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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,753 managers (1,784 13F filers) reported a position in PSX shares at 2024-12-31, 306,940,668 shares in all. 86 filers opened a position and 183 filers sold out during the quarter.

Managers
1,753
13F filers
1,784
New
86
Added
620
Reduced
644
Sold out
183
Shares held by filers
306,940,668

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bullock Wealth Management Group1,642$187K0.11%+1013F-HRTimeline
Peterson Wealth Services1,634$186K0.06%+1613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,626$185K0.08%-12313F-HRTimeline
Perkins Coie Trust Co1,623$185K0.04%013F-HRTimeline
Tributary Capital Management, LLC1,585$181K0.01%-7513F-HRTimeline
New Millennium Group LLC1,572$179K0.1%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,563$178K0.01%-1,58113F-HRTimelineGroup
Headlands Technologies LLC1,563$178K0.02%new13F-HRTimeline
Compass Wealth Management LLC1,561$178K0.04%013F-HRTimeline
Coastline Trust Co1,559$178K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTAURUS FINANCIAL, INC.1,522$173K0.01%-9913F-HRTimeline
Financial Management Professionals, Inc.1,502$171K0.02%+1313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,483$169K0.01%+18013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,477$168K0.01%-1,14313F-HRTimeline
Westside Investment Management, Inc.1,471$168K0.04%013F-HRTimeline
Deseret Mutual Benefit Administrators1,406$160K0.08%-2213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,404$160K0.07%-2013F-HRTimeline
Cromwell Holdings LLC1,396$159K0.09%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,385$158K0.01%013F-HRTimelineGroup
Addison Advisors LLC1,368$156K0.04%013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,360$155K0.01%-5,61513F-HRTimeline
10Elms LLP1,354$154K0.16%13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,342$153K0.1%13F-HRTimeline
Versant Capital Management, Inc1,336$152K0.03%-70913F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$152K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,333$152K<0.01%013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…1,334$149K<0.01%-14,35013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,310$149K0.03%+513F-HRTimeline
General Partner, Inc.1,303$148K0.09%013F-HRTimeline
Garde Capital, Inc.1,303$148K0.01%+44713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,282$146K0.08%+513F-HRTimeline
Smithfield Trust Co1,272$145K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,267$144K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,263$144K0.02%+1013F-HRTimeline
FCA CORP /TX1,000$141K0.04%new13F-HRTimeline
PFG Private Wealth Management, LLC1,233$140K0.08%+8813F-HRTimeline
SITTNER & NELSON, LLC1,219$139K0.06%013F-HRTimeline
Financiere des Professionnels - Fonds d…1,200$137K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,194$136K0.02%+2813F-HRTimeline
Peoples Bank/KS1,182$135K0.09%-513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,153$131K<0.01%-613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Place Capital Corp1,149$131K0.04%-60313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,125$128K0.06%-6213F-HRTimelineGroup
Riverview Trust Co1,119$127K0.12%-713F-HRTimeline
AdvisorNet Financial, Inc1,100$125K0.01%-13713F-HRTimeline
FNY Investment Advisers, LLC1,100$125K0.06%new13F-HRTimeline
Grove Bank & Trust1,088$124K0.02%+12313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,082$123K<0.01%+1,04613F-HRTimelineGroup
Global Financial Private Client, LLC1,078$123K0.05%-1513F-HRTimeline
Continuum Advisory, LLC1,067$122K0.02%-713F-HRTimeline
Security National Bank1,054$120K0.02%-22413F-HRTimeline
American Capital Advisory, LLC1,053$120K0.07%013F-HRTimeline
Tradewinds Capital Management, LLC1,034$118K0.03%-29113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,007$115K<0.01%+22413F-HR/ATimeline
Global Trust Asset Management, LLC1,005$114K0.04%+4113F-HRTimeline
Mechanics Financial Corp1,000$114K0.05%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.987$112K0.11%13F-HRTimeline
