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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
BXM Wealth LLC2,280$272K0.32%013F-HRTimeline
Flywheel Private Wealth LLC2,273$271K0.22%013F-HRTimeline
Goelzer Investment Management, Inc.2,270$271K0.01%-5013F-HRTimeline
Pure Financial Advisors, LLC2,268$271K<0.01%+27313F-HRTimeline
Aljian Capital Management, LLC2,265$270K0.06%-4613F-HRTimeline
BKM Wealth Management, LLC2,259$269K0.11%+713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,255$269K0.02%-5913F-HR/ATimeline
Red Door Wealth Management, LLC2,252$269K0.03%+5613F-HRTimeline
Lantern Wealth Advisors, LLC2,247$268K0.16%13F-HRTimeline
Measured Wealth Private Client Group, L…2,241$267K0.08%-713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,235$267K0.02%-3313F-HRTimeline
SPC Financial, Inc.2,235$267K0.02%+10013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,233$266K0.01%013F-HRTimeline
Orange Investment Advisors, Inc.2,225$265K0.03%013F-HRTimeline
Teamwork Financial Advisors, LLC2,219$265K0.03%-23813F-HRTimeline
Vestmark Advisory Solutions, Inc.2,210$264K<0.01%-13,00613F-HRTimeline
Patriot Financial Group Insurance Agenc…2,206$263K0.03%+11513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,201$263K0.09%-2113F-HRTimeline
Smartleaf Asset Management LLC2,200$262K0.02%-1,14613F-HRTimeline
Beaumont Financial Advisors, LLC2,199$262K0.02%-15213F-HRTimeline
Arax Advisory Partners1,716$262K0.01%+25013F-HRTimeline
Meixler Investment Management, Ltd.2,194$262K0.18%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,192$262K0.1%013F-HRTimeline
TFG Advisers LLC2,189$261K0.09%-12013F-HRTimeline
Sterling Investment Advisors, Ltd.2,189$261K0.06%-41113F-HRTimeline
FORTE CAPITAL LLC /ADV2,175$259K0.03%+28413F-HRTimeline
Waterloo Capital, L.P.2,175$259K0.02%+31813F-HRTimeline
Full Sail Capital, LLC2,170$259K0.01%new13F-HRTimeline
Diversified Enterprises, LLC2,161$258K0.02%-8513F-HRTimeline
TRUST POINT INC.2,159$258K0.02%+1813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,152$257K0.01%-8413F-HRTimelineGroup
Sage Mountain Advisors LLC2,146$256K0.02%-42413F-HRTimeline
TWO SIGMA SECURITIES, LLC2,143$256K0.03%-6,69013F-HRTimeline
VestGen Advisors, LLC2,141$255K0.01%-15713F-HRTimeline
HBW ADVISORY SERVICES LLC2,137$255K0.03%+3713F-HRTimeline
Apella Capital, LLC2,015$255K0.01%+3113F-HRTimeline
Cadent Capital Advisors, LLC2,133$254K0.08%-17013F-HRTimeline
TD Capital Management LLC2,125$253K0.02%+5113F-HRTimeline
Asset Dedication, LLC2,121$253K0.02%-513F-HRTimeline
Leisure Capital Management2,121$253K0.1%-7713F-HRTimeline
Signal Advisors Wealth, LLC2,120$253K0.02%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,119$253K0.02%+413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,117$253K0.13%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,117$253K0.06%new13F-HRTimeline
TrinityBridge Ltd2,110$252K0.01%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,105$251K0.22%013F-HRTimeline
Powers Advisory Group, LLC2,096$250K0.11%-38413F-HRTimeline
Anchor Investment Management, LLC2,094$250K0.02%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,092$250K0.02%+5413F-HRTimelineGroup
Commonwealth Financial Services, LLC2,090$249K0.05%+11113F-HRTimeline
WATERS PARKERSON & CO., LLC2,087$249K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,083$249K0.01%+44413F-HRTimeline
Alan B Lancz & Associates, Inc.2,082$248K0.25%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,081$248K0.02%-1,52013F-HRTimeline
Versant Capital Management, Inc2,080$248K0.04%+7213F-HRTimeline
Lifeworks Advisors, LLC2,079$248K0.04%+26713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.2,001$247K0.13%-8413F-HRTimeline
Fortune Financial Advisors, LLC2,060$246K0.2%013F-HRTimeline
OPTIMA CAPITAL LLC2,057$245K0.13%+14713F-HRTimeline
Financial Engines Advisors L.L.C.2,051$245K<0.01%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,045$244K0.09%013F-HRTimelineGroup
Defender Capital, LLC.2,036$243K0.08%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,035$243K0.03%013F-HRTimeline
TCI Wealth Advisors, Inc.2,031$242K0.02%+2713F-HRTimeline
