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Disclosery

PSX PHILLIPS 66

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Stock (common), issuer CIK 1534701

1,765 managers (1,797 13F filers) reported a position in PSX shares at 2025-03-31, 308,203,084 shares in all. 152 filers opened a position and 131 filers sold out during the quarter.

Managers
1,765
13F filers
1,797
New
152
Added
646
Reduced
666
Sold out
131
Shares held by filers
308,203,084

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Three Magnolias Financial Advisors, LLC1,674$207K0.18%new13F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,664$205K0.03%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC1,660$205K0.09%new13F-HRTimeline
Biltmore Family Office, LLC1,659$205K0.03%new13F-HRTimeline
Apella Capital, LLC1,984$205K0.01%new13F-HRTimeline
Aspire Private Capital, LLC1,656$204K0.05%new13F-HRTimeline
Hirtle & Co., LLC1,652$204K0.01%-53613F-HRTimeline
Murphy Pohlad Asset Management LLC1,650$204K0.09%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC1,649$204K0.07%new13F-HRTimeline
BLB&B Advisors, LLC1,648$203K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,647$203K0.14%-98013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,646$203K0.01%new13F-HRTimeline
Schear Investment Advisers, LLC1,645$203K0.12%-4,72313F-HRTimeline
Ground Swell Capital, LLC1,640$203K0.46%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,639$202K0.01%new13F-HRTimeline
West Family Investments, Inc.1,632$202K0.08%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.1,632$202K0.02%new13F-HRTimeline
Perkins Coie Trust Co1,629$201K0.05%+613F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,628$201K0.06%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,627$201K0.09%+113F-HRTimeline
Peterson Wealth Services1,600$198K0.06%-3413F-HRTimeline
LANARK FINANCIAL, INC.1,558$192K0.02%+1,55713F-HRTimeline
Coastline Trust Co1,549$191K0.02%-1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HANTZ FINANCIAL SERVICES, INC.1,550$191K<0.01%+39713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,541$190K0.01%-1,43913F-HRTimelineGroup
Deseret Mutual Benefit Administrators1,538$190K0.09%+13213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,532$189K<0.01%-1,16513F-HRTimelineGroup
Bullock Wealth Management Group1,517$189K0.11%-12513F-HRTimeline
CAAS CAPITAL MANAGEMENT LP1,500$185K0.09%new13F-HRTimeline
Financial Management Professionals, Inc.1,500$185K0.02%-213F-HRTimeline
State of Wyoming1,486$183K0.02%-37113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,482$183K0.01%-22313F-HRTimelineGroup
Westside Investment Management, Inc.1,471$182K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,471$182K0.01%-9213F-HRTimelineGroup
Arax Advisory Partners1,466$181K0.01%-23313F-HRTimeline
GeoWealth Management, LLC1,455$180K0.01%-65013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,438$178K0.12%+9613F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,414$175K0.01%-6313F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,411$174K0.01%-34013F-HR/ATimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,397$173K0.08%-713F-HRTimeline
Cromwell Holdings LLC1,396$172K0.11%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,385$171K0.02%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,483$169K0.01%013F-HRTimeline
Peoples Bank/KS1,364$168K0.11%+18213F-HRTimeline
SHELL ASSET MANAGEMENT CO1,360$168K0.01%013F-HRTimeline
Addison Advisors LLC1,354$167K0.05%-1413F-HRTimeline
10Elms LLP1,354$167K0.17%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$167K0.01%013F-HRTimeline
Grove Bank & Trust1,348$166K0.02%+26013F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…1,334$165K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,325$164K0.08%+20013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,311$162K0.03%+113F-HRTimeline
General Partner, Inc.1,303$161K0.1%013F-HRTimeline
Smithfield Trust Co1,272$159K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,264$156K0.02%+113F-HRTimeline
SITTNER & NELSON, LLC1,219$151K0.06%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,190$147K0.01%-7713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,184$146K0.03%+30513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,173$144K<0.01%-1,10313F-HRTimelineGroup
