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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

2,062 managers (2,108 13F filers) reported a position in PSX shares at 2026-06-30, 317,747,204 shares in all. 136 filers opened a position and 162 filers sold out during the quarter.

Managers
2,062
13F filers
2,108
New
136
Added
808
Reduced
737
Sold out
162
Shares held by filers
317,747,204

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TRILLIUM ASSET MANAGEMENT, LLC1,930$326K0.01%013F-HRTimeline
Moss Adams Wealth Advisors LLC1,923$325K0.02%+5313F-HRTimeline
CONNING INC.in group CONNING INC.1,920$325K0.01%-53213F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT1,918$324K0.02%013F-HRTimeline
Beirne Wealth Consulting Services, LLC1,913$323K0.06%013F-HRTimeline
Financial Advisors Network, Inc.1,911$323K0.04%+19713F-HRTimeline
Westover Capital Advisors, LLC1,909$323K0.05%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,905$322K0.29%-10013F-HRTimeline
Indiana Trust & Investment Management Co1,900$321K0.09%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,899$321K0.02%+60913F-HRTimeline
TCI Wealth Advisors, Inc.1,898$321K0.01%+23713F-HRTimeline
Signet Private Wealth LLC1,894$320K0.26%013F-HRTimeline
Greenfield Seitz Capital Management, LLC1,894$320K0.1%-15013F-HRTimeline
Merrithew & Thorsten Inc1,889$319K0.27%+1313F-HRTimeline
Hexagon Capital Partners LLC1,886$319K0.04%+1013F-HRTimeline
Columbia Asset Management1,878$317K0.06%013F-HRTimeline
Summit Asset Management, LLC1,878$317K0.04%+113F-HRTimeline
WBH ADVISORY INC1,873$317K0.02%-10013F-HRTimeline
TCV Trust & Wealth Management, Inc.1,871$316K0.02%013F-HRTimeline
Gallagher Capital Advisors, LLC1,871$316K0.18%+313F-HRTimeline
HHM Wealth Advisors, LLC1,868$316K0.03%+4413F-HRTimeline
Family Manage LLC1,868$316K0.03%+26713F-HRTimeline
McGowan Group Asset Management, Inc.1,866$315K0.04%-6013F-HRTimeline
Tranquility Partners, LLC1,866$315K0.11%013F-HRTimeline
Rehmann Capital Advisory Group1,859$314K0.01%-213F-HRTimeline
X-Square Capital, LLC1,859$314K0.08%+5813F-HRTimeline
Alan B Lancz & Associates, Inc.1,857$314K0.27%013F-HRTimeline
TRB Wealth Management, LLC1,857$314K0.04%+29213F-HRTimeline
WASHINGTON TRUST Co1,855$314K0.01%013F-HRTimeline
Fulcrum Asset Management LLP1,799$313K0.03%-25,86813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,850$313K0.02%+6713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,498$312K0.04%-2013F-HRTimeline
Glass Jacobson Investment Advisors llc1,842$311K0.1%+97013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,840$311K0.02%-69913F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,837$311K0.09%-20013F-HRTimeline
Gaddis Premier Wealth Advisors LLC1,829$309K0.19%013F-HRTimeline
Trueblood Wealth Management, LLC1,829$309K0.11%+613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…1,823$308K0.1%-24613F-HRTimeline
Plan A Wealth LLC1,823$308K0.13%-84213F-HRTimeline
Wolff Financial Management LLC1,815$307K0.06%013F-HRTimeline
INCEPTIONR LLC1,814$307K0.08%new13F-HRTimeline
Sound Income Strategies, LLC1,810$306K0.01%+28513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,809$306K0.02%+1913F-HRTimeline
Wealth Management Associates, Inc.1,809$306K0.08%-5,53713F-HRTimeline
