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Disclosery

PSX PHILLIPS 66

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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.

HolderSharesValue% of portfolioChangeSource
RITHOLTZ WEALTH MANAGEMENT2,348$290K0.01%new13F-HRTimeline
Disciplined Investors, L.L.C.2,345$290K0.26%-10313F-HRTimeline
JACOBS & CO/CA2,346$289K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,337$289K0.02%+81513F-HRTimeline
ProVise Management Group, LLC2,333$288K0.02%+23513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,333$288K0.15%+14013F-HRTimeline
Stokes Family Office, LLC2,330$288K0.03%-4913F-HRTimeline
Hurlow Wealth Management Group, Inc.2,326$287K0.09%013F-HRTimeline
Goelzer Investment Management, Inc.2,320$286K0.02%013F-HR/ATimeline
Gilliland Jeter Wealth Management LLC2,318$286K0.1%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,314$286K0.02%-1,73813F-HR/ATimeline
Aljian Capital Management, LLC2,311$285K0.07%-21413F-HRTimeline
TFG Advisers LLC2,309$285K0.1%-12013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,309$285K0.02%+54713F-HRTimeline
Calydon Capital2,304$284K0.05%013F-HRTimeline
Cadent Capital Advisors, LLC2,303$284K0.11%-6913F-HRTimeline
UHLMANN PRICE SECURITIES, LLC2,302$284K0.21%new13F-HRTimeline
Polymer Capital Management (US) LLC2,301$284K0.09%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,300$284K0.16%+1,01813F-HRTimeline
VestGen Advisors, LLC2,298$284K0.01%13F-HRTimeline
Soltis Investment Advisors LLC2,290$283K0.03%-1,16613F-HRTimeline
Duncan Williams Asset Management, LLC2,287$282K0.1%-3513F-HRTimeline
CHELSEA COUNSEL CO2,285$282K0.15%-4,30013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,280$282K0.08%013F-HRTimeline
BXM Wealth LLC2,280$282K0.34%new13F-HRTimeline
Hexagon Capital Partners LLC2,273$281K0.05%+313F-HRTimeline
Flywheel Private Wealth LLC2,273$281K0.26%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,268$280K0.03%+6813F-HRTimeline
Purkiss Capital Advisors LLC2,258$279K0.21%+21813F-HRTimeline
Cassaday & Co Wealth Management LLC2,256$279K0.01%+22613F-HRTimeline
BKM Wealth Management, LLC2,252$278K0.11%-1,22113F-HRTimeline
Measured Wealth Private Client Group, L…2,248$278K0.09%-10313F-HRTimeline
Diversified Enterprises, LLC2,246$277K0.02%+33313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,236$276K0.01%+18613F-HRTimelineGroup
Forza Wealth Management, LLC2,235$276K0.12%+5013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,233$276K0.01%+23613F-HRTimeline
Moloney Securities Asset Management, LLC2,225$275K0.04%-22613F-HRTimeline
Orange Investment Advisors, Inc.2,225$275K0.03%-27513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,222$274K0.1%013F-HRTimeline
Vanguard Capital Wealth Advisors2,216$274K0.33%-1,97413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leisure Capital Management2,198$271K0.11%013F-HRTimeline
Red Door Wealth Management, LLC2,196$271K0.04%-8313F-HRTimeline
Eisler Capital Management Ltd.2,196$271K0.01%-35,97313F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,192$271K0.11%-20513F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,178$269K0.01%new13F-HRTimeline
TRUST POINT INC.2,141$264K0.02%-12413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,137$264K0.02%013F-HRTimeline
SPC Financial, Inc.2,135$264K0.02%-5913F-HRTimeline
Asset Dedication, LLC2,126$262K0.02%+9413F-HRTimeline
CWA Asset Management Group, LLC2,124$262K0.01%-1,78413F-HRTimeline
WEIK CAPITAL MANAGEMENT2,120$262K0.11%-15013F-HRTimeline
Union Bancaire Privee, UBP SA2,284$262K0.01%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,117$261K0.15%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,115$261K0.02%+213F-HRTimeline
Nemes Rush Group LLC2,114$261K0.03%+1013F-HRTimeline
Schechter Investment Advisors, LLC2,114$261K0.02%-1,47113F-HRTimeline
TrinityBridge Ltd2,110$261K0.01%-82513F-HRTimeline
Douglas Lane & Associates, LLC2,106$260K<0.01%-2513F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,105$260K0.24%+10013F-HRTimeline
HBW ADVISORY SERVICES LLC2,100$259K0.04%-7313F-HRTimeline
MOLLER WEALTH PARTNERS2,096$259K0.06%-31213F-HRTimeline
Anchor Investment Management, LLC2,094$259K0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,091$258K0.03%+9013F-HRTimeline
