Skip to content
Disclosery

PSX PHILLIPS 66

Follow

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
Bison Wealth, LLC2,531$288K0.06%-5,01313F-HRTimeline
PLIMOTH TRUST CO LLC2,526$288K0.07%013F-HRTimeline
Aljian Capital Management, LLC2,525$288K0.06%+713F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,525$288K0.03%+20013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,502$285K0.14%013F-HRTimeline
Orange Investment Advisors, Inc.2,500$285K0.03%-21013F-HRTimeline
Quilter Plcin group Quilter Plc2,493$284K0.01%013F-HRTimelineGroup
Disciplined Investors, L.L.C.2,448$284K0.27%13F-HRTimeline
Port Capital LLC2,481$283K0.01%+12213F-HRTimeline
Sage Mountain Advisors LLC2,480$283K0.02%-17313F-HRTimeline
WASHINGTON TRUST Co2,461$280K0.01%-3013F-HRTimeline
Warwick Investment Management, Inc.2,461$280K0.06%-20013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC2,460$280K0.09%-22913F-HRTimeline
Ethos Financial Group, LLC2,454$280K0.04%-3513F-HRTimeline
Moloney Securities Asset Management, LLC2,451$279K0.04%-13013F-HRTimeline
CFO4Life Group, LLC2,437$278K0.05%-5313F-HRTimeline
Private Portfolio Partners LLC2,433$277K0.05%-72513F-HRTimeline
Greenfield Savings Bank2,433$277K0.13%013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.2,429$277K0.11%013F-HRTimeline
TFG Advisers LLC2,429$277K0.1%+1213F-HRTimeline
Manske Wealth Management2,420$276K0.11%13F-HRTimeline
MONTAG A & ASSOCIATES INC2,409$274K0.01%013F-HRTimeline
MOLLER WEALTH PARTNERS2,408$274K0.07%013F-HRTimeline
Allegheny Financial Group2,407$274K0.07%+3913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,117$274K0.15%013F-HRTimeline
Ipswich Investment Management Co., Inc.2,400$273K0.07%013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,397$273K0.11%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,396$273K0.03%-1013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,392$273K0.05%-6,24113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.2,388$272K0.15%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,385$272K0.02%+113F-HRTimeline
Parkside Financial Bank & Trust2,384$272K0.04%+10313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,384$272K0.12%+1513F-HRTimeline
Stokes Family Office, LLC2,379$271K0.03%-713F-HRTimeline
SkyOak Wealth, LLC2,378$271K0.06%013F-HRTimeline
PFG Advisors2,376$271K0.02%-42313F-HRTimeline
Cadent Capital Advisors, LLC2,372$270K0.09%-48913F-HRTimeline
Hamilton Capital, LLC2,371$270K0.02%+2913F-HRTimeline
Apriem Advisors2,368$270K0.03%+21013F-HRTimeline
Sterling Investment Advisors, Ltd.2,364$269K0.07%013F-HRTimeline
Cross Staff Investments Inc2,363$269K0.19%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,360$269K0.06%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC2,352$268K0.19%013F-HRTimeline
Measured Wealth Private Client Group, L…2,351$268K0.09%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,347$268K0.02%-4,93613F-HRTimeline
JACOBS & CO/CA2,346$267K0.03%013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,326$265K0.08%+7513F-HRTimeline
M3 Advisory Group, LLC2,323$265K0.19%-6713F-HRTimeline
Duncan Williams Asset Management, LLC2,322$265K0.1%013F-HRTimeline
LRI Investments, LLC2,322$265K0.03%+63613F-HRTimeline
Goelzer Investment Management, Inc.2,320$264K0.02%013F-HRTimeline
Gilliland Jeter Wealth Management LLC2,318$264K0.09%-33513F-HRTimeline
Beaumont Financial Advisors, LLC2,313$264K0.02%+2013F-HRTimeline
Calydon Capital2,304$262K0.05%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,295$261K0.01%new13F-HRTimeline
Kovack Advisors, Inc.2,290$261K0.03%-42713F-HRTimeline
Fulcrum Equity Management2,290$261K0.26%-1,68013F-HRTimeline
First Interstate Bank2,288$261K0.02%+18813F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,280$260K0.07%013F-HRTimeline
Red Door Wealth Management, LLC2,279$260K0.04%+31613F-HRTimeline
Flywheel Private Wealth LLC2,273$259K0.24%13F-HRTimeline
Hexagon Capital Partners LLC2,270$259K0.05%+62913F-HRTimeline
WEIK CAPITAL MANAGEMENT2,270$259K0.11%013F-HRTimeline
TRUST POINT INC.2,265$258K0.02%+28913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,276$258K<0.01%-8613F-HRTimelineGroup
Pallas Capital Advisors LLC2,247$256K0.01%-3713F-HRTimeline