JMAC ENTERPRISES LLC1,805$305K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC1,802$305K0.13%+1113F-HRTimeline
Peterson Wealth Services1,799$304K0.07%-813F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC1,797$304K0.06%-69513F-HRTimeline
Silver Coast Investments LLC1,795$303K0.09%013F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC1,795$303K0.16%13F-HRTimeline
VIAWEALTH, LLC1,795$303K0.15%+213F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC1,794$303K0.39%-913F-HRTimeline
Radnor Capital Management, LLC1,792$303K0.04%013F-HRTimeline
Stonebrook Private Inc.1,789$302K0.06%+49813F-HRTimeline
Keating Financial Advisory Services, In…1,787$302K0.04%+6813F-HRTimeline
Warwick Investment Management, Inc.1,786$302K0.03%+12713F-HRTimeline
Riverbend Wealth Management, LLC1,775$300K0.15%-1,88413F-HRTimeline
Traynor Capital Management, Inc.1,774$300K0.01%-1813F-HRTimeline
Signature Wealth Management Partners, L…1,765$298K0.14%013F-HRTimeline
Tarbox Family Office, Inc.1,763$298K0.04%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,760$298K0.07%-19713F-HRTimeline
WEIK CAPITAL MANAGEMENT1,760$298K0.11%-10013F-HRTimeline
Perennial Investment Advisors, LLC1,753$296K0.02%+3013F-HRTimeline
SteelPeak Wealth, LLC1,746$295K0.01%+1713F-HRTimeline
LM Advisors LLC1,742$295K0.03%+1,42513F-HRTimeline
Pinion Investment Advisors, LLC1,738$294K0.06%+2813F-HRTimeline
Next Capital Management LLC1,738$294K0.08%013F-HRTimeline
Per Stirling Capital Management, LLC.1,735$293K0.03%+413F-HRTimeline
True North Advisors, LLC1,729$292K0.03%-5613F-HRTimeline
First Business Financial Services, Inc.1,725$292K0.02%+25413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,720$291K0.03%+413F-HRTimeline
CENTAURUS FINANCIAL, INC.1,718$290K0.01%+15413F-HRTimeline
Northwest Quadrant Wealth Management, L…1,710$289K0.05%-1813F-HRTimeline
Sentry LLC1,710$289K0.08%013F-HRTimeline
Strait & Sound Wealth Management LLC1,705$288K0.1%+2513F-HRTimeline
SkyOak Wealth, LLC1,703$288K0.05%-12513F-HRTimeline
SCS Capital Management LLC1,700$287K<0.01%+1013F-HRTimeline
Owlhouse Capital LP1,700$287K0.44%new13F-HRTimeline
NLB Skladi, upravljanje premozenja, d.o…1,700$287K0.01%013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC1,699$287K0.06%-1213F-HRTimeline
Athena Investment Management1,698$287K0.17%-1,00713F-HRTimeline
Crestmont Private Wealth LLC1,697$287K0.08%013F-HRTimeline
VICUS CAPITAL1,694$286K0.02%+34213F-HRTimeline
BLB&B Advisors, LLC1,693$286K0.01%+213F-HRTimeline
THREADGILL FINANCIAL, LLC1,693$286K0.12%+5813F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,692$286K0.02%new13F-HRTimeline
LRI Investments, LLC1,678$284K0.02%-60813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,677$283K0.03%-11913F-HRTimeline
Asset Advisors Investment Management, L…1,673$283K0.03%013F-HRTimeline
Great Diamond Partners, LLC1,673$283K0.05%013F-HRTimeline
SageView Advisory Group, LLC1,669$282K0.01%+15513F-HRTimeline
Delta Investment Management, LLC1,667$282K0.05%013F-HRTimeline
Prestige Wealth Management Group LLC1,665$281K0.05%+1,03213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC1,659$280K0.07%013F-HRTimeline
Aspire Private Capital, LLC1,656$280K0.06%-5013F-HRTimeline