City State Bank987$112K0.04%013F-HRTimeline
CVA Family Office, LLC966$110K0.02%+10213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST961$109K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC960$109K0.06%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.956$109K0.01%+18113F-HRTimeline
Tanglewood Legacy Advisors, LLC950$108K0.05%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC735$104K0.07%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC900$103K0.08%013F-HR/ATimeline
Empirical Asset Management, LLC35,148$102K0.03%+11,34613F-HRTimeline
ORG Partners LLC888$101K0.01%013F-HRTimeline
Plato Investment Management Ltd880$101K0.01%-1,44713F-HRTimeline
VALLEY NATIONAL ADVISERS INC879$100K0.02%+513F-HRTimeline
Caitong International Asset Management …870$99.1K0.1%13F-HR/ATimeline
OPTIMUM INVESTMENT ADVISORS838$95.5K0.04%013F-HRTimeline
Beacon Capital Management, LLC831$94.6K0.01%+10013F-HRTimeline
CoreCap Advisors, LLC793$90.3K<0.01%-30013F-HRTimeline
Avion Wealth793$90K0.02%-1713F-HRTimeline
Asset Planning,Inc787$89.6K0.07%13F-HRTimeline
TFC Financial Management, Inc.787$89.6K0.01%+57213F-HRTimeline
Gleason Group, Inc.753$85.8K0.02%+713F-HRTimeline
Missouri Trust & Investment Co749$85.3K0.03%-9613F-HRTimeline
Rialto Wealth Management, LLC744$84.8K0.03%13F-HRTimeline
FIRST FINANCIAL CORP /IN/743$84.7K0.04%+64813F-HRTimeline
Beaird Harris Wealth Management, LLC743$84.7K0.01%+913F-HRTimeline
MOTCO726$82.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.720$82K0.02%+44513F-HRTimeline
Eagle Bay Advisors LLC714$81.3K0.05%013F-HRTimeline
WR Wealth Planners, LLC708$80.6K0.03%-25013F-HRTimeline
Kentucky Trust Co700$79.8K0.05%13F-HRTimeline
MILLER WEALTH ADVISORS, LLC692$78.9K0.04%+413F-HRTimeline
Glen Eagle Advisors, LLC692$78.8K0.01%-6513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP682$77.7K0.01%013F-HRTimeline
Piscataqua Savings Bank681$77.6K0.07%013F-HRTimeline
Putney Financial Group LLC679$77.4K0.07%13F-HRTimeline
Golden State Wealth Management, LLC675$77K0.01%13F-HRTimeline
Clark Wealth Partners673$76.7K0.06%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL605$75.6K0.03%-713F-HRTimeline
JNBA Financial Advisors655$74.6K0.01%013F-HRTimeline
GODSEY & GIBB, INC650$74.1K0.01%-54813F-HRTimeline
Plante Moran Financial Advisors, LLC644$73.4K0.01%013F-HRTimeline
Bayforest Capital Ltd644$73.4K0.09%13F-HRTimeline
Tortoise Investment Management, LLC633$72.1K0.01%+8813F-HR/ATimeline
Kimelman & Baird, LLC625$71.2K0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC624$71.1K0.03%+313F-HRTimeline
Sound Income Strategies, LLC620$70.7K<0.01%+16013F-HRTimeline
PFS Partners, LLC617$70.3K0.04%+413F-HRTimeline
Main Street Group, LTD615$70.1K0.03%-113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.612$69.7K0.06%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…610$69.5K0.02%+25013F-HRTimeline
2UniFi Bank604$68.8K0.05%13F-HRTimeline
Murphy & Mullick Capital Management Corp603$68.7K0.06%13F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …600$68.4K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC575$65.5K0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.574$65.4K0.04%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC573$65.3K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC485$64K0.06%013F-HRTimeline
DUNCKER STREETT & CO INC556$63.3K0.01%-10013F-HRTimeline
Transce3nd, LLC556$63.3K0.02%13F-HRTimeline
Tower View Wealth Management LLC544$62K0.03%+513F-HRTimeline
PITTENGER & ANDERSON INC543$61.9K<0.01%+2013F-HRTimeline
Advantage Trust Co537$61.2K0.04%-5413F-HRTimeline
Front Row Advisors LLC535$61K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC526$59.9K<0.01%-2113F-HRTimeline
Raleigh Capital Management Inc.523$59.6K0.02%+36113F-HRTimeline
Key Financial Inc514$58.6K0.01%+1913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P511$58K<0.01%-6113F-HRTimelineGroup
Painted Porch Advisors LLC503$57.3K0.03%+19213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC500$57K0.01%-35013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$57K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…500$57K0.02%013F-HRTimeline