AdvisorNet Financial, Inc1,148$142K0.01%+4813F-HRTimeline
Riverview Trust Co1,119$138K0.14%013F-HRTimeline
Global Financial Private Client, LLC1,102$136K0.05%+2413F-HRTimeline
Continuum Advisory, LLC1,099$136K0.02%+3213F-HRTimeline
CoreCap Advisors, LLC1,074$133K0.01%+28113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,355$131K0.09%-40513F-HRTimeline
American Capital Advisory, LLC1,057$131K0.07%+413F-HRTimeline
ORG Partners LLC1,050$131K0.03%+16213F-HRTimeline
Security National Bank1,054$130K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC1,034$128K0.03%013F-HRTimeline
Global Trust Asset Management, LLC1,005$124K0.08%013F-HRTimeline
Mechanics Financial Corp1,000$123K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…995$123K<0.01%-1213F-HRTimeline
McIlrath & Eck, LLC983$121K0.01%-21113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC960$119K0.07%013F-HRTimeline
Tanglewood Legacy Advisors, LLC950$117K0.05%013F-HRTimeline
City State Bank942$116K0.04%-4513F-HRTimeline
Compagnie Lombard Odier SCmA923$114K<0.01%-41013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P905$112K<0.01%+39413F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC900$111K0.09%013F-HR/ATimeline
Plato Investment Management Ltd880$110K0.01%013F-HRTimeline
Covestor Ltd884$109K0.07%+42013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST882$109K0.01%-7913F-HRTimeline
Missouri Trust & Investment Co880$109K0.04%+13113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd876$108K0.01%new13F-HRTimelineGroup
Garde Capital, Inc.867$107K0.01%-43613F-HRTimeline
CVA Family Office, LLC856$106K0.02%-11013F-HRTimeline
Beacon Capital Management, LLC838$103K0.01%+713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS838$103K0.05%013F-HRTimeline
Private Wealth Asset Management, LLC835$103K0.01%13F-HRTimeline
McClarren Financial Advisors, Inc.647$103K0.07%new13F-HRTimeline
VSM Wealth Advisory, LLC829$102K0.04%new13F-HRTimeline
Piscataqua Savings Bank816$101K0.09%+13513F-HRTimeline
True Wealth Design, LLC809$99.8K0.04%+78513F-HRTimeline
Asset Planning,Inc790$97.6K0.08%+313F-HRTimeline
TFC Financial Management, Inc.787$97.1K0.01%013F-HRTimeline
Golden State Wealth Management, LLC772$95.4K0.01%+9713F-HR/ATimeline
Park Place Capital Corp772$95.3K0.03%-37713F-HRTimeline
Cloud Capital Management, LLC772$95K0.07%13F-HRTimeline
Gleason Group, Inc.760$93.8K0.02%+713F-HRTimeline
Rialto Wealth Management, LLC753$93K0.03%+913F-HRTimeline
MOTCO749$92.5K0.01%+2313F-HRTimeline
Sound Income Strategies, LLC743$91.8K0.01%+12313F-HRTimeline
Beaird Harris Wealth Management, LLC734$90.6K0.01%-913F-HRTimeline
Avion Wealth793$90K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.724$89.4K0.03%+413F-HRTimeline
New Millennium Group LLC712$87.9K0.06%-86013F-HRTimeline
Glen Eagle Advisors, LLC710$87.7K0.01%+1813F-HRTimeline
Clark Wealth Partners700$86.5K0.06%+2713F-HRTimeline
Kentucky Trust Co700$86.4K0.05%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC697$86.1K0.05%+513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP682$84.2K0.01%013F-HRTimeline
Putney Financial Group LLC679$83.8K0.09%013F-HRTimeline
GODSEY & GIBB, INC650$80.3K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/648$80K0.04%-9513F-HRTimeline
Plante Moran Financial Advisors, LLC644$79.5K0.01%013F-HRTimeline
2UniFi Bank604$78.3K0.05%013F-HRTimeline
Kimelman & Baird, LLC625$77.2K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL623$76.9K0.02%+1813F-HRTimeline
PFS Partners, LLC621$76.7K0.04%+413F-HRTimeline
Main Street Group, LTD616$76.1K0.03%+113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.612$75.6K0.06%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…610$75.3K0.03%013F-HRTimeline
Pandora Wealth, Inc.605$74.7K0.05%13F-HRTimeline
Murphy & Mullick Capital Management Corp603$74.5K0.07%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.574$70.9K0.04%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC573$70.8K0.01%013F-HRTimeline
Advantage Trust Co562$69.4K0.04%+2513F-HRTimeline
DUNCKER STREETT & CO INC556$68.7K0.01%013F-HRTimeline
Tower View Wealth Management LLC549$67.8K0.04%+513F-HRTimeline