Murphy Pohlad Asset Management LLC1,650$279K0.1%013F-HRTimeline
IVC Wealth Advisors LLC1,648$279K0.11%-2813F-HRTimeline
Embree Financial Group1,647$278K0.03%+1313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,644$278K0.03%+413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,639$277K0.16%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,638$277K0.03%013F-HR/ATimeline
True Wealth Design, LLC1,637$277K0.07%+36313F-HRTimeline
Defiance ETFs, LLC1,585$277K<0.01%+24013F-HRTimeline
Cherry Tree Wealth Management, LLC1,629$275K0.05%013F-HRTimeline
Commonwealth Financial Services, LLC1,627$275K0.04%-2913F-HRTimeline
Schear Investment Advisers, LLC1,626$275K0.09%+42213F-HRTimeline
EWA, LLC1,625$275K0.05%+10613F-HRTimeline
WEALTHSPAN PARTNERS, LLC1,625$275K0.09%013F-HRTimeline
Powers Advisory Group, LLC1,625$275K0.09%-24913F-HRTimeline
Key Client Fiduciary Advisors, LLC1,624$275K0.08%+5513F-HRTimeline
CRA Financial Services, LLC1,618$274K0.03%+4213F-HRTimeline
Measured Wealth Private Client Group, L…1,617$273K0.07%013F-HRTimeline
Elyxium Wealth, LLC1,615$273K0.03%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,613$273K0.12%-5713F-HRTimeline
Verity Asset Management, Inc.1,611$272K0.1%+17513F-HRTimeline
Continuum Advisory, LLC1,610$272K0.02%+3113F-HRTimeline
Independent Wealth Network Inc.1,605$271K0.07%+2913F-HRTimeline
apricus wealth, LLC1,600$270K0.13%-30013F-HRTimeline
Fragasso Financial Advisors Inc1,600$270K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.1,595$270K0.04%+113F-HRTimeline
Westside Investment Management, Inc.1,594$269K0.04%+1013F-HRTimeline
M1 Capital Management LLC1,593$269K0.1%-3313F-HRTimeline
Choate Investment Advisors1,592$269K<0.01%-513F-HRTimeline
Almanack Investment Partners, LLC.1,591$269K0.03%new13F-HRTimeline
LifeGoal Investments, LLC1,586$268K0.12%+41013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,585$268K<0.01%+8613F-HRTimelineGroup
Octavia Wealth Advisors, LLC1,581$267K0.02%new13F-HRTimeline
Hardin Capital Partners, LLC1,571$267K0.12%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,579$267K0.02%-2013F-HRTimeline
Bond & Devick Financial Network, Inc.1,576$266K0.07%013F-HRTimeline
Stokes Capital Advisors, LLC1,575$266K0.06%new13F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL1,573$266K0.1%013F-HRTimeline
E Fund Management Co., Ltd.1,567$265K0.01%-2,14813F-HRTimeline
Traveka Wealth, LLC1,565$265K0.09%+3013F-HRTimeline
Brookwood Investment Group LLC1,561$264K0.03%-58713F-HRTimeline
Novak & Powell Financial Services, Inc.1,560$264K0.12%-6013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC1,558$263K0.04%-8213F-HRTimeline
INVESTMENT PARTNERS, LTD.1,554$263K0.08%+313F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC1,548$262K<0.01%-98013F-HRTimelineGroup
Arbor Investment Advisors, LLC1,547$261K0.03%013F-HRTimeline
Resonant Capital Advisors, LLC1,546$261K0.01%+4513F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd1,545$261K0.06%013F-HRTimelineGroup
Claro Advisors Inc.1,531$259K0.03%+7313F-HRTimeline
Cromwell Holdings LLC1,529$258K0.12%+6513F-HRTimeline
Loudon Investment Management, LLC1,527$258K0.13%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,519$257K0.02%+1013F-HRTimeline
Foster Group, Inc.1,518$257K0.01%-1,43113F-HRTimeline