DecisionPoint Financial, LLC500$57K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC500$57K0.03%13F-HRTimeline
Aventura Private Wealth, LLC498$56.7K0.03%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners491$55.9K0.01%-4513F-HRTimelineGroup
First Command Advisory Services, Inc.483$55K<0.01%-34213F-HRTimeline
Millstone Evans Group, LLC481$54.8K0.04%13F-HRTimeline
Covestor Ltd464$53K0.03%-5013F-HRTimeline
OARSMAN CAPITAL, INC.459$52.3K0.01%-25813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.455$51.8K0.05%13F-HRTimeline
Medallion Wealth Advisors, LLC429$48.9K0.02%13F-HRTimeline
SBI Securities Co., Ltd.428$48.8K<0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.418$47.6K0.04%13F-HRTimeline
Financially Speaking Inc416$47.4K0.03%13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC415$47.3K0.02%-44,89413F-HRTimeline
Sugar Maple Asset Management, LLC410$46.7K0.04%new13F-HRTimeline
Whipplewood Advisors, LLC401$45.7K0.03%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …397$45.2K0.01%013F-HRTimelineGroup
Evolution Advisers, Inc.403$45K0.02%+2013F-HRTimeline
PrairieView Partners, LLC383$43K<0.01%013F-HRTimeline
Manchester Capital Management LLC372$42.4K<0.01%+1713F-HRTimeline
Hemington Wealth Management372$42K0.01%+813F-HRTimeline
Catalyst Capital Advisors LLC363$41.4K<0.01%-313F-HRTimeline
EnRich Financial Partners LLC360$41K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC358$40.8K0.01%-20013F-HR/ATimeline
Battery Global Advisors, LLC358$40.8K0.02%013F-HRTimeline
Legend Financial Advisors, Inc.350$39.9K0.03%013F-HRTimeline
ROGCO, LP350$39.9K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC348$39.6K0.01%-2013F-HRTimelineGroup
Mattson Financial Services, LLC300$39.4K0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC335$38.2K<0.01%+1513F-HRTimeline
Bellwether Advisors, LLC329$37.5K0.01%new13F-HRTimeline
Menard Financial Group LLC327$37.3K0.02%new13F-HRTimeline
Truvestments Capital LLC325$37.1K0.01%+20713F-HRTimeline
Private Wealth Management Group, LLC321$36.6K0.01%-4013F-HRTimeline
New England Capital Financial Advisors …321$36.5K0.02%+213F-HRTimeline
Copia Wealth Management317$36.1K0.03%13F-HRTimeline
Hoese & Co LLP302$34.4K0.03%-10013F-HRTimeline
Future Financial Wealth Managment LLC300$34.2K0.02%-15013F-HRTimeline
SRH ADVISORS, LLC299$34.1K0.01%013F-HRTimeline
Centerpoint Advisors, LLC300$34K0.01%013F-HRTimeline
Bell Investment Advisors, Inc296$33.7K0.01%-3313F-HRTimeline
Longview Financial Advisors LLC286$32.6K0.02%13F-HRTimeline
Crews Bank & Trust285$32.5K0.01%13F-HRTimeline
STEPH & CO276$31.4K0.01%013F-HRTimeline
Trust Co276$31.4K<0.01%013F-HRTimeline
West Branch Capital LLC275$31.3K0.01%013F-HRTimeline
Compass Financial Services Inc275$31.3K0.02%13F-HRTimeline
Olistico Wealth, LLC274$31.3K0.02%013F-HRTimeline
YANKCOM Partnership274$31.2K0.02%13F-HRTimeline
NFSG Corp274$31.2K0.01%new13F-HRTimeline
Coston, McIsaac & Partners276$31K0.01%013F-HRTimeline
TSFG, LLC271$31K0.01%013F-HRTimeline
Kings Path Partners LLC272$31K0.01%013F-HRTimeline
WEBSTER BANK, N. A.270$30.8K<0.01%+8813F-HRTimeline
Physician Wealth Advisors, Inc.269$30.6K0.01%new13F-HRTimeline
Fortitude Family Office, LLC266$30.3K0.01%+3813F-HRTimeline
Human Investing LLC264$30.1K0.01%new13F-HRTimeline
CNB Bank257$29.3K0.01%013F-HRTimeline
Heritage Wealth Advisors256$29.2K<0.01%-16813F-HRTimeline
WINNACLE WEALTH LLC255$29K0.03%13F-HRTimeline
Wood Tarver Financial Group, LLC262$29K0.01%13F-HRTimeline
Rise Advisors, LLC254$29K0.01%+213F-HRTimeline
Pacifica Partners Inc.251$28.7K0.01%-413F-HRTimeline
Clearstead Trust, LLC250$28.5K0.01%013F-HRTimeline
FLP Wealth Management, LLC250$28.5K0.07%13F-HRTimeline
Cornerstone National Bank & Trust Co250$28.5K0.01%013F-HRTimeline
Signature Resources Capital Management,…250$28.5K0.03%013F-HRTimeline
SJS Investment Consulting Inc.249$28.4K<0.01%-713F-HRTimeline
Gen-Wealth Partners Inc247$28.1K0.01%013F-HRTimeline
Tacita Capital Inc245$27.9K0.02%-14613F-HRTimeline
Graney & King, LLC245$27.9K0.02%13F-HRTimeline
Stephens Consulting, LLC244$27.8K0.01%+11113F-HRTimeline
Core Alternative Capital236$26.9K0.01%013F-HRTimeline