Sarver Vrooman Wealth Advisors547$67.5K0.04%13F-HRTimeline
MorganRosel Wealth Management, LLC546$67.4K0.02%new13F-HRTimeline
PITTENGER & ANDERSON INC543$67K<0.01%013F-HRTimeline
Front Row Advisors LLC535$66.1K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC529$65.3K<0.01%+313F-HRTimeline
Catalyst Capital Advisors LLC527$65.1K<0.01%+16413F-HRTimeline
Wealth Preservation Advisors, LLC517$63.8K0.05%13F-HRTimeline
Key Financial Inc514$63.5K0.01%013F-HRTimeline
Manchester Capital Management LLC503$62.1K0.01%+13113F-HRTimeline
Painted Porch Advisors LLC503$62.1K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC500$61.7K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC500$61.7K0.02%013F-HRTimeline
DecisionPoint Financial, LLC500$61.7K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC500$61.7K0.03%013F-HR/ATimeline
Aventura Private Wealth, LLC498$61.5K0.03%013F-HRTimeline
Hemington Wealth Management496$61K0.01%+12413F-HRTimeline
Stonebridge Financial Group, LLC488$60.3K0.01%-8713F-HRTimeline
Millstone Evans Group, LLC481$59.4K0.04%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC474$58.5K0.03%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.455$56.2K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC450$55.6K0.03%+25013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC485$55K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC432$53.7K0.02%+313F-HRTimeline
SBI Securities Co., Ltd.426$52.6K<0.01%-213F-HRTimeline
Whipplewood Advisors, LLC324$49.5K0.04%-7713F-HRTimeline
Costello Asset Management, INC400$49.4K0.02%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …397$49K0.01%13F-HRTimelineGroup
Evolution Advisers, Inc.400$49K0.03%-313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV393$48K0.02%+37413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC385$47.5K0.01%new13F-HRTimeline
PrairieView Partners, LLC383$47K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC358$44.2K0.01%013F-HR/ATimeline
Battery Global Advisors, LLC358$44.2K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC348$43K0.01%013F-HRTimelineGroup
Clearstead Trust, LLC336$41.5K0.01%+8613F-HRTimeline
CBIZ Investment Advisory Services, LLC335$41.4K<0.01%013F-HR/ATimeline
Dynamic Wealth Strategies, LLC330$40.7K0.03%new13F-HRTimeline
Bellwether Advisors, LLC329$40.6K0.01%013F-HRTimeline
New England Capital Financial Advisors …322$39.8K0.02%+113F-HRTimeline
Private Wealth Management Group, LLC321$39.6K0.01%013F-HRTimeline
Transce3nd, LLC321$39.6K0.02%-23513F-HRTimeline
Copia Wealth Management311$38.4K0.04%-613F-HRTimeline
Hoese & Co LLP302$37.3K0.03%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC301$37.2K0.02%-11413F-HRTimeline
Nova Wealth Management, Inc.301$37.2K0.03%new13F-HR/ATimeline
Future Financial Wealth Managment LLC300$37K0.03%013F-HRTimeline
Mattson Financial Services, LLC300$37K0.01%013F-HRTimeline
Compass Financial Services Inc300$37K0.02%+2513F-HRTimeline
Centerpoint Advisors, LLC300$37K0.01%013F-HRTimeline
SRH ADVISORS, LLC299$36.9K0.01%013F-HRTimeline
Truvestments Capital LLC295$36.4K0.01%-3013F-HRTimeline
Longview Financial Advisors LLC286$35.3K0.02%013F-HRTimeline
Crews Bank & Trust285$35.2K0.01%013F-HRTimeline
First Command Advisory Services, Inc.283$34.9K<0.01%-20013F-HRTimeline
ROGCO, LP283$34.9K0.01%-6713F-HRTimeline
BOK Financial Private Wealth, Inc.277$34.2K<0.01%+13313F-HRTimeline
Trust Co276$34.1K<0.01%013F-HRTimeline
STEPH & CO276$34.1K0.01%013F-HRTimeline
TSFG, LLC272$34K0.01%+113F-HRTimeline
West Branch Capital LLC275$34K0.01%013F-HRTimeline
Global Wealth Strategies & Associates275$34K0.01%new13F-HRTimeline
Kings Path Partners LLC272$33.6K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.270$33.3K0.01%+113F-HRTimeline
Fortitude Family Office, LLC266$32.8K0.01%013F-HRTimeline
WINNACLE WEALTH LLC262$32.3K0.03%+713F-HRTimeline
Wood Tarver Financial Group, LLC260$32.1K0.01%-213F-HRTimeline
CNB Bank257$31.7K0.02%013F-HRTimeline
Bogart Wealth, LLC252$31.1K<0.01%+3213F-HRTimeline
Signature Resources Capital Management,…250$30.9K0.03%013F-HRTimeline
Cornerstone National Bank & Trust Co250$30.9K0.01%013F-HRTimeline
Olistico Wealth, LLC249$30.8K0.02%-2513F-HRTimeline