Lantern Wealth Advisors, LLC2,224$253K0.16%+9913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,223$253K0.02%-2,98313F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS2,222$253K<0.01%+45813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,222$253K0.09%013F-HRTimeline
Oslo Pensjonsforsikring AS2,222$253K0.04%+45813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,217$253K0.04%-10513F-HRTimeline
VESTOR CAPITAL, LLC2,216$252K0.02%+33113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,200$251K0.02%+2513F-HRTimeline
Leisure Capital Management2,198$250K0.1%013F-HRTimeline
Bond & Devick Financial Network, Inc.1,902$250K0.11%013F-HRTimeline
SPC Financial, Inc.2,194$250K0.02%+10013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,193$250K0.13%13F-HRTimeline
Hirtle & Co., LLC2,188$249K0.01%+56813F-HRTimeline
Forza Wealth Management, LLC2,185$249K0.11%+22113F-HRTimeline
HBW ADVISORY SERVICES LLC2,173$248K0.03%+1513F-HRTimeline
Acropolis Investment Management, LLC2,150$245K0.01%-12813F-HRTimeline
Brooklyn Investment Group2,146$244K0.07%+62113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,145$244K<0.01%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,137$243K0.02%013F-HRTimeline
Realta Investment Advisors2,095$243K0.1%-1,91513F-HRTimeline
Delta Investment Management, LLC2,134$243K0.05%+1713F-HRTimeline
Douglas Lane & Associates, LLC2,131$243K<0.01%-513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,113$241K0.02%+313F-HRTimeline
GeoWealth Management, LLC2,105$240K0.01%-15913F-HRTimeline
Thomasville National Bank2,104$240K0.02%013F-HRTimeline
Nemes Rush Group LLC2,104$240K0.03%+48313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,135$239K0.02%+67813F-HRTimeline
ProVise Management Group, LLC2,098$239K0.02%new13F-HRTimeline
Anchor Investment Management, LLC2,094$239K0.02%-813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,089$238K0.04%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,087$238K0.01%+20013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.2,085$238K0.14%-10013F-HRTimeline
Alan B Lancz & Associates, Inc.2,082$237K0.24%013F-HRTimeline
Secure Asset Management, LLC2,082$237K0.04%+1013F-HRTimeline
Defender Capital, LLC.2,076$237K0.09%013F-HRTimeline
Fortune Financial Advisors, LLC2,060$235K0.21%013F-HRTimeline
First Financial Bankshares Inc2,055$234K0.01%-4013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,050$234K0.01%-81513F-HRTimelineGroup
SHUFRO ROSE & CO LLC2,049$233K0.02%013F-HRTimeline
Strait & Sound Wealth Management LLC2,045$233K0.11%-42013F-HRTimeline
Purkiss Capital Advisors LLC2,040$232K0.2%13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,040$232K0.09%-35313F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,035$232K0.03%013F-HRTimeline
Asset Dedication, LLC2,032$232K0.02%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,030$231K0.01%+7213F-HRTimeline
Opus Capital Group, LLC2,028$231K0.03%-46713F-HRTimeline
KLCM Advisors, Inc.2,025$231K0.03%-4713F-HRTimeline
Blue Capital, Inc.2,024$231K0.16%13F-HRTimeline
Greenland Capital Management LP2,020$230K0.05%-11013F-HRTimeline
HHM Wealth Advisors, LLC2,015$230K0.03%+913F-HRTimeline
K.J. Harrison & Partners Inc2,000$229K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,008$229K0.01%+11613F-HRTimelineGroup
Krane Funds Advisors LLC2,008$229K0.01%-34213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,005$228K0.22%-33813F-HRTimeline
Avestar Capital, LLC2,004$228K0.02%+11913F-HRTimeline
LeClair Wealth Partners LLC2,003$228K0.15%13F-HRTimeline
LM Advisors LLC2,000$228K0.04%013F-HR/ATimeline
Patriot Financial Group Insurance Agenc…2,001$228K0.03%+7613F-HRTimeline
TD Capital Management LLC2,000$228K0.02%013F-HRTimeline
Private Wealth Partners, LLC2,000$228K0.02%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,997$228K0.01%-1013F-HRTimeline
TCI Wealth Advisors, Inc.1,992$227K0.02%-5313F-HRTimeline
Tarbox Family Office, Inc.1,991$227K0.04%013F-HRTimeline
Broderick Brian C1,990$227K0.04%013F-HRTimeline
Bank of New Hampshire1,987$226K0.06%+10513F-HRTimeline
SUTTON PLACE INVESTORS LLC1,982$226K0.13%-1113F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,976$225K<0.01%013F-HRTimeline