Bank of New Hampshire1,517$256K0.05%-3513F-HRTimeline
Schorn Wealth LLC1,516$256K0.07%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,398$255K0.03%013F-HRTimeline
STALEY CAPITAL ADVISERS INC1,500$254K0.01%013F-HRTimeline
Apriem Advisors1,500$254K0.02%013F-HRTimeline
Edge Wealth Management LLC1,500$254K0.04%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,499$253K0.14%+3313F-HRTimeline
CALTON & ASSOCIATES, INC.1,499$253K0.04%new13F-HRTimeline
HighPoint Advisor Group LLC1,497$253K0.01%+15113F-HRTimeline
Fielder Capital Group LLC1,496$253K0.05%+513F-HRTimeline
SEVEN MILE ADVISORY1,495$253K0.17%-12813F-HRTimeline
Sovran Advisors, LLC1,226$252K0.02%new13F-HRTimeline
COFG Advisors, LLC1,484$251K0.04%+2313F-HRTimeline
SAXON INTERESTS, INC.1,475$249K0.07%-47813F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC1,472$249K0.03%013F-HRTimeline
Cambridge Financial Group, LLC1,471$249K0.08%013F-HRTimeline
Whetstone Capital Advisors, LLC1,469$248K0.07%013F-HRTimeline
Zhang Financial LLC1,467$248K0.01%+14813F-HRTimeline
Sagewood Asset Management LP1,452$245K0.06%+14313F-HRTimeline
Astoria Portfolio Advisors LLC.1,448$245K0.04%new13F-HRTimeline
PFG Advisors1,439$243K0.01%-69713F-HRTimeline
NorthCoast Asset Management LLC1,437$243K0.01%-12313F-HRTimeline
Core Capital Management & Research, inc.1,000$243K0.13%13F-HRTimeline
JM2 Capital Inc.1,436$243K0.17%+1013F-HRTimeline
Purewater Capital LLC1,433$242K0.17%-513F-HRTimeline
Relyea Zuckerberg Hanson LLC1,433$242K0.02%+3013F-HR/ATimeline
Jacobsen Capital Management1,429$242K0.07%+113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,428$241K0.24%-12713F-HRTimeline
Asset One Wealth Management LLC1,230$241K0.03%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,427$241K0.03%013F-HRTimeline
Trust Co of Kansas1,425$241K0.12%+21113F-HRTimeline
CWS Financial Advisors, LLC1,423$241K0.05%013F-HRTimeline
Endowment Wealth Management, Inc.1,422$240K0.09%-8413F-HRTimeline
Coastline Trust Co1,422$240K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUTCHINSON CAPITAL MANAGEMENT/CA1,417$240K0.04%+1013F-HRTimeline
Acropolis Investment Management, LLC1,416$239K0.01%+3713F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC1,414$239K0.01%013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC1,407$238K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,406$238K0.02%013F-HRTimelineGroup
Peoples Bank/KS1,405$238K0.23%013F-HRTimeline
Biltmore Family Office, LLC1,403$237K0.03%-25613F-HRTimeline
Z3 Capital Partners, LLC1,402$237K0.05%-1713F-HRTimeline
Advyzon Investment Management, LLC1,402$237K0.02%+16713F-HRTimeline
Green Ridge Wealth Planning LLC1,400$237K0.1%013F-HRTimeline
DV Trading LLC1,400$237K0.02%+10013F-HRTimeline
Resolute Wealth Strategies, LLC1,396$236K0.09%+10913F-HRTimeline
Optas, LLC1,393$235K0.03%+9813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.1,390$235K0.02%+413F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,388$235K0.02%013F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,141$235K0.13%013F-HRTimeline
Bullock Wealth Management Group1,344$235K0.1%-2613F-HRTimeline
Secure Asset Management, LLC1,384$234K0.03%-2313F-HRTimeline
L. Roy Papp & Associates, LLP1,379$233K0.02%013F-HRTimeline