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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,089 managers (2,133 13F filers) reported a position in PSX shares at 2026-03-31, 313,101,917 shares in all. 320 filers opened a position and 95 filers sold out during the quarter.

Managers
2,089
13F filers
2,133
New
320
Added
691
Reduced
744
Sold out
95
Shares held by filers
313,101,917

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Kera Capital Partners, Inc.2,593$472K0.06%+17113F-HRTimeline
Strategies Wealth Advisors, LLC2,591$472K0.05%+24313F-HRTimeline
SVB WEALTH LLC2,589$472K0.03%+10213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,885$471K0.13%-5313F-HRTimeline
SYM FINANCIAL Corp2,584$471K0.05%+6213F-HRTimeline
Legacy Capital Wealth Partners, LLC2,573$469K0.1%013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…2,568$468K0.12%013F-HRTimelineGroup
CAXTON ASSOCIATES LLP2,565$467K0.01%-6,07213F-HRTimeline
Sound View Wealth Advisors Group, LLC2,541$463K0.03%-14713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,539$463K0.03%+6513F-HRTimeline
Ruggaard & Associates LLC2,532$461K0.18%013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC2,528$461K0.01%+16313F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…2,525$460K0.04%013F-HRTimeline
TRUST CO OF OKLAHOMA2,524$460K0.13%-4113F-HRTimeline
Fortune Financial Advisors, LLC2,520$459K0.23%+50013F-HRTimeline
Avestar Capital, LLC2,515$458K0.03%new13F-HRTimeline
CoreFirst Bank & Trust2,508$457K0.24%+1013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,500$455K<0.01%+1513F-HRTimelineGroup
Ipswich Investment Management Co., Inc.2,500$455K0.11%+10013F-HRTimeline
Quinn Opportunity Partners LLC2,500$455K0.02%-2,50013F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.2,495$455K0.2%013F-HRTimeline
Versant Capital Management, Inc2,495$455K0.04%+5213F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC2,492$454K0.09%-10013F-HRTimeline
Siemens Fonds Invest GmbH2,489$453K0.03%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,486$453K0.29%+213F-HRTimeline
Manske Wealth Management2,484$453K0.13%-15013F-HRTimeline
Triad Wealth Partners, LLC2,477$451K0.04%-54113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,477$451K0.13%+71313F-HRTimeline
BNB Wealth Management, LLC2,473$451K0.29%+56113F-HRTimeline
Successful Portfolios LLC2,450$450K0.25%-59913F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,468$450K0.04%013F-HR/ATimeline
Goodman Financial Corp2,466$449K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,465$449K0.02%-2,39513F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,461$448K0.05%-76513F-HRTimeline
Uniting Wealth Partners, LLC2,458$448K0.1%+2813F-HRTimeline
CONNING INC.in group CONNING INC.2,452$447K0.01%-32713F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co2,450$446K0.02%-10013F-HRTimelineGroup
JT Stratford LLC2,449$446K0.06%+12813F-HRTimeline
Douglas Lane & Associates, LLC2,448$446K0.01%+15813F-HRTimeline
Pinnacle Bancorp, Inc.2,446$446K0.13%013F-HRTimeline
TD Capital Management LLC2,443$445K0.04%+31613F-HRTimeline
Capital Advantage, Inc.2,437$444K0.06%-10513F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,436$444K0.23%-10813F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.2,429$443K0.17%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,429$442K0.01%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fort Sheridan Advisors LLC2,425$442K0.05%013F-HRTimeline
Sterling Investment Advisors, Ltd.2,424$442K0.08%013F-HRTimeline
Stokes Family Office, LLC2,421$441K0.05%-62613F-HRTimeline
55 North Private Wealth, LLC2,417$440K0.11%-81213F-HRTimeline
Breakwater Capital Group2,412$439K0.06%+5013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,410$439K0.03%-95113F-HRTimeline
Calydon Capital2,408$439K0.07%+4113F-HRTimeline
CFO4Life Group, LLC2,388$435K0.07%-213F-HRTimeline
Hanson & Doremus Investment Management2,384$434K0.05%-24413F-HRTimeline
Falcon Wealth Planning2,365$431K0.03%+64413F-HRTimeline
Cross Staff Investments Inc2,363$430K0.22%013F-HRTimeline
Werba Rubin Papier Wealth Management2,360$430K0.06%+51013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,360$430K0.09%013F-HRTimeline
Chronos Wealth Management, LLC2,359$430K0.21%013F-HRTimeline
Quilter Plcin group Quilter Plc2,353$429K0.01%-7713F-HRTimelineGroup
Pure Financial Advisors, LLC2,353$429K0.01%+2813F-HRTimeline