Delta Financial Group, Inc.1,979$225K0.05%new13F-HRTimeline
Blackston Financial Advisory Group, LLC1,973$225K0.11%-3913F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,957$223K0.15%new13F-HRTimeline
X-Square Capital, LLC1,946$222K0.09%-313F-HRTimeline
Bath Savings Trust Co1,948$222K0.02%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,946$222K0.02%-29713F-HRTimeline
Indiana Trust & Investment Management Co1,945$222K0.08%013F-HRTimeline
Independent Wealth Network Inc.1,937$221K0.09%+28013F-HRTimeline
Azimuth Capital Investment Management L…1,937$221K0.01%-19813F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,930$220K0.01%013F-HRTimeline
DRW Securities, LLC1,927$220K0.01%+23713F-HRTimeline
Quent Capital, LLC1,927$220K0.02%-32413F-HRTimeline
South Dakota Investment Council1,920$219K<0.01%new13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,918$219K0.16%013F-HRTimeline
Rehmann Capital Advisory Group1,915$218K0.01%-11013F-HRTimeline
Diversified Enterprises, LLC1,913$218K0.02%+113F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,908$217K0.12%new13F-HRTimelineGroup
Next Capital Management LLC1,904$217K0.09%013F-HRTimeline
Adero Partners, LLC1,900$216K0.01%+6813F-HRTimeline
McGowan Group Asset Management, Inc.1,893$216K0.03%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,857$216K0.04%+213F-HRTimeline
MIdWestOne Financial Group, Inc.1,892$216K0.03%+15413F-HRTimeline
OPTIMA CAPITAL LLC1,892$216K0.15%13F-HRTimeline
Tranquility Partners, LLC1,891$215K0.08%013F-HRTimeline
Columbia Asset Management1,878$214K0.04%013F-HRTimeline
Summit Asset Management, LLC1,873$213K0.04%013F-HRTimeline
Werba Rubin Papier Wealth Management1,873$213K0.05%+113F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,870$213K0.07%013F-HRTimeline
Commonwealth Financial Services, LLC1,867$213K0.04%new13F-HRTimeline
State of Wyoming1,857$212K0.03%+95713F-HRTimeline
Old Port Advisors1,853$211K0.06%+23913F-HRTimeline
Argentarii, LLC1,843$210K0.11%13F-HRTimeline
Radnor Capital Management, LLC1,842$210K0.04%-30013F-HRTimeline
Chicago Capital, LLC1,842$210K0.01%+20013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,841$210K<0.01%+8913F-HRTimelineGroup
United Community Bankin group United Community Bank1,836$209K0.08%-2413F-HRTimelineGroup
Sandy Cove Advisors, LLC1,833$209K0.08%-5013F-HRTimeline
Fractal Investments LLC1,823$208K0.03%-67713F-HRTimeline
Pure Financial Advisors, LLC1,822$208K<0.01%+1713F-HRTimeline
Gallagher Capital Advisors, LLC1,817$207K0.15%13F-HRTimeline
EVOKE WEALTH, LLC1,817$207K0.01%+21213F-HRTimeline
Wolff Financial Management LLC1,815$207K0.06%013F-HRTimeline
Trueblood Wealth Management, LLC1,816$207K0.1%+613F-HRTimeline
CTC Alternative Strategies, Ltd.1,812$206K0.27%new13F-HRTimeline
VeraBank, N.A.1,802$205K0.06%013F-HRTimeline
BSW Wealth Partners1,799$205K0.03%new13F-HRTimeline
Northwest Quadrant Wealth Management, L…1,799$205K0.05%-1213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC1,798$205K0.09%13F-HRTimeline
VIAWEALTH, LLC1,791$204K0.12%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,781$203K0.01%+13113F-HRTimeline
Portside Wealth Group, LLC1,777$202K0.03%+4413F-HR/ATimeline
CENTRAL BANK & TRUST CO1,776$202K0.03%013F-HRTimeline
Zullo Investment Group, Inc.1,774$202K0.08%+513F-HRTimeline
HOURGLASS CAPITAL, LLC1,770$202K0.06%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,767$201K0.12%new13F-HRTimeline
Signature Wealth Management Partners, L…1,765$201K0.14%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,760$201K0.1%-28713F-HRTimeline
Great Diamond Partners, LLC1,764$201K0.05%-3,57813F-HRTimeline
SIMON QUICK ADVISORS, LLC1,762$201K0.01%+1213F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,758$200K0.05%-1,00513F-HRTimeline
Meridian Wealth Advisors, LLC1,757$200K0.03%-3213F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,751$199K0.01%13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,705$194K0.01%+35013F-HRTimelineGroup
Arax Advisory Partners1,699$194K0.01%+1,07913F-HRTimeline
Cherry Tree Wealth Management, LLC1,695$193K0.05%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,683$192K0.02%+913F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,654$188K0.01%-613F-HRTimeline