WATERS PARKERSON & CO., LLC2,087$258K0.01%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.2,085$257K0.15%013F-HRTimeline
Alan B Lancz & Associates, Inc.2,082$257K0.27%013F-HRTimeline
TD Capital Management LLC2,074$256K0.03%+7413F-HRTimeline
Fortune Financial Advisors, LLC2,060$254K0.22%013F-HRTimeline
LRI Investments, LLC2,056$254K0.02%-26613F-HRTimeline
First Financial Bankshares Inc2,055$254K0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,050$253K<0.01%-9513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,045$253K0.11%new13F-HRTimelineGroup
Defender Capital, LLC.2,036$252K0.1%-4013F-HRTimeline
Acropolis Investment Management, LLC2,038$252K0.01%-11213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,038$252K0.02%new13F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC2,035$251K0.03%013F-HRTimeline
Adero Partners, LLC2,032$251K0.02%+13213F-HRTimeline
KLCM Advisors, Inc.2,025$250K0.03%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,023$250K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc2,008$248K0.04%+67213F-HRTimeline
HHM Wealth Advisors, LLC2,006$248K0.03%-913F-HRTimeline
TCI Wealth Advisors, Inc.2,004$247K0.02%+1213F-HRTimeline
LeClair Wealth Partners LLC2,003$247K0.18%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,999$247K0.03%+1,04313F-HRTimeline
Pure Financial Advisors, LLC1,995$246K0.01%+17313F-HRTimeline
Sharp Wealth Advisory, LLC1,993$246K0.19%-1,12813F-HRTimeline
Delta Investment Management, LLC1,992$246K0.05%-14213F-HRTimeline
Tarbox Family Office, Inc.1,991$246K0.04%013F-HRTimeline
CENTRAL BANK & TRUST CO1,990$246K0.04%+21413F-HRTimeline
Broderick Brian C1,990$246K0.05%013F-HRTimeline
Delta Financial Group, Inc.1,938$245K0.06%-4113F-HRTimeline
Commonwealth Financial Services, LLC1,979$244K0.05%+11213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,976$244K<0.01%013F-HRTimeline
Sandy Cove Advisors, LLC1,964$243K0.1%+13113F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,964$243K0.18%+4613F-HRTimeline
Empower Advisory Group, LLC1,960$242K<0.01%-78213F-HRTimeline
Abacus Planning Group, Inc.1,956$242K0.04%new13F-HRTimeline
RDA Financial Network1,952$241K0.07%-1,66713F-HRTimeline
Indiana Trust & Investment Management Co1,945$240K0.09%013F-HRTimeline
X-Square Capital, LLC1,945$240K0.1%-113F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,939$239K0.18%-1813F-HRTimeline
First Interstate Bank1,938$239K0.01%-35013F-HRTimeline
WASHINGTON TRUST Co1,936$239K0.01%-52513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,930$238K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,926$238K0.09%+9013F-HRTimelineGroup
South Dakota Investment Council1,920$237K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,916$237K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group1,910$236K0.01%-513F-HRTimeline
OPTIMA CAPITAL LLC1,910$236K0.15%+1813F-HRTimeline
Portside Wealth Group, LLC1,910$236K0.04%+13313F-HR/ATimeline
LITTLE HOUSE CAPITAL LLC1,904$235K0.06%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,902$235K0.09%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,897$234K0.16%-7613F-HR/ATimeline
McGowan Group Asset Management, Inc.1,893$234K0.03%013F-HRTimeline
MIdWestOne Financial Group, Inc.1,892$234K0.03%013F-HRTimeline
FORTE CAPITAL LLC /ADV1,891$234K0.03%new13F-HRTimeline
Tranquility Partners, LLC1,891$234K0.09%013F-HRTimeline
Argentarii, LLC1,887$233K0.12%+4413F-HRTimeline
EASTERN BANK1,887$233K<0.01%-76013F-HRTimeline
VESTOR CAPITAL, LLC1,885$233K0.02%-33113F-HRTimeline
Avestar Capital, LLC1,885$233K0.02%-11913F-HRTimeline
OAKWORTH CAPITAL, INC.1,881$232K0.02%+22713F-HRTimeline
Columbia Asset Management1,878$232K0.05%013F-HRTimeline
Summit Asset Management, LLC1,874$231K0.04%+113F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,870$231K0.07%013F-HRTimeline
Oslo Pensjonsforsikring AS1,870$231K0.03%-35213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,863$230K0.04%-22613F-HRTimeline
Waterloo Capital, L.P.1,857$229K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC1,855$229K0.01%+3813F-HRTimeline
Quent Capital, LLC1,855$229K0.02%-7213F-HRTimeline
CTC Alternative Strategies, Ltd.1,850$228K0.28%+3813F-HRTimeline
Asset Advisors Investment Management, L…1,848$228K0.02%new13F-HRTimeline
