87913F-HRTimeline
Calydon Capital2,408$407K0.06%013F-HRTimeline
Breakwater Capital Group2,402$406K0.05%-1013F-HRTimeline
Klingman & Associates, LLC2,395$405K0.02%+4313F-HRTimeline
Hanson & Doremus Investment Management2,384$403K0.04%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,377$402K0.01%+55613F-HRTimeline
PFG Private Wealth Management, LLC2,376$402K0.17%+6913F-HRTimeline
Pure Financial Advisors, LLC2,371$401K0.01%+1813F-HRTimeline
71 West Capital Partners2,365$400K0.01%+77913F-HRTimeline
Cross Staff Investments Inc2,363$399K0.22%013F-HRTimeline
Deseret Mutual Benefit Administrators2,362$399K0.13%-42413F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,360$399K0.07%013F-HRTimeline
Chronos Wealth Management, LLC2,359$399K0.18%013F-HRTimeline
Neo Ivy Capital Management2,359$399K0.09%-2,87913F-HRTimeline
Quent Capital, LLC2,358$399K0.02%+53113F-HRTimeline
SAX WEALTH ADVISORS, LLC2,184$398K0.02%+37313F-HRTimeline
Marble Wealth, LLC2,352$398K0.06%+3313F-HRTimeline
CFO4Life Group, LLC2,351$398K0.05%-3713F-HRTimeline
10Elms LLP2,337$395K0.17%+98313F-HRTimeline
Walker Asset Management, LLC2,336$395K0.2%+1313F-HRTimeline
Greenfield Savings Bank2,333$394K0.15%013F-HRTimeline
waypoint wealth counsel2,330$394K0.25%-1,12613F-HRTimeline
SUMMITRY LLC2,322$393K0.01%+60213F-HRTimeline
Laurel Wealth Advisors LLC2,320$392K0.04%-4013F-HRTimeline
Huntleigh Advisors, Inc.2,318$392K0.05%-18,51913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,310$391K0.03%+26313F-HRTimelineGroup
Uniting Wealth Partners, LLC2,309$390K0.08%-14913F-HRTimeline
Legacy Capital Wealth Partners, LLC2,305$390K0.07%-26813F-HRTimeline
Quilter Plcin group Quilter Plc2,302$389K0.01%-5113F-HRTimelineGroup
JACOBS & CO/CA2,307$389K0.03%-3913F-HRTimeline
L2 Asset Management, LLC2,288$387K0.04%+11413F-HRTimeline
Disciplined Investors, L.L.C.2,287$387K0.19%-2513F-HRTimeline
Duncan Williams Asset Management, LLC2,287$387K0.09%013F-HRTimeline
CHELSEA COUNSEL CO2,285$386K0.16%013F-HRTimeline
Allegheny Financial Group2,283$386K0.04%-613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,280$385K0.01%new13F-HRTimeline
Proficio Capital Partners LLC2,273$384K0.01%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,270$384K0.02%+7513F-HRTimeline
Portside Wealth Group, LLC2,265$383K0.04%+13913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,257$381K0.11%+1313F-HRTimeline
Live Oak Private Wealth LLC2,254$381K0.05%013F-HRTimeline
Ruggaard & Associates LLC2,254$381K0.14%-27813F-HRTimeline
GeoWealth Management, LLC2,252$381K0.01%+73713F-HRTimeline
Eddie Patel Inc2,251$381K0.23%new13F-HRTimeline
SmartHarvest Portfolios, LLC2,251$381K0.12%-3913F-HRTimeline
Aljian Capital Management, LLC2,250$380K0.07%+413F-HRTimeline
Stokes Family Office, LLC2,247$380K0.04%-17413F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC2,246$380K0.34%013F-HRTimeline
Werba Rubin Papier Wealth Management2,244$379K0.05%-11613F-HRTimeline
BNB Wealth Management, LLC2,242$379K0.21%-23113F-HRTimeline
LAWOOD & CO2,222$376K0.25%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,217$375K0.03%-813F-HR/ATimeline
Berger Financial Group, Inc2,211$374K0.02%+213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,205$373K0.03%+2813F-HRTimeline
Flatrock Wealth Partners LLC2,197$371K0.15%+21713F-HRTimeline
Founders Financial Alliance, LLC2,194$371K0.05%+14313F-HRTimeline
VeraBank, N.A.2,191$370K0.06%013F-HRTimeline
Sterling Investment Advisors, Ltd.2,189$370K0.06%-23513F-HRTimeline
Zullo Investment Group, Inc.2,185$369K0.13%-14713F-HRTimeline
Cadent Capital Advisors, LLC2,169$367K0.08%-10813F-HRTimeline
Flywheel Private Wealth LLC2,168$366K0.18%-10513F-HRTimeline
SVB WEALTH LLC2,164$366K0.02%-42513F-HRTimeline
Sandy Cove Advisors, LLC2,159$365K0.09%+12613F-HRTimeline
Vanguard Capital Wealth Advisors2,156$365K0.25%-1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tributary Capital Management, LLC2,155$364K0.03%013F-HRTimeline
Bison Wealth, LLC2,050$363K0.03%+8713F-HRTimeline
Allegiance Financial Group Advisory Ser…2,146$363K0.06%+63813F-HRTimeline
Newman Dignan & Sheerar, Inc.2,142$362K0.07%-413F-HRTimeline
Goelzer Investment Management, Inc.2,139$362K0.02%013F-HRTimeline