First Financial Bankshares Inc2,030$242K0.01%-2513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,029$242K<0.01%+47913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KLCM Advisors, Inc.2,025$242K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,022$241K0.02%+83213F-HRTimeline
Tarbox Family Office, Inc.2,012$240K0.04%+2113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,012$240K0.02%+1313F-HRTimeline
WEIK CAPITAL MANAGEMENT2,010$240K0.09%-11013F-HRTimeline
Douglas Lane & Associates, LLC2,008$240K<0.01%-9813F-HRTimeline
JT Stratford LLC2,006$239K0.04%new13F-HRTimeline
HHM Wealth Advisors, LLC2,006$239K0.03%013F-HRTimeline
FIDUCIENT ADVISORS LLC2,000$239K0.03%new13F-HRTimeline
Highlander Partners, L.P.2,000$239K0.09%new13F-HRTimeline
Ignite Planners, LLC1,895$239K0.04%new13F-HR/ATimeline
Silver Coast Investments LLC1,994$238K0.09%new13F-HRTimeline
Nemes Rush Group LLC1,993$238K0.03%-12113F-HRTimeline
Accurate Wealth Management, LLC1,769$238K0.04%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,990$237K0.03%-23513F-HRTimeline
CENTRAL BANK & TRUST CO1,990$237K0.04%013F-HRTimeline
Broderick Brian C1,990$237K0.05%013F-HRTimeline
MBB PUBLIC MARKETS I LLC1,988$237K0.03%-48313F-HRTimeline
Frisch Financial Group, Inc.1,989$237K0.06%new13F-HRTimeline
Acropolis Investment Management, LLC1,986$237K0.01%-5213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,976$236K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,972$235K0.13%-32813F-HRTimeline
Gallagher Capital Advisors, LLC1,854$235K0.19%+1913F-HRTimeline
City Center Advisors, LLC1,961$234K0.25%new13F-HRTimeline
Portside Wealth Group, LLC1,958$234K0.03%+4813F-HRTimeline
LeClair Wealth Partners LLC1,956$233K0.16%-4713F-HRTimeline
Veltria Advisors Corp.1,951$233K0.16%new13F-HRTimeline
Indiana Trust & Investment Management Co1,945$232K0.08%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,937$232K+1,761Timeline
American Alpha Advisors, LLC1,942$232K0.19%new13F-HRTimeline
First Interstate Bank1,938$231K0.01%013F-HRTimeline
Strategies Wealth Advisors, LLC1,935$231K0.03%-1,85713F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,930$230K0.01%013F-HRTimeline
South Dakota Investment Council1,920$229K<0.01%013F-HRTimeline
Rehmann Capital Advisory Group1,917$229K0.01%+713F-HRTimeline
Cooper Financial Group1,904$227K0.03%+22513F-HRTimeline
X-Square Capital, LLC1,905$227K0.08%-4013F-HRTimeline
Bond & Devick Financial Network, Inc.1,902$227K0.08%013F-HRTimeline
apricus wealth, LLC1,900$227K0.13%new13F-HRTimeline
McGowan Group Asset Management, Inc.1,893$226K0.03%013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,891$226K0.04%new13F-HRTimeline
Optas, LLC1,888$225K0.04%new13F-HRTimeline
Avestar Capital, LLC1,883$225K0.02%-213F-HRTimeline
OAKWORTH CAPITAL, INC.1,881$224K0.01%013F-HRTimeline
Meridian Wealth Advisors, LLC1,878$224K0.04%+11313F-HRTimeline
Columbia Asset Management1,878$224K0.04%013F-HRTimeline
Old Port Advisors1,878$224K0.06%+8013F-HRTimeline
Summit Asset Management, LLC1,875$224K0.04%+113F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,874$224K0.08%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,868$223K0.01%+2713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,867$223K0.01%+9913F-HRTimelineGroup
Tranquility Partners, LLC1,866$223K0.08%-2513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,863$222K0.04%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,861$222K0.01%-27613F-HRTimeline
Catalina Capital Group, LLC1,858$222K0.15%+17713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,857$222K0.05%+10613F-HRTimeline
Argentarii, LLC1,855$221K0.1%-3213F-HRTimeline
WASHINGTON TRUST Co1,855$221K0.01%-8113F-HRTimeline
Asset Advisors Investment Management, L…1,848$220K0.02%013F-HRTimeline
Radnor Capital Management, LLC1,842$220K0.04%013F-HRTimeline
Chicago Capital, LLC1,842$220K0.01%013F-HRTimeline
Arbor Investment Advisors, LLC1,841$220K0.03%+1013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH1,839$219K0.02%13F-HR/ATimeline
Trueblood Wealth Management, LLC1,829$218K0.09%+713F-HRTimeline
Blackston Financial Advisory Group, LLC1,827$218K0.14%-7013F-HR/ATimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,826$218K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC1,825$218K0.08%-13913F-HRTimeline
