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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,808 managers (1,840 13F filers) reported a position in PSX shares at 2025-09-30, 306,067,105 shares in all. 190 filers opened a position and 110 filers sold out during the quarter.

Managers
1,808
13F filers
1,840
New
190
Added
631
Reduced
642
Sold out
110
Shares held by filers
306,067,105

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RICHARDS, MERRILL & PETERSON, INC.2,369$322K0.14%+1013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,368$322K0.06%+813F-HRTimeline
Cross Staff Investments Inc2,363$321K0.22%013F-HRTimeline
Chronos Wealth Management, LLC2,359$321K0.16%013F-HRTimeline
TRUST POINT INC.2,358$321K0.03%+19913F-HRTimeline
FIL Ltdin group FIL Ltd2,351$320K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,347$319K0.11%-11613F-HRTimeline
JACOBS & CO/CA2,346$319K0.03%013F-HRTimeline
Cadence Bank2,335$318K0.02%-7113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,332$317K<0.01%-33013F-HRTimelineGroup
VESTOR CAPITAL, LLC2,322$316K0.02%-7,69613F-HRTimeline
Calydon Capital2,317$315K0.05%-2,25513F-HRTimeline
Breakwater Capital Group2,312$314K0.05%+3013F-HRTimeline
Gilliland Jeter Wealth Management LLC2,308$314K0.1%-1013F-HRTimeline
Financial Engines Advisors L.L.C.2,307$314K<0.01%+25613F-HRTimeline
Quarry LP2,306$314K0.08%-7,17613F-HRTimeline
Cassaday & Co Wealth Management LLC2,298$313K0.01%-7313F-HRTimeline
Callahan Advisors, LLC2,296$312K0.03%013F-HRTimeline
Goelzer Investment Management, Inc.2,293$312K0.02%+2313F-HRTimeline
Duncan Williams Asset Management, LLC2,287$311K0.09%013F-HRTimeline
CHELSEA COUNSEL CO2,285$311K0.14%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,280$310K0.07%013F-HRTimeline
BXM Wealth LLC2,280$310K0.29%013F-HRTimeline
Pure Financial Advisors, LLC2,279$310K<0.01%+1113F-HRTimeline
Flywheel Private Wealth LLC2,273$309K0.24%013F-HRTimeline
Kera Capital Partners, Inc.2,257$307K0.05%new13F-HRTimeline
Cadent Capital Advisors, LLC2,257$307K0.08%+12413F-HRTimeline
Lantern Wealth Advisors, LLC2,247$306K0.16%013F-HRTimeline
Qsemble Capital Management, LP2,246$306K0.03%new13F-HRTimeline
Tributary Capital Management, LLC2,245$305K0.03%new13F-HR/ATimeline
Measured Wealth Private Client Group, L…2,241$305K0.08%013F-HRTimeline
Aljian Capital Management, LLC2,237$304K0.06%-2813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,233$304K0.01%013F-HRTimeline
BIP Wealth, LLC2,233$304K0.02%new13F-HRTimeline
Orange Investment Advisors, Inc.2,225$303K0.03%013F-HRTimeline
Leonteq Securities AG2,207$300K0.02%-2,81413F-HRTimeline
Red Door Wealth Management, LLC2,202$300K0.03%-5013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,201$299K0.09%013F-HRTimeline
Beaumont Financial Advisors, LLC2,197$299K0.02%-213F-HRTimeline
Disciplined Investors, L.L.C.2,195$299K0.21%-25713F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,192$298K0.1%013F-HRTimeline
CPC Advisors, LLC2,191$298K0.03%-8,33813F-HRTimeline
Polymer Capital Management (US) LLC2,190$298K0.04%-4,35913F-HRTimeline
Sterling Investment Advisors, Ltd.2,189$298K0.06%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,187$297K0.03%-4813F-HRTimeline
Blackhawk Capital Partners, LLC2,185$297K0.12%-39713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,181$297K<0.01%+15213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBW ADVISORY SERVICES LLC2,161$294K0.03%+2413F-HRTimeline
Acropolis Investment Management, LLC2,460$293K0.01%+47413F-HRTimeline
SYM FINANCIAL Corp2,147$292K0.03%+40813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,126$289K0.01%+30013F-HRTimeline
TD Capital Management LLC2,126$289K0.03%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,123$289K0.01%-2913F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC2,121$289K0.02%+213F-HRTimeline
Leisure Capital Management2,121$288K0.1%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.2,117$288K0.05%013F-HRTimeline
Diversified Enterprises, LLC2,115$288K0.02%-4613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,112$287K0.03%+10013F-HRTimeline
Post Resch Tallon Group Inc.2,110$287K0.25%-82913F-HRTimeline
TrinityBridge Ltd2,110$287K0.01%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,105$286K0.25%013F-HRTimeline