Klingman & Associates, LLC2,352$428K0.02%+3313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,654$427K0.02%+11513F-HR/ATimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,347$427K<0.01%-97113F-HRTimelineGroup
JACOBS & CO/CA2,346$427K0.04%013F-HRTimeline
Crestwood Advisors Group, LLC2,342$427K0.01%+19713F-HRTimeline
HBW ADVISORY SERVICES LLC2,338$426K0.04%+15213F-HRTimeline
Greenfield Savings Bank2,333$425K0.18%013F-HRTimeline
Zullo Investment Group, Inc.2,332$425K0.16%+2413F-HRTimeline
Walker Asset Management, LLC2,323$423K0.23%-12513F-HRTimeline
VESTOR CAPITAL, LLC2,322$423K0.03%+2,12113F-HRTimeline
Marble Wealth, LLC2,319$422K0.07%-9,97713F-HRTimeline
Blackhawk Capital Partners, LLC2,315$422K0.15%+2813F-HRTimeline
Plancorp, LLC2,646$421K0.01%+1513F-HRTimeline
Disciplined Investors, L.L.C.2,312$421K0.25%+6313F-HRTimeline
PFG Private Wealth Management, LLC2,307$420K0.18%+10213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,302$419K0.18%-25013F-HRTimeline
Philadelphia Investment Partners, LLC2,299$419K0.28%13F-HRTimeline
Callahan Advisors, LLC2,296$418K0.03%013F-HRTimeline
SmartHarvest Portfolios, LLC2,290$417K0.17%-44113F-HRTimeline
Allegheny Financial Group2,289$417K0.06%+1413F-HRTimeline
Duncan Williams Asset Management, LLC2,287$417K0.12%013F-HRTimeline
LRI Investments, LLC2,286$417K0.04%+23613F-HRTimeline
CHELSEA COUNSEL CO2,285$416K0.19%013F-HR/ATimeline
E Fund Management (Hong Kong) Co., Ltd.2,280$415K0.19%+2,27713F-HRTimeline
Cadent Capital Advisors, LLC2,277$415K0.11%+1013F-HRTimeline
Flywheel Private Wealth LLC2,273$414K0.24%013F-HRTimeline
Red Door Wealth Management, LLC2,259$412K0.04%+5613F-HRTimeline
Live Oak Private Wealth LLC2,254$411K0.06%+26313F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC2,246$409K0.4%013F-HRTimeline
Aljian Capital Management, LLC2,246$409K0.08%+413F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,434$409K0.11%-2913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,244$409K0.14%-2813F-HRTimeline
McAdam, LLC2,240$408K0.02%+17213F-HRTimeline
Port Capital LLC2,233$407K0.02%-23313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,225$405K0.04%+513F-HRTimeline
Laurel Wealth Advisors LLC2,360$405K0.04%-1513F-HRTimeline
LAWOOD & CO2,222$405K0.38%-7513F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,215$404K0.07%-6013F-HRTimeline
Berger Financial Group, Inc2,209$402K0.02%-7913F-HRTimeline
Summit Financial Wealth Advisors, LLC2,198$400K0.06%+1713F-HRTimeline
Beaumont Financial Advisors, LLC2,195$400K0.03%+2813F-HRTimeline
VeraBank, N.A.2,191$399K0.07%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,183$398K0.16%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,182$398K0.02%-11013F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION2,177$397K0.03%013F-HRTimeline
Keebeck Wealth Management2,176$396K0.04%new13F-HRTimeline
L2 Asset Management, LLC2,174$396K0.04%+14713F-HRTimeline
Vanguard Capital Wealth Advisors2,174$396K0.37%-4,72413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MOSAIC FAMILY WEALTH PARTNERS, LLC2,163$394K0.04%+513F-HRTimeline
CPC Advisors, LLC2,160$393K0.06%-2613F-HRTimeline
Fortis Capital Advisors, LLC2,158$393K0.05%new13F-HRTimeline
Tributary Capital Management, LLC2,155$393K0.04%-5013F-HRTimeline
Brookwood Investment Group LLC2,148$391K0.05%+50013F-HRTimeline
Newman Dignan & Sheerar, Inc.2,146$391K0.08%-26313F-HRTimeline
LVW Advisors, LLC2,143$390K0.04%new13F-HRTimeline
Goelzer Investment Management, Inc.2,139$390K0.02%-13113F-HRTimeline
PFG Advisors2,136$389K0.02%+30113F-HRTimeline
CrossGen Wealth, LLC2,131$388K0.34%+613F-HRTimeline
Portside Wealth Group, LLC2,126$387K0.05%+9013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,124$387K0.01%+113F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO2,123$387K0.11%-15013F-HRTimeline
Leisure Capital Management2,121$386K0.14%013F-HRTimeline
Avail Investment Partners, LLC2,120$386K0.41%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,117$386K0.11%-19713F-HR/ATimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,113$385K0.16%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,112$385K0.02%-17113F-HRTimeline
Wick Capital Partners, LLC2,111$385K0.07%-12813F-HRTimeline
Trivium Point Advisory, LLC2,105$383K0.07%+613F-HRTimeline
Register Financial Advisors LLC2,102$383K0.14%new13F-HRTimeline
Cooper Financial Group2,098$382K0.04%+34013F-HRTimeline