CrossGen Wealth, LLC2,137$361K0.28%+613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,133$361K0.04%-89113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,127$360K0.01%+313F-HRTimelineGroup
Prosperity Consulting Group, LLC2,123$359K0.01%+21213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,134$359K0.05%+10013F-HRTimeline
Leisure Capital Management2,121$359K0.11%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,112$357K0.01%013F-HRTimeline
Register Financial Advisors LLC2,111$357K0.11%+913F-HRTimeline
WATERS PARKERSON & CO., LLC2,111$357K0.02%+5013F-HRTimeline
Financial Engines Advisors L.L.C.2,108$356K<0.01%+12413F-HRTimeline
Goodman Financial Corp2,106$356K0.06%-36013F-HRTimeline
Port Capital LLC2,103$356K0.01%-13013F-HRTimeline
Post Resch Tallon Group Inc.2,103$356K0.25%-713F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC1,679$355K0.23%013F-HRTimeline
BIP Wealth, LLC2,099$355K0.01%new13F-HRTimeline
Pflug Koory, LLC2,094$354K0.14%013F-HRTimeline
Anchor Investment Management, LLC2,094$354K0.03%013F-HRTimeline
New World Advisors LLC2,086$353K0.06%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.2,085$352K0.16%013F-HRTimeline
Manske Wealth Management2,079$351K0.09%-40513F-HRTimeline
Cassaday & Co Wealth Management LLC2,078$351K0.01%-1513F-HRTimeline
OPTIMA CAPITAL LLC2,077$351K0.14%+1613F-HRTimeline
R Squared Ltd2,076$351K0.18%new13F-HRTimeline
SeaCrest Wealth Management, LLC2,070$350K0.04%-39113F-HRTimeline
Nemes Rush Group LLC2,069$350K0.03%+3213F-HRTimeline
Facet Wealth, Inc.2,068$350K0.01%+53213F-HRTimeline
Trivium Point Advisory, LLC2,066$349K0.03%-3913F-HRTimeline
Old Port Advisors2,063$349K0.07%+2213F-HRTimeline
Farringdon Capital, Ltd.2,058$348K0.17%-17,47713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,045$346K0.11%+113F-HRTimeline
Defender Capital, LLC.2,036$344K0.11%013F-HRTimeline
Spinnaker Investment Group, LLC2,036$344K0.06%new13F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,035$344K0.04%013F-HRTimeline
Teza Capital Management LLC2,032$344K0.66%+51013F-HRTimeline
Parallax Volatility Advisers, L.P.2,031$343K0.01%-5,52613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,030$343K0.09%-90313F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK2,029$343K0.03%13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,024$342K0.12%-8913F-HRTimeline
Curated Wealth Partners LLC2,023$342K0.04%+81413F-HR/ATimeline
CPC Advisors, LLC2,015$341K0.05%-14513F-HRTimeline
DAVIDSON TRUST CO2,011$340K0.13%013F-HRTimeline
Gilliland Jeter Wealth Management LLC2,010$340K0.09%-2013F-HRTimeline
LeClair Wealth Partners LLC2,005$339K0.18%new13F-HRTimeline
Callahan Advisors, LLC2,000$338K0.03%-29613F-HRTimeline
Highlander Partners, L.P.2,000$338K0.11%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,997$338K0.03%+11413F-HRTimeline
CENTRAL BANK & TRUST CO1,990$336K0.05%013F-HRTimeline
Broderick Brian C1,990$336K0.05%013F-HRTimeline
NovaPoint Capital, LLC1,985$336K0.07%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,984$335K0.09%-13313F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,980$335K0.07%013F-HRTimeline
Basecamp Wealth Advisors LLC1,980$335K0.06%-1113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,980$335K0.02%+12713F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,976$334K<0.01%013F-HRTimeline
Tulsa Wealth Advisors, INC1,975$334K0.05%-1,06913F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,973$333K0.02%+8413F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,900$333K0.05%new13F-HRTimeline
Benchmark Financial, LLC1,961$332K0.27%013F-HRTimeline
Abacus Planning Group, Inc.1,958$331K0.04%+3713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,957$331K0.08%-16613F-HRTimeline
Intrinsic Value Partners, LLC1,957$331K0.23%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,956$331K0.11%+313F-HRTimeline
Sather Financial Group Inc1,955$330K0.02%+33013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,945$329K0.05%-3513F-HRTimeline
Douglas Lane & Associates, LLC1,940$328K<0.01%-50813F-HRTimeline
SJS Investment Consulting Inc.1,937$327K0.04%+3813F-HRTimeline
Meixler Investment Management, Ltd.1,936$327K0.18%-7113F-HRTimeline
LVW Advisors, LLC1,933$327K0.03%-21013F-HRTimeline
BKM Wealth Management, LLC1,933$327K0.12%-2413F-HRTimeline