Anchor Investment Management, LLC2,094$285K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,092$285K0.56%-38,65113F-HRTimeline
Corton Capital Inc.2,084$283K0.7%new13F-HRTimeline
Alan B Lancz & Associates, Inc.2,082$283K0.26%013F-HRTimeline
Baker Avenue Asset Management, LP2,080$283K0.01%new13F-HRTimeline
WATERS PARKERSON & CO., LLC2,074$282K0.01%-1313F-HRTimeline
Fortune Financial Advisors, LLC2,060$280K0.21%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,054$279K0.04%new13F-HRTimeline
Rehmann Capital Advisory Group2,046$278K0.02%+12913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,045$278K0.09%013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC2,035$277K0.03%013F-HRTimeline
Clark Capital Management Group, Inc.2,034$277K<0.01%new13F-HRTimeline
Portside Wealth Group, LLC2,033$277K0.04%+7513F-HRTimeline
TCI Wealth Advisors, Inc.2,032$276K0.02%+113F-HRTimeline
BKM Wealth Management, LLC2,027$276K0.1%-23213F-HRTimeline
Summit Financial Wealth Advisors, LLC2,037$274K0.04%+14613F-HRTimeline
Tarbox Family Office, Inc.2,012$274K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC2,006$273K0.03%013F-HRTimeline
JT Stratford LLC2,005$273K0.04%-113F-HRTimeline
Nemes Rush Group LLC2,002$272K0.03%+913F-HRTimeline
Versor Investments LP2,000$272K0.05%new13F-HRTimeline
Trivium Point Advisory, LLC2,000$272K0.03%new13F-HRTimeline
Highlander Partners, L.P.2,000$272K0.09%013F-HRTimeline
MQS Management LLC1,997$272K0.16%-2,20113F-HRTimeline
WealthShield Partners, LLC1,996$272K0.03%+18813F-HRTimeline
Petrus Trust Company, LTA1,994$271K0.03%new13F-HRTimeline
Silver Coast Investments LLC1,994$271K0.09%013F-HRTimeline
COOKSON PEIRCE & CO INC1,993$271K0.01%new13F-HRTimeline
Live Oak Private Wealth LLC1,991$271K0.04%new13F-HRTimeline
CENTRAL BANK & TRUST CO1,990$271K0.04%013F-HRTimeline
Broderick Brian C1,990$271K0.05%013F-HRTimeline
Quent Capital, LLC1,985$270K0.02%+17013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,985$270K0.14%-1613F-HRTimeline
Moloney Securities Asset Management, LLC1,982$270K0.03%-813F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,976$269K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,968$268K0.02%+24813F-HRTimeline
Beirne Wealth Consulting Services, LLC1,961$267K0.06%+26113F-HRTimeline
Meridian Wealth Advisors, LLC1,957$266K0.04%+7913F-HRTimeline
LeClair Wealth Partners LLC1,956$266K0.17%013F-HRTimeline
Teamwork Financial Advisors, LLC1,952$266K0.03%-26713F-HRTimeline
Douglas Lane & Associates, LLC1,950$265K<0.01%-5813F-HRTimeline
Greenland Capital Management LP1,950$265K0.04%-5,37513F-HRTimeline
Old Port Advisors1,949$265K0.07%+7113F-HRTimeline
Indiana Trust & Investment Management Co1,945$265K0.08%013F-HRTimeline
Morse Asset Management, Inc1,945$265K0.05%+1,85313F-HRTimeline
Commonwealth Financial Services, LLC1,939$264K0.05%-15113F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,930$263K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC1,927$262K0.13%-13013F-HRTimeline
Abacus Planning Group, Inc.1,915$261K0.04%+16013F-HRTimeline
Pinnacle Family Advisors, LLC1,907$259K0.11%+21513F-HRTimeline
WASHINGTON TRUST Co1,905$259K0.01%+5013F-HRTimeline
X-Square Capital, LLC1,908$259K0.08%+313F-HRTimeline
apricus wealth, LLC1,900$258K0.14%013F-HRTimeline
Ignite Planners, LLC1,898$258K0.04%+313F-HRTimeline
McGowan Group Asset Management, Inc.1,893$258K0.03%013F-HRTimeline
L2 Asset Management, LLC1,893$257K0.04%+7213F-HRTimeline
Financial Advisors Network, Inc.1,887$257K0.04%+10413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,887$257K0.02%+13113F-HRTimeline
WEIK CAPITAL MANAGEMENT1,885$256K0.1%-12513F-HRTimeline
OAKWORTH CAPITAL, INC.1,881$256K0.01%013F-HRTimeline
Columbia Asset Management1,878$255K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,878$255K<0.01%new13F-HRTimeline
Summit Asset Management, LLC1,876$255K0.04%+113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,874$255K0.04%+1713F-HRTimeline
Powers Advisory Group, LLC1,872$255K0.1%-22413F-HRTimeline
Gallagher Capital Advisors, LLC1,871$254K0.15%+1713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,868$254K0.01%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,867$254K0.03%+13213F-HRTimeline