Pflug Koory, LLC2,094$382K0.17%013F-HRTimeline
Anchor Investment Management, LLC2,094$381K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,093$381K0.01%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.2,085$380K0.19%013F-HRTimeline
Post Resch Tallon Group Inc.2,110$379K0.31%013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,069$377K0.13%-12313F-HRTimeline
Plan Group Financial, LLC2,064$376K0.09%new13F-HRTimeline
WATERS PARKERSON & CO., LLC2,061$375K0.02%013F-HRTimeline
OPTIMA CAPITAL LLC2,061$375K0.17%+11713F-HRTimeline
Founders Financial Alliance, LLC2,051$373K0.07%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,047$373K0.03%-21013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.2,044$372K0.14%-10913F-HRTimeline
Greenfield Seitz Capital Management, LLC2,044$372K0.11%-35013F-HRTimeline
Old Port Advisors2,041$372K0.09%+8213F-HRTimeline
KEATING INVESTMENT COUNSELORS INC2,037$371K0.09%+20013F-HRTimeline
Nemes Rush Group LLC2,037$371K0.04%+913F-HRTimeline
Defender Capital, LLC.2,036$371K0.13%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,035$371K0.04%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,034$371K0.05%+413F-HRTimeline
Sandy Cove Advisors, LLC2,033$370K0.11%+10213F-HRTimeline
Gilliland Jeter Wealth Management LLC2,030$370K0.11%-29013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,024$369K0.04%-99313F-HRTimeline
Chicago Capital, LLC2,017$367K0.01%-2513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,015$367K0.04%-77313F-HRTimelineGroup
DAVIDSON TRUST CO2,011$366K0.16%+12513F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,005$365K0.37%13F-HRTimeline
OAKLAND FINANCIAL CORP2,000$364K5.75%-2,00013F-HRTimeline
Highlander Partners, L.P.2,000$364K0.14%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,995$363K0.03%+2113F-HRTimeline
Basecamp Wealth Advisors LLC1,991$363K0.08%+13313F-HRTimeline
CENTRAL BANK & TRUST CO1,990$363K0.06%013F-HRTimeline
Broderick Brian C1,990$363K0.07%013F-HRTimeline
Financial Engines Advisors L.L.C.1,984$361K<0.01%-30613F-HRTimeline
Flatrock Wealth Partners LLC1,980$361K0.16%-7113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,980$361K0.06%-513F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,980$361K0.09%-30013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,976$360K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,966$358K0.02%+10213F-HRTimeline
Benchmark Financial, LLC1,961$357K0.32%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,957$357K0.05%-3,63013F-HRTimeline
CoreCap Advisors, LLC1,957$357K0.01%+1,00313F-HRTimeline
Intrinsic Value Partners, LLC1,957$357K0.27%-2013F-HRTimeline
BKM Wealth Management, LLC1,957$357K0.13%-3813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,953$356K0.13%+313F-HRTimeline
SAXON INTERESTS, INC.1,953$356K0.12%-63813F-HRTimeline
Meixler Investment Management, Ltd.2,007$354K0.19%+2313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC1,930$352K0.01%013F-HRTimeline
Providence First Trust Co1,930$352K0.12%new13F-HRTimeline
McGowan Group Asset Management, Inc.1,926$351K0.04%+1513F-HRTimeline
Abacus Planning Group, Inc.1,921$350K0.05%-6813F-HRTimeline
Wolfstich Capital, LLC1,891$349K0.31%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT1,918$349K0.02%-3,09613F-HRTimeline
Beirne Wealth Consulting Services, LLC1,913$349K0.1%+1313F-HRTimeline
Prosperity Consulting Group, LLC1,911$348K0.02%+11213F-HRTimeline
WBH ADVISORY INC1,973$347K0.03%+20013F-HRTimeline
Indiana Trust & Investment Management Co1,900$346K0.11%-4513F-HRTimeline
apricus wealth, LLC1,900$346K0.17%-10013F-HRTimeline
SJS Investment Consulting Inc.1,899$346K0.04%-1413F-HRTimeline
Signet Private Wealth LLC1,894$345K0.33%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,889$344K0.03%+30113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,883$343K0.04%new13F-HRTimeline
Columbia Asset Management1,878$342K0.07%013F-HRTimeline
Summit Asset Management, LLC1,877$342K0.05%-2313F-HRTimeline
Hexagon Capital Partners LLC1,876$342K0.05%new13F-HRTimeline
Powers Advisory Group, LLC1,874$341K0.12%+113F-HRTimeline
Merrithew & Thorsten Inc1,876$341K0.32%+1513F-HRTimeline
TCV Trust & Wealth Management, Inc.1,871$341K0.03%+3913F-HRTimeline
Moss Adams Wealth Advisors LLC1,870$341K0.02%+19113F-HRTimeline
Gallagher Capital Advisors, LLC1,868$340K0.23%-33,98913F-HRTimeline