L2 Asset Management, LLC1,821$217K0.04%+6813F-HRTimeline
Wolff Financial Management LLC1,815$217K0.06%013F-HRTimeline
McAdam, LLC1,816$217K0.01%+9613F-HRTimeline
Quent Capital, LLC1,815$217K0.02%-4013F-HRTimeline
Delta Investment Management, LLC1,813$216K0.04%-17913F-HRTimeline
State of Wyoming1,812$216K0.03%+32613F-HRTimeline
WealthShield Partners, LLC1,808$216K0.03%+8313F-HRTimeline
HENDLEY & CO INC1,805$215K0.08%-4,03013F-HRTimeline
VeraBank, N.A.1,802$215K0.04%-1513F-HRTimeline
Northwest Quadrant Wealth Management, L…1,800$215K0.05%-1413F-HRTimeline
Next Capital Management LLC1,800$215K0.08%new13F-HRTimeline
KPP Advisory Services LLC1,793$214K0.04%new13F-HR/ATimeline
Jaffetilchin Investment Partners, LLC1,793$214K0.01%+14713F-HRTimeline
VIAWEALTH, LLC1,791$214K0.13%013F-HRTimeline
Zullo Investment Group, Inc.1,789$214K0.09%+513F-HRTimeline
Fulcrum Equity Management1,787$213K0.22%-65213F-HRTimeline
Werba Rubin Papier Wealth Management1,786$213K0.04%-4113F-HRTimeline
Financial Advisors Network, Inc.1,783$213K0.03%-4813F-HRTimeline
Paragon Capital Management Ltd1,777$212K0.04%-1,88913F-HRTimeline
Independent Wealth Network Inc.1,772$211K0.08%-5713F-HRTimeline
HOURGLASS CAPITAL, LLC1,770$211K0.05%013F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC1,767$211K0.11%013F-HRTimeline
Signature Wealth Management Partners, L…1,765$211K0.12%013F-HRTimeline
Great Diamond Partners, LLC1,764$210K0.04%013F-HRTimeline
EASTERN BANK1,763$210K<0.01%-12413F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,758$210K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,756$210K0.02%+1413F-HRTimeline
Abacus Planning Group, Inc.1,755$209K0.03%-20113F-HR/ATimeline
MIdWestOne Financial Group, Inc.1,751$209K0.03%-14113F-HRTimeline
Perennial Investment Advisors, LLC1,751$209K0.02%+213F-HRTimeline
Archford Capital Strategies, LLC1,750$209K0.03%new13F-HRTimeline
MOLLER WEALTH PARTNERS1,748$209K0.05%-34813F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,743$208K0.09%013F-HRTimeline
Harbour Trust & Investment Management Co1,741$208K0.02%+5213F-HRTimeline
SYM FINANCIAL Corp1,739$207K0.02%new13F-HRTimeline
IVC Wealth Advisors LLC1,735$207K0.1%+513F-HRTimeline
LM Advisors LLC1,737$207K0.03%-1213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,735$207K0.02%+3813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC1,729$206K0.05%013F-HRTimeline
RiverFront Investment Group, LLC1,721$205K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,720$205K0.02%-67413F-HRTimeline
Per Stirling Capital Management, LLC.1,717$205K0.03%+613F-HRTimeline
True North Advisors, LLC1,715$205K0.04%new13F-HRTimeline
Sentry LLC1,710$204K0.04%013F-HRTimeline
Strait & Sound Wealth Management LLC1,705$203K0.09%-4013F-HRTimeline
Beirne Wealth Consulting Services, LLC1,700$203K0.07%013F-HRTimeline
Crestmont Private Wealth LLC1,698$203K0.07%013F-HRTimeline
Pinnacle Family Advisors, LLC1,692$202K0.1%-3413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,687$201K0.06%013F-HRTimeline
Key Client Fiduciary Advisors, LLC1,682$201K0.08%+2213F-HRTimeline
JNBA Financial Advisors1,674$200K0.02%013F-HRTimeline
Bank of New Hampshire1,672$199K0.05%-8013F-HRTimeline
Westside Investment Management, Inc.1,658$199K0.04%+18713F-HRTimeline
CENTAURUS FINANCIAL, INC.1,656$198K0.01%-68113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,639$196K0.13%-813F-HRTimeline
Cherry Tree Wealth Management, LLC1,629$194K0.05%-6613F-HRTimeline
Perkins Coie Trust Co1,623$194K0.03%-613F-HRTimeline
Archer Investment Corp1,606$192K0.05%-3,46913F-HRTimeline
Sound Income Strategies, LLC1,595$190K0.01%+85213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,580$188K0.01%+9813F-HRTimelineGroup
Oslo Pensjonsforsikring AS1,570$187K0.03%-30013F-HRTimeline
Coastline Trust Co1,549$185K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.1,547$185K0.01%+1,12113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,540$184K0.01%-1,82713F-HRTimelineGroup
Deseret Mutual Benefit Administrators1,538$183K0.09%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,521$181K0.02%-15013F-HRTimelineGroup
GeoWealth Management, LLC1,515$181K0.01%+6013F-HRTimeline