Tranquility Partners, LLC1,866$254K0.09%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,861$253K0.02%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,860$253K0.04%-313F-HRTimeline
McAdam, LLC1,860$253K0.01%+4413F-HRTimeline
SFMG, LLC1,859$253K0.02%new13F-HRTimeline
Argentarii, LLC1,850$252K0.1%-513F-HRTimeline
Sandy Cove Advisors, LLC1,844$251K0.08%+1913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,844$251K0.02%new13F-HR/ATimeline
Radnor Capital Management, LLC1,842$251K0.04%013F-HRTimeline
Chicago Capital, LLC1,842$251K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,845$250K0.04%+18713F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,837$250K0.07%new13F-HRTimeline
Trueblood Wealth Management, LLC1,835$250K0.1%+613F-HRTimeline
TCV Trust & Wealth Management, Inc.1,832$249K0.02%new13F-HRTimeline
Requisite Capital Management, LLC1,831$249K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,829$249K0.01%-3813F-HRTimelineGroup
Meixler Investment Management, Ltd.1,827$249K0.15%-36713F-HRTimeline
RiverFront Investment Group, LLC1,821$248K<0.01%+10013F-HRTimeline
Wolff Financial Management LLC1,815$247K0.06%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,815$247K0.04%new13F-HRTimeline
Northwest Quadrant Wealth Management, L…1,814$247K0.05%+1413F-HRTimeline
American Alpha Advisors, LLC1,814$247K0.18%-12813F-HRTimeline
WBH ADVISORY INC1,810$246K0.02%new13F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,804$245K0.02%new13F-HRTimelineGroup
Retirement Planning Group, LLC1,803$245K0.01%new13F-HRTimeline
VeraBank, N.A.1,802$245K0.05%013F-HRTimeline
Whetstone Capital Advisors, LLC1,797$244K0.07%new13F-HRTimeline
VIAWEALTH, LLC1,791$244K0.13%013F-HRTimeline
Werba Rubin Papier Wealth Management1,781$242K0.04%-513F-HRTimeline
KPP Advisory Services LLC1,781$242K0.04%-1213F-HRTimeline
Paragon Capital Management Ltd1,777$242K0.05%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,776$242K0.14%-5113F-HR/ATimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,773$241K0.11%-1,40013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,772$241K0.01%-2113F-HRTimeline
HOURGLASS CAPITAL, LLC1,770$241K0.05%013F-HRTimeline
NovaPoint Capital, LLC1,767$240K0.06%new13F-HRTimeline
Signature Wealth Management Partners, L…1,765$240K0.13%013F-HRTimeline
Great Diamond Partners, LLC1,764$240K0.05%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,758$239K0.06%013F-HRTimeline
Cooper Financial Group1,754$239K0.03%-15013F-HRTimeline
MIdWestOne Financial Group, Inc.1,751$238K0.03%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,751$238K-186Timeline
MOLLER WEALTH PARTNERS1,748$238K0.05%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,746$237K0.01%+16613F-HRTimelineGroup
Touchstone Capital, Inc.1,745$237K0.12%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,743$237K0.09%013F-HRTimeline
Next Capital Management LLC1,738$236K0.08%-6213F-HRTimeline
LM Advisors LLC1,737$236K0.03%013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC1,729$235K0.05%013F-HRTimeline
Per Stirling Capital Management, LLC.1,722$234K0.03%+513F-HRTimeline
Aprio Wealth Management, LLC1,721$234K0.02%new13F-HRTimeline
Root Financial Partners, LLC1,718$234K0.01%new13F-HRTimeline
True North Advisors, LLC1,718$234K0.04%+313F-HRTimeline
Sentry LLC1,710$233K0.06%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,707$232K0.03%new13F-HRTimeline
Strait & Sound Wealth Management LLC1,705$232K0.09%013F-HRTimeline
Deseret Mutual Benefit Administrators1,703$232K0.1%+16513F-HRTimeline
IVC Wealth Advisors LLC1,700$231K0.1%-3513F-HRTimeline
Key Client Fiduciary Advisors, LLC1,699$231K0.08%+1713F-HRTimeline
Crestmont Private Wealth LLC1,698$231K0.08%013F-HRTimeline
EASTERN BANK1,695$231K<0.01%-6813F-HRTimeline
SageView Advisory Group, LLC1,693$230K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,692$230K0.01%+15213F-HRTimelineGroup
Phillips Wealth Planners LLC1,728$230K0.19%new13F-HRTimeline
FARMERS TRUST CO1,682$229K0.04%new13F-HRTimeline
Catalina Capital Group, LLC1,676$228K0.14%-18213F-HRTimeline
JNBA Financial Advisors1,674$228K0.02%013F-HRTimeline
Asset Advisors Investment Management, L…1,673$228K0.02%-17513F-HRTimeline
State of Wyoming1,672$227K0.03%-14013F-HRTimeline
Sovereign Financial Group, Inc.1,667$227K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,660$226K0.01%+413F-HRTimeline