Chicago Capital, LLC1,842$227K0.01%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,841$227K0.01%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,841$227K0.01%013F-HRTimelineGroup
Radnor Capital Management, LLC1,842$227K0.04%013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…1,837$227K<0.01%new13F-HRTimelineGroup
Gallagher Capital Advisors, LLC1,835$227K0.17%+1813F-HRTimeline
Financial Advisors Network, Inc.1,831$226K0.04%new13F-HRTimeline
Arbor Investment Advisors, LLC1,831$226K0.03%new13F-HRTimeline
Independent Wealth Network Inc.1,829$226K0.09%-10813F-HRTimeline
Werba Rubin Papier Wealth Management1,827$226K0.05%-4613F-HRTimeline
Trueblood Wealth Management, LLC1,822$225K0.1%+613F-HRTimeline
VeraBank, N.A.1,817$224K0.06%+1513F-HRTimeline
Wolff Financial Management LLC1,815$224K0.06%013F-HRTimeline
Northwest Quadrant Wealth Management, L…1,814$224K0.05%+1513F-HRTimeline
Azimuth Capital Investment Management L…1,813$224K0.01%-12413F-HRTimeline
Lifeworks Advisors, LLC1,812$224K0.04%new13F-HRTimeline
Accelerate Investment Advisors LLC1,809$223K0.19%new13F-HRTimeline
PUREfi Wealth, LLC1,803$223K0.22%new13F-HRTimeline
Old Port Advisors1,798$222K0.07%-5513F-HRTimeline
VIAWEALTH, LLC1,791$221K0.14%013F-HRTimeline
Zullo Investment Group, Inc.1,784$220K0.09%+1013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,783$220K0.02%new13F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…1,781$220K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,751$219K0.06%new13F-HRTimeline
CSS LLC/IL1,770$219K0.02%-78013F-HRTimeline
HOURGLASS CAPITAL, LLC1,770$219K0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,768$218K0.01%-24013F-HRTimelineGroup
NovaPoint Capital, LLC1,767$218K0.07%new13F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,767$218K0.12%013F-HRTimeline
Meridian Wealth Advisors, LLC1,765$218K0.04%+813F-HRTimeline
Signature Wealth Management Partners, L…1,765$218K0.14%013F-HRTimeline
Great Diamond Partners, LLC1,764$218K0.06%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,758$217K0.05%013F-HRTimeline
L2 Asset Management, LLC1,753$216K0.04%new13F-HRTimeline
Bank of New Hampshire1,752$216K0.06%-23513F-HRTimeline
Perennial Investment Advisors, LLC1,749$216K0.02%new13F-HRTimeline
LM Advisors LLC1,749$216K0.04%-25113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,742$216K0.02%-60513F-HR/ATimeline
Strait & Sound Wealth Management LLC1,745$215K0.1%-30013F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,743$215K0.1%new13F-HRTimeline
Realta Investment Advisors1,742$215K0.1%-35313F-HRTimeline
IVC Wealth Advisors LLC1,730$214K0.11%new13F-HRTimeline
AMI INVESTMENT MANAGEMENT INC1,729$213K0.07%new13F-HRTimeline
Prosperity Consulting Group, LLC1,728$213K0.02%new13F-HRTimeline
Pinnacle Family Advisors, LLC1,726$213K0.12%new13F-HRTimeline
WealthShield Partners, LLC1,725$213K0.03%new13F-HRTimeline
McAdam, LLC1,720$212K0.01%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,207$212K0.08%-57913F-HRTimeline
Sovereign Financial Group, Inc.1,719$212K0.05%new13F-HRTimeline
Bayforest Capital Ltd1,718$212K0.09%+1,07413F-HR/ATimeline
Per Stirling Capital Management, LLC.1,711$211K0.03%new13F-HRTimeline
Endowment Wealth Management, Inc.1,711$211K0.14%new13F-HRTimeline
Sentry LLC1,710$211K0.04%new13F-HRTimeline
Proficio Capital Partners LLC1,708$211K0.02%new13F-HRTimeline
BIP Wealth, LLC1,707$211K0.01%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC1,700$210K0.07%new13F-HRTimeline
Patton Albertson Miller Group, LLC1,698$210K0.03%new13F-HR/ATimeline
Crestmont Private Wealth LLC1,698$210K0.09%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,697$210K0.04%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,695$209K0.05%013F-HRTimeline
FARMERS TRUST CO1,693$209K0.04%new13F-HRTimeline
Harbour Trust & Investment Management Co1,689$209K0.03%-2,12213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,687$208K0.07%new13F-HRTimeline
Catalina Capital Group, LLC1,681$208K0.14%-1,12413F-HRTimeline
Cooper Financial Group1,679$207K0.03%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,671$207K0.02%-1213F-HRTimelineGroup
PFG Private Wealth Management, LLC1,675$207K0.11%+44213F-HRTimeline
JNBA Financial Advisors1,674$207K0.02%+1,01913F-HRTimeline